35 docs tagged with "Manual Task design"

Filter attributes are mapped to Control Tower custom attributes with the help of the Workspace Preview feature.

You can add a Manual Task (MT) to a Business Process (BP) using one of the following methods:

Prepare Manual Task

In Workspace 2.0, each hit operates as a separate item and has a title (name).

Start from

A task is a unit of work assigned to external or internal workers. The main goal of a task is to take the initial raw data (CSV file) and structure, enrich, or check the data according to specific rules.

In IA Cloud, you can save time and effort by reusing previously created Manual Tasks.

Operations are templates from which you can create the following:

Templates provide a way to reuse objects. Almost every object within IA Cloud Enterprise, including Manual Tasks and Business Processes, is based on templates.

WorkFusion AutoML empowers intelligent automation by enabling Machine Learning models to learn from user answers in Manual Tasks (MT).

In Control Tower, you can create a Manual Task in one of the following ways:

A Data Analyst (DA) acts based on several factors originating from the customer's data analysis. The article shares a typical workflow for new DAs.

Goal of the step: Define correct tagging patterns (value shape, value boundaries, position in the document, context and acceptable or unacceptable cases due to structural changes after OCR) for each field in each layout.

Goal of the step: design a Manual Task with the business logic of

The image below describes the general flow of designing a Manual Task.

Prior to reading the article, see the Design Manual Task topic.

The Task Designer Operation is the recommended method to design Manual Tasks (MT). It provides a no-code way to implement Manual Task forms: to generate them from a template or build manually in a drag-and-drop editor.

To get a correct link to a specified list of filtered assignments, follow the steps:

Control Tower is the heart of Intelligent Automation Cloud used for automation. Use Control Tower to perform the following actions:

You can create a package with a Business Process (BP) or a task and import it from one WorkFusion environment to another, for example, from DEV to UAT or PROD. Let’s assume the source is a DEV environment and the destination is a UAT environment.

Layout

The Orchestration section guides you through the steps to deliver and orchestrate automations, including the involvement of a human worker in the loop. The figure below illustrates the actions available for the purpose via the Control Tower (CT) and Workspace (WS) user interfaces.

Goal: Train SMEs to tag the documents properly to ensure high-quality data set and to prepare documents for tagging

Goal of the step: To enable SMEs tag documents unambiguously by

Questions

Use case: human worker needs to review the content of a PDF file and to fill some fields in a Manual Task.

This page describes a solution for Manual Task with the Grid answer type that contains the page number which is required to scroll XML content using this page number.

Configure custom assignment priority

Workspace enables sorting by date created and due date. However, sorting by these fields doesn't guarantee proper task order within the same run. Therefore, the FIFO mechanism was introduced. For details, refer to FIFO.

This article describes how to pass data between Business Process (BP) steps, both manual and bot ones.

The multi-document Manual Task enables automation for cases when multiple documents represent a single transaction and have to be processed together, both manually and by machine learning. For example, a letter mentions an invoice and has this invoice attached. Thus, a letter contains an invoice number, and the attached invoice contains all the remaining information, such as the amount to pay.

The Taxonomy Answer Type can be used for classification of products, businesses, and articles. In WorkFusion, you can use this answer type along with Data Stores.

Title

Task data is a CSV file with source input data required to run a Manual Task (MT). The column headers in the file must be the same as the variables used within the Manual Task design. You can also remap them if needed.

In Control Tower, to view a list of available Manual Tasks, go to Manual Tasks > View All.