Creating a batch
Note Batching is a feature that can only be used with a Data Entry project, or the Data Entry portion of a multi-modal project.
A new batch is created by default when you open a project for the first time in Interviewer Console. The default batch’s name is the same as the opened project's name. You do not need to do anything further to setup the batch if you do not want to work with multiple batches.
To rename a batch
To create additional batches when you want to work with multiple project batches
Do one of these:
▪Select New Batch from the Workflow menu, or press Alt+W, N. The Create New Batch window displays.
▪Click the arrow next to the Batch menu in the Interviewer Console toolbar, or press Alt+B. The Batch menu displays.
Both processes display the Create Batch window.
Create Batch window: Basic view
The Basic view is the default Create Batch window view. In the Basic view you can edit the new batch’s name. The system provides a name that is based on the project name. To remain unique, the system adds a sequence number after the project name for each new batch.
To change the batch’s name, delete the batch name and enter a new name. Then click Create, or press Alt+R. The Data Entry Player opens, and you can begin keying the batch’s first case.
To the Advanced view, click Advanced, or use the Tab and Enter keys to highlight and select Advanced.
Create Batch window: Advanced view
The Create Batch window’s Advanced view displays the following:
▪The system-generated batch name. You can edit the batch name.
▪The system-generated ID number that uses for internal tracking.
▪Case statistics, including the number of cases currently in the batch, and a total for each mode’s entry status. For a new batch, this is zero (0). For more information, see
Case entry status labels.
▪A text box to enter batch notes, such as specific batch characteristics, keying operator names, document tracking data, and so on.
▪A Print Tracking Sheet button that generates a printable document. The document can be attached to a physical document bundle for tracking movement within an operation. For more information, see
Batch Tracking Sheet.
Click Create, or press Alt+R, to confirm the new batch. The Data Entry Player opens, and you can begin keying the batch’s first case.
To change to the Basic view, click
Basic. For more information, see
Changing the active batch.
See also