Introduction to eCapture QC

The QC Module (QC.exe) is included with eCapture. By using the QC module, you can QC documents and Jobs. During QC, you, and other members of the QC team, can:

  • Validate processed data in batches, as appropriate for your skill level

  • Review documents that were flagged for further attention when data was processed into the eCapture system.

  • Flag documents by using custom flags that the system administrator adds to the QC module.

Overview: QC Review Process

During the QC process, users responsible for quality checking documents navigate through the documents in the Documents List window. When a document has a potential issue and requires further review, in the Flags window, one or more flags then display a red shaded box that indicates the document was “flagged” by the system as the data was being processed. Some examples of system-assigned flags include:

  • Text Missing: The document contains pages with no extracted text.

  • ZeroByte: The file contains no data.

  • Unprocessable: Items that could not be extracted from .ZIP files, email messages, and so on.

To view a list of the default flags that are available in the QC module, see Work with the QC Flags Window.

During the QC process, reviews can also "Flag" a document/page. In doing so, the reviewer is assigning a condition to that document/page. Some examples of user-assigned flags include:

  • Passed QC
  • Low Priority
  • Medium Priority
  • High Priority

The QC process can be done on both complete or incomplete Processing Jobs and Data Extract Jobs.

Note: The QC Module (QC.exe) is supplied with eCapture and is installed into the eCapture Program Files directory.

eCapture Document and Case (Project) - Level QC Tasks

Using the eCapture QC module, administrators configure the system and reviewers can perform both document-level tasks and case(project ) - level tasks. The following diagrams outline some of the tasks that reviewers and administrators can perform in the QC module.

Administrator Tasks

Most tasks QC administrators perform are either configuration tasks or Job or Case (Project) Level tasks. The following diagram is an overview of the most common tasks performed by QC administrators but is not a complete list of QC administrator tasks.

QC Reviewer Tasks

Most tasks that QC reviewers perform are either on individual documents or Job-level tasks. The following diagram is an overview of the most common tasks performed by QC reviewers but is not a complete list of QC reviewer tasks.

Note: eCapture allows you to reprocess simultaneously from multiple Terminal Services sessions. You should reprocess only one restricted document at a time, system-wide.

eCapture QC Environment

The following sections outline each of the various areas of the eCapture QC user interface and provide links to topics related to the specific tasks performed in the application.

ClosedQC Layout

The QC window and layout of tabs and work areas is flexible and can be changed to meet your requirements. You can:

  • Split tabbed windows into multiple windows
  • Auto-hide windows
  • Move windows around the desktop or to a secondary monitor.

After you create a desired layout that you would like to use repeatedly or share with other QC users, you can save the layout to an .INI file and reload it later or share it with the other users. You can also restore the default layout without losing your saved layout(s).

For more information about working with the QC window and layouts, see Save the QC Interface Layout.

ClosedImage View Area

The Image View area has three tabs: Image, Thumbnails, and View.

Image Tab

The Image tab shows the output from the file processing. Some of the tasks you can complete on the Image tab include:

  • Fit the image in the window
  • Rotate the image
  • Zoom in/out on the image
  • OCR the current page
  • Decrease the image quality

Click Closedhere to view a table that describes each of the buttons available on the Image tab.

Thumbnails Tab

The Thumbnails tab window allows you to view thumbnail-sized images of documents shown in the Documents pane. This is particularly useful for multi-page documents.

For more information, see Work with the Thumbnails Tab Window.

View Tab

The View tab displays the document image. There are no additional options on the View tab. For a Data Extract Job, only the View tab appears.

For more information, see Work with the View Tab Window.

ClosedDocuments Window

The Documents window allows for multiple Processing Job and/or Data Extract Job sessions. Each session is defined by selecting categories and flag conditions (Passed QC, Exceptions, and so on). The right-context menu options in the Documents window allow you to:

Documents Toolbar

The Documents toolbar, located in the Documents window, can be used to navigate through the Documents list and simultaneously display the selected item in the Image View area. Click Closedhere to view a table that describes each of the buttons on the Documents toolbar.

ClosedSession Tabs

When you initially create a session for a Processing Job or Data Extract Job, you have the option to create more than one. For each session you create, a corresponding tab exists with the conditions you selected. For example, you may have selected the Category Microsoft Word, and then chosen the Passed QC flag. When you mouse over the session tab, it will show this information. When you right-click a session tab, a context menu appears.

On the right-click context menu, you can :

ClosedQC Flags

The QC Flags are located in the Flags pane on the right side of the interface. The Flags pane contains a list of the existing QC flags and makes it easy to select a QC flag for an extremely large set of documents at once without impeding performance.

For more information, see Work with the QC Flags Window.

ClosedMetadata and Extracted Text/OCR Pane

In the Metadata and Extracted Text/OCR pane, you can view metadata for a selected document as well as the OCR text extracted for the document.

Metadata Tab

The Metadata tab displays the Process Status field, which indicates the status of the QCed item.

Extracted Text Tab

The Extracted Text/OCR tab displays the OCR text for the selected document.

Note: The Extracted Text/OCR tab is not available for Cloud Imaging Jobs.

ClosedQC Options

The QC Options dialog box allows you to save the QC layout to an INI file or load a previously-saved layout. Saving settings and loading settings allows for consistency when QCing is performed by several QCers.

For more information about saving QC Options, see Save QC Options to an INI File.

 

Related Topics

Customize the eCapture QC Layout

Overview: Create Sessions and QC Items

Reprocess Files