TW Metal`s Imaging User Manual
Contents
1. Ready Figure 5 1 Reports Menu 5 1 Scanning Indexing Select Reports gt Scanning Indexing The following window ensues 38 image gt x TW Metals Imaging User Manual Scanning Indexing Log Report Location SelectLocaion s Document Type 601 Bill Of Ladding District All Districts Range of Dates From Date C Non Indexed View Cancel Note Reports can be viewed amp printed with Internet Explorer Figure 5 1 1 Scanning Indexing Report Screen Specify the Location Document and District for the report Select the date range for which the report is desired To view reports of all documents leave the date fields to its default The To Date should be more than the From Date e Lastly specify whether the report should be of Indexed or Non Indexed documents Click View 39 image gt x Scanning Indexing Log Report TW Metals EDMS System From Date 6 2 2005 4 40 38 PM Date 6 23 2005 4 40 38 PM Report For Index Documents Location Selected Los Angeles Document Type Bills Of Ladding District CO Pages Created Date LOS ANGELES 500511 1 6 10 2005 12 41 15 PM LOS ANGELES 300311 1 6 10 2005 2 13 01 PM LOS ANGELES 700711 1 6 10 2005 2 57 31 PM LOS ANGELES 200211 1 6 13 2005 11 31 00 AM LOS ANGELES 400411411 1 6 16 2005 10 10 49 AM LOS ANGELES 66675656 12. 6 22 2005 LOS ANGELES 9999999 1 6 18 2005 3 16 39 6 18 2005 TW Metals Strictly Confidential c NEED C mE Ca Figure 5 2 2 Data Transfer Report for Transferred Records Data Transfer Report TW Metals EDMS System From Date 6 2 2005 4 49 04 To Date 6 23 2005 4 49 04 Report For Pending Records For Transfer Location Selected Los Angeles Document Type Customer Orders LOS ANGELES 6566 10 6 23 2005 4 45 10 PM LOS ANGELES 7765765 10 6 23 2005 4 44 11 PM TW Metals Stricily Confidential Figure 5 2 3 Data Transfer Report for Pending Records for Transfer 42
3. Check Login Status Delete Set Location Code Set Permissions 0 record s found Figure 3 1 1 User Accounts Display Section First Name This field is used to store the first name of the user being created Last Name This field is used to store the last name of the user being created Login This field is used to store the user s login name that he has to enter at the time of logging into the application Password This field is used to store the user s password that is used for authentication while logging into the application This is Active User Check this option to activate the account of the user If left unchecked the new user is inactive and cannot access the system Check Login Status Once a user has logged on some other machine the system will not allow him to login on another machine as long as the user does not close the already running application by his account In case the user were to turn off the computer by electric switch then this user is not properly logged off from the server and the system will not allow this user to use the system again To check whether a user is currently logged in on any machine select that user entry from the display screen and click button Check Login Status 12 image gt x TW Metals Imaging User Manual If that user has not logged on to any other machine the system would generate the following message ImageX EDMS
4. Figure 3 5 3 Screen Showing Progress of Data Transfer 0 In case there no Local images to be transferred the following message ensues TW Metals Imaging x There are No Records to Transfer From Local to Default Server i e Chicago Now checking For Other Locations Figure 3 5 4 No Local Records to Transfer When the user clicks OK the utility will start transferring images that have been scanned for other locations Regions to the respective regional MINDS one by one Figure 3 5 3 Screen Showing Progress of Data Transfer o Note e Once images are transferred from the local data directory to regional MINDS they can be viewed from MINDS only 21 image gt x TW Metals Imaging User Manual 4 User Menu After the user logs in the File Menu options are enabled see below The user can scan index retrieve or view the documents and perform other operations Document Imaging for TW Metals 4 mi x File Tools Help Scanning amp Indexing Multi Location Retrieval Exit a Ready Figure 4 1 File Menu 4 1 Scanning and Indexing Documents Click on File gt Scanning amp Indexing The following window ensues 22 image gt x TW Metals Imaging User Manual Scanning amp Indexing For Mill Test Reports NS lajxi Scan Help la x e Scan Index Search Cancel View Edit Delete Credit Memos Pu
