DocView Capture
The Dashboard is the first page you see after you sign in. It answers two questions at a glance: how much work is waiting in each step, and how well capture is performing. Supervisors use it to plan the day. Operators use it to see where work is piling up.
Open it at any time from Dashboard at the top of the left-hand menu, or by clicking DocView Capture in the title bar.
What the dashboard shows
The page has three parts:
- An exception warning when batches have failed.
- Queue cards, one per workflow module.
- My work: your own batches and work.
- Performance figures for a period you choose.
Two buttons at the top take you straight to work: Batch Manager and Scan or import.
Exception warning
When one or more batches have failed in an automatic step (for example, an export destination could not be reached), a red bar appears at the top: "N batch(es) are in the exception queue."
Click Review to open the Batch Manager filtered to batches in the Error state. From there you can read the error message and retry the batch.
My work
My work shows what is yours, laid out like the My work page (/work). Four tiles at the top show how many batches are open by you, waiting for you, suspended or kept by you, and done by you today; click a tile to list them. Cards and Table switch the view (cards as on the My work page, with Get next batch on each waiting step), and long lists show a page at a time (6 cards or 10 rows) with page buttons below. Your tile, view and page are remembered.
| Tile | What it lists |
|---|---|
| Open by me | Batches you have open now, in any module, with Continue |
| Waiting for me | Ready batches in the modules your role lets you work, per step, with how many are waiting and the oldest, List (the module's list) and Get next (opens the next batch) |
| Suspended / kept by me | Batches you suspended (with the reason) or closed to keep for later, as long as nothing else happened to them since; Continue opens a kept batch. A supervisor resumes a suspended batch in the Batch Manager. |
| Done by me today | The steps you finished today, per module: batches, documents, pages, fields and the time spent |
It updates with the queue cards.
Queue cards: work waiting in each step
Each card stands for one module of the capture workflow, in the order batches usually move through them:
| Card | What happens there |
|---|---|
| Scan | Operators scan or import pages and release the batch |
| Quality check (QC) | Operators confirm image quality |
| OCR, separation & classification | Automatic: cleanup, OCR, splitting into documents, classification |
| Classification | Operators confirm uncertain document types |
| Extraction & validation | Automatic: finds field values and checks them |
| Correction | Operators correct one field at a time |
| Index / Validate | Operators check and complete the extracted data |
| Double-key verify | Blind re-keying of selected fields |
| PDF generation & export | Automatic: builds PDF/TIFF files and data files and delivers them |
The large number on a card is the total of batches waiting plus batches in progress. Below it you see:
- the hourglass: batches waiting to be picked up;
- the play icon: batches someone (or a DocView Worker) is working on;
- a red count: batches in error in that step (the card icon also turns red);
- an amber count: suspended batches.
Click a card to open the Batch Manager filtered to that queue.
Note: The cards refresh every 15 seconds and also update straight away when batches move, so you can leave the dashboard open on a wall screen.
If nothing is in progress, you see No batches in progress with a shortcut to Import documents.
Performance figures
The Performance section loads below the cards. Choose the period with the buttons on the right: Last 24 hours, 7 days or 30 days.
Key figures
| Figure | Meaning |
|---|---|
| Completed batches | Batches finished in the period, with the number of documents |
| Pages | Pages completed, with the average per hour (24 hours) or per day |
| Straight-through | Share of completed batches nobody had to open in classification review, indexing or verification |
| Avg. field confidence | Average confidence of extracted field values |
| Avg. time to complete | Average time from batch creation to completion |
| Errors | Errors in the period, including ones that were retried |
A high straight-through rate means your Batch Setups extract and validate data well enough that operators rarely need to touch a batch. If it drops, look at fields and extraction and validation rules.
Throughput chart
Pages completed per hour (or per day for the longer periods) shows a bar for each hour or day. Hover over a bar to see the pages, documents and batches for that slot.
Operator productivity
This table lists each user who worked in a manual step, with documents, fields, documents per hour and fields per hour.
Note: Time here counts while a batch is open by the user, up to 8 hours per batch. Someone who leaves a batch open over lunch looks slower than they are. For real working time, % of target and quality per person, use Operator performance and Team now.
The table shows only to users with Reports.People, because it shows everyone's work.
Like other long lists in DocView Capture, the table has a Filter rows box and an Export button for Excel (.xlsx) or CSV.
Errors by step
When there were errors in the period, a list shows how many happened in each step. This helps you see whether problems come from recognition, export or somewhere else.
What you can see
The figures only include batches of the Batch Setups your role gives you access to. Two supervisors with different rights may therefore see different numbers.
The left-hand menu also depends on your role. Each manual module (Scan, Import, Quality check, Classification, Correction, Index / Validate, Verify) has its own menu entry and its own permission, so you only see the steps you work in. See Users, roles and permissions.
Tip: If you have access to the Batch Manager, the Search batches box in the title bar finds a batch by name, source or batch id from any page.