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Batch Status Overview

 

 

 

 

Documents travel in batches through the lifecycle to provide consistency. A batch has a status while it in an operation and a status once the operation is complete. For, example while a batch is being indexed the status is Indexing, but when the indexing is complete the status is changed to Indexed.

 

In the document lifecycle the transition between the Capture, Index and Distribute can only be performed on processed status. The following table provides a list of predefined batch status:

 

 

Batch Status for Capture


The following table details the batch status used during the capture process.

 

Batch Status

Type

Description

Creating

Processing

The batch is being created. This is beginning status of a batch and its use depends on the lifecycle settings.

Created

Processed

The batch has been created.

Ready to Convert PostScript

Waiting

The batch is ready to be converted from PostScript (Used with the Client Tools). When the Virtual Print Driver creates a batch it automatically sets this batch status to trigger the PostScript to PDF connector.

Converting PostScript

Processing

The batch is currently being converted from PostScript (Used with the Client Tools).

PostScript Converted

Processed

The batch has been converted from PostScript (Used with the Client Tools). This not used if the Status After Upload batch status is set in the lifecycle.

Ready for Conversion

Waiting

The batch is ready for document conversion.

Converting

Processing

The batch is currently in the document conversion process.

Converted

Processed

The documents in the batch have been converted.

Ready for Separation

Waiting

The batch is ready for document separation. The document processor connector will set the batch status to Ready for Separation if the Separate Document setting is set to anything else but No in the lifecycle.

Separating

Processing

The batch is currently in the document separation process.

Separated

Processed

The documents in the batch have been separated.

Ready for OCR

Waiting

The batch is ready to be OCR'd. The document processor connector will set the batch status to Ready for OCR if the Document is Text Searchable or Document Indexes will be extracted from text is set to Yes in the lifecycle, or the Separate Document is set to With Templates.

OCR in Progress

Processing

The batch is currently in the OCR process.

OCR Complete

Processed

The batch has completed the OCR process.

Ready for Classification Preparation

Waiting

The batch is ready to go through the Classification Preparation process. The document processoer connector will set the batch status to Ready for Classification Preparation if the Classify Document with either the Manual or Auto with Verification selected in the lifecycle settings.

In Classification Preparation

Processing

The batch is in the classification preparation process.

Classification Preparation Complete

Processed

The batch has completed the classification preparation process.

Ready for Classification

Waiting

The batch is ready for classification. As the only option after Classification Preparation is this stage.

Classifying

Processing

The batch is in the classification process.

Classified

Processed

The batch has gone through the classification process.

 

 

Batch Status for Indexing


The following table details the batch status used during the indexing process.

 

Batch Status

Type

Description

Ready for Indexing

Waiting

The batch is ready to be indexed. User indexing and status is set to Indexed after the process or Document will be Auto-Indexed set to No in the lifecycle.

Indexing

Processing

The batch is currently being indexed by a connector.

Partially Indexed

Paused

The batch is partially indexed by a user.

Indexed

Processed

The batch is completely indexed.

Ready for Auto-Indexing

Waiting

The batch is ready for auto-indexing. This status is used if the Index Document with Manual, Auto, or Auto with manual verification is set in the lifecycle settings.

Auto-Indexing

Processing

The batch is currently in the auto-indexing process.

Auto-Indexed

Processed

The batch has been auto-indexed.

Ready for Verification

Waiting

The batch is ready to be verified. This Lifecycle connector will set the batch status to Ready for Verification if the Document will be Auto-Indexed is set to Yes in the lifecycle and the Auto-Indexing stage is complete.

Verifying

Processing

The batch is in the verification process.

Partially Verified

Paused

The batch is partially verified by a user.

Verified

Processed

The batch has been verified.

Ready for Final Separation

Waiting

This occurs after classification. If there is no manual classification defined in the lifecycle, then no Final Separation is required.

In Final Separation

Processing

The batch is in final separation.

Final Separation Complete

Waiting

The batch is ready for final separation.

 

 

Batch Status for Distribution


The following table details the batch status used during the distribution process.

Batch Status

Type

Description

Ready for Distribution

Waiting

The batch is ready for distribution.

Distributing

Processing

The batch is being distributed.

Lifecycle Completed

Processed

The batch has been completed. This is used for lifecycles that distribute to third party business applications and document management systems.

Distributed

Processed

The batch has been distributed.

 

 

General Batch Status


The following table details the batch status that can occur at any stage.

Batch Status

Type

Description

Creating

Processing

The batch is being created. This is beginning status of a batch and its use depends on the lifecycle settings.

Error

Waiting

An error occurred during batch processing.

Distributing

Processing

The batch is being distributed.

Distributed

Processed

The batch has been distributed.

 

 

 

 

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