› Capture Profile Configuration › Workflow

Workflow

In the Workflow tab, users can define which modules to use and the order in which they are used for a particular capture profile. Certain capture profiles may require modules and workflow steps that others do not. Therefore, the program is flexible in its workflow sequence. The user defines the modules and workflow best suited to the needs of the particular project. The tab displays two lists.

The left side consists of available workflow options. On the right hand side is the list of modules selected for the workflow of the currently edited capture profile. By default, the Capture/Import module is already part of the workflow. To configure any module already selected for the workflow, users can either double-click the desired module or highlight it and click the Configure button. Adding a module opens the configuration screen for that module.

The configuration screen of each module is discussed in the following topics:

To delete a module from the workflow, select the module and click <-- Remove. Use the Move Up and Move Down buttons to change the order in which the modules should run. Users can also give a different name and display color for each module by clicking the Workflow Display Settings icon on the right side. The selected color carries over to the Batch Manager and Select Batch screens.

Options

The options at the bottom of the tab are described below.

  • Default Action for the "Close Batch" dialog: Select one of the following actions to perform upon closing or exiting a batch.

    • Close: Closes the batch and may also close the module depending on which module the user is in.

    • Continue in next Workflow Step: Closes the module the user is in and opens the next module configured in the workflow.

    • Suspend: Pauses the batch in whatever module the user is in.

  • Automatically Close the Batch After the Last Module Completes: Closes the batch and returns the user to the main screen once the user has closed the batch in the last workflow module.

  • Attempt to Auto Process Batch Through the Workflow: The batches automatically close, open, and begin processing in supported modules, which include Classification, QA, Index, OCR, and Migration.

  • Automatically Delete Empty Batches when Auto-Processing: Any empty batches containing no pages or documents are automatically deleted during Auto Processing.

  • Generate a Unique Exceptions Batch Each Time a Module is Run: Generates unique exception batches for each module. This option is beneficial if a single batch fails in more than one module.