> ## Documentation Index
> Fetch the complete documentation index at: https://docs.abbyy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Process skill scenario

> Continued development of a Classification or Document skill that is referenced by a Process skill.

This scenario describes how to continue developing a Classification or Document skill that is referenced by a Process skill. It fits when you want to:

* Accumulate documents processed by Manual Review Operators and use them to train a skill. Because Vantage can accumulate documents processed by a Classification or Document skill, you can invoke the skill from a Process skill that includes a **Manual Review** activity. Documents processed by Manual Review Operators are added to the skill's document set and can then be used for automatic training or kept for manual review by the skill designer. For more information, see [Online learning](/vantage/documentation/runtime/online-learning/online-learning).
* Switch between different Classification and Document skills (rather than between skill versions).

This scenario assumes you have already created a Classification or Document skill for which you want to collect documents.

## Select a document accumulation strategy for Online learning

Pick a strategy based on your objectives and development stage. You'll need to decide:

* Whether to enable or disable automatic skill training when new documents are acquired (**Online learning** mode, set in the Classification or Document skill).
* Whether to collect all documents or only documents with issues — for example, rule errors or uncertain fields (**Review Documents** mode, set in the **Manual Review** activity of the Process skill).

| Development phase                                        | Online learning mode            | Review Documents mode                                           |
| :------------------------------------------------------- | :------------------------------ | :-------------------------------------------------------------- |
| Early skill development                                  | **Collect only**                | **All** (default)                                               |
| Automatic fine-tuning of a skill with normal performance | **Collect and learn** (default) | **With rule errors, with uncertain fields, or of unknown type** |
| Late development                                         | **Collect only**                | **With rule errors, with uncertain fields, or of unknown type** |

Expand a phase below to read the rationale.

<AccordionGroup>
  <Accordion title="Early skill development">
    Grow the document set by collecting every document the skill processes, not just ones with uncertain fields or rule errors. Multiple users can review in parallel to add many labeled documents quickly. You may still need to adjust the skill before training, so keep automatic training disabled.
  </Accordion>

  <Accordion title="Automatic fine-tuning of a skill with normal performance">
    Collect documents that had issues and were corrected during manual review, and let automatic training run. New models are tested before replacing the old model and are discarded if they underperform, so automatic training won't reduce skill accuracy.
  </Accordion>

  <Accordion title="Late development">
    For a well-adjusted skill with an extensive document set, collect only documents that had issues. Since the skill already performs well, avoid retraining it automatically — review the collected documents manually instead.
  </Accordion>
</AccordionGroup>

## Set up document accumulation

To set up a skill according to the selected strategy:

<Steps>
  <Step title="Open the Classification or Document skill">
    Open the Classification or Document skill in Vantage.
  </Step>

  <Step title="Set the Online learning mode">
    In skill settings, confirm that the **Online learning** mode matches the selected strategy.

    <Note>
      This property is only available in skill settings in Vantage.
    </Note>
  </Step>

  <Step title="Publish the skill">
    Publish the skill so the changes are available to other users.
  </Step>

  <Step title="Create and set up the Process skill">
    Create a Process skill that contains:

    * A **Classify** or **Extract** activity referencing the skill you want to train. Enable **Online learning** when adding the skill to the activity if you want to accumulate its documents.
    * A **Manual Review** activity whose **Review Documents** mode matches the selected strategy.

    For more information, see [Set up a Process skill](/vantage/documentation/skill-designer/process/set-up).
  </Step>

  <Step title="Configure input and output (optional)">
    If needed, configure an additional input source and/or destination for the result files. See [Input activity](/vantage/documentation/skill-designer/process/input-activity/input-activity) and [Output activity](/vantage/documentation/skill-designer/process/output-activity/output-activity).
  </Step>

  <Step title="Publish the Process skill">
    Publish the Process skill. It receives a version number and becomes available for testing and production. Documents are processed by the referenced Classification or Document skill and accumulated according to the configured strategy. Users access the Process skill via API, connectors, or via a shared folder or email (if configured in the previous step).
  </Step>
</Steps>

## Edit a skill after documents have been accumulated

To adjust a skill using the collected documents:

<Steps>
  <Step title="Open the skill">
    Open the skill for which you collected documents. Vantage creates a new draft version. The Process skill continues to reference the published version, so editing the draft does not affect users.

