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GlobalCapture’s batch management interfaces have been updated to be search driven. Users are granted access to searches which controls and partitions their views of data. At first glance, the Batch Manager is not meaningfully different, but functionally, it is very much different. |
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Searches are now listed in the Secured Search pane on the left. Records matching search criteria will be available to the right in the results grid. Selecting an item in the grid will open a significantly improved Process Drawer.
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Batch Manager provides a very detailed and customizable interface for viewing documents in process. |
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The main areas of batch manager are:
Secured Searches - This allows you to run a search to quickly view processes.
Results Grid - Displays any processes matching your search.
Process Drawer - Displays history, process data and history.
Secured Searches
Searches allow you to quickly filter processes using entered or passed criteria. To run a search, click the search icon.
You will be prompted to enter search criteria, and when you’ve done so, select “Run Search.”
Results Screen
Results display processes matching your search criteria.
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You can interact with processes by right clicking it and actioning it from the context menu, which allows you to:
Perform Administrator Level Actions, such as:
Delete - Delete Document
Stop Processing - Halt processing this document.
Move - Move the process to a specific node in a workflow.
Set to Ready - Retry processing an errored document.
Quiver - Allows you to pin one or more processes.
Open Document using the respective validation stations (GlobalCapture, GlobalSearch, GlobalForms)
Access Validation/Queue Actions.
Quivered Processes
Quivered Processes are shown in a separate process drawer, you can interact with them as needed.
Process History
When you select a process, the Process Drawer will open, which allows you to access things like:
Process History
Field Data
Process Information