2024:Review User Guide - Revision history

Dgreenwood: /* Scanning Documents Into Grooper via Scan Viewer */

2025-03-02T14:25:50Z

Scanning Documents Into Grooper via Scan Viewer

← Older revision		Revision as of 09:25, 2 March 2025
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	==== Scanning Documents Into Grooper via Scan Viewer ====		==== Scanning Documents Into Grooper via Scan Viewer ====

	{{#lst:Scan Viewer\|Scanning Documents into Grooper via Grooper Scan}}		{{#lst:2024:Scan Viewer (UI Element)\|Scanning Documents into Grooper via Grooper Scan}}

	== Batch Management ==		== Batch Management ==

Dgreenwood: Dgreenwood moved page Review User Guide to 2024:Review User Guide

2025-03-02T14:22:36Z

Dgreenwood moved page Review User Guide to 2024:Review User Guide

← Older revision	Revision as of 09:22, 2 March 2025
(No difference)

Randallkinard at 19:18, 12 November 2024

2024-11-12T19:18:41Z

← Older revision		Revision as of 14:18, 12 November 2024
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	[[File:Asset 22@4x.png]]		[[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.		You may download the ZIP(s) below and upload it into your own Grooper environment (version 2024). 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:2024 Wiki Review-User-Guide Batches.zip]]		* [[Media:2024 Wiki Review-User-Guide Batches.zip]]
	* [[Media:2024 Wiki Review-User-Guide Projects.zip]]		* [[Media:2024 Wiki Review-User-Guide Projects.zip]]

Randallkinard at 21:39, 8 November 2024

2024-11-08T21:39:11Z

← Older revision		Revision as of 16:39, 8 November 2024
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	~~<%-- [PAGE_INFO]~~
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	~~[END_PAGE_INFO] --%>~~

	{{AutoVersion}}		{{AutoVersion}}

Randallkinard at 21:38, 8 November 2024

2024-11-08T21:38:58Z

← Older revision		Revision as of 16:38, 8 November 2024
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			<%-- [PAGE_INFO]
			comment = #Please do not remove this struct. It's record contains some important information of edit. This struct will be removed automatically after you push edits.#
			pageTitle = #Review User Guide#
			pageID = #5948#
			revisionID = #26558#
			contentModel = #wikitext#
			contentFormat = #text/x-wiki#
			[END_PAGE_INFO] --%>

	{{AutoVersion}}		{{AutoVersion}}

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	The '''''Classification Viewer''''' allows Grooper users to review document classification. Grooper classifies documents using logic defined in a Grooper '''Content Model'''. '''Document Types''' are added to the '''Content Model''' to distinguish one type of document from another. Grooper is able to tell one '''Document Type''' from another by using trained examples of the documents, assigning rules for classification, or some combination of the two. Most typically, a document is assigned a '''Document Type''' during the '''Classify''' step of a '''Batch Process''' (although there are other ways depending on the '''Batch Process''' and how documents are ingested to a '''Batch''').		The '''''Classification Viewer''''' allows Grooper users to review document classification. Grooper classifies documents using logic defined in a Grooper '''Content Model'''. '''Document Types''' are added to the '''Content Model''' to distinguish one type of document from another. Grooper is able to tell one '''Document Type''' from another by using trained examples of the documents, assigning rules for classification, or some combination of the two. Most typically, a document is assigned a '''Document Type''' during the '''Classify''' step of a '''Batch Process''' (although there are other ways depending on the '''Batch Process''' and how documents are ingested to a '''Batch''').