    <Note>
      From this point on, all collected documents are added to the document set of the **published** version, not the draft you just created.
    </Note>
  </Step>

  <Step title="Adjust and train">
    Review the documents, make any necessary adjustments, and train the skill.
  </Step>

  <Step title="Publish the new version">
    Publish the skill. Vantage creates a new published version with an incremented number.

    <Note>
      The Process skill still references the previous version of the Classification or Document skill — the reference is not updated automatically.
    </Note>
  </Step>

  <Step title="Update the Process skill reference">
    Update the version referenced by the Process skill:

    * Click the up arrow next to the Process skill version number in the **Skill Catalog**.
    * In the dialog that opens, select the latest version of the referenced skill.
    * Click **Save**.
    * Publish the Process skill. The reference is updated, and users of the Process skill now get the new version of the referenced skill.
  </Step>
</Steps>

## Roll back or switch strategies

### Delete the latest Process skill version

If you aren't satisfied with the new version's performance, delete the latest Process skill version:

<Steps>
  <Step title="Open the Process skill">
    In the **Skill Catalog**, click the Process skill version number.
  </Step>

  <Step title="Delete the latest version">
    Click the **Delete** icon next to the latest version. Users are switched to the previous Process skill version, which references the previous version of your Classification or Document skill.

    <Warning>
      Deleting a version is permanent.
    </Warning>
  </Step>
</Steps>

### Keep the Process skill changes but reference an older skill version

If the latest Process skill version has changes you want to keep, create a new Process skill version that references an older Classification or Document skill version:

<Steps>
  <Step title="Open the Process skill">
    Open the Process skill.
  </Step>

  <Step title="Open skill settings">
    Click the **Skill settings** icon to the right of the skill name.
  </Step>

  <Step title="Select a referenced skill version">
    Select any available version of the referenced skill and click **Save**.
  </Step>

  <Step title="Publish the Process skill">
    Publish the Process skill. Users are switched to the new Process skill version, which references the version you selected — not necessarily the previous one.
  </Step>
</Steps>

You can then delete the latest version of the Classification or Document skill. To preserve it, copy the version to a new skill before deleting — you can continue developing the copy as a separate skill. By changing the referenced skill (see step 3 above), you can switch the workflow from one skill to another, for example to compare their performance.

For more information, see [Skill versions](/vantage/documentation/skill-versions).

<Note>
  Any change to a skill becomes available to users only after you publish the skill.
</Note>

## Related topics

<CardGroup cols={3}>
  <Card title="Skill design management" icon="diagram-project" href="/vantage/documentation/skill-designer/skill-design/skill-design-management">
    Choose a scenario for developing and managing skills already in production.
  </Card>

  <Card title="Online learning" icon="arrows-rotate" href="/vantage/documentation/runtime/online-learning/online-learning">
    Continuously improve a published skill by retraining on new production documents.
  </Card>

  <Card title="Set up a Process skill" icon="screwdriver-wrench" href="/vantage/documentation/skill-designer/process/set-up">
    Build a Process skill from a preset workflow or from scratch.
  </Card>

  <Card title="Input activity" icon="file-import" href="/vantage/documentation/skill-designer/process/input-activity/input-activity">
    Configure how documents enter a Process skill.
  </Card>

  <Card title="Output activity" icon="file-export" href="/vantage/documentation/skill-designer/process/output-activity/output-activity">
    Configure where processing results go.
  </Card>

  <Card title="Skill versions" icon="clock-rotate-left" href="/vantage/documentation/skill-versions">
    How Vantage versions skills and how to view, edit, and delete versions.
  </Card>
</CardGroup>