Miscellaneous
How do you log into Hyland?
In most cases once you log into CalSAWS, you will be logged into Hyland
Queue where you can manually update a documents barcode?
Barcode Verification
Where must you go first to print an Imaging Separator Sheet from CalSAWS?
You must first go to Client Correspondence on your Global Navigation Bar
What is the first step in the Scanning Path?
Client Submits documents
What are editable fields?
fields that you can manually fix in the workflow queues
On the Hyland Home screen, what is the Capture and Indexing button for?
Scanning or submitting docuemtns
Queue containing documents that have been deleted form the system
Document Removal
After clicking on the Global Navigation Bar what do you select on the drop down?
You will select Template
What are the two ways to Capture?
Employee launches Capture from the Case Summary Page
Employee launches Capture from the Capture and Indexing page
How do you you update the Barcode Field if not picked up in the system
Manually enter 16 digit CalSAWS generated barcode
On the Home Hyland screen, what is the Documents button for?
this button is ideal for pulling documents for verification purposes
Queue that holds documents that require additional verification/validation of the case number/ CIN, county code, and/ or Form name fields
Exception
What must you enter into the form number field search?
IMG 101
Step 3: Employee will edit which fields before clicking Scan
Capture and Indexing Status
If non existent or invalid case number is entered, what error message displays?
"No search results for Case Number/ Cin"
What scanning option is ideal for scanning color photos, or things like drivers license's
Photo Scan
Queue that Associates a document to one or more persons
Person Selection
What is the name of the hyperlink you need to select
Imaging Separator Coversheet hyperlink
Once in Scan Mode what is the next step?
Employee will load the scanner with physical documents
How do you associate a document to a case number?
Enter valid case number in Case Number/ CIN field
option where you can drag and drop file or upload from your computer
File
Documents placed after the "imaging No Case coversheet" are automatically routed here
No Case Assigned
What window will pop up and what must you select as the final step?
The Document Parameters window, select Generate Form.
Final Step of scanning path
Employee performs QA on the scanned batch
What are the three ways to update the Form Name field ?
. Type form name to categorize the document
. start typing form name( a drop list will appear with tagged words
.Click drop list icon for the Form Name field