IBM Datacap Taskmaster Web Help, Version 8.1.+

Defining workflows, jobs, and tasks with the Administrator > Workflow tab

The Workflow tab defines workflows, jobs, and tasks for the application. Tasks on the Workflow tab are linked to task profiles (that are created in Datacap Studio).

New

Click New to create a task, job, or workflow:

To create a task, select the parent job and click New.
To create a job, select the parent workflow and click New.
To create a workflow, ensure that no items are selected and click New.

After creating the item, specify the details in the Selected task/job/workflow details pane.

Copy

Makes a copy of the selected item and names it Copy of <item>. You can change the name and details in the Selected task/job/workflow details pane.

^ (up arrow)

Moves the selected item up the list.

v (down arrow)

Moves the selected item down the list.

Remove

Removes the selected item.

Work list

Displays all workflows, jobs, tasks, and conditions that are defined for the current application. To change the settings for an item, select the item to open the Selected task/job/workflow/condition details pane in which you can make the changes.

Selected task details

Select a task to open the Selected task details pane and change the settings for the selected task. Click Apply after making changes.

Name: Displays the task name.

Description: Displays the task description.

Mode

Each task must be linked to a mode. The mode specifies the behavior of the task. The drop-down menu displays the modes that are available for selection and includes:

Batch Creation: Select this mode for use with VScan, or if you are creating a task to scan hard copy documents in Taskmaster DotScan or in Taskmaster Web.
Important: A job can contain only one Batch Creation task. If the job that you are modifying already includes a batch creation task, you must remove that task.
Router: Select this mode if the task routes the batch to a different task or job when the criteria of a condition are met. One example of a condition is a document integrity failure that requires a supervisor’s intervention. When you select this mode, Taskmaster automatically inserts a Return Conditions key under the Parameters section. See the discussion about Selected condition details below.
Normal: This mode is for all other tasks that are not used for Batch Creation or that do not require special handling.

Queue by

Determines which combination of user ID and station ID can open a batch queued for this task. Options are:

None: Any user on any station can open the batch (default setting).
Station: Only the station that stored the batch can open the batch.
User: Only the user that stored the batch can open the batch.
Other Station: The station that stored the batch cannot open the batch.
Other User: The user that stored the batch cannot open the batch.
Station and User: Only the station and user that stored the batch can open the batch.
Station and Other User: Only a different user on the station that stored the batch can open the batch.
User and Other Station: Only the same user on a different station can open the batch.
Other Station and Other User: Only a different user on a different station can open the batch.

Important: Changing the Queue by setting does not affect batches that are already queued.

Store

Determines which combination of station ID and user ID is stored with the batch upon completion of this task. Options are:

None: No user ID or station ID is stored (default setting).
Station ID: Stores the station ID with the batch.
User ID: Stores the user ID with the batch.
Station ID and User ID: Stores the station ID and the user ID with the batch.

Parameters

The Parameters section for a selected task allows you to specify the program to use with the task. Click Apply after making changes. These are the programs that you can choose from the Program drop-down menu:

Multiple: Select this program if the task can be run in the background by Rulerunner, in the Taskmaster Web client, or in an application client (such as DotScan, Fastdoc, or DotEdit).

DotScan: Select this program if the task is run exclusively in Taskmaster DotScan.

Scancl.aspx: Select this program for a scan task that is run from Taskmaster Web.

VScancl.aspx

Select this program for a virtual scan task (file import) that is run from Taskmaster Web.

UplBFcl.aspx

Select this program for an Upload task that is required after remote scanning in Taskmaster Web.

Click Setup (or, if this is a new task, click Create Setup and then Setup) to open the task.set.xml Webpage dialog to modify options, including:

Upload pause: Determines the time delay between uploading of images.
Maximum upload size: Determines the maximum size of an upload.

Pickup.aspx

Select this program for a batch creation task in Taskmaster Web that involves different types of documents, such as graphics, bar codes, text, and forms.

Click Setup (or, if this is a new task, click Create Setup and then Setup) to open the task.set.xml Webpage dialog to modify options, including:

Thumbnail scale
Files per batch

ProtoID.aspx

Select this program for a manual page identification task in Taskmaster Web that includes reordering images, inserting new images, flagging, image review, image rotation, and application of document integrity rules and RRS rules.

Click Setup (or, if this is a new task, click Create Setup and then Setup) to open the task.set.xml Webpage dialog to modify options, including:

Validation Statuses
Task profile
Page ID: This includes the types of pages to highlight, special variable values, thumbnail scale, enabling document integrity rules, and the type of page to use when inserting a new page.

Restruct.aspx

Select this program for a manual document assembly task in Taskmaster Web. Document assembly is usually an automatic process that runs in the background. However, in some cases, the automatic assembly task does not correctly identify page types. For these occasions of misidentification during document assembly, you can use Restruct.aspx to force manual identification of page types.

