Workflow Batches

The Workflow Batches section of Nebula 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 check-out batches

  1. In the Workflow Batches header, click the Check-out icon .
  2. If you are working with a multiple stage workflow, on the Check-out Batch dialog box, select the Workflw Stage of the workflow you want to check-out the batch from, then click Check-out.

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 Check-in Batch dialog box, 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 dialog box.

To open the Workflow page (Review > Review Management > Workflow)

In the Workflow Batches header, click the Manage icon .