Table of Contents

• Title and Copyright Information
• Preface
  • Documentation accessibility
  • Related resources
  • Access to Oracle Support
• 1 About Oracle Safety One Intake
• 2 Set up Oracle Safety One Intake
  • Prerequisites
  • Accounts and roles
  • Username and password
  • Product URL
  • Scale and layout
• 3 Get started with Oracle Safety One Intake
  • Log in
  • Log out
  • Know your role
    • Intake processor
    • Workflow manager
  • Navigating
  • Switch between enterprises
• 4 Uploading documents
  • Understanding which documents to add
  • Upload documents automatically
  • Upload documents manually
• 5 Working with the Intake Worklist
  • Get familiar with the Intake Worklist
  • Simplify worklist management using views
  • Optimize the data being displayed using columns
  • Fine-tune your worklist with advanced filters
  • Refresh the Intake Worklist
• 6 Managing assignments
  • Manage assignments as a workflow manager
  • Manage assignments as an intake processor
  • Possible errors in assignment and what you should do
• 7 Working with your records
  • Possible tasks related to processing your records
  • Validating a record
  • Organizing documents in a record
    • Mark a document as primary
    • Group your documents
    • Add or remove a copy of a document to or from a group
    • Separate your documents into groups
    • Mark a document as invalid
  • Working with the data in your documents
    • Know the fields in the Review Form
    • Work with Low Confidence data
    • Add missing data
    • Reject a report
    • Manually add data to a new record
    • Processing pending case records
• 8 Monitoring your records
  • Monitor records as a workflow manager
  • Access the view modes of the Intake Monitor
• 9 Export audit logs
• 10 Appendix
  • System errors
  • User role attributes
• 11 Revision history