Operator Overview

Operator User Interface and Tasks

Section 4.0

Overview of Operator Screens and Tasks

Section 4.1

This chapter presents a summary of the following Operator screens and their controls. In many cases, this document provides links to additional information.

The navigation available during initial access is as follows:

Administrator Navigation from the Landing Page at Login

Once you navigate into the user interface, you can expand the navigation pane on the far left for access to these same screens. This menu contains the same options as the login screen, and appears as follows:

Administration Navigation from within Ephesoft Transact
(expanding navigation pane on left)

Note: These menus contain slightly different names. However, the target screens are the same with both menus.

View Batches (Batch List)

Section 4.2

The main purpose of this screen is to show the list of batch instances which are either in READY_FOR_REVIEW and READY_FOR_VALIDATION state.

The Batch List screen is divided into 3 parts:

  1. Batch List Charts
  2. Batch List Option Panel
  3. Batch List Grid

Access — There are two ways to access this screen, as follows:

  • During initial login, navigate to Operator home screen > View My Batches:

Login access for View My Batches

  • Inside Transact (having already logged in), expand the navigation pane on the left, then select Operator > Batch List.

Navigation pane access to View My Batches

By default, when opening the Batch List screen, the Review tab will be selected.

Upon opening the batch list screen, batches that are in Ready for Review state will be shown. In cases where no batches are present in the Ready for Review state, this is because of filter settings, or because no batch is present in that state.

The following snapshot illustrates the Batch List or View Batches screen:

Operator > View My Batches or Batch List

For additional information about batch instance review and the Batch List, refer to the following article:

  • Batch List

https://ephesoft.com/docs/batch-list-4040

Open Next Batch (Review Validate)

Section 4.3

The Review and Validation screen define the operations that can be done on a batch in review or validation state, respectively. During either Review or Validation stage, the user can perform various operations on the batch like classifying, splitting, copying, deleting the document, and so on. For either screen, various plugin properties can be set for batches that are in review or validation.

Access — There are two ways to access the Review or Validation screens, as follows:

  • During initial login, navigate to the Operator home screen > Open Next Batch:

Login access for Open Next Batch

  • Inside Transact (having already logged in), expand the navigation pane on the left, then select Operator > Review Validate.

Navigation pane access to Review Validate

The following snapshot illustrates the Review Validate screen.

Review Validate Screen

For additional information, refer to the following documents:

  • Batch Instance Manager | Next Batch Selection

https://ephesoft.com/docs/home/documentation/batch-instance-management-next-batch-selection

  • Review Document

https://ephesoft.com/docs/review-documentation

  • Validate Document

https://ephesoft.com/docs/validation-document

https://ephesoft.com/docs/validate-document-4040

  • Review Validate | Changes in Ephesoft Transact 4.5

https://ephesoft.com/docs/home/documentation/review-validate-screen-changes

  • Review Validate | Document Type Change in Validation

https://ephesoft.com/docs/home/documentation/review-validate-document-type-change-in-validation

Scan New Documents (Web Scanner)

Section 4.4

Ephesoft Transact allows users to directly scan documents using high-speed scanners and process them efficiently. The Web Scanner is fast and easy to use.

However, please note that in older software releases, the Web Scanner mechanism was not supported by all common browsers, and required changes in the methodology.

Effective with Release 4.5.0.0, the Advanced Web Scanner Service provides a more secure and improved process of scanning the images. The user can download the Advanced Web Scanner Service on their client machines and can configure the switch for storing the scanned images on the local system or server (TIFF files will always be stored on the server as they are used for OCR processing). Another switch can be configured for backward compatibility if you wish to use the existing process.

Another major enhancement in the Advanced Web Scanner Service is that the service now supports both the HTTP and HTTPS protocols.

Access — There are two ways to access the scan screen, as follows:

  • During initial login, navigate to Operator home screen > Scan New Documents:

Login access for Scan New Documents

  • Inside Transact (having already logged in), expand the navigation pane on the left, then select Operator > Web Scanner.

Navigation pane access to Web Scanner

For additional information about the Advanced Web Scanner feature in Ephesoft Transact, refer to the following articles:

  • Advanced Web Scanner Service

https://ephesoft.com/docs/advanced-web-scanner-service

  • How to use Web Scanner?

https://ephesoft.com/docs/how-to-use-web-scanner

  • Web Scanner Configuration

https://ephesoft.com/docs/web-scanner-configuration

Upload New Documents (Upload Batch)

Section 4.5

The Upload Batch screen provides a facility to user to run the batch from the user interface. The user can upload single or multiple files using select files functionality and run the batch for those files.

Files having the following extensions are supported for running the batch from user interface:

  • .tiff/.tif/.pdf/.odt/.odp/.odg/.odf/.sxw/.sxi/.sxc/.sxd/.html/.htm/.xls/.xlsx/.ppt/.pptx/.doc/.docx/.rtf/.txt/.wpd/.psd/.bmp/.gif/.jpeg/.jpg/.png

The Upload Batch screen creates a batch for the files available on the user interface:

Access — Navigate to the Upload Batch screen from either of the following two navigation methods:

  • During initial login, navigate to Operator home screen > Upload New Documents:

Login Access for Upload New Documents

Inside Transact (having already logged in), expand the navigation pane on the left, then select Operator > Upload Batch.

Navigation pane access to Upload Batch

The following snapshot illustrates the Upload Batch screen.

Batch Upload screen

When you upload batches, a new window appears with parameters, as follows:

Batch Upload parameters during upload

For additional information, refer to the following article:

  • Upload Batch

https://ephesoft.com/docs/upload-batch