Batches

Batches are an ancillary Object Definition and are fully managed by Batch Sets.

Manage Batches

Actions

Note

Batches are not editable because their properties are defined by the underlying Batch Set. Instead the Actions listed below can be accessed via Edit.

Checkout/Assign

1. Click Edit on an unassigned Batch to open the Edit Batch dialog.

   

   • To start working on the Batch click the button ME.
   • Select another User in the Assigned To drop-down menu to assign the Batch to someone else.

2. Click the button CHECK OUT to complete.

3. The Batch will now show the User name in the Assigned To Field and In Progress in Status Field. Assigned Batches show different options in edit mode:

   

Check in as complete

1. Click Edit on the Batch to open the Edit Batch dialog.
2. Click the button CHECK IN AS COMPLETE and the status will change to Completed.

Caution

Users will be unable to check-in Batches as completed if the option Reviewed Field is enabled for the Batch Set and there are not reviewed Documents left.

Check in as pending

1. Click Edit on the Batch to open the Edit Batch dialog.
2. Click the button CHECK IN AS PENDING and the status will be cleared.

Reassign

1. Click Edit on the Batch to be reassigned to open the Edit Batch dialog.

   1. To take over the Batch click button ME.
   2. Select another User in the Assigned To drop-down menu to assign the Batch to someone else.

2. Click the button REASSIGN to complete.

Caution

Each User can have one Batch assigned at the time. Attempts to claim additional Batches or reassign multiple Batches to a User will raise an error message.