5. Cranbury Regional 3 of 5 Note This application requires to establish connection with server at different locations Please make sure this PC has permissions to access remote servers Figure 2 1 2 Testing Connection with Servers The connection needs to be tested for all the 5 servers one by one Once all the servers have been connected to successfully the following message will ensue TW Metals Imaging 4 the tests on servers are over Figure 2 1 3 Testing Connection with Servers Completed image gt x TW Metals Imaging User Manual 2 2 License Information The next thing the user needs to do is provide licensing information to register with the server tim ImageX EDMS Application for TW Metals Server Link Tests License Information Application Settings oS Cowes EmiAdes Default Scan Location Select Location z Registration Number ZRRERR RR Get Registration Number from Server gt gt Important Registration is essential as you will require it for future correspondence with us Progress Tests are over Provide licensing information amp register the application Note This application requires to establish connection with server at headquarters Please make sure this PC has permission to access the remote servers Figure 2 2 1 License Information Screen Fill in the required details and cl
6. 6 18 2005 2 41 02 PM LOS ANGELES 9999999 1 6 18 2005 3 16 39 PM LOS ANGELES 443322 1 6 18 2005 4 21 41 PM LOS ANGELES 77567567 1 6 18 2005 5 00 06 PM LOS ANGELES 400400 1 6 20 2005 10 28 03 AM LOS ANGELES 223344 10 6 21 2005 12 13 26 PM LOS ANGELES 400411 10 6 21 2005 2 40 35 PM CINCINNATI 400411411 1 6 16 2005 10 10 49 AM LOS ANGELES 444555 10 6 21 2005 3 55 43 PM TW Metals Siricily Confidential Figure 5 1 2 Scanning Indexing Report for Indexed Documents Scanning Indexing Log Report TW Metals EDMS System From Date 6 2 2005 4 40 38 PM Date 6 23 2005 4 40 38 PM Report For Non Index Documents Location Selected Los Angeles For All Document Types 1 6 10 2005 4 53 58 PM 1 2 1 6 10 2005 4 54 30 PM TW Metals Strictly Confidential Figure 5 1 3 Scanning Indexing Report for Non Indexed Documents TW Metals Imaging User Manual 40 image gt x TW Metals Imaging User Manual 5 2 Data Transfer Select Reports gt Data Transfer The following window ensues i Data Transfer Report JES Location SelectLocatin rj Document Type Bill Of Ladding District Districts r Range of Dates From Date C Pending records forTransfer View Cancel Note Reports be viewed amp printed with Internet Explorer Figure 5 2 1 Data Transfer Report Screen e Specify the Location Document Type and District for the report Se
7. Application for TW i This user is currently not logged in Figure 3 1 2 User Login Status If user has logged in on some another machine then system would generate a message like ImageX EDMS Application for TW Metals X 9 This user is currently logged in on machine COMPUTER Do you want to log out this user Figure 3 1 3 Logout User If you select yes in this dialog system turns off users login status on server so that the user can login to the system again To Add a User To add a new user enter all required details and press Add button The new user is then displayed in the Display section of the screen along with all other details 13 image gt x TW Metals Imaging User Manual s Document Imaging for TW Metals Users lolx File 1 xi i a This is Active User Add Edit Delete Cancel Search Close Check Login Status Set Location Set 1 4 h Rogers 0 record s found Figure 3 1 4 Create User Set User Permissions To grant or revoke the permissions for the user click on the user s entry in the Display section and Click Set Permission button If this user had been assigned permissions previously the following window would show them as checked You need to check or uncheck a permission to grant or revoke it 14 lt image gt x TW Metals Imaging User Manual User Permissions anne X Can scan documents inde
