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Using separate environments assumes that a production environment is imitated in a sandbox for testing purposes, and then a well-adjusted skill is transferred to the production environment. You still can collect documents processed by Manual Review Operators in the production environment and then transfer the skill along with all accumulated documents back to the testing environment to continue the development of the skill.

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Development Workflow

In this context, continued development can be implemented as follows:
  1. Develop a skill in the testing environment as described in the Standalone skills scenario and the Process skill scenario.
  2. Release the skill once it is ready to be used in production:
    a. Export the skill from the testing environment.
    Important! If you export a skill without the document set, you won’t be able to continue training it in the production environment. You also won’t be able to add documents collected in the production environment to the document set of the current skill in the testing environment. You can only train such skills from scratch using the new document set.
    b. Import the skill to the production environment.
    c. In the production environment, set up a Process skill that references the imported skill if you want to collect documents processed by the skill. For more details, see the Process skill scenario.
    Tip: You can also export and import the Process skill. Referenced skills can be included in the export archive. In this case you should still consult the Process skill scenario to select the document collection strategy and adjust skill settings if necessary.
  3. Use the skill in the production environment.
  4. Having collected documents or having made other changes to the skill in the production environment, return the skill to the testing environment:
    a. Export the last published version of the skill with the document set from the production environment.
    b. Import the skill to the testing environment.
  5. Adjust, publish, and test the skill in the testing environment.
  6. Repeat step 2 to return the updated skill to the production environment.
Repeat steps 3-6 any number of times in order to fine-tune the skill.

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Important Considerations

When transferring a skill between environments, you should keep in mind the following:
  • Export and import involves uploading and downloading of all documents used in the skill, which may take some time if the document set is large.
  • You should check which version of a skill is referenced by the Process skill you are using. You may have to update the version manually if you import a skill from another environment as a new version of an existing skill.

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Exporting a Skill

This will export the latest published version, so make sure that version is up to date. Publish the skill if necessary. To export a skill:
  1. In the Skill Catalog, select the skill that will be exported by left-clicking on it anywhere except the name.
  2. Click Export on the toolbar.
  3. Choose whether you want to export the skill with the data catalog records and the document set that was used to train the skill. You may want to exclude them if they contain sensitive data.
  4. Click the Export button. Doing so will archive the skill to a ZIP folder, which may take some time. Once the archive is ready, it will begin downloading automatically. The exported skill will be saved to your local Downloads folder.
For more information, see Exporting a skill.

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Importing a Skill

To import a skill, follow these steps:
  1. Open the Skill Catalog.
  2. Click Import on the toolbar.
  3. In the dialog box that will open, specify a path to the archive that contains the skill you are importing.
  4. Click Open.
  5. If the skill you are importing already exists in your Skill Catalog, you can either create a new version of the existing skill or create a new skill under a different name.
After the import finishes, the skill will become available to users in the current environment. For more information, see Importing a skill.