Working With Index Batches

This section covers the following topics:

• "Searching For Batches"

• "Using Notes With Batches"

• "Changing Batch Status and Priority"

• "Deleting Batches"

Searching For Batches

You can search for batches in a variety of ways.

1. In the Batch Indexing screen, select a profile and click the Search button.

   The Batch Search Criteria dialog box displays.

2. Specify search options.

   To display all batches, leave the fields blank.

3. Click OK.

   The Batch Indexing screen now lists the batches found in your search.

Using Notes With Batches

Follow these steps to add, edit or delete notes.

1. Display the batch note.

   • When selecting batches, right-click the batch and choose the Edit Note command from the menu that appears. To delete a note, choose the Delete Note command.

   • When reviewing batches, click the Batch Note button on the toolbar.

2. In the note screen, enter, edit or delete a note.

   When reviewing batches, click the Batch Note button on the toolbar.

3. Click the close box to save note changes.

Changing Batch Status and Priority

Follow these steps to change a batch status and priority.

1. Display the Batch Status dialog box.

   • When selecting batches, right-click the batch and choose the Edit Status command from the menu that appears.

   • When reviewing batches, click the Edit Batch Status and Priority button on the toolbar.

2. In the Batch Status dialog box, change the batch status and/or priority.

   • Specify a new priority number in the Priority field by typing or using the arrow buttons.

   • Select or type a status in the Status field. Click OK.

   
   

   Note: If you want additional status values added to the list, contact your Capture administrator.

   
   

Deleting Batches

Occasionally, you may need to delete a batch. You can also delete specific pages in a batch, as described in "Deleting Batches".

1. In the Batch Indexing screen, click the batch you want to delete.

2. Click the Delete button. Confirm the deletion.