Using the Scan Filters

Equitrac maintains a history of all queued scan jobs, as well as a record of scan jobs completed in a particular time frame, as configured in Web System Manager. Scan jobs that have been performed before the configured purge interval are listed in the table. Since there can be many scans listed, users may want to filter the results to list only those scans they want to work with.

Regular users only have access to their own scan jobs. Their search criteria is limited to the scan job name, when it was scanned, and the job status (for example - completed, failed, processing). When the user logs into the Scan Client, only the Document name, Submission date, and Job status scan filter fields are visible on the web page.

Users can use the following scan filters to search through their scan jobs:

  • Document name – This option searches for the name of the document created from the scan.
  • Submission date – This option searches for scans submitted for scan processing on a particular date. When clicked, the calendar icon to the right of the field displays a calendar to simplify entering a date.
  • Job status – This option searches for scans in a particular state. The list contains all possible states that can be searched.

Once the scan filters have been selected, click Go to display the list of scans matching the selected criteria. Click Clear All to remove the scan filters. Clear All also resets the list to display all scan jobs, since the filters have been removed.

Note: Scan filter information cannot be saved. The criteria for any filter must be re-entered each time a search is conducted.

Administrators have full access to the system, and as such, can search for and view all scan jobs. In addition to the Document name, Submission date, and Job status scan filters that users have, administrators can also use the following scan filters:

  • User name – This option searches for scans created by a particular user.
  • Department – This option searches for scans associated with particular department.
  • SPE name – This option searches for scans processed by a particular Scan Processing Engine (SPE).
  • Device – This option searches for scans originating from a particular device.

Once the scan filters have been selected, click Go to display the list of scans matching the selected criteria. Click Clear All to remove the scan filters. Clear All also resets the list to display all scan jobs, since the filters have been removed.

Note: Scan filter information cannot be saved. The criteria for any filter must be re-entered each time a search is conducted.