The Clerk Review Interface does not have a Home page like the Filers Interface does. Instead, your role determines what screen you default to when you log in. Each default screen represents the most likely task that you will be doing when you log in. Following are the default screens based on roles:
Approve Filings - The clerk logs in and automatically receives a listing of submissions that are assigned to them for review. The clerk can read the documents, change the data collected from the filer, accept or reject the submission and type notes to the filer. The clerk can also assign this submission back to the lead clerk if they are not able to complete the review process.
Assign Filings - The Lead Clerk is responsible for assigning submissions to other clerks. The first screen the Lead Clerk sees when they log in is a list of submissions that are waiting to be assigned. During the assignment process a Lead Clerk can choose to continue with the approval process of a filing. In this case the filing is automatically assignments to the Lead Clerk. The assignment process is used to manage who approves filings and allows the Lead Clerk to change who should review and approve filings when a clerk is out sick or on vacation.
Click here for a graphical flow diagram of the process for a Lead Clerk or Clerk to complete the review process of a filing.
Resolution Queue - Because the efiling system interacts with the CMS, DMS, and other applications through various network communication, there are times when the other applications are down or the network is not working properly. eFlex includes a Resolution Queue for filings that have reached a state where they cannot continue until an Administrator reviews what is wrong and corrects the problem. The Resolution Queue allows the Administrator to reset the submission for processing. When the Administrator logs into the system the first screen displayed is Filings on Hold which gives a list of items in the Resolution Queue.