Operator roles
The Verification Station can be operated by the following Operators: Data Verification Operators, Verification Operators, and Senior Verification Operators. Depending on which role the Operator selected when logging onto the station, they see and can process tasks from different queues:- A Data Verification Operator can process only tasks from the Data Verification queue.
- A Verification Operator can process tasks from any stage except the Exceptions stage and the Export Confirmation stage.
- A Senior Verification Operator can process tasks from any queue. The Senior Verification Operator can also access a list of certain batches (see Work with batches below) and the view mode for each stage, where a particular task from the queue can be selected.
The Administrator can create additional processing stages and the corresponding queues. Whether an Operator can access these queues depends on the Operator’s role and on the required permissions for these queues (these permissions are defined by the Administrator).
The list of available roles depends on the Operator’s access permissions. If only one role is available to the Operator, the list of roles is not displayed.
Task queues
The following queues are available on the Verification Station:<Any>— This queue includes tasks created in any of the other queues. The list of queues available to an Operator depends on the role selected by the Operator when logging onto the station. The tasks are taken in the order of their priority.- Data Verification — The data verification process starts with group verification followed by field verification. If a Document Definition has no fields included into group or field verification, the document is not placed in the data verification queue.
- Document Assembly Check — For multi-page documents, document assembly errors may have to be corrected. Document assembly rules are created together with Document Definitions and define the order of pages and the number of page repeats. Additionally, document assembly may be checked based on key field values, in which case the values of the key fields must be the same on all the pages of a document. If the values differ, an error message is displayed and the values are highlighted in red. Assembly errors are best corrected in the page thumbnail view, as it shows clearly which pages belong to which document.
- Verification — If no special queues are specified by the processing parameters, the Verification queue contains all tasks with document assembly errors, data verification errors, and rule errors.
- Batch Integrity Check — The rules used for data integrity checks establish links among the data in the documents of a batch.
- Export Confirmation — Data export can be initiated manually or automatically. If the processing parameters do not define a separate Export Confirmation queue, the documents are exported automatically. If the processing parameters include a separate Export Confirmation queue, the Senior Verification Operator must first check documents of the task after which the task is sent to the Export queue. If an error occurs in the Export stage, the documents are automatically sent to the Exceptions queue.
- Exceptions — Problem batches or documents, which the Operators or stations failed to process, are sent to the Exceptions queue.
The document processing parameters (that is, separate queues) are specified for batch types or for the entire project if no batch types are used.
Get and view tasks
To perform a task, select the queue in the list of queues and clickWork with batches
In addition to the task queues, the Senior Verification Operator can access a list of batches from the projects they have permissions for. These and other Operator permissions are assigned from the Administration and Monitoring Console. To open the list, click Batches on the View menu or click the batches button on the toolbar. Batches view shows each batch’s confidence level, page and document counts, batch type, and more. Select a batch to:- Send it to any processing stage.
- Set its priority.
- Assign a user to verify it.
- Add a comment.
Send documents to other stages
To mark selected documents for sending to Exceptions, Rescanning, or any processing stage, select the corresponding item from the Task menu or the document shortcut menu. In the dialog box, enter a comment or pick one from the Recent Comments list (the 10 most recent comments). To reuse and edit a comment, select it, click OK, and edit it in the input field. You can delete a comment you rarely use. The comment list is stored in the registry atHKCU\Software\ABBYY\FlexiCapture\12.0\Shell\Stages\RecentStageCommentList. Comments are separated by commas; a literal comma in a comment is written as /, and a line break as //, and a multiline comment is displayed as a single space-separated line. Any characters can be used in comment text. All FlexiCapture users sharing one Windows session on a local Verification Station share this list.
For documents sent to Rescanning, you can also specify the Operator the task will be assigned to. By default, the Operator who scanned the document is selected. If this Operator does not have the necessary permissions, or the images were imported from a Hot Folder, the user Any is assigned as the Scanning Operator.
Once the task is closed, documents marked for sending will be sent to the corresponding processing stages.
When sending batches to stages, make sure that the documents of the batch do not belong to already created tasks, otherwise empty tasks will be created. You can check whether the document belongs to a task in the Task ID column.
