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Last date modified: 2026-Feb-24
Search (Advance Access)
The Search step of a RelativityOne FOIA workflow consists of data collection, verifying the data, and linking workspaces. The agency assigned during Intake is responsible for completing search tasks.
Table of Contents
| Agency portals | Public portal | Agency administration |
|---|---|---|
| FOIA Portal |
Navigating the Search screen
Click the Search step in the workflow panel to open its details.
The following are some noteworthy navigational points on the Search screen.
A. Workflow steps—the RelatityOne FOIA workflow consists of four steps: Intake, Search, Review and Response. As you complete the tasks for a step, the workflow automatically advances you to the next. You can also jump from one step to another to view details.
B. Action buttons—includes Back, which redirects you to the previous screen, and Other Actions, consisting of the following:
- Email Requester—opens an email template you can use to contact the requester. Relativity auto-fills the requester's name and address for you.
- Activity History—shows a searchable list of activity for this request.
- Extension—(available in GA)
- Toll Clock—opens a form for requesting a change to the clock status.
C. Progress bar—indicates the status of workflow sub-sections. A green circle indicates the sub-section is complete for the workflow step. A white circle indicates there sub-section actions are not complete.
D. Request Details—the request details including requester input and attachments.
E. Assigned tasks—lists tasks created and assigned during the search process.
Search details for the coordinator
Search coordinators create and assign tasks to appropriate offices or users based on the scope of the content. They communicate with search custodians, track progress, and mark the search task complete once confirmation is received.
Search sub-sections
Click Task to open the modal. The modal displays all of the uncompleted sub-sections.
AA users—if the Task button does not work, click the Search Assignment task to open the associated modal. Task Search and Review Assignment are not yet available.
Search Assignment
In this sub-section, you will assign a type to the search task. This could be an office assignment, group, or individual user. You must provide justification for your decision.
Steps:
- Select an Assignment Type.
- Office—assigns the search task to an entire office or department.
- Group—assigns the task to a predefined group of users; a project team.
- User—assigns the task to a specific user.
- Provide a reason for your decision in the Justification box.
- Click Assign to confirm your decision.
At this point, Search is complete and the workflow moves to the Review step.
