36 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:

The article details instructions on adding table structures to a legacy Manual Task design implemented via Code Editor.

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

The article focuses on applying the FreeMarker Template Language to deliver a legacy Manual Task design via Code Editor.

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 Work.AI, you can save time and effort by reusing previously created Manual Tasks.

Operations are templates from which you can create the following:

Templates are intended to simplify document ingestion by enabling automated information extraction from structured forms (for instance, ACORD). When a template is created, blank forms are annotated with labels. Based on these labels, data is then extracted from input documents.

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

The article is a runbook describing how to create complex custom configurations for Manual Tasks in MT Designer and resolve related issues. Before reading the topic, read the instructions for simpler use cases in Design Manual Tasks via Task Designer Operation.

Goal of the step: design a Manual Task with the business logic of all documents and fields applied.

The section refers to the legacy Manual Task design via Code Editor. Before reading the article, see the Design Manual Task in Task Designer mode 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 (CT) is the central orchestration application of the Work.AI platform. It enables users to perform the following actions:

The WorkFusion platform (previously IA Cloud Enterprise) v10.2 no longer supports qualifications. Instead, WorkSpace 2.0 employs a new approach to managing user permissions and restrictions, where:

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.

The article details instructions on structuring layouts and controls for legacy Manual Task designs implemented via Code Editor.

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 label the documents properly to ensure high-quality dataset and to prepare documents for labeling

Goal of the step: To enable SMEs to label documents unambiguously by providing labeling instructions.

The article details instructions on setting up two major sections in a legacy Manual Task design: Questions and Answers.

The article contains instructions on customizing legacy Manual Task designs via Code Editor to enable the PDF content review.

The article describes a solution for a Manual Task with the Grid Answer type that contains the page number required to scroll XML content using this page number.

Configure custom assignment priority

Workspace enables sorting of Manual Tasks by date created and due date. However, sorting by these fields does not guarantee proper task order within the same process run. To ensure consistent ordering, the FIFO mechanism is used.

The article describes examples and techniques on 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.

The article details instructions on setting up a title and the Instructions section in a legacy Manual Task design.

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.