8. Total Records meme Credit Memos Stock Transfer Material Process Orders Purchase Orders Customer Orders Fittings Hd Freight Bills Extrusions Mill Test Reports Start Transfer mm Figure 3 5 1 Sync Agent Screen Default Location The window shows the document type with total records to transfer and the total number of pages for that type Click the Start Transfer button to proceed with the transfer ij Data Transfer Agent Local gt Chicago m Credit Memos Stock Transfer Material Process Orders Purchase Orders Customer Orders Fittings Freight Bills Extrusions Mill Test Reports 22 of 1 completed Stop Cancel SSSR SSR Sees Transferring images to Local MINDS Chicago Figure 3 5 2 Screen Showing Progress of Data Transfer 20 image gt x TW Metals Imaging User Manual Once the transfer is completed the utility will start transferring images that have been scanned for other locations Regions to the respective regional MINDS one by one Data Transfer Agent Local gt Los Angeles Total Records 1 10 Stock Transfer Material Process Orders 10 Purchase Orders 10 Customer Orders 10 Completed Fittings 10 Completed Freight Bills 10 Completed Extrusions 10 Completed Mill Test Reports 2 Completed Stop Transferring images to Local MINDS Los Angeles
9. before permanently deleting the record o Note e record is permanently deleted provided it resides under MINDS 29 lt image gt x TW Metals Imaging User Manual 4 4 File Menu The user is provided with the following options under the File menu s Scanning amp Indexing For Mill Test Reports File Scan View Help New Ctrl N Document Index DES Search Indexed Documents Ctrl F Edit Search Indexed Documents On Created Date Save Ctri 5 rd Batch Scanned Documents Indexing Delete Ctrl D Cancel Lock Unlock View LOGAL Document MINDS Document Close Figure 4 4 1 File Menu New This option resets the fields in the above window ShortCut Key Ctrl N Document You can Index Edit Delete Lock or Unlock a document using this option 1 Index Document This option is basically used in case of batch scanning where documents for multiple cases are scanned together To index a document select the document from the list in the display section Next fill in the indexing information and click on the Index icon or go to Index under File gt Document ShortCut Key Ctrl 1 2 Edit Document To edit the details of a scanned record select it from the list and click on the Edit icon or go to Edit under File gt Document ShortCut Key Ctrl E 3 Save Document To save an edited record click on Sav
10. lt image gt x TW Metals Imaging User Manual TW METALS IMAGING USER MANUAL image gt x TW Metals Imaging User Manual TABLE OF CONTENTS 1 GETTING STARTED seseesscsecsssceecsseceesseceessccecsssceceesscceesseceessececsscsecsssseceesseceesse 4 2 APPLICATION CONFIGURATION amp 6 2 1 SERVER LINK TESTS siose EDEN 6 2 2 LICENSE audes xcd pa o ad ada vk abd pan 8 2 3 APPLICATION SETTINGS ccccesssssecccececsessssaecececeeseesneaesececcesesesesseaececeeseeesensaaees 9 3 ADMINISTRATIVE MENU e ethscce9veskcetceoan sexe Ph eeu vecta ea re eua ceat n 11 S I GREATE USER ACCOUNTS imei crie Lope d VM Ec pU RAE 11 ToAdd a 13 Set User MAIRIE Rm 14 Sel Location Codes aiiis a 16 To Edit User Details c ccccccccccccccccccscsccccccccccccececececscececececececscececesecscecssecsceseeseuaass 16 To Delete Users ea ERR TR HERE 17 Search User seio e enD De nee 17 3 2 DELETED USERS tte toner ern eere t 18 3 3 CONFIGURATION SETTINGS Hu euX phos Xll cesnad basal as aid Uca an 18 3 4 CHANGE SYSTEM ADMIN PASSWORD cesses ener enne nnne nnns enne en 19
11. 3 5 SYNC AGENT seorsa tse 19 4 USER 22 4 1 SCANNING AND INDEXING DOCUMENTS 22 Viewing EEEE 24 Editing a Doc ment NEC 24 DG ATS q Doo aso bv BEDA RM ee 24 42 CAN TE 25 NEW 25 Append E 25 Insert 26 Insert After sare vce n 26 TOSCO PRG MR 26 Delete 26 ss 27 4 3 MULTI LOCATION RETRIEVAL cc scccccccceesesssssecececeesesensnaeseeeccesesessasaeeeceeseeenes 28 4 4 MENUS tiem AG eise reo 30 NEW EE 30 DW 30 Search Indexed 31 Search Indexed Documents on Created Date 31 Batch Scanned Documents 32 Canel aa 34 34 image gt x TW Metals Im
12. Click on Index button to index this document Figure 4 4 4 Barcode Available Click OK The Indexing fields will contain information read from the Barcode The user can change this indexing information if desired He can also select another District from the combo box Click the Index icon to index with specified information The following confirmation message will ensue ImageX EDMS Application for TW Metals x j d The document is successfully indexed into the system Figure 4 4 5 Document Indexed Successfully e f a barcode sheet is not found with the document the following message ensues 33 image gt x TW Metals Imaging User Manual ImageX EDMS Application for TW Metals x 1 Barcode could not be read from document Enter indexing information and press Index button Figure 4 4 6 Barcode Not Available Click OK Enter the indexing information and select the District from the combo box Click the Index icon to index with specified information The following confirmation message will ensue ImageX EDMS Application for TW Metals E y e d The document is successfully indexed into the system Figure 4 4 7 Document Indexed Successfully Cancel Clicking on this option clears the screen of all values and previous results ShortCut Key Ctrl L View Clicking on this option opens the selected document in ImageMate for viewing purposes Close Click on this option
