2023:Review Designer Guide - Revision history

Dgreenwood: /* About */

2024-07-31T15:11:04Z

About

← Older revision		Revision as of 10:11, 31 July 2024
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	In this article, we will show you how to set up and configure '''Review Steps''' in your '''Batch Process'''.		In this article, we will show you how to set up and configure '''Review Steps''' in your '''Batch Process'''.

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			'''''BE AWARE: Massive amounts of "Ready" Review tasks can slow Grooper down.'''''

			For smaller to medium sized installs, this should not be an issue. However, for larger environments that process hundreds or thousands of documents a day with a large amount of human assisted review, heed this warning.

			Massive amounts of '''''Review''''' tasks hitting the Grooper database all at once can slow down the system. In these scenarios, it is better to start the '''''Review''''' step as "Paused" rather than "Ready". This will park them in a paused state and can be readied at will when it's time to review them.
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	== Designer Guide ==		== Designer Guide ==

Dgreenwood: Dgreenwood moved page 2023:Review Designer Guide (Concept) to 2023:Review Designer Guide without leaving a redirect

2024-04-18T20:11:53Z

Dgreenwood moved page 2023:Review Designer Guide (Concept) to 2023:Review Designer Guide without leaving a redirect

← Older revision	Revision as of 15:11, 18 April 2024
(No difference)

Randallkinard: Randallkinard moved page 2023:Review Designer Guide to 2023:Review Designer Guide (Concept) without leaving a redirect: new naming convention

2024-04-18T15:57:29Z

Randallkinard moved page 2023:Review Designer Guide to 2023:Review Designer Guide (Concept) without leaving a redirect: new naming convention

← Older revision	Revision as of 10:57, 18 April 2024
(No difference)

Dgreenwood: /* About */

2024-04-04T16:14:42Z

About

← Older revision		Revision as of 11:14, 4 April 2024
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	</blockquote>		</blockquote>
	<section end="glossary" />		<section end="glossary" />
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			[[File:Asset 22@4x.png]]
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			You may download the ZIP(s) below and upload it into your own Grooper environment (version 2023). The first contains one or more '''Batches''' of sample documents. The second contains one or more '''Projects''' with resources used in examples throughout this article.
			* [[Media:2023 Wiki Review-Designer-Guide Batches.zip]]
			* [[Media:2023 Wiki Review-Designer-Guide Projects.zip]]
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	== About ==		== About ==
	A '''Batch Process''' is designed to automate document processing and extraction. However, there are times that you may want a person to go in and review how a '''Batch Process Step''' was completed and correct any mistakes. For example, Grooper may make a mistake in classifying documents or extracting information properly.		A '''Batch Process''' is designed to automate document processing and extraction. However, there are times that you may want a person to go in and review how a '''Batch Process Step''' was completed and correct any mistakes. For example, Grooper may make a mistake in classifying documents or extracting information properly.
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	You will need to set up '''Review Steps''' throughout the '''Batch Process'''. Once these '''Review Steps''' are set up, your Reviewers will be able to perform their job over the internet using the Grooper Web Server.		You will need to set up '''Review Steps''' throughout the '''Batch Process'''. Once these '''Review Steps''' are set up, your Reviewers will be able to perform their job over the internet using the Grooper Web Server.

	In this article, we will show you how to set up and configure '''Review Steps''' in your '''Batch Process'''.		In this article, we will show you how to set up and configure '''Review Steps''' in your '''Batch Process'''.

	== Designer Guide ==		== Designer Guide ==

Dgreenwood: /* Designer Guide */

2024-04-04T16:14:28Z

Designer Guide

← Older revision		Revision as of 11:14, 4 April 2024
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	== Designer Guide ==		== Designer Guide ==

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	~~[[File:Asset 22@4x.png]]~~
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	You may download the ZIP(s) below and upload it into your own Grooper environment (version 2023). The first contains one or more '''Batches''' of sample documents. The second contains one or more '''Projects''' with resources used in examples throughout this article.
	* [[Media:2023 Wiki Review-Designer-Guide Batches.zip]]
	* [[Media:2023 Wiki Review-Designer-Guide Projects.zip]]
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	=== Setting Up Review Views ===		=== Setting Up Review Views ===
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	For more detailed information on '''Review Queues''', please visit the [[Review Queue]] article.		For more detailed information on '''Review Queues''', please visit the [[Review Queue]] article.

	We also recommend taking a look at the [[Permission Sets]] article. '''''Permission Sets''''' and '''Review Queues''' often work together to limit what users can access.		We also recommend taking a look at the [[Permission Sets]] article. '''''Permission Sets''''' and '''Review Queues''' often work together to limit what users can access.


