Using the Automation Co-Pilot Task Manager Validator for Document Automation

Document Automation uses Automation Co-Pilot for Business Users technology to manage the end-to-end document extraction process. Each incoming document creates a new request, which triggers the extraction process. If a document requires manual validation, Automation Co-Pilot creates a validation task and assigns it to a validation team.

When you click the Validate documents link in the Learning instances page, the Automation Co-Pilot Task Manager opens in a new tab, with the first failed document in queue.

Note: An empty page with a notification message appears in the following scenarios:

If you are not assigned to any validation teams, and thus do not have access to learning instances.
If there are no files that require validation in the learning instances to which you have access.
If another user is working on the remaining file in the validation queue.

Validator user interface

1. You can toggle between the Table and Detail views

Detail view: We recommend that you perform validation tasks in the Detail view because this view shows all the documents in the validation queue side by side with the document that you are currently validating. Additionally, when you finish validating a document, the next document in the queue automatically opens.

Note: You can search for specific documents (tasks) in Detail view only.

Table view: Use the Table view see learning instance history. When you open a document from this view, the history for the learning instance that is processing this document appears in a pane on the left. Click the empty text field, then select the blue-bounded box in the document that contains the data to extract. After you select a box, the data is highlighted in yellow and a green outline appears, which you can resize or reposition to include all the data that you want to extract.

2. Filter the documents in your queue

The Validator opens with certain filters enabled by default to show only the documents from a specific learning instance that need validation.

3. Your documents queue

The documents that match the parameters you specified in the filters pane appear here.

You can switch between documents in the queue without completing validation for the current document.

4. Customize your view

Use the icons in the taskbar to hide the blue-bounded system identified regions, stack the document pane above the fields pane, or change the zoom levels.

5. Toggle between the fields views

Use the drop-down list to select between Show all fields to see all the document fields or Show fields that need validation to only show the fields that need your manual validation.

6. Fields awaiting validation are outlined in red

In the example above, the table fields Item total and Quantity require manual entry.

7. Add or delete a row

To insert or delete a row, hover over the ellipses to show the icons for adding or deleting table rows.

8. Skip to next file

Skip a file without correcting the errors in the current document.

9. Reprocess

If the learning instance is edited while documents are awaiting validation, you must Reprocess the documents.

10. Mark document as invalid

Removes the document from the validation queue and saves a copy of the document to the Invalid folder. Click here to mark a document as invalid, then select from the following reasons:

Fields missing
Tables missing
Wrong values

For documents processed in a connected learning instance:

The Validator shows the group number for the document. If you are unsatisfied with the extraction results, you can retrain the learning instance in Automation 360 IQ Bot.