Module 14 -- Quality Control and VRS QC Later

Kofax Technical Training Page 1

Module 14Quality Control and VRS QC Later

Slide 2 Module 14 -- Quality Control and VRS QC Later

Quality Control and VRS QC Later

Quality Control and

VRS QC Later

• Exception or Explicit queue

• Reviewing images and verifying documents

• QC station options

• Views

• Filters

• Performance

• Preferences

• VRS QC Later

• Unattended scanning

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Quality Control Queue

• Similar to the Scan queue

• Requires a Station license

• Additional functions available

• May be part of the Kofax Capture workflow (Explicit queue)

• Might only be used to correct problems (Exception queue)

• Documents or pages may be:• Unrejected, Rejected, Deleted, Replaced or Inserted in a batch

• Single or multiple pages may be viewed

• VRS QC Later allows the image to be corrected outside the Scan queue

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Quality Control Icon

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Quality Control Module

Right mouse click on the Kofax button to

expose view options

QC is similar to Scan with all of the

functions available EXCEPT a new batch

cannot be created

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Kofax Button

Left mouse click on the Kofax button to expose

the menu items

Left mouse click on [Options] to expose additional module

options

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Filtering Batches

Batches can be filtered for selective

viewing and processing

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Home Tab

Create a batch

Scan controls

Document manipulation

Foldering options

Batch editing

Image rotation

View mode

Rescan and VRS QCLater

setup

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Insert Tab

Create new page,

document, or folder

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View Tab

Filter batches

for viewing

Zoom and view options

Image display options

View or hide panels, lock

panels or restore panel

defaultsZoom and settings for viewing documents is

also available from the zoom group

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Scan Settings Tab

Add a scanner

Activate unattended scan mode and duplex on simplex scanners

Select and load scan profiles

Save or delete scan

profiles

Reset currently selected scan source properties

Remaining scan

volume

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After launch, any batches ready for QC are displayed in the Open Batch window

Open Batch

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Rejecting a Document

Highlight the document or page, right

mouse click and select

RejectCtrl R also will reject a Page or Document

Pages or Documents may be Rejected manually by

attended queue operators

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Rejection Note

A rejection note can be

attached to the document or

page

This same list is also available in the other attended queues

A Pre-defined note can be selected from the drop down list (just

enter the number), or, a Free-form note may be

entered

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Rejected Documents

The rejected document has

a RED X

The Note window displays

the reason for the rejection

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Can’t Close the Batch

A batch with a rejected page or document may NOT be

closed until the rejections are

“fixed”

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Handling Rejections

Options for clearing the

rejection include:

UnrejectDelete

Replace

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Close Batch

Select [Yes] to close the

batch

Once all rejections are

cleared the batch may be closed

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Setting Quality Control Properties

When added to the workflow as an Explicit

queue, QC has properties that can be set by clicking on the

[Properties] button

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Processing Unreviewed Pages

If Require Review is selected in QC Properties (batch class,

Queues tab), unreviewed pages are displayed

Display all Unreviewed

Pages

To Review a page, right

mouse click and select

Review

Or

Use the Enter Key

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Reviewing Pages

As each page is reviewed,

the next page is

automatically displayed

As each page is reviewed, a check mark

appears on that page

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Must Review All Pages

A batch can not be

closed until ALL pages

are reviewed

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Processing Unverified Documents

Display all Unverified

Documents

If Require verification of form type is selected (batch class,

Queues tab), unverified Documents are displayed

To Verify a document, right mouse click on the document

and select Verify

Or

Use the Enter Key

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Verifying Documents

As each document is verified, a check mark appears on the document

The first page of the next document

is displayed automatically

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Must Verify All Documents

A batch can not be closed until ALL documents have

been verified

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Closing the Batch

When ALL pages have been

reviewed and all documents

verified, the batch may be closed

Display Blank Page

• When selected, pages detected as blank are displayed in the Batch Contents tree view with an overlapped icon, so they can be reviewed before they are removed.

• This setting, which is available in the Scan and Quality Control modules, is included in the selected scanner profile.

• Display Blank Page is available only if the Front / Back Delete Blank Page Threshold check box is selected on the Source Properties window.

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Display Blank Page Setup

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Activate Detect Blank Page in the scanner

source panel

Display Blank Page Results

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Activate the feature in the Scan or QC module

When this property is checked, all blank-detected

pages are automatically marked as blank and indicated

with an icon after scanning

Mark As Non-Blank

• If a page with minimal content is mistakenly detected and displayed as blank in the Scan module or Quality Control module, the Scan or QC operator can mark it as non-blank to avoid having it deleted when the module is closed.

• When the Mark As Non-Blank is selected, the overlapped icon indicating a blank page is removed in the Batch Contents tree view.

