Important Steps (WHAT?)

Key Points

(HOW?)

A logical segment of the operations that advances the work

Important actions in the steps that will: Make or break the job Make the job easier

Postal received with daily mail.

• Postals removed from envelope
• The envelope is discarded to the shred bin
• Staples removed
• Page 2, if included as a separate page, is discarded to shred bin
• Postals containing control number 512636 are not uploaded to case; they are scanned to [email protected]

Postals are scanned using Capture Perfect.

• Stack postals together, making sure that pages are as unfolded as possible
• Place postals on feeder bed of cannon scanner
• Launch Capture Perfect
• Locate Postals scanning profile from the drop-down menu
• Press the scanning button located to the left of the scanning profile drop-down menu
• Wait for scanning to be complete, then close Capture Perfect

Sweep Directory in Onbase Client.

• Open the Onbase Client and click on “Scan Queues”
• In the main window you will see a list of Scan Queues; locate DCSS Advanced Capture and double-click the option
• The main window will change, and it should appear blank if no other sweeps have been made prior to the current one. Right-click anywhere in the blank area of the main window and select “Sweep Directory”
• A dialog box will appear; select “Folder” and make sure that “Delete Files After Sweep” is selected and click OK
• Once the sweep is complete, a batch will appear. OnBase will process and send postals to workflow