Configuring the Automated Redaction Process Settings - Automated Redaction - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Automated Redaction

Platform
OnBase
Product
Automated Redaction
Release
Foundation 22.1
License
Standard
Essential
Premier
  1. From the Automated Redaction Process Configuration dialog box, select the Automated Redaction process to be configured from the Process Name list.
  2. Click Settings. The Automated Redaction Processor Settings dialog box is displayed.
  3. Select the radio button that determines how you would like the Automated Redaction process to process documents:
    • Day-Forward Processing. Select this radio button to only process documents associated with the selected Document Type(s) that are imported into OnBase from this point in time forward.

      Select the Include Back File check box if you would like to process all documents stored in the selected Document Types prior to the creation of the Automated Redaction Process (i.e., backfile documents) in addition to all documents that are processed as day-forward.

      Tip:

      When the Day-Forward Processing and Include Back File options are selected, all documents belonging to the Document Type(s) will undergo Automated Redaction processing, beginning with the oldest document assigned to the Document Type.

    • Back File Only Processing. Select this radio button to only process documents associated with the selected Document Type(s) that have been imported into OnBase prior to this point in time.

      Tip:

      If you have a large number of backfile documents to be processed, you can schedule a backfile process to run during non-peak hours. If the entire process is not completed by the time the allotted processing time ends, the Automated Redaction process will begin where it left off the next time the Automated Redaction process is run.

  4. If you wish to skip the review and approval process, select Automatically burn redactions without review. When selecting this option, consider the following:
    • Automatically burning redactions will immediately create the redacted document or revision (that is, according to Document Type settings) without sending the redacted document or revision to the Automated Redaction Review window. Depending on the image quality of the original document, the process may not find or correctly redact all of the text that should be redacted.

    • Under any of the following conditions, this option is not respected, resulting in the redacted document or revision still being sent to the Automated Redaction Review window for review:

      • A Document Type assigned to the process is configured to use an Automated Redaction Dictionary with the Ask for additional strings before finding documents setting applied.

      • A Document Type assigned to the process is not revisable and is not configured to use the Standard redaction method.

      • A Document Type assigned to the process is configured to use the Replace original redaction method.

      • An archive error (for example, the Disk Group is offline) occurs when attempting to store the new redacted document.

      • An OCR engine error occurs during processing.

    • Depending on your selected redaction method, either a revision of the original document or a new document is only created if the original document contains text to be redacted (that is, text that matches a value from a configured Automated Redaction Dictionary). However, if you select Always create redaction document even if no redactions found, or if you deselect Automatically burn redactions without review, either a revision of the original document or a new document is created regardless of whether the original document contains text to be redacted.

    Note:

    The Always create redaction document even if no redactions found option is only enabled when Automatically burn redactions without review is selected.

  5. If you wish to continue processing documents after an OCR engine error occurs, select Continue processing on OCR engine errors. The document that caused the error is sent to the Automated Redaction Review window for review, and processing continues on the next document.
    If this option is not selected, processing stops on any document that causes an OCR engine error.
  6. If you wish to only process the first page of each document, select Only process first page of documents. This allows the Automated Redaction process to run faster when you know that no text is going to be redacted beyond the first page of each document.
  7. Click OK.

    If you selected the Day-Forward Processing radio button, a message warning you that the Automated Redaction process cannot be changed once it is configured is displayed. Click Yes to confirm; all documents stored in OnBase at this point are considered to be backfile documents and all documents imported into OnBase after this point are considered to be day-forward documents.

    If you selected the Automatically burn redactions without review option, a message warning you about the special considerations listed in step 4 is displayed. After reviewing the message, click OK to confirm this setting.

    Once you have confirmed your settings and closed any warning messages, if necessary, the Automated Redaction Processor Settings dialog box is closed and you are returned to the Automated Redaction Process Configuration dialog box.