Data Sets that have been made available to the Front Office Scanning workstation from the data entry workstations are listed in the Available Data Sets list.
The name of this list is configured by your administrator; by default, it is named Available Data Sets. If not all of the name is visible, you can resize the list as appropriate.
The Keyword Values that are displayed in the Available Data Sets list for each Data Set are configured by your administrator. Not all Keyword Values that compose the Data Set may be displayed in the Available Data Sets list.
Typically, the Available Data Sets list is refreshed after most actions in the Front Office Scanning client (e.g., after documents have been uploaded to OnBase, after a document has been assigned to a Document Type, after documents are deleted by clicking the Discard Images button, after a Data Set is deleted, etc.).
Depending on your configuration, the Available Data Sets list may not automatically be refreshed after these actions. See your system administrator for more information.
To refresh the Available Data Sets list, click File | Refresh Data Sets. However, note that when a document residing in the Working window has not yet been uploaded to OnBase, this option is not available.
In the Front Office Scanning client, a Data Set filtering field is available above the listed Data Sets. You can start to type into this field to attempt to find a match within the listed Data Sets. If a match is found, the client scrolls to the Data Set with the matching value and highlights it, allowing for quick and easy Data Set location.
Once you have located the Data Set you want in the Available Data Sets list, double-click the Data Set to select it. The Data Set is displayed in the Selected Data Set window below.
If a Data Set is missing a Keyword Value, the Value is displayed as ? in the Available Data Sets list.
Any Keyword Value that exceeds the maximum length or the masking length configured for its Keyword Type will be truncated in the Data Set.
To clear the selected Data Set and select another Data Set, select another Data Set from the Available Data Sets list (or perform another screen-scrape event, if your Front Office Scanning solution is used in conjunction with Application Enabler).
The previously selected Data Set remains in the Available Data Sets list.