{"id":20773,"date":"2018-11-19T19:28:16","date_gmt":"2018-11-19T19:28:16","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/?page_id=20773"},"modified":"2023-11-09T15:53:12","modified_gmt":"2023-11-09T22:53:12","slug":"operator-overview","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/operator\/operator-overview\/","title":{"rendered":"Operator Overview"},"content":{"rendered":"
The following is a summary of the Operator<\/strong>\u00a0screens and their controls. In many cases, this document provides links to additional information.<\/p>\n The navigation available during initial access is as follows:<\/p>\n <\/p>\n Administrator Navigation from the Landing Page at Login<\/em><\/p>\n 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:<\/p>\n <\/p>\n Administration Navigation from within Ephesoft Transact<\/em> Note<\/strong>: These menus contain slightly different names. However, the target screens are the same with both menus.<\/p>\n 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.<\/p>\n The\u00a0Batch List<\/strong>\u00a0screen is divided into 3 parts:<\/p>\n Access<\/strong>\u00a0\u2014 There are two ways to access this screen, as follows:<\/p>\n <\/p>\n Login access for\u00a0View My Batches<\/strong><\/em><\/p>\n <\/p>\n Navigation pane access to View My Batches<\/em><\/p>\n By default, when opening the\u00a0Batch List\u00a0<\/strong>screen, the\u00a0Review<\/strong>\u00a0tab will be selected.<\/p>\n Upon opening the batch list screen, batches that are in\u00a0Ready for Review<\/strong>\u00a0state will be shown. In cases where no batches are present in the\u00a0Ready for Review<\/strong>\u00a0state, this is because of filter settings, or because no batch is present in that state.<\/p>\n The following snapshot illustrates the Batch List or View Batches screen:<\/p>\n <\/p>\n Operator > View My Batches<\/strong>\u00a0or\u00a0Batch List<\/strong><\/em><\/p>\n For additional information about batch instance review and the\u00a0Batch List<\/strong>, refer to the following article:<\/p>\n The\u00a0Review<\/strong>\u00a0and\u00a0Validation<\/strong>\u00a0screen define the operations that can be done on a batch in review or validation state, respectively. During either\u00a0Review<\/strong>\u00a0or\u00a0Validation<\/strong>\u00a0stage, 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.<\/p>\n Access<\/strong>\u00a0\u2014 There are two ways to access the\u00a0Review<\/strong>\u00a0or\u00a0Validation<\/strong>\u00a0screens, as follows:<\/p>\n <\/p>\n Login access for\u00a0Open Next Batch<\/strong><\/em><\/p>\n <\/p>\n Navigation pane access to Review Validate<\/em><\/p>\n The following snapshot illustrates the\u00a0Review Validate<\/strong>\u00a0screen.<\/p>\n <\/p>\n Review Validate Screen<\/em><\/p>\n For additional information, refer to the following documents:<\/p>\n 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.<\/p>\n 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.<\/p>\n 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.<\/p>\n Another major enhancement in the Advanced Web Scanner Service is that the service now supports both the HTTP and HTTPS protocols.<\/p>\n Access<\/strong>\u00a0\u2014 There are two ways to access the scan screen, as follows:<\/p>\n <\/p>\n Login access for\u00a0Scan New Documents<\/strong><\/em><\/p>\n <\/p>\n Navigation pane access to Web Scanner<\/em><\/p>\n For additional information about the Advanced Web Scanner feature in Ephesoft Transact, refer to the following article:<\/p>\n The\u00a0Upload Batch<\/strong>\u00a0screen 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.<\/p>\n Files having the following extensions are supported for running the batch from user interface:<\/p>\n The\u00a0Upload Batch<\/strong>\u00a0screen creates a batch for the files available on the user interface:<\/p>\n Access<\/strong>\u00a0\u2014 Navigate to the\u00a0Upload Batch\u00a0<\/strong>screen from either of the following two navigation methods:<\/p>\n <\/p>\n Login Access for Upload New Documents<\/em><\/p>\n Inside Transact (having already logged in), expand the navigation pane on the left, then select Operator > Upload Batch.<\/p>\n <\/p>\n Navigation pane access to Upload Batch<\/em><\/p>\n The following snapshot illustrates the\u00a0Upload Batch<\/strong>\u00a0screen.<\/p>\n <\/p>\n Batch Upload\u00a0<\/strong>screen<\/em><\/p>\n When you upload batches, a new window appears with parameters, as follows:<\/p>\n <\/p>\n Batch Upload parameters during upload<\/em><\/p>\n For additional information, refer to the following article:<\/p>\n
\n(expanding navigation pane on left)<\/em><\/p>\n<\/a><\/a>View Batches (Batch List)<\/h3>\n
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<\/a><\/a>Open Next Batch (Review Validate)<\/h3>\n
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<\/a><\/a>Scan New Documents (Web Scanner)<\/h3>\n
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<\/a><\/a>Upload New Documents (Upload Batch)<\/h3>\n
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