Workflow Batches

The Workflow Batches section displays all the batches you are currently assigned, as well as each one's status.

Note: For more information, see Workflow.

To view only the batches assigned to you

  • In the Workflow Batches menu bar, toggle Only Mine.

To view only the completed batches

  • In the Workflow Batches menu bar, toggle Show Completed.

Note: Administrators can view batches assigned to other users.

To checkout batches

  1. In the Workflow Batches section, click the Checkout icon .
  2. On the Checkout batch window, select the Stage of the workflow you want to checkout the batch from.
  3. Click Checkout.

The selected batch appears in the Workflow Batches section.

To open workflow batches

  1. In the Workflow Batches section, double-click the batch you want view.
  2. The Document List displays the contents of the batch.

To check in batches

  1. In the Workflow Batches section, locate the batch you want to check in and click its Check In icon .
  2. On the [Batch] window, view the Status of the batch.
  3. If the batch failed validation, choose one of the following:
    • Keep non-reviewed: Release validated documents and continue reviewing the batch.
    • Return non-reviewed: Finalize the batch and return incomplete documents to the queue.

    To retain all documents and continue reviewing the batch, click Cancel.

  4. If the batch passed validation, click Check In.
  5. If the batch is empty, click OK on the confirmation window.