13. age gt x TW Metals Imaging User Manual 4 3 Multi Location Retrieval Indexed documents are searched using the Multi Location Retrieval screen with a variety of criteria Select File Multi Location Retrieval Fz Multi Location Retrieval For Mill Test Reports ni xi File Help 1 1 gt B Search Cancel View LOGAL MINDS Up Down Rotate Credit Memos Purchase Orders Tally Bills of Lading Test Reports Final Customer Acknowledgements Credit Sales Card Invoices W Mill Test Reports Extrusions Freight Bills Fittings Customer Orders Purchase Orders Material Process Orders Stock Transfer m Locations Select All Chicago Cranbury Atlanta Los Angeles Search Records Records found for pot Heat Tage District Number Scanned at Pages Created Ready Figure 4 3 1 Multi Location Retrieval Menu Main Window Click the appropriate tab to select the Document Type for which documents need to be searched Lets say that the Document Type selected is Mill Test Reports Select the Location from the combo list in which to search for the documents The user can select multiple locations at one time For this use the Ctrl key and mouse Use Select All to search from all locations The document is searched in all the specified locations Also the locations in which the particular record was found a
14. aging User Manual Z3 Wi Vy S aside dad tes E 35 Lirst Pagescuuaai Tre deese 35 Previous I 35 Next p 35 SD I EE 35 Ga PASE cei dabat i n addit t 36 LOOM AM 36 Looti OU 36 Scale To WINGOW ee teintes tac ei paie i 36 VO 36 5 REPORTS ite pete v ream dee ERR Pr rt i eam n evi PE PR EYE 38 51 SCANNING INDEXING TT 38 5 2 DATA TRANSFER 41 image gt x TW Metals Imaging User Manual 1 Getting Started After installing the software choose any of the steps below to run the application Click the Start button Select Programs It will list all the programs currently installed on the computer Select ImageX gt TWMetals Imaging gt Imaging Application to start the application Winzip rm Program Updates Imaging Application e Read Online Help Programs Read Users Manual e Documents Settings ES Search T Run YP Shut Down Astar 4 e X mc Figure 1 1 Starting Application Double click the application icon on the desktop or click Open in the right click side menu On se
15. ate 71 20 2005 OK Cancel Figure 4 4 2 Search Non Indexed Document for Create Date 31 image gt x TW Metals Imaging User Manual Enter the desired date The display window will be populated with the search results on the click of the Ok button Batch Scanned Documents Indexing This option is used to batch scan documents Click File gt Batch Scanned Documents Indexing Note e This menu option is ONLY available for Scanning under the File menu e The Barcode separator sheet essentially identifies between two batches of a case INDEXING the Document Double click to open the document IMAGE X ImageMate 6 0 00000313 Page 1 of 3 TIFF B Oj x File Scale Scan Annotations Tools Options Window Help x For Help press 1 Figure 4 4 3 Open Document 32 lt gt lt SIMAJSSX o TWHeaerimagng User Mana Click the appropriate tab to select the Document Type for which documents need to be scanned Select the Location from the combo list provided f the document type is only Manual Indexing enter the indexing information and click the Index icon the document type has both Manual amp Barcode Indexing the Barcode icon will be enabled Click the icon e f a barcode sheet was present with the document the following message ensues ImageX EDMS Application for TW Metals y e d Successfully read barcode
