Data Entry
Select the Index Template and Batch to index. Index data may be entered according to the rules established in the index template. If the user has permissions to route new cases then the option to Send To in-trays is available.
Buttons
Index
Adds the user entered index information against the document ready for 'Posting'. The return key defaults to this button. Page
Indexes the current document as a continuation sheet of the last indexed item. This button is only active if the index button has been clicked at least once before within this batch. Increment
Increments by one automatically incremented fields as defined by this index template. Index All
Indexes all documents within a selected batch automatically as one item with the entered index information. Post
Takes all indexed information, updates the e4DM database and moves the items. It also removes the batch if all items in a batch have been indexed. Posting can occur at any time. It will post only the indexed items and leave unindexed items in the batch. Delete
Deletes the currently viewed document. Exit
Exits the application. |<
Positions to the first document in the list. <
Positions to the previous document in the list. >
Positions to the next document in the list. >|
Positions to the last document in the list.
Overview of Batch Indexing
To index a particular batch follow these steps: -
- Select the required index template.
- Highlight a batch and press the Batch Select button, a viewer will start automatically displaying this batch's first image.
- Enter the appropriate index information.
- Now several routes are available:
- Press the Index button, thereby indexing this image.
- Press the Index All button, thereby indexing all images within the batch.
- Press the Delete button, thereby removing this image.
- If available press the Page button to add the image as a continuation sheet.
- Now step three can be repeated for any other images left in the batch. Once complete the resultant indexed information can be posted using the Post button.
- The program can be exited or a new batch highlighted for indexing.