	=== Starting the Review Step ===		==== Starting the Review Step ====
	In the '''''Classification Viewer''''' you will visually verify the '''Document Type''' Grooper assigns is correct. You will either manually assign documents a '''Document Type''' if Grooper was unable to classify the document or change the document's '''Document Type''' if Grooper misclassified the document.		In the '''''Classification Viewer''''' you will visually verify the '''Document Type''' Grooper assigns is correct. You will either manually assign documents a '''Document Type''' if Grooper was unable to classify the document or change the document's '''Document Type''' if Grooper misclassified the document.
	# We will select this '''Batch''' to review Grooper's document classification during the '''Classify''' step.		# We will select this '''Batch''' to review Grooper's document classification during the '''Classify''' step.
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	[[File:2023-Review User Guide-Classification Review Starting 02.png]]		[[File:2023-Review User Guide-Classification Review Starting 02.png]]

	=== Reviewing Document Classification ===		==== Reviewing Document Classification ====
	# To start reviewing, select a document folder.		# To start reviewing, select a document folder.
	# This will bring up the document in the Document Viewer panel.		# This will bring up the document in the Document Viewer panel.
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	[[File:2023-Review User Guide-Classification Review Reviewing 03.png]]		[[File:2023-Review User Guide-Classification Review Reviewing 03.png]]

	=== Correcting Document Classification ===		==== Correcting Document Classification ====
	So what happens when things go wrong?		So what happens when things go wrong?
	# Notice "Document (5)" has a flag next to it.		# Notice "Document (5)" has a flag next to it.
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	[[File:2023-Review User Guide-Classification Review Correcting 10.png]]		[[File:2023-Review User Guide-Classification Review Correcting 10.png]]

	=== Completing the Review Step ===		==== Completing the Review Step ====
	# Once all documents have been reviewed, you're ready to complete the task.		# Once all documents have been reviewed, you're ready to complete the task.
	# To do this, click the "Complete Task" icon in the Context Toolbar.		# To do this, click the "Complete Task" icon in the Context Toolbar.
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	[[File:2023-Review User Guide-Classification Review Completing 04.png]]		[[File:2023-Review User Guide-Classification Review Completing 04.png]]

	=== Completion Criteria ===		==== Completion Criteria ====
	The '''''Classification Viewer''''' may be configured so that certain criteria must be met in order to complete the review task. If so configured, either or both of the following conditions must be satisfied:		The '''''Classification Viewer''''' may be configured so that certain criteria must be met in order to complete the review task. If so configured, either or both of the following conditions must be satisfied:
	* All document folders must be classified.		* All document folders must be classified.
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	* Or, open the GrooperDesktop.exe file in your "Program Files (x86) > BIS > Grooper Desktop" folder		* Or, open the GrooperDesktop.exe file in your "Program Files (x86) > BIS > Grooper Desktop" folder

			[[File:2024_ScanViewer_02_InstallGrooperDesktop-06.png]]

	~~[[File:2024_ScanViewer_02_InstallGrooperDesktop-06.png\|left\|380px\|class=simpleborder]]~~

			When Grooper Desktop is opened, it automatically starts running. When it starts running, you will see a notification in the right corner of your screen, informing you "Scan Server Started".

	~~When Grooper Desktop is opened, it automatically starts running. When it starts running, you will see a notification in the right corner of your screen, informing you "Scan Server Started".~~		[[File:2024_ScanViewer_02_InstallGrooperDesktop-07.png]]
	~~<br clear=all>~~
	[[File:2024_ScanViewer_02_InstallGrooperDesktop-07.png~~\|left\|380px\|class=simpleborder~~]]


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	If Grooper Desktop is open but has stopped, you will need to manually start it. You can do so from the system tray by clicking on the "G" icon.		If Grooper Desktop is open but has stopped, you will need to manually start it. You can do so from the system tray by clicking on the "G" icon.
	~~<br clear=all>~~
	[[File:2024_ScanViewer_02_InstallGrooperDesktop-08.png~~\|left\|380px\|class=simpleborder~~]]		[[File:2024_ScanViewer_02_InstallGrooperDesktop-08.png]]

Randallkinard: // via Wikitext Extension for VSCode

2024-11-08T21:32:15Z

// via Wikitext Extension for VSCode

← Older revision		Revision as of 16:32, 8 November 2024
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	</blockquote>		</blockquote>

	The Grooper Web Client allows users to connect to Grooper 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.		The '''Grooper Web Client''' allows users to connect to Grooper 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.

