Processing and the Verification Report - Physical Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Physical Records Management

Platform
OnBase
Product
Physical Records Management
Release
Foundation 24.1
License

Regardless of how Physical Records Management processing was initiated, the Processor Status bar is displayed, indicating each of the following stages of data processing:

  • Analyzing File. OnBase reads the file, looking for the beginning of the page. Once the Document Type is determined for that page, OnBase looks for any configured Keyword Values and pulls them from the page. This data is stored in the OnBase database.

    Note:

    The document is first examined for the Common ID, then the ID String, and finally Keyword Values.

  • Copy to Disk Group. After the Document Type is identified and Keyword Values are found, OnBase continues examining the file. After the entire file has been processed, the data file is copied to the Disk Group assigned to the process and the file is removed from the temporary directory.

If more data files exist in the Default Directory, these steps are repeated until all data files have been processed.

After the entire process has been run, the batch will be located in the Awaiting Commit queue. Double-clicking on the batch displays all the documents found by the Physical Records Management process. While a batch is in the Awaiting Commit queue, the data files and index information can be purged from OnBase if any error occurred during the process. Otherwise, it may be committed.

The last document in the batch is the Verification Report. This report should be reviewed for errors and used to determine whether or not the batch should be committed.

The Verification Report provides you with detailed information about the processing, including the total amount of time the batch took to process, the files processed, and the documents found. A Verification Report is generated every time a process is run.