Batch Manager

GlobalCapture’s Batch Manager provides a very detailed and customizable interface for viewing documents in process.

The main areas of batch manager are:

1. Secured Searches - This allows you to run a search to quickly view processes.

2. Results Grid - Displays any processes matching your search.

3. Process Drawer - Displays history, process data and history.

Secured Searches

Searches allow you to quickly filter processes using entered or passed criteria. To run a search, click the search icon.

You will be prompted to enter search criteria, and when you’ve done so, select “Run Search.”

Results Screen

Results display processes matching your search criteria.

You can interact with processes by right clicking it and actioning it from the context menu, which allows you to:

• Perform Administrator Level Actions, such as:

  • Delete - Delete Document

  • Stop Processing - Halt processing this document.

  • Move - Move the process to a specific node in a workflow.

  • Set to Ready - Retry processing an errored document.

• Quiver - Allows you to pin one or more processes.

• Open Document using the respective validation stations (GlobalCapture, GlobalSearch, GlobalForms)

• Access Validation/Queue Actions.

Quivered Processes

Quivered Processes are shown in a separate process drawer, you can interact with them as needed.

Process History

When you select a process, the Process Drawer will open, which allows you to access things like:

• Process History

• Field Data

• Process Information