	{\|class="download-box"		{\|class="download-box"

Randallkinard at 21:31, 8 November 2024

2024-11-08T21:31:37Z

← Older revision		Revision as of 16:31, 8 November 2024
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	</blockquote>		</blockquote>

	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.		The Grooper Web Client allows users to connect to Grooper 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.

	{\|class="download-box"		{\|class="download-box"
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	'''Totals'''		'''Totals'''
	* This is a running total of various aspects of the Repository, including the total number of published '''Batch Processes''', total tasks in current and previous '''Batches''' in production, and total number of "nodes" (the processing objects Grooper architects create in ~~Grooper~~ Design ~~Studio~~).		* This is a running total of various aspects of the Repository, including the total number of published '''Batch Processes''', total tasks in current and previous '''Batches''' in production, and total number of "nodes" (the processing objects Grooper architects create in the "Design" page).

	'''Tasks'''		'''Tasks'''
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	* This displays the total number of specific types of Grooper objects in the Repository.		* This displays the total number of specific types of Grooper objects in the Repository.
	* This information will be most useful for Grooper architects working in ~~Grooper~~ Design ~~Studio~~.		* This information will be most useful for Grooper architects working in the "Design" page.

	[[File:2023-Review User Guide-Web Client UI 03.png]]		[[File:2023-Review User Guide-Web Client UI 03.png]]
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	You may have noticed the flag remains on the document after manually assigning it a '''Document Type'''.		You may have noticed the flag remains on the document after manually assigning it a '''Document Type'''.

	Depending on how the '''Classification View''' is configured in ~~Grooper~~ Design ~~Studio~~, you will either be allowed to complete your review with flagged documents or you will not be able to complete the task until all flags are resolved.		Depending on how the '''Classification View''' is configured in the "Design" page, you will either be allowed to complete your review with flagged documents or you will not be able to complete the task until all flags are resolved.

	If you can't complete review until flags are resolved, you will need to remove the flag.		If you can't complete review until flags are resolved, you will need to remove the flag.
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	'''FYI'''		'''FYI'''
	\|		\|
	By default, Grooper requires at least a 2% difference in '''Document Type''' similarity. However, this minimum difference can be increased or decreased in ~~Grooper~~ Design ~~Studio~~.		By default, Grooper requires at least a 2% difference in '''Document Type''' similarity. However, this minimum difference can be increased or decreased in the "Design" page.
	\|}		\|}

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	So, our Grooper designer does their work behind the scenes in ~~Grooper~~ Design ~~Studio~~, and they tell you that '''Batch''' is ready to be updated. No problem. This is even easier than our last scenario.		So, our Grooper designer does their work behind the scenes in the "Design" page, and they tell you that '''Batch''' is ready to be updated. No problem. This is even easier than our last scenario.

	In order for a '''Batch Process''' to be updated, it must first be paused.		In order for a '''Batch Process''' to be updated, it must first be paused.

Randallkinard at 21:26, 8 November 2024

2024-11-08T21:26:12Z

← Older revision		Revision as of 16:26, 8 November 2024
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	~~<%-- [PAGE_INFO]~~		{{AutoVersion}}
	~~comment = #Please do not remove this struct. It's record contains some important information of edit. This struct will be removed automatically after you push edits.#~~
	~~pageTitle = #Review User Guide#~~
	~~pageID = #5948#~~
	~~revisionID = #26558#~~
	~~contentModel = #wikitext#~~
	~~contentFormat = #text/x-wiki#~~
	~~[END_PAGE_INFO] --%>~~

	~~{{AutoVersion}}~~
	~~<section begin="glossary" />~~
	<blockquote>		<blockquote>
	This article is indented for '''Grooper Web Client''' users reviewing Grooper's automated processing results in the '''Review''' activity.		This article is indented for '''Grooper Web Client''' users reviewing Grooper's automated processing results in the '''Review''' activity.
	</blockquote>		</blockquote>
	~~<section end="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.		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.

Randallkinard at 21:25, 8 November 2024

2024-11-08T21:25:49Z

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Randallkinard at 17:10, 8 November 2024

2024-11-08T17:10:58Z

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