 After logging into the ERA 2.0 system, your homepage displays. Notice the following sections. The toolbar, the search functions, the create new form button, and the dashboard. You will use your dashboard to manage and track the status of forms you certify and propose for approval in the ERA 2.0 system. You will also use your dashboard to create and submit forms as applicable. And finally, you will use your dashboard to manage the workflow of team members who are assigned to you. Let's explore each section further. The toolbar provides access to functions that may have applicability beyond a single form. In addition to your dashboard, these functions include Upload for uploading digital records for approved transfers Notifications for identifying required actions or actions already taken on your forms View background task progress for monitoring progress on batch operations including bulk actions that are running in the background View available downloads for accessing items that are available for download as the result of a download all command execution or search query Additional links for connecting to the following external pages on archives.gov Contact us, accessibility, FOIA, archives.gov, privacy policy about us And finally, user profile for managing your account password and for signing out of the ERA 2.0 system Note, depending on your user role and access privileges within ERA 2.0 you may have access to some or all of these listed functions Three search menu options display below the toolbar Let's begin with Advanced Search The Advanced Search function allows you to create complex queries for both record schedule forms and transfer request forms To see all the available options on either page, select View More Next, let's review the default search menus As with the Advanced Search, there are default searches for record schedules and transfer requests The record schedule default search is populated with the all field search parameter pre-selected However, you may organize your search using any of the following search fields Schedule ID, agency or establishment, schedule subject, schedule information, or item title The transfer request default search also provides an all field search parameter The remaining search fields are Transfer request number, creating office, accession title, tracking number, privacy excitation, access restriction note, and agency name and address Finally, you have the option of conducting a keyword search by entering relevant search terms in the provided text entry field and then selecting the magnifying glass icon to display your search results Selecting the dashboard function on the toolbar will bring you back to your home page The Create New Form button displays prominently on the right side of the home page This function is where you will create record schedule and transfer request forms Your dashboard occupies the remainder of your home page You can think of your dashboard as a virtual file cabinet that presents your forms in a visual display in two separate tabs If you create record schedules and transfer requests in ERA 2.0, they will display on your dashboard This is true if you are assigned the form or if you assign the form to yourself You will use your dashboard to track and manage the workflow of team members who are assigned to you The Record Scheduled tab displays by default This tab is further segmented into the My Task Table that lists record schedules that are awaiting your action The Task Updates table that lists all record schedules that are awaiting action by other system users and the Unassigned Task Table that lists record schedules that need to be assigned to a team member The My Teams Task Table lists all assigned and unassigned record schedules for your team The Transfer Request tab displays the My Task Table listing transfer requests that are awaiting your action and the Unassigned Task Table that lists transfer requests that need to be assigned to a team member The My Teams Task Table lists all assigned and unassigned transfer requests for your team You may display up to a maximum of 250 items in each of your available tables To learn more about any of the functions reviewed in this demo, view the available resources on the ERA 2.0 training site