Quality Assurance: Flags

Overview

The Quality Assurance (QA) module of PSIcapture allows users to set flags according to their unique processing needs. Explore the article below to determine how best to set flags, as well as how to configure flags for your workflow.

 

Important Note: The following article covers user and administrator areas. Users should be aware the administrator assistance is needed to edit configuration elements of a QA workflow step.

 

Available Flags

 

NOTE: A rejection flag can only be assigned to a batch, folder, or document.

  • Set Review places a review flag on current batch, folder, document, or page.
  • Set Reject places a reject flag on current batch, folder, or document.
  • Set Delete places a delete flag on current batch, folder, document, or page.
  • Set Process places a process flag on current batch, folder, document, or page.
  • Set Skip places a skip flag on current batch, folder, document, or page.
  • Custom Flags 1-5 places a custom flag on current batch, folder, document, or page. Name of flags can be customized in Global Lists in Configuration. 
  • Clear Flag removes flag on selected item.
  • Clear All Flags removes all flags in the current batch.

 

Auto Flagging

Allows flags to be set automatically based on certain criteria.

 

 

File Size Auto Flagging

Automatically tags a designated flag to a page based on size of the image file. A separate threshold can be set for the front and the back of a page.

 

 

Image Color Level Auto Flagging

Automatically tags a designated flag to a page based on image color level (black/white, grayscale, or color).

 

 

Page Type Auto Flagging

Allows the front, back and separator pages to be tagged for further processing or skipping.

 

 

Page Number Auto Flagging

Automatically flag pages based on the numbers entered. NOTE: Separate multiple pages using commas.

 

 

Index Value Auto Flagging

Automatically flag documents or folders based on index value expression matches. This system uses Regular Expression entry. Please see the Regular Expressions article for further information. Additional information on basic regular expression usage can also be found from at http://www.regular-expressions.info/

 

 

Barcode Value Auto Flagging

Automatically flag documents based on barcode values. Enter each value and the flag the user wants to set if a match is found.

 

 

Auto Processing

Items that are tagged by a flag can be handled in one of five ways.

 

 

Delete Items Flagged For Deletion

Will delete all items tagged with a delete flag.

Reject Items Flagged For Rejection

Will reject all items tagged with a reject flag, and create an exceptions batch with the same name as the current batch, containing the rejected item(s).

Split Documents At Pages Flagged For Processing

Creates a new document at the page(s) tagged with the process flag.

Combine Documents Flagged for Processing with Previous Document

Users can select to combine any flagged document with the document previous to flagged item.

 

 

Insert/Replace Flagged Pages

Allows the user to select an image to be inserted or to replace the flagged page(s).

Insert Page Before Flagged Pages

This will insert a single page before the selected flag type(s).

Insert Page After Flagged Pages

This will insert a single page after the selected flag type(s).

Replace Flagged Pages

This will replace the flagged pages with the selected image.

 

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