Batch Manager pane
The Batch Manager pane has separate tabs for local and shared batches. The bottom of the pane displays the total folders/documents/pages of the selected batch, as well as the time of the last update.
Each tab contains a table with multiple columns, which are explained below.
The columns can be customized to suit your viewing needs. Some columns have the following features:
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A single left-click on the column name sorts the list in ascending or descending, alphabetical, or chronological order.
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Columns with a
filter icon can be filtered by clicking the icon. Filtering is useful
for narrowing down a search, or viewing batches only for a certain project or workflow step.
| Column name | Description |
|---|---|
|
|
Lists batches that include rejected folders and documents. These batches are not included in auto indexing. |
|
|
Lists batches with high priority. If a document type has automatic processing workflow steps, these batches are processed first. Priorities are useful for expediting the workflow of a certain batch. |
|
|
Lists batches that are suspended in their current workflow to review or process at a later time. You can select to include these batches for automatic processing. |
|
|
Lists batches that are set aside for any number of reasons. You have the option to attach a note for reference. These batches are not included in any automatic processing workflow step. |
|
ID |
A unique ID number assigned to each new batch. This process is automatic, and the numbers never repeat. |
|
Batch Name |
A unique name given to each batch when it is created. The name assignment can be set to automatic, manual, or custom. |
|
Capture Profile |
Lists the capture profile of each batch. |
|
Workflow Step |
Displays the current workflow step the batch is in. |
|
Workflow Progress |
Shows the total number of steps defined for the capture profiles and the current step the batch is in. |
|
Status |
Indicates whether the batch is local or checked in/checked out (for shared batches). |
|
Created |
A date and timestamp of when the batch was created. |
|
Created By |
Indicates the user the batch was created by. |
|
Owner |
Displays the [Domain\Login:Computer] that currently has the batch checked out. It means that batch is currently being processed. A checked out batch is not available to another user. |
|
Closed |
Indicates closed batches with a check mark. Show Closed Batches must be enabled to view this column. |
|
Retention Status |
Indicates the retention status of a closed batch (keep, archive, or delete the batch). See Batch retention in the root capture profile configuration area. Show Closed Batches must be enabled to view this column. |
Exceptions Batches
High Priority Batches
Suspended Batches
Held Batches