Creating a new 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.

You can rename a batch, by displaying the batch’s Properties window. For more information, see Viewing batch properties.

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.

The Basic view is the default Create Batch window view. In the Basic view you can edit the new batch’s name. The system automatically 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, you can delete the batch name and enter a new name. To confirm the new batch’s name, click Create, or press Alt+R. Once confirmed, Data Entry Player is launched and you can start keying the batch’s first case.

Click Cancel, or press Alt+C, to cancel batch creation and return to the Console.

You can change to the Advanced view by clicking Advanced, or by using the Tab and Enter keys to highlight and select Advanced.

The Create Batch window’s Advanced view displays the following:

▪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 0. For more information, see Case entry status labels.

▪a text box to enter notes, for example: 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, based on the information you configured in the Create Batch window. Once confirmed, Data Entry Player is launched and you can begin keying the batch’s first case.

Click Cancel, or press Alt+C, to cancel batch creation and return to the Console.

You can change to the Basic view by clicking Basic, or by using the Tab and Enter keys to highlight and select Save. For more information, see Changing the active batch.