Table of contents of the Office of Government Ethics (OGE) INTEGRITY efiling system user guide, 2015
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1 Description of document: Requested date: Released date: Posted date: Source of document: Table of contents of the Office of Government Ethics (OGE) INTEGRITY efiling system user guide, July August December-2015 OGE FOIA Officer Office of Government Ethics Suite New York Avenue, NW Washington, DC Fax: The governmentattic.org web site ( the site ) is noncommercial and free to the public. The site and materials made available on the site, such as this file, are for reference only. The governmentattic.org web site and its principals have made every effort to make this information as complete and as accurate as possible, however, there may be mistakes and omissions, both typographical and in content. The governmentattic.org web site and its principals shall have neither liability nor responsibility to any person or entity with respect to any loss or damage caused, or alleged to have been caused, directly or indirectly, by the information provided on the governmentattic.org web site or in this file. The public records published on the site were obtained from government agencies using proper legal channels. Each document is identified as to the source. Any concerns about the contents of the site should be directed to the agency originating the document in question. GovernmentAttic.org is not responsible for the contents of documents published on the website.
2 UNITED STATES OFFICE OF GOVERNME NT ETHICS * August 13, 2015 Via Tracking No: FY 15/054 The U.S. Office of Government Ethics (OGE) is granting your Freedom oflnformation Act (FOIA) request, which was received by the OGE FOIA Office on July 23, 2015, and modified on August 5, In your request, you asked for "a copy of the Statement of Work only for the current development and support contract associated with the INTEGRITY efiling system." Pursuant to an August 5, 2015, phone conversation, you amended your request to instead seek the table of contents of the Integrity user guide. As per your amended request, we are enclosing the six page table of contents. These records are being provided to you without charge. The OGE official responsible for this FOIA determination is the undersigned. If you consider this response to be a denial of your request, you may administratively appeal this determination in accordance with the FOIA, as codified at 5 U.S.C. 552(a)(6)(A), and OGE's FOIA regulations, at 5 C.F.R , to the General Counsel, U.S. Office of Goverrunent Ethics, 1201 New York Avenue, N.W., Suite 500, Washington, DC Any such appeal must be in writing and must be sent within 30 days of the date you receive this response letter. If you do appeal, you should include copies of your request and this response, together with a statement of why you believe this initial determination is in error. Also, if you appeal, you should clearly indicate on the envelope and in the letter that it is a "Freedom of Information Act Appeal." Enclosure 1201 New York Avenue, NW, Suite 500 I Washington, DC
3 Table of Contents Introduction... 1 Objectives... 1 Contents... 1 Section 1: System Overview Purpose Types of Public Financial Disclosure Forms Forms Supported by Integrity Design of the Forms OGE Form 278e OGE Form 278-T Basic Navigation Structure Primary v. Secondary Windows Primary Window Menu Options Display within a Primary Window Secondary Window Menu Options and Display Navigate within a Window Icons Organizational Hierarchy Agency Group Report Lifecycle General 278 Lifecycle PAS/DAEO Lifecycle Workflows General 278 Workflow Options PAS/DAEO Workflow Options Roles Regular Agency Roles OGE Oversight Roles Primary and Alternate Role Holders within a Workflow Section 2: Accessing the System Technical Requirements System Settings Internet Browser Logging In Getting to the Integrity Home Page Starting the Login Process Initial Login Logging in with Multiple IDs Problems Logging in i
4 2.3 - Logging Out Using the Log Out Button Closing Your Browser Section 3: User Settings Login ID Changed Agencies Did Not Change Agencies Missing Access to Your Reports Login Password or Pin MAX Password Personal Identity Verification (PIV) Card / Common Access Card (CAC) Pin Contact Information Viewing at Initial Login Viewing at a Later Date Changing Contact Information Filer Designees What Does a Filer Designee Do? Filer Designee v. Reviewer Add a Filer Designee Remove a Filer Designee Display Size Increase or Decrease Display Size Issues Related to Increased Display Size Section 4: Filer Actions (OGE Form 278e) Primary Filer Window Filer Interface Menu Options My Tasks Start a Report Select an Assigned Report Self-Assign a Report Pre-Population File a Report Basics Steps and Menu Options Filer Wizards Data Entry Grids Review the Report Data (Summary) Submit the Report Print the Report Resume a Report Prior to Filing View and Edit a Report under Review Open a Report Menu Options ii
5 Edit Entries Comments Public Annotations Re-Submit a Report Compare Documents Audit Trail View and Amend a Certified Report Open a Report View Report Compare Documents Audit Trail Amendments Section 5: Filer Actions (OGE Form 278-T) Primary Filer Window Filer Interface Menu Options My Tasks Starting a Report Select an Assigned Report Self-Assign a Report Filing a Report Basics Steps and Menu Options Data Entry Grid Submit the Report Print the Report Resume a Report Prior to Filing View and Edit a Report under Review Open a Report Menu Options Edit Entries Comments Public Annotations Re-Submit a Report Documents Audit Trail View and Amend a Certified Report Open a Report View Report Documents Audit Trail Amendments iii
6 Section 6: Reviewer Actions Primary Reviewer Window Reviewer Interface Menu Options My Queue Filter Options Customized Display of Results Check the Workflow Status Assign a Report Open a Report Cannot Find a Report? Search Search v. My Queue Filter Options Wildcard Searches Customized Display of Results Open a Report Cannot Find a Report? Reviewing an OGE Form 278e Basics Menu Options General Information Page Edit Grid Entries Comments Public Annotations Submit a Report (and Other Actions) Review an OGE Form 278-T Basics Menu Options General Information Page Edit Entries Comments Public Annotations Submit a Report (and Other Actions) Additional Report-Level Features Compare Memo Documents Audit Trail View and Amend a Certified or Closed Report Open a Report View Report Compare Documents Audit Trail Amendments iv
7 6.8 - Managing Records Access the Records Management Page View and Edit Rights View Reports Retain a Report Purge or Delete a Report Section 7: Administrative Actions Primary Admin Window Admin Interface Menu Options Agency Set-up Accessing the Agency Set-up Page Editing the Agency Set-up Page Saving Edits to the Agency Set-up Page Managing Groups Access Groups View and Edit Rights Add a Group Edit Basic Information for a Group Move a Group Delete a Group Managing Staff Access Staff Roles View Rights Edit Rights Add a Primary Role Remove a Primary Role Add an Alternate Role Remove an Alternate Role Managing Filers Access Filer Information View and Edit Rights Add a Single Filer Remove a Single Filer Add Multiple Filers to One Group Add Multiple Filers to Different Groups Delete Multiple Filers Notify Filers Transfer Filers to a Group at Your Agency Transfer Filers to a Group at Another Agency Managing Assigned Reports Access the Manage Assigned Reports Page View and Edit Rights View Current Reports v
8 Assign Reports Edit a Report Assignment Notify a Filer Remove a Report Assignment Find Users Access Find Users View Rights Find a Specific User Viewing a User s Information Reporting Tools Access Management Reports View Rights Open a Report vi
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