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This scenario describes how to implement continued development of a Classification or Document skill in Vantage. It doesn’t cover collecting documents processed by a skill in production.

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Releasing a skill to production

To make a skill available for processing documents:
  1. Create a skill in Vantage or Advanced Designer.
  2. Configure and train the skill. For more information, see Classification skill, Document skill, or Advanced Designer guide.
  3. Publish the skill as soon as you want other users to get access to it—whether for production or for testing. Once you publish a skill, it is assigned a version number and becomes available for document processing. Users can get access to the skill via API or via connectors.
Note: If a skill doesn’t have a version number in the Skill Catalog, that means it hasn’t been published yet and it is yet not available for document processing.

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Editing a skill that is available in production

To adjust a skill that has already been published:
  1. Open a skill that has already been created and published. When you do so, a new draft version of that skill will be created. The published version will remain available in production, so editing a skill won’t affect other users.
  2. Make the necessary changes and publish the skill. This will create a new published version with an incremented version number. Your changes will automatically become available to all users, including those who access the skill via API and via connectors, because they only get access to the latest published version.
For more information, see Editing a skill.

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Rolling a skill back to a previous version

If you aren’t satisfied with the performance of the new version of a skill, you can delete that version and roll back to a previous one:
  1. Open Skill Catalog and click the skill version number.
  2. If you don’t want to lose the version you’re about to delete, copy it to a new skill by clicking the Duplicate Skill icon.
  3. Click the Delete icon next to the latest version in the list. This will permanently delete the latest version from the skill. Users will be switched to the second most recent skill version available in the list.
Note: If you have copied a version to a new skill, you can continue developing it as a separate new skill, but you should be aware that you won’t be able to merge it back to the original skill in the future. To start using this new skill, users will have to update the skill ID either in the API calls or in the connector settings.
For more information, see Skill versions.