	==See Also==		==See Also==

Randallkinard at 16:48, 25 March 2024

2024-03-25T16:48:41Z

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	When the "Folder Criteria" window pops up, you will find a few options available to you. You can use these options to add completion criteria to the '''Batch Process Step'''.		When the "Folder Criteria" window pops up, you will find a few options available to you. You can use these options to add completion criteria to the '''Batch Process Step'''.
	#<li value=5> The '''''Level''''' property allows you to choose at which folder level in the '''Batch''' ~~heirarchy~~, the criteria should apply.		#<li value=5> The '''''Level''''' property allows you to choose at which folder level in the '''Batch''' hierarchy, the criteria should apply.
	#* Most typically, all your documents exist at the same folder level in your '''Batch''' (often at level 1). In most cases, you'll only need one folder criteria configuration added at a single folder level.		#* Most typically, all your documents exist at the same folder level in your '''Batch''' (often at level 1). In most cases, you'll only need one folder criteria configuration added at a single folder level.
	# The '''''Resolve Flags''''' property determines whether or not error flags will prevent the '''Review''' task from being completed.		# The '''''Resolve Flags''''' property determines whether or not error flags will prevent the '''Review''' task from being completed.

Rpatton: zips // via Wikitext Extension for VSCode

2024-03-13T16:19:37Z

zips // via Wikitext Extension for VSCode

← Older revision		Revision as of 11:19, 13 March 2024
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	== Designer Guide ==		== Designer Guide ==

			{\|class="download-box"
			\|
			[[File:Asset 22@4x.png]]
			\|
			You may download the ZIP(s) below and upload it into your own Grooper environment (version 2023). The first contains one or more '''Batches''' of sample documents. The second contains one or more '''Projects''' with resources used in examples throughout this article.
			* [[Media:2023 Wiki Review-Designer-Guide Batches.zip]]
			* [[Media:2023 Wiki Review-Designer-Guide Projects.zip]]
			\|}

	=== Setting Up Review Views ===		=== Setting Up Review Views ===

Dgreenwood at 14:35, 12 January 2024

2024-01-12T14:35:58Z

← Older revision		Revision as of 09:35, 12 January 2024
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	You can also think of this as a "soft security" measure. By filtering out work available to users, the '''Review Queue''' acts as a kind of gatekeeper, controlling what comes across a reviewer's desk.		You can also think of this as a "soft security" measure. By filtering out work available to users, the '''Review Queue''' acts as a kind of gatekeeper, controlling what comes across a reviewer's desk.

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	Please note this is not a "hard security" measure. There are conceivable ways in which a user assigned a certain '''Review Queue''' may still be able to access '''Batch''' content that is outside of their queue. For true "hard security", the best practice is to isolate that work in a separate Grooper Repository and restrict user access in the '''''Security''''' settings configured on the root node.		Please note this is not a "hard security" measure. There are conceivable ways in which a user assigned a certain '''Review Queue''' may still be able to access '''Batch''' content that is outside of their queue. For true "hard security", the best practice is to isolate that work in a separate Grooper Repository and restrict user access in the '''''Security''''' settings configured on the root node.
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Dgreenwood at 22:08, 8 January 2024

2024-01-08T22:08:24Z

← Older revision		Revision as of 17:08, 8 January 2024
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	<~~blockquote style~~="~~font-size:125%~~">		<section begin="glossary" />
	~~The~~ Grooper ~~Web Client allows users to connect to a Grooper dashboard over the internet via a web server. This allows end-users to process review based~~ steps in a '''Batch Process''' ~~in a web browser, without the need to install Grooper on~~ their ~~own machine~~.		<blockquote>
			Grooper designers are in charge of implementing '''Review''' steps in a '''Batch Process'''. Well implemented '''Review''' steps will better help document reviewers perform their tasks.
	</blockquote>		</blockquote>
			<section end="glossary" />
	== About ==		== About ==
	A '''Batch Process''' is designed to automate document processing and extraction. However, there are times that you may want a person to go in and review how a '''Batch Process Step''' was completed and correct any mistakes. For example, Grooper may make a mistake in classifying documents or extracting information properly.		A '''Batch Process''' is designed to automate document processing and extraction. However, there are times that you may want a person to go in and review how a '''Batch Process Step''' was completed and correct any mistakes. For example, Grooper may make a mistake in classifying documents or extracting information properly.

Dgreenwood at 16:09, 4 January 2024

2024-01-04T16:09:53Z

← Older revision		Revision as of 11:09, 4 January 2024
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	Adding a '''Scan View''' requires setting up Grooper Desktop, setting up your scanner, creating a '''Scanner Profile''', etc.		Adding a '''Scan View''' requires setting up Grooper Desktop, setting up your scanner, creating a '''Scanner Profile''', etc.

	Please see the [[Desktop Scanning in Grooper ~~- 2023~~]] article for more information on how to set up the '''Scan View'''.		Please see the [[Desktop Scanning in Grooper]] article for more information on how to set up the '''Scan View'''.

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