Classification File Menu

Here we will explain the different options available to you in the Classification module under the File menu.

Select Batch - Choosing this enables you to select the batch you would like to process in the Classification module. It is useful when returning to the module after suspending a batch.

Close Batch - Choosing this enables you to close the batch upon completion, suspend batch in the Classification step, or moving on to the next step in your workflow.

View Batch Information - Choosing this enables you to see the current batch information i.e., batch overrides, batch history, log lookups, ets.

Toggle Auto Processing - Choosing this enables or disables auto processing of the current batch. Any auto processing configurations you made in regards to classification while configuring the document type will be applied.

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

Start Classification - Choosing this enables you to start the Classification process on the current selected batch.

Stop Classification - Choosing this enables you to stop the Classification process on the current batch being processed. If the batch is stopped mid process you will have to run it again.

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

Classification Setup... - This will open the setup window that was configured during "Document Type Configuration>Workflow>Classification Workflow". Unless you were the one that setup this up it is recommended that you make NO changes here. If there is something that needs to be changed please talk to your administrator.

Close Module - Choose this will close the Classification module and will ask you if you would like to close the batch or suspend it in Classification. Once closed it will send you back to the start screen.

Exit - Choosing this will close PSI:Capture and will ask you if you would like to close the batch or suspend it in Classification.