Admin Set-up: Introduction

Welcome to NextRequest! The Admin Setup Guide will walk you through how to set up your portal to most efficiently process and manage public records requests. You can do all the set-up now, or start with the 'Required' sections and do the others after you've processed a few requests and have a better idea of what content would be useful. If you have any questions as you're setting up your portal you can contact us at support@nextrequest.com.

Step 1: Basic Portal Configuration (Required)
This covers how to configure basic things like your time zone, portal name, and default deadlines for responding to requests.

Step 2: Mapping Your Process to NextRequest (Required)
How to best set up your portal will depend on what you're desired process is for responding to public records requests. This section will help you identify whether your process is Centralized, Partially, Centralized, or Decentralized. Later parts of the guide will give different instructions depending on the process category so it is important to identify your process at the beginning.

If you are on a single-user (free tier) portal you should skip this section.

Step 3: Creating User Accounts (Required)
This covers how to create user accounts for your staff, including how to grant them different permissions and give them access to the portal.

If you are on a single-user (free tier) portal you should skip this section.

Step 4: Creating Departments (Required)
This covers how to create departments, including how to assign users to different departments. You can use departments to automatically route requests to particular staff as they are submitted by the public, as well as to track total numbers and average response times for different types of requests.

If you are on a single-user (free tier) portal this section is optional. You can use departments to categorize and report on requests but not to automatically route requests to additional staff.

Step 5: Customizing Your Portal (Recommended)
This covers how to customize the look of your portal. It includes how to upload a background image and logo, and how to add instructional text to the home page and the side bar next to the request form

Step 6: Creating Templates and Closure Responses (Recommended)
This covers how to create templates for common request responses. Templates and Closure Responses are a great way to both save time for your staff and enforce standardized legal language across your entire agency

Step 7: Creating Alerts for Request Diversion (Recommended)
This covers how to create text alerts that display when a requester types a particular word or phrase. These alerts can route requesters to the information they’re looking for before they make their request, saving time for everyone.

Step 8: Creating Tags for Categorizing Requests (Recommended)
This covers how to create tags to group requests into categories for convenient filtering and reporting.

Step 9: Creating Redaction Reasons (Recommended)
If you have purchased NextRequest's Redaction module you can create custom redaction reasons. When redacting a document you can apply these reasons to individual redactions, all of which will be included in a redaction log at the end of the document