Start a QC Session for a Standard Processing Job

Using the QC module, you can QC a standard Processing Job. This topic describes how to start a QC session for a Standard Processing job and assign the appropriate options for the QC session.

You can also start a QC session for a Streaming Discovery Job and a Standard Data Extract Job. For more information, see Start a QC Session for a Streaming Discovery Job and Start a QC Session for a Standard Data Extract Job.

Note: You may need to start the Dialog Dismisser Utility before creating a session for a Processing Job. For more information, see Use the Dialog Dismisser Utility.

In the QC module, click File > Create Session for eCapture Job(s) on the eCapture QC menu bar.

The Select Data Extract Job(s) dialog appears.

On the Data Extract option dialog, select the Processing option.

Note: For both Processing and Data Extract jobs, the job selection grid shows only those jobs where the QCed item count is less than the Total Item count. To show all the jobs, select Show All Jobs.

Select the Processing option.
(Optional) Select Sort by name to sort the Clients by name. When this box is not checked, the Clients are sorted by ID.
Expand the Client in the Clients box on the left.
Select one or more Processing Job(s) from the selected Client. The right box populates with the Client’s completed Processing Job(s). If necessary, click the Case (Project) Name column to sort 2 or more jobs. The button appears. Click to restore the default order of the Processing Jobs. The button disappears.
Click OK. The Start QC Session dialog box appears.
By default the two options, Select Families Separately and View Families Separately are both checked. These options are not mutually exclusive. The "Select" option affects selection; whereas the "View" option affects the positioning of the messages in the Documents List window.
- Select the option Select Families (Parent/child relationships) Separately to have each item in the record table treated as its own entity. When sorting and searching is performed, it will treat each item separately.
- Clear the option Select Families (Parent/child relationships) Separately if you want the search and sort results to apply to all items associated within the family. Example: A Child is flagged with Passed QC, and its Parent is not flagged as Passed QC. Therefore, when a search is performed for items "Passed QC", then the search results will return both items.
eCapture will display any families and their attachments in the Documents List window. A family will show the expand/collapse buttons (+/-) to indicate it is a document with attachments.

If both options, Select and View are Cleared, documents will be arranged so that the children are directly underneath their parents in the Documents List window.

Select the option HideDuplicates to hide all duplicate files in the Documents list window that exist in the document session. This is useful for reducing the amount of documents requiring QC. This option is cleared by default. When it is not selected, all duplicates are returned.
(Optional) Select the option Set as Default to save the settings for "Select", "View", and Hide Duplicates.

Select from the following as they apply:

Select one or more categories.

Click the Flags tab.

Select one or more flags by clicking the flag once (a green + sign appears). The designated category selected is shown only if it does have the flag.
Click the flag twice (a red - sign appears). The designated category selected is shown only if it does not have the flag.

Note: To clear a selected flag, click the flag with the green + sign twice or click the flag with the red - sign once.

Click the Languages tab.

Select one or more languages by clicking the language once (a green + sign appears). The designated category selected is shown only if it does have the language.
Click the language twice (a red - sign appears). The designated category selected is shown only if it does not have the language.

Note: To clear a selected language, click the language with the green + sign twice or click the language with the red - sign once.

Click the Encodings tab.

Select one or more encodings by clicking the encoding once (a green + sign appears). The designated category selected is shown only if it does have the encoding.
Click the encoding twice (a red - appears). The designated category selected is shown if it does not have the encoding.

Note: To clear a selected encoding, click the encoding with the green + sign twice or click the encoding with the red - sign once.

Click the Merge Jobs tab.

Select one or more Merge Jobs by clicking the merge job once (a green + sign appears). The designated category selected is shown only if it does have the merge job.
Click the merge job twice (a red - sign appears). The designated category selected is shown only if it does not have the merge job.

Note: To clear a selected merge job, click the merge job with the green + sign twice or click the merge job with the red - sign once.

When one or merge jobs are selected, it/they appear in the drop-down list of the View toolbar.

After the categories and/or flag(s) are selected as flagged and/or not flagged, click Add to add the session. The session displays in the Documents to be QCed grid. There are three columns in the grid: Document Type Categories, Flagged, and Not Flagged.

For example, if you want to see all Microsoft Word documents that passed QC, you would select Microsoft Word under Categories and select Passed QC under Flags. A green + sign appears.
Click to add those categories to the grid whose documents are not flagged as passing QC. The Passed QC flag then displays in the Not Flagged column.
(Optional) Repeat these steps as many times as necessary to add additional, multiple category/flag groupings. Each grouping will display as its own line in the Documents to be QCed grid. Boolean OR logic is applied for two or more groupings.
If you want to remove a specific grouping, select it and click Remove. If you want to clear all groupings, click Clear.
When you are finished creating one or more groupings for a session, click OK. The eCapture QC main window displays and shows the newly created session tab in the Documents Window.