Initiating a Process Job Manually - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

COLD/ERM

Platform
OnBase
Product
COLD/ERM
Release
Foundation 23.1
License
Standard
Premier
Essential
  1. In the Client module, select Processing | COLD/ERM. The COLD Queue window is displayed.
  2. Select the Process Job queue.
  3. Right-click the desired Process Job and select Process Job. The Process Job dialog box is displayed.
    The options specified at this dialog box control the way data is processed and archived into the database.
    Tip:

    Double-clicking on any Process Job displays the Processes in Job window. The Processes in Job window displays all currently configured Process Formats in the job. Double-click on a Process Format to view the files currently defined for processing. Each will vary based on the process setup and the files that exist in the process directory. If the file(s) to process aren't in the directory, nothing will be displayed. (For example, multiple jobs appear if a wildcard was used to identify the data for processing.)

  4. To enter a Document Date other than the current date, type the desired mm/dd/yyyy in the Override Document Date field. If Test Only is checked, the Process Job will be run in memory only.
  5. Select Process.
    The processed batch is placed in one of several data queues, depending upon the success of the process and whether it has been committed. Each queue is explained more fully in the table below.

    Queue

    Description

    COLD Process

    Displays the currently configured COLD Process Formats for selection. COLD processing is initiated from this queue.

    Process Jobs

    Displays the currently configured Process Jobs (configured in any of the import processors). Process jobs are initiated from this queue.

    Incomplete Process

    Lists all batches that were not successfully processed. This queue is displayed only when processes are incomplete. Batches will be displayed in this queue if an error occurred during the process. Batches in this queue should be purged from OnBase. For more information on batches in this queue, see Incomplete Process and Incomplete Commit Queues.

    Awaiting Commit

    Lists all the batches that were processed into the database, and are in an uncommitted state. Batches in this queue can be committed or purged from OnBase. This queue will only be displayed if batches are uncommitted.

    Incomplete Commit

    Lists all the batches that began the commit process, but were not successfully committed. This queue is displayed only when you have processes that are incomplete. Batches will show up in this queue if an error occurred during commit. For more information on batches in this queue, see Incomplete Process and Incomplete Commit Queues.

    Committed

    Lists all the batches that were processed and committed. Batches in this queue cannot be purged from OnBase.

    Each batch is given a batch number, starting at 101. The batch number is available when viewing a document's Properties.