Provide review details

You can add a document review activity to your process and assign the activity to the resources and set the average duration.

The system improves over time and reduces the number of mistakes automatically by watching an operator correct uncertain or incorrectly classified documents. To use this you can add a user operation to review an activity.
  1. Click the User Operations tab and click Review.
  2. To manually review the document classification results, select Yes using the toggle button.

    Additional settings are available to configure document review.

  3. To select users or groups who can perform the review, do either of the following.

    To create a new resource, click Create new.

    1. In the New group window, enter the name for the group.

    2. Click Add to add group members.

      The Add group members window is displayed.

    3. Add individuals or groups and click Done.

    4. Click Save.

    To add an existing resource, click Add.

    1. In the Add reviewers window, add groups or individuals.

    2. Click Done.

  4. Select an Average duration to complete the review. Select a number and then either Hours or Minutes.
  5. When review is complete, to allow workflow to be performed before progressing, select Yes using the toggle button and then select the process on the Workflow list.

    The Workflow list only includes processes that are made available in theTotalAgility Designer under System > System settings > Apps > Quick Capture.

    You must have access to the category the process belongs to; otherwise, you will not be able to see the process in the list.

  6. Click Save.

    A green check appears next to the Review to indicate that it is activated and configured with no errors.