Add missing data

Once the system has finished extracting textual data from a document, it automatically categorizes it and populates the appropriate fields in the Intake Form. You can use the Quality Check pane to identify fields with missing, incomplete, or invalid data. AI/ML extraction requires an additional subscription to Oracle Safety One Intake.

1. Make sure you are on the Intake Worklist. For more info on navigating to the Intake Worklist, see Navigating.
2. Select the record you would like to validate by clicking on its ID. Alternatively, you can check the box of the record you would like to work on, select Expand Details, then Start Work.

   Note:

   If you are trying to work on a record which is not assigned to you, you will be prompted to continue with or without assigning that record to you.
3. Once you are on the Intake Form for the record, refer to the Quality Check panel to view a list of the fields that need your attention.
4. Do one of the following:
   • Click one of the items in the Quality Check or Case panel to navigate to the selected field in the Intake Form. Add or modify the values in the field.
   • Select Save to retain any edits or additions you have made to the Intake Form. If you have resolved an error that previously appeared in Quality Check, clicking Save will remove it from the Quality Check panel.
   • Select Validate to re-run all of the system field validations.
   • Select Duplicate Search to find any existing records with which you may merge the incoming record.
   • Select Manage Attachments from the Actions menu to navigate to the Attachments section of the Intake Form.
   • Select Disable Additional Language Data from the Actions menu to remove the translation service function from the Intake Form (if configured).
   • Select Reject Record from the Actions menu to reject the record and add a justification.
   • Click Cancel from the Actions menu to abandon the session and return to the Intake Worklist.