Working with batches

Important! Working with Bbatches view is available only to the Senior Verification Operator role.

Working the Batches view

If you need to access a particular batch, open the Queues page and click the Batches button on the toolbar at the top of the page. This will open the Batches page. You may need to access a particular batch, for example, if you need to send this batch to processing stage.

On the Batches page, you can see the batches related to the selected project, with detailed information for each batch.

If you need to edit the batch contents, send the batch to a processing stage and in the dialog box that opens, assign the task to yourself and specify one of the following parameters:

  • Set the maximum priority for the task. Then you can take the task into processing from the queues view by clicking the Get task or Get any task button.
    Note: Tasks that are overdue or about to become overdue will be processed ahead of the other tasks in their respective queue. The only exception to this rule are tasks with the extra-high priority, which are processed ahead of the overdue batches.
  • Enter a comment to the task. In this case, you will be able to find the task by the comment when viewing the queue contents.

Note: You can also find the task by the name of the batch associated with the task.

For each batch, its properties are displayed: priority, batch name, batch type, processing stage, time and date created, the number of documents and pages, expiration date, batch identifier, and whether the batch has attachments.

Note: Any file can be attached to a batch. For example, you can attach a document scan with a description of the batch.

Batch priority

The Priority link at the top of the page allows you to quickly change the priority for a few selected batches at once. To change the priority, select the desired batches, click on the link and in the dialog box that opens specify a new priority. Batch priority affects the priority of tasks created from the batch documents which in its turn affects the order of processing tasks in the queue. Priority changes made by using the Priority link affect only newly created tasks. For example, if you change the priority of the batch in the Verification stage, the new priority will be set to the tasks in all subsequent stages. However the priority of tasks in the Verification stage will not change as the tasks in the queue are already formed.

To increase the batch priority in the current stage, use the link Send to Stage. In the dialog box that opens, specify the current processing stage and a new priority of the task.

To perform some operations with the documents of the batch, go to the batch documents list. For this, click on the link with the name of the required batch. On the page that opens, click on the link with the task identifier if you want to process the document. To send the document to a stage, edit document properties or delete the document, select the document from the list and perform the required actions.

Using filters

For a more convenient display of batches you can use a filter. Batches can be filtered by the processing stage, creation data, batch or document identifier, etc. For this, select required filter, enter values (time period, processing stage, a part of the batch name, etc.) and click the Show button.

If the project contains a large number of batches, they will be displayed in groups of 10, 50 or 100 batches. To specify the number of batches to be shown, use the Show N drop-down list.

To check if there are new batches in the list, click the button.

To return to the page where you can get tasks from queues, click on the Queue button.

Example of batch processing

14.01.2021 14:17:19

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