WEBVTT

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Welcome to an introduction to Export
Control.

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In this video,
you'll learn how to quickly navigate the

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Export Control workspace so you can
confidently find your work, take action,

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and manage submissions efficiently.

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When you log in,
you'll land on your dashboard.

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Think of this as your home base and the
fastest way to see what needs attention

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and jump back into recent work.

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Here are some things to look for.

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1st is My Inbox.

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This is your action list.

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Items that require something from you
will appear here.

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Under My Reviews is where you can see
items assigned for you to review.

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I currently have none.

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This will be a subset of what you'll see
in My Inbox.

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On the left you'll see the Create Export
Control button and the Create Facility

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button.

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Under the Facility Management tab.

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The Recently Viewed section is your quick
return area.

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In Recent,
you'll see the last several items you

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opened,
and under Pinned you can pin items that

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you return to often so they stay easy to
access.

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Pinned items will appear here.

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Over on the right,
you'll see the Gear icon.

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This is the Personalized Tables page.

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Here you can adjust how the tables appear
on your dashboard,

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so this is helpful if you want to reorder
columns or change what you see.

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For example,
you can move the ID up or down and you'll

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see it gets reordered on your page.

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To open a submission.

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You can do this two different ways.

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The first is from my inbox by clicking on
the submission name or going to the

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submission workspace.

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So I go to Export Control and then the
Submissions tab and then clicking on the

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submission name.

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Here I'm going to go from my inbox.

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Here is an example of an export control
workspace.

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In the middle you can see the workflow as
well as the state it's currently in

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highlighted in orange at the top.

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Here is the breadcrumb trail.

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You can use this to return to the
submissions page by clicking Export

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Control.

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Within the workspace you'll see several
tabs that help organize your information.

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The 1st is the History tab.

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This is used for activity tracking so you
can see any activities that have been

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performed on the submission.

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Under Documents,
you can see any supporting files that

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have been added to the submission.

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Over in Visitor Information,
you can see information about any

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visitors involved in your submission.

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The Screening Results tab shows screening
data for applicable requests.

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The Reviews tab shows any reviewer
details and feedback or comments they may

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have left.

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Under Deliverables,
you can see any deliverables associated

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with this export control request as it
says here.

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If you want to modify the deliverables,
you can use the Manage Deliverables

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activity over here.

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Then lastly we have related submissions.

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This shows any connected requests.

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If there are any other related export
control submissions,

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you can always link them using this
activity here.

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Additional tabs may appear for you
depending on the request type,

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such as visitor or visa information.

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If you want to find other submissions
beyond what's on your dashboard,

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we'll use the Submissions tab.

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So we'll go back to the Submissions tab
like I showed you earlier,

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and here you can see all of the different
submissions from here.

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You can use the tabs up here to narrow
down what you're looking for.

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If you know it's in the active state,
you can use the Active tab to see all the

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active submissions here.

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When looking for a specific submission,
sometimes it can be helpful to filter by

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the submissions.

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If you'd like to do that,
you can use the filter section.

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Here you can filter by ID, name, date,
modified state, or request type.

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Say we're searching by name.

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I'm going to enter part of the name and
click search.

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Notice how nothing pulled up,
but if you type A% at the beginning and

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then search now you can see all the
submissions with test as part of the name.

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If you want to add an additional filter
and click here,

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or if you want to remove one or all,
just click the X.

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If you're not sure what formats are
allowed for filters,

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you can click on this?

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Here to get help with filtering.

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Under the Reports tab up here,
you can access Standard Reports,

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Advanced Reports, and Custom reports.

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These reports help you track activity and
monitor compliance.

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Let's go to the Facilities tab.

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Facility Management is a feature in the
Export Control module that allows you to

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reference locations throughout export
control submissions.

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From this facility section,
you can view all facilities and create

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facilities for the following types,
Campus, Building, and Rooms.

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Use the Create Facility button on the
left to create a new facility.

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Note only users with the Facility
Management role will be able to create

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and manage facilities.

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To view a facility,
click on the name to open it.

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From the workspace,
you can see the actions you can perform

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on the left side,
such as managing the access list and

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deactivating the facility.

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This has been an introduction into
navigating the export control system.

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For additional information,
please visit the training page.

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Thanks for watching.