Default Scan/Index Privileges - System Administration - Cloud - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Cloud System Administration
Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 24.1
License
Standard
Essential
Premier

The settings under Default Scan/Index Privileges detail how a user assigned to the selected User Group is allowed to scan and index documents.

Note:

Changes to the User Group's page are not saved until you click Save.

The first setting, Batch Indexing Rights, controls the ability for the user to index batches of files. The Batch Indexing Rights setting contains the following options:

Batch Indexing Rights Description
None Restricts a user from indexing batches at all.
Indexing Only

Allows a user to index batches, but it restricts a user from doing the following:

  • Performing document modification tasks (i.e., deleting, appending, creating, and rotating pages/documents) while indexing batches associated with scan queues to which the user has rights.

  • Performing standard indexing tasks within the Awaiting QA Review and Awaiting Manager Resolution batch status queues.

Note:

The Document Imaging Administrative Processing Privilege overrides this option.

Note:

This option is only respected in the Unity Client.
Index and Batch Splitting

Allows a user to index batches. It also allows a user who is indexing a document in the Awaiting Index, Index in Progress, Awaiting QA Re-Index, or QA Re-Index In Progress batch status queue to remove the document from the current batch and add it to a separate batch (using the Index and Add to Separate Batch ribbon button).

Note:

This option is only respected in the Unity Client.
Indexing and Page Modification

Allows a user to index batches. It also allows the user to perform the following tasks for batches associated with scan queues to which the user has rights:

  • Full batch indexing tasks, including document modification tasks (i.e., deleting, appending, creating, and rotating pages/documents).

  • Pre-index and post-index scan queue sorting.

Note:

Both this privilege and the Document Imaging Administrative Processing Privilege are required to allow the user to skip Document Separation or re-indexing steps for the batch.
Indexing, Page Modification, and Batch Splitting

Allows a user to index batches.

This setting also allows the user to perform the following tasks for batches associated with scan queues to which the user has rights:

  • Full batch indexing tasks, including document modification tasks (i.e., deleting, appending, creating, and rotating pages/documents).

  • Pre-index and post-index scan queue sorting.

Note:

Both this privilege and the Document Imaging Administrative Processing Privilege are required to allow the user to skip Document Separation or re-indexing steps for the batch.

This setting also allows a user who is indexing a document in the Awaiting Index, Index in Progress, Awaiting QA Re-Index, or QA Re-Index In Progress batch status queue to remove the document from the current batch and add it to a separate batch (using the Index and Add to Separate Batch ribbon button).

Note:

Batch Splitting is only supported in the Unity Client.

The following additional settings are available under Default Scan/Index Privileges:

Scan/Index Privileges Description
Commit Scanned Batches

Allows the user to commit batches of documents that have been scanned into OnBase. This option also allows users in the Unity Client's Batch Processing layout to mark batches as ready to commit.
Purge Uncommitted Batches

Allows the user to purge batches of uncommitted documents that have been scanned into OnBase.
Purge Committed Batches

Allows the user to purge committed batches of documents scanned into OnBase.
Reassign Batches to another Scan Queue

Allows the user to re-assign a batch of scanned documents from one scan queue to another.
Rename Batches

Allows the user to rename batches of scanned documents.