Section 6.12            Attributes

Once the box is open in review make sure you have the box attributes tile selected. You can check this by clicking on Configure Tiles in the top right corner:

Make sure Box Attributes – the first tile listed is selected and select save:

Section 6.12.1                   Attribute Tile Settings

The attribute tile is where users can view, edit, and accept extracted values as well as advance records in a workflow. Each user can customize the view to show or hide extracted, user defined, or system attributes, and decide the number of rows to display scrolling for multi-value fields. The user can also opt to show the Notes Tile and/or the Work History Audit.

Section 6.12.2                  Visibility (Roadmap)

Users may prefer to see only some or all the attributes. The user can also decide which type of attribute is shown; extracted, user defined, or both.

Section 6.12.2.1          Extracted Attributes (Roadmap)

The extracted values are populated by WIB Review based on values in a Phrase List or based on a regular expression. You can choose to show or hide these values during review.

Section 6.12.2.2         User Defined Attributes (Roadmap)

User defined attributes are either manually entered by a user or are accepted extracted values. You can choose to show or hide these values during review.

Section 6.12.2.3         System Attributes

System attributes are metadata the system either automatically extracts or assigns the value to a field. System attributes include but are not limited to dates (creation, from date, to date, modified date), or the user who edits an attribute value to name a few. The administrator does not need to configure the system to capture these values.

Section 6.12.2.4         Multi-value Attribute Maximum Entries

The user can decide how many values to show in a multi-value field without a scroll bar. Multi-value fields that exceed the number of displayed rows will have a scroll bar. This is beneficial for fields like keywords where there may be many values.

Section 6.12.3                  Box Record Attributes in Review

Record Attributes hold the metadata for the entire record. When performing a search, the user can turn off record attributes and return only those images that meet the search criteria or the records and images. The same can be done in review. To view the Attributes for the record, the setting should be set to the Box Record.

Section 6.12.4                  Image Attributes in Review

Image Attributes hold the metadata found on the image. When performing a search, the user can turn off record attributes and return only those images that meet the search criteria. The same can be done in review. To view the Attributes for the image, the setting should be set to Image.

Section 6.12.5                  PII Attributes (Roadmap)

Some records have attributes that do not require review, or the user does not need to see the attribute. Administrators can set permissions to each attribute and the user can decide which attributes to display in the Review Attribute Tile. To show an attribute make sure the attribute visibility checkbox is selected. To hide the attribute, uncheck the attribute visibility checkbox.

Section 6.12.6                  Editing Attributes

End users can edit user defined attributes. Turn on edit mode to enable the editing function. If you cannot edit an attribute, it is because user, group, and role permissions define which attributes a user can edit. Contact your administrator if you need editing capabilities for an attribute. All extracted values are read only. To edit attributes, turn on edit mode.

Section 6.12.6.1          Single Value Fields

Editing single value fields changes the value of the field. You cannot have more than one value in a single value field.

Section 6.12.6.2        Multi-Value Fields (Roadmap)

Editing multi-value fields adds values or appends them to the other values already present. To add a value, select the + button. To change a value that is already there simply edit the value in the field box. You can also remove a value by selecting the delete button.

Section 6.12.6.3         Mass Accepting of Extracted Values

Extracted values can be accepted which means they become the user defined attribute. User defined attributes are those that have been reviewed and accepted as correct or manually entered by a user. A user can accept multiple extracted values by selecting the check box for each extracted value and then selecting accept. The user defined attributes will be populated by the extracted values.

Section 6.12.6.4        Append to current value(s)

If there are values already present in the field, you may want to append the values to the current value. Select Append in the dialog to append to the value(s). Duplicate values will not be populated in the field. It is important to note that this action is applied to all the selected attributes. If you want to append the values for certain attributes but replace values for others you will need to perform two different steps, one for appending and another for replacing the values.

Section 6.12.6.5         Replace current value(s)

If there are values already present in the field, you may want to replace the values. Select Replace in the dialog to replace the value(s). If you want to append the values for certain attributes but replace values for others you will need to perform two different steps, one for appending and another for replacing the values.

Section 6.12.7      Select and Copy Text to an Attribute                 

You can copy text directly to an attribute. Make sure you are in Image Mode and the Text and Boxes are active. Select the text on the image you want to copy to an attribute and right click to open the assignment menu then select the attribute you want to copy the text to. The copied text will replace the information in a single value field and will append the copied text to a multi-valued field.

The value is displayed in a confirmation dialog where the value can be edited prior to saving the value to the field.

Section 6.12.8      Notes

The Notes Tile, by default, is not shown. To show the Notes Tile, select the Attribute Settings Tile and turn on the Notes Tile. Notes are an attribute however they are displayed in a separate tile.

Section 6.12.8.1          Add a Record Note

To add a note to the record, make sure the record index is turned on as well as the Notes Tile. Select the Add button. Type your note and select save.

Section 6.12.8.2         Add an Image Note

To add a note to the image, make sure the image index is turned on as well as the Notes Tile. Select the Add button. Type your note and select save.