16. e icon or go to Save under File gt Document ShortCut Key Ctrl 5 30 image gt x TW Metals Imaging User Manual 4 Delete Document To delete a record select it from the list and click on the Delete icon or go to Delete under File Document ShortCut Key Ctrl D 5 Lock Document To lock a record select it from the list and go to Lock under File Document A locked document is not available for viewing by any user 6 Unlock Document To unlock a record select it from the list and go to Unlock under File Document Search Indexed Documents The user can search for a scanned document on the basis of any one or more of the input fields The document is searched for the specified location in the location combo box Click on the Search icon or Search Indexed Documents under the File menu ShortCut Key Ctrl F All documents satisfying the specified search criteria get listed 2 Note single click on the record in the list will populate the record details in the field Also double clicking on the record will open the scanned documents in ImageMate to view provided the user has explicit permission for the same f no criterion is specified for search all records for the selected location are returned Search Indexed Documents on Created Date Click on this option if you need to search for documents created on a particular date The following window will ensue ia Select Date X Created D
17. e you want Eo permanently delete selected document Figure 4 1 2 Confirm Document Delete Note e Clicking Yes will delete the ENTIRE document 4 2 Scan Menu The user is provided with the following options under the Scan menu Scanning amp Indexing For Mill Test Reports File Scan Help New Document File By File F5 Batch F6 Append pages Insert before 7 Ct ally Bills of Ladin Insert after page Ctrl Ins reight Bills Fittings E Delete Page Shift Del Delete Document Ctrl D Figure 4 2 1 Scan Menu New Document Select this command to scan a new document Refer section 5 1 for details Append Pages This command permits the user to append newly scanned pages to the end of an existing document Select the document to which pages are to be appended then click Append Pages in the Scan menu The newly scanned pages will be attached to the end of the selected document Shortcut Key F8 25 lt image gt x TW Metals Imaging User Manual Insert Before Open the required document and move to the page before which the new page is to be added Now select Insert Before from the Scan menu The newly scanned page is added before the current page of the existing document Insert After Open the required document and move to the page after which the new page is to be added Now select Insert After from the Scan me
18. ernet based Document Storage Settings 4 Executable P egramFiesMmagexMDSMmageMateMdsee C Program Files Image X IDS ImageMate Ids exe Fileslmage MDS ImageM ate lds exe amp This computer has rights for annotations on the images Output Data Storage Default Key Settings Pressing Enter will Search documents in the application d Save Settings Pressing Esc will Cancel the actions under progress 1 Important These settings are essential to Client Application and Syne Agent Progress Reaistration successful Provide application settings Note This application requires to establish connection with server at headquarters Please make sure this PC has permission to access the remote servers Figure 2 3 1 Application Settings IDS Executable Path of the ImageMate software ImageMate software helps scanning and viewing of documents Press select the respective path Output Data Storage Directory Indicates the data directory path Press al to select the directory This directory will typically be located in the application folder Default Key Settings e Incase you wants documents to be searched when you press the Enter key tick the Pressing Enter will Search documents in the application checkbox e To have all actions in progress canceled when the Esc key is clicked tick t
19. he Pressing Esc will Cancel the actions under progress checkbox Click the Save Settings button The following window will ensue a d Application settings are done You may start using the application now Figure 2 3 2 Application Settings Completed Click the Ok button 10 lt image gt x TW Metals Imaging User Manual 3 Administrative Menu After the user logs in the main screen opens see below This screen allows the Administrator to create and delete user accounts configure system settings and perform other operations Document Imaging for TW Metals Dj File Tools Reports Help User Accounts Deleted Users Configuration settings Change System Admin Password Change My Account Password Sync Agent Ready Figure 3 1 Main Screen 3 1 Create User Accounts This section allows the Administrator to create new users and set their properties Select User Account from Tools menu The next screen opens Initially the Edit and Delete buttons are disabled as there are no users in the system Once added these are enabled As seen this screen captures the login specific details along with information regarding different permissions given to the user 11 image gt x TW Metals Imaging User Manual s Document Imaging for TW Metals Users mi x File 81 xj This is Active User Add Edit Search Close
