Batches

When a document is routed it is placed in a batch for distribution. A distribution record is then created for each batch and the record will a status of Scheduled. The status is updated when the document is routed.

Batches

The top section displays general information on batches that are processing and have processed through Output Manager.

  1. Scheduled - The date a batch enters the output manager inbound queue for processing.
  2. Recipient - The name of the recipient the batch is being sent to.
  3. Batch ID - Batch number for all grouped items in the batch. This is listed on the Output Manager History tab of the document viewer in Smart Client. Only uses with the assigned role permission will be able to see this information.
  4. Status - The current status of the batch. (Scheduled/Completed/Failed).
  5. Delivery Address - The destination of the batch. Can be email address, fax number, printer, or physical location as set up on the Recipient Configuration.
  6. Item Count - The number of items in the batch.
Properties

The Properties section displays detailed information for the selected batch in the top section grid.

  1. Documents - Detailed batch, processing, and error information for the selected batch grid.
  2. Batch Items - Lists information on the documents contained in the batch. Double-click a record to display the document in the document viewer, or the documents default viewer if it is not a TIFF or PDF.

If a document is being routed via Fax, the status will change to "Completed" if Output Manager can successfully hand the document to the configured fax server. The Server Status value in the Properties section will take over to display the status of the document on the fax server. The server status will change when the fax is successfully sent, scheduled, delayed, or errors. If routing fails on the fax server a status of "Failed" will be displayed for both statuses.

It is very important that if a scheduled fax batch fails, the administrator should resend the document from the Batches screen in Service Monitor. If it is resent from the fax server, the fax application creates a new record and the record in Output Manager never gets updated. To avoid this always resend from Output Manager.


Scheduling Delivery Methods

Checking Distribution Status

Inbound Documents

Batch Items

Re-sending Documents