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How to enter and user review sets
1. Click on a project and the option to enter the Full Project or Review Set will open. (If a user
is set up as a reviewer, they will only be able to enter a review set)
2. To open a batch, select the shopping cart at the to left to check a batch out. Only one user
can view a single batch at a time.
3. The screen will be broken into 4 parts
a. The top bar
i. Navigation/Marking Documents as Reviewed
ii. Review Set Instructions
iii. Progress bar
iv. Check In/Out
b. Document Viewer
i. 4 tabs Image/Native/ Text/ HTML
c. Metadata panel
i. Will contain selected fields set by the creator
d. The bottom bars
i. Blue squares represent the Documents
ii. Orange bars indicate a family group
iii. Orange dot on the document icon show a tag has been applied to a record
4. Navigation can be done either using the icons on the top bar or clicking on the document
icon.
5. Navigation options
a. Go to Previous: moves back one document
b. Go to Next (only): moves forward one document
c. Mark Reviewed and Go to Next: Marks the documents reviewed and moves forward
one document
d. Mark Reviewed and Go to Next (Not Reviewed): Marks the documents reviewed and
moves to the next unreviewed document
6. Checking batches in
a. Batches can be checked in with out all records being reviewed but will be still be in
the pool of available batches.
b. A prompt will occur when all documents have been reviewed to check the batch in.
This batch will no longer be in the pool of available batches.