Setting up a production task

When defining production tasks, you need to decide how many tasks will be used to process the documents in a solution. It is possible to use one production task to process all documents through all activities (from input through to output). However, most likely you will want and need multiple production tasks. See Production tasks: Overview for some general guidelines.

1. Create and open a production task.

2. Optional: Set the production task to restart automatically.

3. Select the activities to include.

4. Use these settings to fine-tune the different production activities:

   • Input

     You must specify the source and destination of documents, when a batch breaks, as well as advanced settings such as adding documents to a queue. How you do this depends on whether you are scanning images or importing them:

     Scanning

     1. 1. • Specify source details and scanner settings

           • Specify when the batch is to break

           • Endorse documents as they are scanned

           • Assigning scanned images to a specified queue

     Importing

     1. 1. • Specify source details and settings for imported image files

           • Specify when the batch is to break

           • Presort imported image files

           • Assign imported images to a specified queue

   • Enhance

     Specify how images are to be enhanced. There are also other filters that operators can use to fine-tune image quality at almost any time during production. If done during Inpsect, this improves data extraction.

   • Sort

     Speed and reliability play a part in selecting document separation methods. It is possible to use classifiers to automatically sort documents, to tell the program to make a new document after each new page or each blank page, or, if the production task does not process many different document types, to require that pages within each document have similar headers and footers.

     You can require an operator to manually confirm each separation during Inspect. Although it is seldom appropriate, you can even specify that automatic separations are not to be checked at all.

     You must specify how documents are classified. You can allow layout screening, and you can also specify a default document specification for cases where the program cannot identify an appropriate match.

     You can specify whether or not you want an operator to manually confirm how compound documents were automatically grouped.

     If you are setting up a Sort activity in an Invoice solution, your settings will depend on whether your invoice solution uses master data and how many invoice profiles it contains (see details).

   • Inspect

     How you select which Inspect activities to run depends on the type and volume of your operation. You need to decide if one task can cover all of the sub-activities or if you need to divide these into several tasks.

     If you decide to make Inspect the first activity in a production task, you can select Automatic sort. This allows you to configure Sort's classify settings, even though Sort is not selected in Activities selection. This runs the automatic sort activity on documents in between Inspect's manual operations.

   • Extract

     There is nothing to configure for data extraction within any production task.

   • Verify

     When you specify verification settings, you can specify that any field where Extract encountered any errors must be retyped.

     You also select how to confirm that a document is complete.

   • Output

     You specify whether to delete, keep, convert, or move image files when you define an output activity. In addition, you select which directories and subdirectories to use, for images as well as the different kinds of output.

5. Specify which documents the production task is to process. If the production task contains any activity earlier than Verify, you can only choose a single batch. For Verify and Output tasks, all documents, compound documents, and queues belonging to the solution are available.

6. The default batch includes all document specifications. However, for flexibility you can create batch specifications that only include specific document specifications.

7. To process only those documents that meet a specific set of criteria, specify queues in a production task.

8. Optional: Use queues, specification names, and statuses to specify sort parameters and sort order.

9. Optional: Apply an event map to the production task (optional).

Related topics

Production tasks: Overview