Document monitor

The Document monitor page displays the document's status entered in the document processing queue. On the page, you can see important details about the documents like document property, name, status, and any action required by the user.

Accessing document monitor

To access document monitor, perform the following steps.

In the main menu, under Document Monitoring, click Document Monitor. The Document Monitor page opens.

Select the project, subtype, and current status from the drop-down to view the records for a pre-defined duration or use the icon to specify the required duration and then click Apply.

All records matching the given criteria are displayed in the grid. The Search field allows you to search for the required records displayed in the grid based on the search criteria entered (Refer searching data).

Note:

You can click the column chooser icon and check/uncheck the required column to include or exclude it from being displayed on the document monitor page. By default, the following columns are not displayed on the document monitor page.

Category
Project
Subtype
Batch Name
Parent ID
Prioritized
Readability Score

Select the required column to be displayed on the document monitor page.

Refer to the table for column header descriptions.

COLUMN	DESCRIPTION
Document ID	Document Id is assigned to a document after it has been included in the document processing queue. You can also click on the information icon next to the document Id to view document properties. (See image below.)
Category	Name of the category. Note: You can include/exclude the Category Name column from being displayed on the Document monitor page using the column chooser icon.
Project	Name of the project. Note: You can include/exclude the Project column from being displayed on the Document monitor page using the column chooser icon.
Subtype	Name of the subtype. Note: You can include/exclude the Subtype column from being displayed on the Document monitor page using the column chooser icon.
Batch Name	Name of the batch. Note: You can include/exclude the Subtype column from being displayed on the Document monitor page using the column chooser icon.
Document Name	Name of the document. Note: In case of split documents the split documents will be renamed as parentdocumentname/number+n (where n = number of split pair). Refer splitting and merging.
Parent ID	Parent Id of the document. Note: You can include/exclude the Parent ID column from being displayed on the Document monitor page using the column chooser icon.
Current Stage	Current stage of the document in the document processing cycle. (Click link to see the available stages.)
Duration	Displays the document processing time taken in hhh:mm:ss to reach the current stage. Note: If the duration goes beyond 999 hours (41 days), data sorting will not function as expected. If the duration is greater than 999 hours, then the duration is displayed as hhhh:mm:ss. The duration is not displayed if the document is Exported, Rejected/Discarded, or is at Document split stage.
Date Received	Date on which the document was received for processing.
Prioritized	Yes, if it is to be taken on priority in respect to the other documents; otherwise No. Note: You can include/exclude the Prioritized column from being displayed on the Document monitor page using the column chooser icon.
User Allocated	Name of the user to whom the document is allocated.
Readability Score	Displays the readability score of the document post OCR stage is completed. For rejected documents the readability score is displayed as NA. In case of multiple OCR engines, the score from the most accurate OCR engine is considered and displayed on the column. To configure the readability score as a part of export, select the output field type checkbox and the output field format as Default while adding the output location. Note: You can include/exclude the Readability Score column from being displayed on the Document monitor page using the column chooser icon.
Next Action	Awaited action on part of the user, if any. A document may be awaited for manual inspection, quality check, for data export or to view the exported or ready to export data. NOTE Note: Kindly avoid opening multiple documents awaiting manual handling and quality check at a time, as this will slow the application, impacting the performance. To restrict the user from opening multiple documents at a time, configure a setting available at the application level. If a user tries to open a 2nd document awaiting manual handling or quality check, a message stating Action cannot be performed until the current document XXXXXX is processed where XXXXXX stands for the document id of the current document which is under process.

Note:

Click to export all the document records in excel format. Except for the Next Action column, the export data will contain all the displayed rows and columns in the grid.
Click to view the column descriptions.

Expand the document row by clicking icon, the details specific to the document are displayed as shown below.

Setting priority for processing documents

Once the documents are uploaded for processing, the documents are processed based on the accuracy and the stages involved. Apart from the regular process, it is possible if the user wants to prioritize any specific document for processing.

To set priority, perform the following steps:

In the main menu, under Document Monitoring, click Document Monitor. The Document Monitor page opens. Click Apply on the top-right corner of the page to display the records in the grid.

Note:

If the Prioritized column is not visible, then select it from the column chooser icon to view the Prioritized column on the document monitor page.
Select the required document ID checkbox for whom you want to set priority. When you select the checkbox, a Set Priority button is visible as shown below.
Click Set Priority, the priority for the selected document ID changes to Yes under Prioritized column as shown below.

Note:

The document monitor setting enables the user to set the refresh rate at which the documents get refreshed on the document monitor page.