20. ick the Get Registration Number from Server button The Registration Number returned is a unique number that is used to identify the user ImageX EDMS Application for TW Metals p x i Registration successful Confirm the registration number generated shown on the screen Now you can set the other application related settings Figure 2 2 2 User Registration Successful image gt x TW Metals Imaging User Manual ten ImageX EDMS Ap on for TW Metals Server Link Tests Application Settings UserName Matthews TW Metals Company Details Contact Information 2 11 Tubeway Avenue LA Emal Address anne twmetals com Default Scan Location 1 05 Angeles Registration Number 1504200515343200000005 1 D Get Registration Number from Server gt gt il Important Registration is essential as you will require it for future correspondence with us Registration successful Provide application settings Note This application requires to establish connection with server at headquarters Please make sure this PC has permission to access the remote servers Figure 2 2 3 Registration Number 2 3 Application Settings Once the registration number is obtained click the Application Settings tab The following screen follows image gt x TW Metals Imaging User Manual tar ImageX EDMS Application for TW Metals Server Link Tests License Information 05 Int
21. ist and press Restore The user is now designated active and is removed from the Deleted list The following window ensues 1 User restored successfully Figure 3 2 2 Confirm User Restoration 3 3 Configuration Settings To manage configuration settings Select Tools Configuration Settings The previously defined settings will be shown You can edit the settings as required and then click the Apply button to save them See Configuration Settings for more details 18 lt image gt x TW Metals Imaging User Manual 3 4 Change System Admin Password The administrator can change his password For this enter the new password and then re enter it to confirmation purposes Change System Admin Password E x Figure 3 4 1 Change Password The following screen will ensue on the click of the Ok button ImageX EDMS Application for TW Metals d System Administrator Password has been set successfully Figure 3 4 2 Screen Informing Password Change 3 5 Sync Agent Sync agent is a data transfer utility that is run on the user machine This utility is used to transfer document images to the MINDS server Select Tools Sync Agent The utility first transfers images that have been scanned for the Default Location to the Regional MINDS The following window will ensue 19 image gt x TW Metals Imaging User Manual im Data Transfer Agent Local gt Chicago
22. lect the date range for which the report is desired To view reports of all documents leave the date fields to its default The To Date should be more than the From Date e Lastly specify whether the report should be pertaining to Transferred records records that have been transferred to the selected Location or Pending records for Transfer records that have not been transferred to the selected Location Click View 41 image gt x TW Metals Imaging User Manual Data Transfer Report TW Metals EDMS System From Date 6 2 2005 4 49 04 To Date 6 23 2005 4 49 04 Report For Transferred Records Location Selected Los Angeles Document Type Bills Of Ladding Pages Created Date Moved Date LOS ANGELES 500511 1 6 10 2005 12 41 15 6 18 2005 LOS ANGELES 500500503 6 18 2005 2 41 27 PM 6 18 2005 LOS ANGELES 300311 6 10 2005 2 13 01 6 18 2005 LOS ANGELES 88888 6 18 2005 3 18 48 PM 6 18 2005 LOS ANGELES 700711 6 10 2005 2 57 31 PM 6 18 2005 LOS ANGELES 556677 6 18 2005 4 24 01 6 18 2005 LOS ANGELES 200211 6 13 2005 11 31 00 6 21 2005 LOS ANGELES 334455 10 6 21 2005 12 13 54 6 21 2005 LOS ANGELES 400411411 1 6 16 2005 10 10 49 6 21 2005 LOS ANGELES 300311 10 6 21 2005 2 45 04 PM 6 21 2005 LOS ANGELES 66675656 1 6 18 2005 2 41 02 6 21 2005 LOS ANGELES 302311 10 6 21 2005 2 47 04 PM 6 21 2005 LOS ANGELES 5000002 10 6 22 2005 12 10 16 PM
