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[General] tab

Enter a name for the Job – start with your department name, e.g. CCCH, so you don’t get

your jobs mixed up with those for other departments. It’s a good idea to create a job name

that matches the template name.

[Review/Export] tab

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The [Review/Export] tab allows you to select various QC modes for batch processing and to

define how TeleForm will handle batches that experience problems during the commit

process (see the TeleForm Verifier chapter, p85, re committing).

Review/Checkpoint options

Image QC

If enabled, before any image is identified, the batch is stopped

so an operator can first examine all of the items. Once accepted,

the batch will continue to the identification step.

Classification QC If enabled, Classification QC will stop the batch immediately after

identification but prior to evaluation. This enables an operator to

inspect the batch in Verifier and ensure that all items have been

classified properly before any additional work is done to read

data. Once accepted, the batch continues through to evaluation.

Extraction QC

If enabled, Extraction QC allows the operator to classify and

index items that TeleForm Reader has been unable to.

Data Review

Data Review allows a Verifier operator to quickly review field

values before the batch is committed. Data Review also includes

the re-entry of fields that were marked for Double Key review.

This option should always be enabled if a batch contains forms

that use the Data Review or Double Key validations.

The ideal approach is for batches to be "stopped" for QC as little as possible, while still

ensuring that the batch is properly constructed, classified, and indexed.

Batches that consist entirely of forms, and that were checked by the person who created

them, will normally be processed without the need for any QC, provided the forms are

properly designed. Should you find all-form batches that are not being properly identified, you

may want to address the problem by changing the form designs rather than relying on

manual QC processing.

Export options

Skip previously exported forms when re-committing

If a problem interrupts a batch during the commit process, TeleForm does not clean up any

of the records that were successfully exported before the problem. When the batch is re-

committed after the problem has been fixed, any records that were successfully exported the

first time will be re-exported.

To avoid this duplicate export, enable the Skip previously exported forms when re-

committing option. When enabled, TeleForm will mark the forms in a batch as they are

exported during the batch commit. If the commit fails partway through, forms that were

correctly exported originally will NOT be re-exported.

Allow auto-commit

When this option is enabled, batches processed under this Job Setting can be automatically

committed. If Allow auto-commit is not selected, batches must be manually committed.

Recommendation: Do not select Allow auto-commit.

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[Form ID/Capture] tab

This tab defines what type of files you expect a batch to contain and how those files should

be identified and/or attached.

The selection you make in the Expected types list determines what options will be available

on the rest of the [Form ID/Capture] tab. You will usually want to select Forms Only from the

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Identification drop down box

Below is a description of each setting. For Traditional Forms none of these settings are

required, so just leave as Default.

Default

Default identification relies on traditional identification methods and the Default Recognition

Set. If an image does not match a Form Template, it is identified as a NonForm\Attachment.

Traditional Form Templates do not need to be in a Recognition Set to be identified.

VersiForm and Existing Form Templates must be added to the Default Recognition Set if you

want them to be identified.

Optimize for form

Reader will initially attempt to identify each image in the batch as the selected Form

Template. If the image cannot be identified as this Form Template, it will be treated as a

NonForm\Attachment. This option is designed for batches that contain examples of only one

Form Template, or one form and a series of attachments. The Optimize for form option can

speed up form identification when you have one Existing or VersiForm mixed with

Nonforms\attachments. You should not select this option if you have Traditional forms in the

batch.

Use recognition set

You can limit the VersiForms and Existing forms that Reader will attempt to match the batch

images to by selecting a Recognition Set in this list. Reader will not attempt to match

VersiForm and Existing form images to any Form Templates that are not part of the selected

Recognition Set. Traditional Form Templates do not need to be part of any Recognition Set

to be identified by Reader.

Evaluate all images as

Reader will force all images in the batch to be identified as the selected form. This option is

designed primarily for processing complete dropout forms, which may lack the Reference

Marks needed to make an actual identification. If you select this option, all Attachment

options are disabled, since no images in the batch will be identified as NonForms.

The Evaluate all images as choice is a job-level setting. It will not affect the evaluation of

images that are processed with other Job Settings. To define how all images will be

identified, modify the Evaluate all Images as setting on the [Recognition] tab of the Global

& Local TeleForm Settings dialogue box.

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[Page Handling] tab

Blank Page Removal

Check for and remove blank pages

When enabled, TeleForm will examine batches for blank pages and remove them. For

batches created by a scanner, you can define how empty a page must be in order to be

considered blank. We recommend de-selecting this function.

Change expected batch page count

This option will only be available if you enable the Check for and remove blank pages

function. If you select it, the page count specified during batch creation will automatically be

modified to compensate for blank pages.

Page Linking

Ensure Defer linking until all pages have evaluated in the Page Linking section is ticked.

When enabled, it forces TeleForm Reader to wait until each page in the batch has been

evaluated before attempting to link any pages of multiple page forms together. This option

allows TeleForm to make the best possible decision about which pages belong together.

When this function is not enabled, TeleForm Reader will attempt to link parts of multiple page

forms as each page is evaluated.

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Delete a Template

TeleForm creates a data file (which includes data from processed documents, forms, and

packages) for each activated template. When you delete a template, the associated data file

is also deleted.

NOTE: Do NOT delete TeleForm files from a DOS command prompt or by using Windows

Explorer. Files not deleted from within TeleForm may cause error messages when TeleForm

attempts to access these files in the future.

To delete a template, click the Templates toolbar button

File -> Templates

On the Templates dialogue box, right-click the template you want to delete. To select

multiple templates, hold down the <Ctrl> key while you select each one. Select Delete.

A Note will appear:

Click [Yes] to delete the template. Click [No] to cancel the deletion. If you click [Yes], a

second Note will appear:

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Click [Yes] to delete the template. The template, its data, files, log records and labels will be

immediately deleted from all TeleForm applications. This deletion includes all files associated

with that template that are currently stored in TeleForm Verifier.

TeleForm Scan Station

Scan Station is the main scanning interface into TeleForm and is the application that

integrates with your scanners. There are two ways within TeleForm that images or files can

be processed, non-batch and batch. When a batch is processed, each item in the batch must

complete the current step before the batch as a whole can move to the next step. So before

anything can be evaluated, each item must be identified. Before the batch can be marked as

Batch ready to be committed, each item in the batch must be ready to export.

By processing items together in a batch, you end up with greater control and a more efficient

data flow as each task is being completed together, so the various TeleForm components

don’t have to continually switch tasks. Instead they can complete a given task with a set of

items, and then move to the next. Non-batch items will go through the same flow of steps as

batch items, but none is dependant on another non-batch item’s status.

When you’re ready to begin scanning, open TeleForm Scan Station (TeleForm Reader

needs to be running also but should already be open on the MCRI server).

Forms can be scanned in paper or electronic format, e.g. fax or email. When scanning paper

forms:



Remove all staples from the documents to be scanned.



Forms with paper tears should be photocopied before being put through the scanner

to ensure they don’t rip when being scanned.



Place forms in the scanner (face down in the CEBU scanner).

If a Job Configuration has been set up, select the job that will be used to control the

processing of the batch from the drop down box.

Then click on this button

File -> New Batch

You will now need to set up the configuration for your batch.

This dialogue box will appear:

[Details] tab

Tracking ID

You can type an identification value up to 19 AlphaNumeric characters long in this field. This

could be your name or the project name, for example. This value is copied to the predefined

Virtual Field BatchTrack for all templates in the batch.

Operator

If the security feature has been enabled, this field will display the name of the operator who is

currently logged in to the Scan Station. If security is not enabled, you can leave this field

blank or type a name.

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