ENC08 - Centralized Indexing - Hyland Integration for Encompass - 22.1 - 22.1 - Ready - Other - external

Hyland Integration for Encompass

Platform
Other
Product
Hyland Integration for Encompass
Release
22.1
License

The ENC08 - Centralized Indexing queue is designated for manual review of documents that encountered errors during the reindexing process in the ENC08 - Automated Indexing queue. The following are reasons documents are transitioned to the ENC08 - Centralized Indexing queue:

  • The document is an Encompass unassigned attachment and is not assigned an OnBase Document Type or does not contain a populated account number for the Account # OnBase Keyword Type.

  • The document is an Encompass unassigned attachment assigned with the Encompass Miscellaneous Document Document Type but the account number failed to populate for the Account # OnBase Keyword Type.

  • The document is an Encompass assigned attachment and the account number failed to populate for the Account # OnBase Keyword Type.

  • The document is an Encompass assigned attachment and the OnBase Document Type could not be assigned.

Ad Hoc Tasks are available for this queue in the Tasks ribbon group of the Workflow ribbon. The following Ad Hoc Tasks are available when reviewing a document:

Ad Hoc Task

Description

Create Document Type Mapping

Displays the Encompass Document Type Mapping form that allows a user to adjust the Document Type assigned for a specific Encompass Title Keyword Value.

Select a Document Type from the Document Type drop-down list to have it assigned to the Encompass Title Keyword Value populated in the Encompass Title field and click Submit. The form is transitioned to the ENC08 - Document Type Mapping queue and the document is corrected, archived to OnBase and removed from the life cycle.

Index Document

Re-indexes the selected document.

Complete

Deletes the appended error notes from the document and the document is transitioned to the ENC08 - Indexing Complete queue where it is archived to OnBase and removed from the life cycle.

Delete Document

Deletes the selected document.