Capture Profile: Validation and Exceptions

version 7.7.x   Download Pending

 

 Audience

This article is intended for PSIcapture Administrators.

 

Overview

 

The Validation and Exceptions section of your Capture Profile configuration covers the general behavior that the capture profile will use when processing various methods of validation and the subsequent exceptions to those validation methods. Explore the article below to find out more about how to customize your Capture Profile to meet the specific needs of your business when it comes to Validation and Exceptions.

 

 

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Expected Count Validation

These settings validate batch document size and structure, which can enforce consistency on an entire project.

 

No Validation (default)

Choose this option if the capture profile requires no validation

 

Validate Batch Totals

 

 

The user can select Total FoldersTotal Documents and Total Pages expected to be equal to, greater than, or less than certain number. If for example total pages are set to equal 250 and the user tries to close the batch in the Capture Module after capturing 245 pages; the user will be warned that the system expected 250 but only captured 245. At this point the user may proceed to the next module (close batch), suspend the batch or capture five (5) more pages.

 

Expected Batch Totals by Level

 

 

In the example above the user is requiring that each batch of this Capture Profile have less than 5 Folders per Batch each having exactly 10 Documents per Folder each containing no more than 50 Pages per Document.

 

Exceptions Processing Options

 

 

Select the level in which the user would like to allow manual exception processing to occur using the reject button in certain modules. Conversely the user can choose to force batch integrity by un-checking all of these. 

 

Configure Notifications

 

 

Available Notifications

  • Batch Rejected - Notification is sent when any batch is rejected from a workflow step.
  • Exception Batch Created - Notification is sent when an exception batch is created. 
  • Document Rejected - Notification is sent when a document is rejected from a batch.
  • Document Rejected (with attachment) - Notification is sent when a document is rejected from a batch and the rejected document is attached to the email.

For more information on notifications, see:

PSIcapture Administrator Guide: Configuration: Capture Server

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