To configure a job:
-
From the Process Jobs window or the EDI Queue window, select the process job to be configured, right, click and select Configure Job.
The Process Job Configuration window is displayed.
-
Using the Process Format drop-down, select a process format to be added to the process job.
The remainder of the options on the Process Job Configuration window are enabled.
-
As needed, specify the process job configuration options for the selected process format.
Process Job Parameter
Description
Alternate Path
Enter an alternate path to the data to be processed (i.e., the Default Directory) to use instead of the Default Directory configured for the selected process format.
If an alternate path is not specified, the process format's Default Directory is used.
Alternate Filename
Enter an alternate file name for the data to be processed (i.e., the Default File Name) to use instead of the Default File Name configured for the selected process format.
If an alternate file name is not specified, the process format's Default File Name is used.
Alternate Disk Group
Enter an alternate Disk Group to store the data being processed instead of the Disk Group configured for the selected process format.
If an alternate Disk Group is not specified, the process format's default Disk Group is used.
Language Conversion
Used to specify a language conversion if the source data file was created using a different ASCII code page.
If a language conversion is not specified, the process format's Language Conversion setting is respected.
Note:This option is only used for legacy language conversions. For most systems, the default <NO CONVERSION> option should be selected. Contact your first line of support before changing this option.
Store Document Indices
Select this option to store the processed documents in the database, along with their Keyword Values and document name.
This option is enabled by default.
Store Document Data Files
Select this option to move the data file to the configured Disk Group after the process is complete.
This option is enabled by default.
Store Import File
Select to store a copy of the import file used to import documents into OnBase for archival purposes.
Create Auto Folder
Select to provide the ability to Auto-Folder documents upon processing.
See the Folders documentation for additional information regarding Auto-Foldering.
Note:Not all processors offer the ability to Auto-Folder documents upon processing. See each individual processor's documentation for more information.
Default Keywords
Click the Default Keywords button to select Keyword Types and Values that are displayed in the Batch Name for that Process Job when it is processed.
These Keyword Types and Values are also displayed at the top of the Verification Report for that job.
Note:Only Keyword Types that have been configured for Document Types used in the Process Job are selectable.
Note:If a check process format is configured as part of the job, the Default Keywords button is disabled when the job is selected.
Disallow job date override
Select this option to prevent users from overriding the specified job date.
Halt Processing After Error
Select this option to halt processing for the process job if the configured process format generates an error. Any other process formats configured for the process job will not be processed.
Date
These settings allow a user-defined Document Date to be stored for the processed documents. This date is used as the %D parameter that appears in the document's Auto-Name string.
- Click Add to add the process format to the process job.
- Repeat Steps 2-4 for each process format that you would like to add to the job.
-
When the process job is run, the process formats are run in the order in which they are displayed in the Process Job Configuration window.
To change the order in which process formats are performed as part of a process job, select a process format from the Process Format list and click Up or Down.
- Once all process formats have been added to the process job and are listed in the desired order, click Close.