Project Management

A Project holds the overall design of the system. This area allows the Workspace Administrator to manage Projects and their parts (entities). A Project has the following entities: collections, attributes, automation, and workflow. Each Project can be configured using the wizard, or by navigating to each entity and configuring each entity independently.

Section 9.1    Overview

The overview simply informs the user about the specific area of the website. The overview also has a link to a wizard and quick links to other entities that need to be configured before creating a Project.   

Section 9.2   New

Prior to setting up a project you will need to set up the attributes. Please refer to the following section of the Manual: Configuration Management, Attributes.

Section 9.2.1                   Project Name

Give your project a name. It is best to make the name descriptive. For example, a department name or record type. This will make it easier for production personnel to select the correct project.

Section 9.2.2                  Company

You may have different divisions within your company that run under different names, or you may be a vendor that processes records for many clients. Regardless of your organizations structure or if you are a vendor servicing multiple clients, enter the name of the company whose records will be stored in the project.

Section 9.2.3                  Image Sort Order

Images from the WIB apparatus and/or Mobile app are delivered to end users in WIB Review per the sort order defined for the project.

Section 9.2.3.1             Default Sort Order

The images are sorted in the following order by default, so they appear in the order of most important to least important. Importance is decided by which images have the greatest value or content combined with organizational hierarchy.

Manifest, Standard, Stadium, Content, Divider, File, Tab, Document, front, right, back, left, top, aerial

Section 9.2.3.2            Custom Sort Order

Some projects may require a custom sort order, or you may prefer to see the images in a different order. To change the order of the images, type each image name in the order you would like them to appear separated by a space. Do not include commas.

Section 9.2.3.3            Chronological Sort Order

You may prefer to see the images in chronological order (the order in which the images were captured). Turn on Chronological order to view images in the order they are captured.

Section 9.2.4                  Description

Adding a description to your project is optional but does supply more information that could be helpful in the future.

Section 9.2.5                  Hidden Collection

You can hide a project from production. This is useful when setting up a project that you do not want users producing records in. You can complete the setup and when ready make the project visible to end users.

Section 9.2.6                  Collections (Owned by Project Name)

It is suggested you create a Taxonomy before creating a Collection for a Project. Collections require a taxonomy before they are available for production. Please Refer to Configuration Management, Automation, Taxonomy for instructions on setting up a Taxonomy.

Section 9.2.6.1              Collection Name

Give your collection a name. It is best to make the name descriptive. For example, a department name or record type. This will make it easier for production personnel to select the correct collection.

Section 9.2.6.2             Project

The Project is selected by default when you create a collection from within a Project.

Section 9.2.6.3             Taxonomy

Select the Taxonomy you want applied to the records in the Collection.

Section 9.2.6.4             Description

Adding a description to your project is optional but does supply more information that could be helpful in the future.

Section 9.2.6.5             Hidden

You can hide a collection from production. This is useful when setting up a collection that you do not want users producing records in. You can complete the setup and when ready make the collection visible to end users

Section 9.2.7                  Reference Collections (Roadmap)

Reference collections managed by another project can be added to any project. The billing is associated with the original Project. This allows departments and later projects access to records without exporting, importing or reprocessing records.

Section 9.3.1                  Catalog Project Metadata

Project Name, Project Description, Admin User, Status, Collection(s), Workflow(s), Current Version, Date Created, Last Updated, and Updated by (displays the user that last updated the Project). Once a Project is selected from the Catalog, the settings for the Project and the Collections assigned to the Project will appear side by side. Once production is underway, you can select the Collection(s) and view the sessions for each Collection.

My Projects are the same projects listed in the catalog just in a tree view in the navigation panel. To open a project select it from the navigation panel.

Section 9.5.1                   Collection Detail/Edit

Selecting a collection from the grid on the Project Detail/Edit page will take you to the Collection Detail/Edit page where the sessions for the collection are listed once production is started.

Section 9.5.1.1              Automated Image Rotation

Automatic image rotation will perform an image rotation based on the orientation of the majority of the text on the image.

Section 9.5.1.2             Custom Tags

You can create custom tags under the Collection. The color of the tag and text can be configured for each Tag.

Section 9.5.2                  Session Detail/Edit

Selecting a session from the grid on the Collection Detail/Edit page will take you to the Session Detail/Edit page where boxes for the collection are listed.

Section 9.5.2.1             Edit Session Description

The Session Description is the Session Note added by the operator at the WIB™ Unit. There may be a need to edit the description i.e., correct a misspelling of a word. Select Edit to edit the description and add or correct the description.

Section 9.5.2.2            Add a Session Note

As an administrator you can add a note to the Session after the fact.

Note: You can drill down to the box level to view an audit trail for the box. You cannot edit any information beyond the Session Level .