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Prepare team for labeling

Goal: To prepare the SME team for labeling documents.

Input:

• 609 XML documents split into batches: New Hampshire, Georgia, Massachusetts, California
• 15 samples of Georgia selected

Output: Manual Task designed, SMEs Qualified to label.

Design Manual Task

Consider the list of fields and documents and design a Manual Task (MT) with all logic included. For that, follow the steps:

1. Study the list of fields in the table below and decide on the Answer Type for each field.
2. Assign a hotkey to each field.
3. Design a Manual Task.

Field name	Data type	Required	Multi-value	Answer Type	Hotkey
Secretary of State	Alphabetic	Yes	No	Free text	s
Trademark Name	Character	Yes	No	Free text	t
Corporate Number	Alphanumeric	Yes	No	ID	i
Entity Type	Alphabetic	Yes	No	Free text	e
Business Type	Character	No	No	Free text	b
Filling Date	Date	Yes	No	Date (dd/mm/yyyy)	d
Effective Date	Date	No	No	Date (dd/mm/yyyy)	c
Authorized Person	Character	Yes	No	Free text	p
Authorized Title	Alphabetic	Yes	No	Free text	a
Agent Name	Character	Yes	No	Free text	n
Street Address	Alphanumeric	Yes	No	Invoice address	1
City	Alphabetic	Yes	No	Invoice address	2
State	Alphabetic	Yes	No	Free text	3
Zip Code	Numeric	Yes	No	Zip code	4
Filling Fee	Numeric	No	No	Number	f

To download the Manual Task for the Business Process, click the link. There is one extra field (Comment) for SMEs to add comments on document quality and missing tags.

Import MT to Control Tower

To review the designed Manual Task, import the downloaded zip archive to the Control Tower as described below:

1. Go to Business Processes (Tasks) and, in the top-right corner, click Import Package.
2. Click Upload, select the MT zip archive, and then click Preview Package.
3. In the bottom-left corner, click Import Package.
4. Click View the imported Business Process.

Qualify SMEs for proper labeling

Starting from WorkSpace 2.0, the qualification mechanism is no longer available for access control purposes, replaced with a new user management approach. For employee training, implement the Qualification Business Process described in the guide.

For qualification, it is necessary to choose 15 samples of the same layout. In this example, Georgia was chosen because it doesn't contain complicated business rules for tagging. So, it is easy to follow instructions while tagging.

For the input, the following data is provided:

• Input file for Qualification Task

Also, send an email to the team of SMEs with instructions and a specific deadline for the task.

• Instructions for Qualification Task

Study additional information

• Split into batches