Viewing batch properties
Batching is a feature that can only be used with a Data Entry project, or the Data Entry portion of a multi-modal project.
You can view a batch’s properties in Interviewer Console by opening the Properties window.
To view a batch’s properties
Click Workflow > Properties, or press Alt+W, P. The Properties window opens.
The Properties window
Basic view
In the Basic view, you can change the batch name.
You can edit the batch name by entering a new name. Click OK.
To change to the Advanced view, click Advanced.
Advanced view
The Properties 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 displays as zero (0) cases. For more information, see
Case entry status labels.
▪a text box to enter batch notes. Notes can include 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.
See