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Mark As Non-Blank Processing

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The user can select a blank-detected

page and mark it as non-blank before closing the batch

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VRS QC Later

• Allows operators to correct an image without having to physically rescan the document

• When a page does NOT fall within the predefined image limits, then the master image (8-bit grayscale or 24-bit color) is linked to the page

• VRS QC Later may be activated to display the Kofax VRS Interactive Viewer for correcting the image

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Requirements for VRS QC Later

• Three requirements exist for using VRS QC Later with Kofax Capture:

1. A software VRS Source (SVRS) must be selected at scan time

2. Must have a VRS Professional license (either Workgroup or Production)

3. Must select “QC Later” as the Adjust Quality mode in the Scan module

VRS Source

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License Requirement

• A VRS Workgroup or Production license is required

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QC Mode Requirement

First, click on the VRS icon in the System Tray, and highlight

Adjust Quality

Then, select QC LaterAdjust Quality

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The VRS QC Later Process

Batch is scanned using Kofax VRS source scanner.

Kofax VRS creates a multi-bit per pixel

image (8-bit grayscale or 24-bit

color).

Kofax VRS performs image

clean-up and manipulation on

the multi-bit image.

1-bit per pixel bitonal TIFF

images are made available to Kofax Capture for further

processing.

Kofax VRS performs

thresholding, converting the

multi-bit image to a 1 bit per pixel

bitonal TIFF image.

The QC operator opens the KofaxVRS Interactive Viewer and fixes

the multi-bit grayscale or color

image.

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Slide 37 Module 14 -- Quality Control and VRS QC Later

VRS QC Later in Action

• Scanner runs at rated speed

• Problem pages are marked for VRS QC Later

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Processing the Batch

Bad image(s) is

flagged

Close the batch

Upon batch close, the Scan operator will be notified that the batch is being sent to the

Quality Control module

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Batch in Quality Control

• QC module displays the problem page and note.

Note that VRS has completed the thresholding

operation on all the OTHER images in the

batch EXCEPT the one flagged for VRS

QC Later

Operator knows what the problem is by the system-

supplied note.

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Opening VRS QC Later – Option 1

Highlight the bad image, right mouse

click and select [VRS QC Later]

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Opening VRS QC Later – Option 2

First, highlight the bad image

Then select [VRS QC Later] from the Home

tab

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Correcting the Image

• Operator adjusts the image in real-time using the VRS GUI

The master 8-bit grayscale or 24-bit

color image is displayed in the Kofax VRS Interactive Viewer

When done with the adjustments, the operator selects [OK] to close the

Kofax VRS Interactive Viewer and return to QC

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Image is Thresholded and Rejection is Cleared

• When adjustments are made, Rejection is cleared

Notice the Image has been changed

Corrected image is converted from an multi-bit image

to a 1-bit/pixel TIFF image

Operator can update note accordingly.

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Unattended Scanning

• Allows a batch to be created on-the-fly using special separator sheets.

• When the separator sheets are scanned, Kofax Capture will be triggered by the patch codes to read the bar codes and create batches.

• The resultant batches will be identified by the system date and time, and will be ready for the next queue.

• This automates the scanning operation, allowing batches to be created with minimal operator input.

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Unattended Scanning Setup

• The steps involved in setting up Unattended Scanning:

1. Meet prerequisites and avoid “gotchas”

2. Reserve a Batch Separator Patch Code

3. Re-publish all batch classes

4. Print batch separator sheets

5. Select Unattended Scan properties

6. Create a batch

7. Enable unattended scanning

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Prerequisites for Unattended Scanning

• Prerequisites for unattended scanning include:

• Make sure the input source is a scanner equipped with an auto document feeder (ADF)

• Batch classes selected for creating separator sheets should not have any requirements for:

• Entering batch totals

• Entering required batch fields

• Manual separation

• No batches in-process

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Reserve Patch Code

Reserve a patch code for batch

separation

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Patch Code Cannot be Reserved if Batches In-process

A patch code cannot be reserved while batches

are in-process

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Select a Patch Code

Select one of the six patch codes

available

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All Batch Classes Get Unpublished

When the patch code is reserved, all batch classes must become aware of the role of the new patch code, hence

all batch classes get unpublished.

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Republish All Batch Classes

Use the [Select All] command, then [Publish] to publish all the batch

classes.

Select [Publish]

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Select Separator Sheets

Use the Separator Sheet utility to create and print the

separator sheets used to create batches

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Select Batch Separator

Select “Batch Separator”

Select a batch class

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Select Paper Orientation and Print

These steps can be performed multiple

times to create many separator sheets for the same or different

batch classes

Select paper orientation

Print the separator page

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Unattended Mode Options in the Scan Queue

Set out of paper options for

Unattended Scan Mode

Access the Options tab from the Kofax Button

Set behavior for exiting Unattended

Mode

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Create a Batch to Activate Unattended Mode

Until a batch is created the Unattended mode is not available in

the Scan module.

Create a batch.

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Activate Unattended Mode from the Scan Menu

The Unattended Mode is now active.Be sure the separator sheets have

been inserted into the batch and the batch of documents is in the auto document feeder (ADF), and then

select [Unattended Mode].

The scanner will start automatically.

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Separator Sheet Creates New Batch

When a separator sheet is detected, a

new batch is created automatically by Kofax Capture

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Batches Created Automatically

Notice each new batch created is uniquely identified with system date and time.

Batches are processed normally through Kofax Capture from this point.

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Demonstration

Quality Control operation, VRS QC Later

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Slide 61 Module 14 -- Quality Control and VRS QC Later

Lab

• Quality Control operation

• VRS QC Later

Refer to the Kofax Capture 10 Lab and Reference Guide