Creating a Batch

Create Batch

Initiates the creation of a new Batch to capture images into. The Create Batch dialog box will open allowing for Batch settings to be set on the new Batch.

Main

Create and name a new batch. Information on Batch Fields, Batch Totals, and Batch Summary are also displayed. NOTE: If batch naming method has been set to automatic the current date and time will be automatically populated in the Batch Name field. See "Document Type Configuration/General (Part 1)" in the Administrative Guide for further detail.

Two options are available for users to set batch as High Priority or Hold.

Batch Overrides

Allows users to override expected count validation and default separation profiles for the current batch.

Expected Count Validation

The three choices are No Validation, Validate Batch Totals, and Validate by Level. See “Document Type Configuration/General (Part 2)” in the Administrative Guide for further detail.

Default Separation Profiles

Displays the default separation profiles for both Document and Folder separation. If multiple profiles have been defined, the user can select a different default separation profile at this time. This default profile will only be used for the new Batch being created. See “Document Type Configuration/General (Part 3)” in the Administrative Guide for further detail.

Batch Note

Allows the user to attach a note to the batch. The note will follow the batch throughout the entire workflow and can be viewed at any time.

Batch History

Shows the history of the batch. NOTE: at this stage, the history is always blank, as the batch has yet to be created.

Document Type Summary

A brief summary of the document type configuration settings presented in a tree structure.

Lookup Logs

A record of the lookups performed. NOTE: at this stage, the log is always blank, as the batch has yet to be created.

Modify Document Type Definition

Selecting this brings up the “Document Type Configuration” dialog box. All aspects of the document type configuration (with exception to the document type name) can be edited for the current batch. All other batches new or existing are unaffected. See “Document Type Configuration” in the Administrative Guide for further detail.

Print Batch Summary

Allows a Batch Summary to be printed for the current Batch. At this stage the batch summary will contain little useful information, as the capture process has not yet begun.

Select Batch

Opens the Select Batch dialog box which will list only those batches that are in the Capture/Import workflow step. By highlighting a batch and clicking “Select” the selected batch will open.

Local/Shared Tabs

A document type set as a Local will show its batches on the Local tab if it was created on that computer. A document type set as part of a multi station deployment would typically be configured as Shared, and therefore its batches would be found on the Shared tab. See “Document Type Configuration/General (Part 1)” in the Administrative Guide for further detail.

Import Batch

Imports a batch from an external or third party source. NOTE: this button is available only if “Batch Import” is enabled as the first step of the workflow.

Close Batch

Brings up the “Close Batch” dialog box. Prompts user to select one of three options.

Close Batch

Closes the current batch and sends the batch to the next workflow step. The user stays in the Capture Module.

Close Batch and Continue in next Workflow step

Closes the current batch and the Capture module. The batch is immediately reopened in the next module. Example above shows “Quality Assurance” as the next workflow step.

Suspend Batch in Capture

Suspends the batch in the Capture/Import workflow step for processing at a later time. The Capture/Import Module remains open.