View Batch Information

General

Create and name a new batch. Information about batch fields, batch totals, and batch summary are also displayed.

If the batch naming method is set to automatic, the "Batch name" field is automatically populated with the current date and time.

You can set the batch status as high priority or on hold.

  • Click Modify Capture Profile Definition to open the Capture Profile Configuration dialog box. All aspects of the capture profile configuration (except the capture profile name) can be edited here for the current batch. All other batches (new or existing) are unaffected.

  • Click Print Batch Summary to print a batch summary for the current batch. At this stage, the batch summary contains little useful information, because the capture process has not yet begun.

Batch Overrides

You can override the expected count validation and the default separation profiles for the current batch.

Expected Count Validation offers the following choices:

  • No validation

  • Validate batch totals

  • Validate by level

Default Separation Profiles displays the default separation profiles for both document and folder separation. If multiple profiles are defined, you can select a different default separation profile. This default profile is only used for creating the new batch.

Batch Note

You can attach a note to the batch. The note follows the batch throughout the entire workflow and can be viewed at any time.

Batch History

Displays the batch history.

During Capture, the history is always blank, because the batch has yet to be created.

Capture Profile Summary

A brief summary of the capture profile configuration settings presented in a tree structure.

Lookup Logs

A record of the lookups performed on the currently selected batch.

During Capture, the log is always blank, because the batch is yet to be created.