Production Workflow Step-by-step

These steps guide you through running a basic production.

 

  • You need at least Case Manager rights for creating and managing the production.
  • You need at least Power User rights for adding documents to a production.
  1. Create a new production workflow.
    1. Open the Mission Control > Production Workflows page.
    2. Open the toolbar and click Add Production Workflow.
    In the wizard:
    • Give the workflow a unique name.
    • Add a Bates prefix or keep the default.
    This creates a drill-in page for the new production workflow. A new workflow always contains two default production rules that define the output format: one for redacted documents, and a fallback rule for all other documents. Running a basic production is possible without changing these rules.
  2. Add documents to the workflow.
    1. Open the Analysis page.
    2. Filter on the documents you want. Select those documents.
    3. In the Production Workflow panel select your production workflow. Click Add to Production.
    Added documents can be found under the Inclusionary Search node on the production workflow’s drill-in page.
  3. Edit the production rules to define the desired output formats.
    1. On the Production Workflows page, open the toolbar and click Production Rules.
    2. Edit the redactions rule and the fallback rule for your workflow, if required.
      • Change format to be whatever output is required (Image, Text, Native files).
      • If you need to produce slip-sheets, update the Image Slip-sheet tab accordingly.
    3. Add or edit any other required rules.
  4. Edit production workflow settings.
    1. Open the Production Workflows page.
    2. Select Configure from the workflow’s actions menu.
      • Define settings.
      • Add and order rules.
      • Define the branding layout that applies to all images and slip-sheets, but not to native files or extracted text files.
  5. Queue documents for production.
    1. On the production workflow drill-in page, open the Inclusionary Searches folder.
    2. Select Queue from the folder’s actions menu, or from a search’s actions menu.
  6. Execute pre-run quality control.
    1. On the production workflows drill-in page, open the Unproduced Documents folder.
    2. Click Queued for Production.
      This shows you the documents to be produced and the rule applied to each document. You can still exclude documents from production or move them to another queue, for a separate production run.
    3. Check the Applied Rule filter and column, and verify documents are queued correctly.
    4. For documents with image output, verify that the Conversion field has the value Prepared for Production.
  7. Run production.
    1. On the production workflow drill-in page, open the Unproduced Documents folder and then the Queued for Production folder.
    2. Open its Actions menu and select Run Production.
    The production job is created. If it’s successful, a new production set is created.
  8. Export the production.
    1. On the production workflow drill-in page, open the Production Sets folder.
    2. For the complete folder, or for a single production set, select Export from the actions menu.
    3. Click Run in the Configuration dialog.
  9. Download the export
    1. On the Administration > Exports page, select Download Export from the export’s actions menu.
    The production files are downloaded to your computer in a ZIP file.

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