MetaServer > Help > Validation

040 MetaServer Validation

Use Validation to verify, correct or complete document index data.

Select Worfklows

Select one more more workflows to validate.

The icon turns red if not all workflows are selected to clearly indicate that not all documents will be available for validation.

Previous Document

Open the previous document for validation.

Navigating through documents with the blue buttons does not “OK” them. To save all changes and move the document to the next step, you must press OK.

Open Document

Open a list of available documents to select a specific document to validate or reserve documents to hide them from other validation stations.

Next Document

Open the next document for validation.

Navigating through documents with the blue buttons does not “OK” them. To save all changes and move the document to the next step, you must press OK.

Close Document

Close the current document.

As long as a document is open, it is not available for any other Validation stations. By closing it, it can be opened on another station.

Last Validated

When you have validated a document and pressed the OK button, it goes to the next step.

However there is a timer of 10 seconds (the duration can be adjusted in the workflow setup) before the document moves to the next step.

This gives you the opportunity to reload the last validated document to make some final corrections.

When the timer expires, the document moves automatically to the next step and is not available anymore.

OK (ENTER)

Once you have validated a document and checked all index data, you need to confirm by pressing OK to move it to the next step.

OK All

If you have many “Always Check” fields that haven’t been verified yet but that are marked green (valid but to be verified), you can OK all green “Always Check” fields with a single click by pressing OK All. This function can be enabled / disabled in the Server tab of the Administration Client.

Reject (ENTER)

If a document cannot be processed because it is unreadable (bad scan) or some key information is missing, you can use the Reject function to trigger a special workflow. For example a rejected document can be emailed to the scanner operator to inform him about bad image quality. You can define up to 10 different reject reasons.

Delete Document (Ctrl+D)

If a document is irrelevant, it can be deleted. Workflows can be configured to completely delete the document or move it to a special folder.

Skip Document

When you need input from a coworker or need to lookup some info in a separate system to validate a document, then you can skip it and continue working on other documents.

Once you have validated all documents, you can reopen the skipped documents with the Skipped tools like “Open Skipped”, “Next Skipped” and “Previous Skipped”.

The Skip function can be disabled and in that case none of the skip functions will be visible.

Skip Controls

Use these controls to open and navigate through skipped documents.

– Previous Skipped
– Open Skipped
– Next Skipped

The Skip function can be disabled and in that case none of the skip functions will be visible.

Also see Skip Set

Counters

This opens a list of all documents being processed by MetaServer.

The list shows a total document count per action. The counters show totals across all workflows.

You can refresh the list by pressing the refresh button or the F5 key.

Click on the image to enlarge.

Select Server

A system can contain several MetaServers. Select the MetaServer you want to work with.

If the MetaServer is not on the same domain as the client, you can enter the server’s URL manually by pressing the arrow under the icon and by selecting “Select by URL”.

You can find more information about this here.

The Status Bar

Server: The name of the machine MetaServer is running on.

Documents: The total number of documents in the MetaServer queue across all workflows. The counter does not get filtered by the Select Workflows function and always shows the total document count for both selected and unselected workflows.

In organizer: Number of documents available (not locked by any user) for Organizing. The counter only shows the count of the selected workflows. See Select Workflows button.

Skipped: Number of documents available (not locked by any user) for Organizing with skipped status. The counter only shows the count of the selected workflows. See Select Worklows button.

In validation: Number of documents available (not locked by any user) for Validation. The counter only shows the count of the selected workflows. See Select Workflows button.

Skipped: Number of documents available (not locked by any user) for Validation with skipped status. The counter only shows the count of the selected workflows. See Select Workflows button.

Errors: Number of documents in error state. These documents triggered a red error.  Errors and the documents that caused them can be viewed and managed in the Errors tab. The counter only shows the count of the selected workflows. See Select Workflows button.