To configure a task to use Restruct.aspx:

Select the task and click Setup (or, if this is a new task, click Create Setup and then Setup) to open the task.set.xml Webpage dialog
Scroll down to the DCO Tree View section.
Under Display Variables, enter 1,setup for the Props for var TYPE value. (The default is 0,setup.)
Click Save.

Tip: The fields in the task.set.xml Webpage dialog include tool tips that provide guidance about acceptable values that you can enter.

aIndex.aspx

Select this program for a manual document assembly task in Taskmaster Web, that includes page identification, document creation, indexing, data validation, anchor setting, image reordering and rotation, document integrity validation, and double-blind or multi-pass data entry.

Click Setup (or, if this is a new task, click Create Setup and then Setup) to open the task.set.xml Webpage dialog to modify options, including:

Page Statuses
Document startup: Specify whether to load all data files and image files when the tasks begins processing.
Field Statuses
Alternative or blind texts: These include alternative text index, blind confirmation index, and displaying other alternative texts.
Task profile and alternate task profiles
Index: These include read-only field statuses, enabling local processing when there is no firewall between Taskmaster Web and Taskmaster, hiding document types, and specifying a template folder.

Tip: The fields in the task.set.xml Webpage dialog include tool tips that provide guidance about acceptable values that you can enter.

Rulerunner

Select this program for background tasks that are run exclusively by Rulerunner.

DotEdit

Select this program for tasks that are exclusively completed in Taskmaster DotEdit.

FastDoc

Select this program for tasks that are exclusively completed in FastDoc.

aVerify.aspx

Select this program for data validation and verification tasks that are completed in Taskmaster Web.

Click Setup (or, if this is a new task, click Create Setup and then Setup) to open the task.set.xml Webpage dialog to modify options, including:

Page Statuses
Document startup: Specify whether to load all data files and image files when the tasks begins processing.
Field Statuses
Task profile and alternate task profiles

Tip: The fields in the task.set.xml Webpage dialog include tool tips that provide guidance about acceptable values that you can enter.

ImgEnter.aspx

Select this program for formless data verification tasks that are completed in Taskmaster Web.

Verifine.aspx

Select this program for data verification tasks that use custom forms and are completed in Taskmaster Web. See the topic Creating and using custom web pages in the IBM® Datacap Taskmaster Capture information center for details about using Verifine.aspx.

Selected job details

Use the Selected job details pane to change the settings for the selected job. Click Save after making changes.

Name: Displays the job name.

Description: Displays the job description.

Priority: Determines the priority of batches created using this job (1 is the highest priority and 10 is the lowest priority). If two batches of different priority are pending for the same task, Taskmaster processes the batch with the highest priority first. Changing this setting does not affect batches that are already queued.

Selected workflow details

Use [Selected workflow details] to change the settings for the selected workflow. Click Save after making changes.

Name: Displays the workflow name.

Description: Displays the workflow description.

Program Name: Always TDCO.Batch.

Selected condition details

When you select Router as the Mode for a task, Taskmaster automatically inserts a Return Conditions key under the Parameters section. Conditions are used to implement branching and splitting. For example:

Branching: If a batch fails document integrity checking, you can route it to a special FixUp task so that an operator can address the issue and then return the batch to the main workflow.
Splitting: If a batch contains pages that meet certain exception criteria, you can split those pages from the batch and route them to an administrator for special handling.

Applications can raise conditions by using the Task_RaiseCondition action or the SplitBatch action. (See the action help in Datacap Studio for details.) For more information and examples, see Developing IBM Datacap Taskmaster Capture Applications in the IBM Datacap Taskmaster Capture information center.

Name: Displays the condition name. The condition name is stored in the task.set.xml file for the related task. You cannot change the condition name here.

Spawn Type

Determines the action taken when the condition is raised:

not set: Does nothing.
Branch: Sends the current batch to the specified job, then returns the batch to the main job.
Jump: Skips the next <steps> tasks in the current job workflow.
Split: Used with the SplitBatch action to send specific pages from the current batch to another job.
Stop: Stops processing the batch (status = "batch stopped").

Important: The action does not actually occur until the current task completes.

Child Job: Specifies the job to which the batch or split portion of the batch is sent when the condition is raised.

Parent Status: Specifies the status assigned to the batch in the main job when the child job completes (Pending is the default setting).

Child Status: Specifies the status assigned to the batch in the child job (Pending is the default setting).

Steps

The purpose of this field varies depending on the Spawn Type field:

When used with Jump: The number of workflow tasks to jump.
When used with Branch: The return point after branching (0 = same task, 1 = next task, and so on).