Classification Ribbon Menu

The ribbon menu includes: File, Home, SettingsSecurityUtilitiesWindow, and Help.

Home

 Choosing this enables the user to select the batch to process in the Classification Module. It is useful when returning to the module after suspending a batch.

 

Brings up the Close Batch dialog box. Prompts the user to select one of three options described below:

  • Close Batch - Closes the current batch. The user stays in the Classification Module, and the Select Batch dialog box comes up.
  • Close Batch and Continue in next Workflow step - Closes the current batch and the Classification Module. The batch is immediately reopened in the next module of the workflow. 
  • Suspend Batch in Quality Assurance - Suspends the batch in the Classification workflow step for processing at a later time. The Classification Module remains open and the Select Batch dialog box comes up.

 Choosing this enables the user to see the current batch information (i.e., batch overrides, batch history, log lookups, etc).

 Choosing this enables or disables auto processing of the current batch. Any auto processing configurations made in regards to Classification while configuring the Capture Profile will be applied.

 Starts the Classification process on the batch.

 Choosing this will open a popup window with the results of the Classification process. Here users will be able to see if there were any errors and what to do with those documents.


File

Include Suspended Batches when Auto Processing - Choosing this enables the ability to include all batches that are currently suspended in the Classification Module to be auto processed when toggling auto process on.

Classification Setup... - This will open the setup window that was configured during Capture Profile Configuration>Workflow>Classification Workflow. Unless the current user setup Classification for the current Capture Profile, it is recommended that NO changes are made here. If there is something that needs to be changed please talk to the administrator.

Exit - Exits out from PSIcapture. NOTE: If a batch is currently open, the user will be prompted to close or suspend the batch.