23. lecting the application from above start menu the following Login screen is displayed SY dge gt Version 2 3 0 Login Please enter your login and password Figure 1 2 Login Screen image gt x TW Metals Imaging User Manual Enter correct User Name and Password and click OK to proceed further User Name Unique login name assigned to each user of the application Password Known to individual users used for authentication purposes If not authenticated application flashes following error message and again shows the Login box for the user to re enter these values ImageX EDMS Application for TW Metals AN Invalid Login or Password please try again Figure 3 2 Invalid Login Entry Message On correct authentication the main screen appears o Note e first time the application is run the Configuration and Registration screen is displayed asking the user to configure the settings in order to work through the application properly e Only an Administrator can configure the settings for the application The default Login is IMAGEX and the Password is IMAGEX 77 These values are configured to use the system after its first installation and are case sensitive image gt x TW Metals Imaging User Manual 2 Application Configuration amp Registration The first time the application is run the Configuration amp Registration screen opens These setting
24. ls Imaging User Manual To Delete User Select the user from the list and press the D let button The following confirmation message appears Press Yes to delete the user account press No if you do not wish to delete the user account Confirm Delete User X you sure you want to permanently delete selected user Figure 3 1 7 Confirm Delete User To Search User Details Specify user details in the input fields like first name last name and login Press the Search button All users whose details match the search criteria are listed in the Display section To view a user s details double click the username Input fields are then populated with the user s account details Note e Searching is performed considering the wild card text i e if you were to enter HA as the First Name for Search the results will contain all records with User Name starting with HA Thus the results will have names like Harrison Andrew Hanson Pete etc e the Search button is pressed without specifying any search criteria all users will be listed in the Display section 17 lt image gt x TW Metals Imaging User Manual 3 2 Deleted Users This section maintains a list of deleted users Select Tools Deleted Users The following screen is displayed listing all the deleted users DTE Anne Rogers anne Figure 3 2 1 Deleted Users To Restore a deleted user select the user from the l
25. nu The newly scanned page is added after the current page of the existing document Rescan Page To replace a page of the document with another page open the document and move to the page you wish to replace Select Rescan Page from the Scan menu The original page is now replaced with the new page ShortCut Key Ctrl Ins Delete Page Open the document from the list and move to the page to be deleted Now select Delete X Delete Y Document Page Page from the Scan menu or click The following message appears Confirm Delete Page X 22 Are you sure you want to delete currently opened page Figure 4 2 2 Confirm Page Delete Press Yes to delete the page from the document The entry under the Pages column will be updated automatically ShortCut Key Shift De 26 lt image gt x TW Metals Imaging User Manual Delete Document Select the document from the list single click and click on Delete Document under the Scan menu The document can also be deleted by File gt Document gt Delete or X Delete Page icon ShortCut Key Ctrl D The system will ask for confirmation before permanently deleting the document Confirm Delete Document xi 92 Are you sure you want to permanently delete selected document Figure 4 2 3 Confirm Document Delete Note entire document gets deleted provided the document is in the Local storage and not in MINDS 27 im
26. r a particular case are scanned and indexed at one time In other words no two cases documents are scanned together ShortCut Key F5 2 Batch In this case documents are scanned in batches i e documents of separate cases are fed to the scanner separated by the Bar Code Separator sheet The documents are scanned together and then separated and later indexed ShortCut Key F6 Viewing a Document Select the document from the document list and click on File gt View You can also double click the selected document or press the View icon Short Cut Key Ctrl The selected document is opened for the user to view provided the user has explicit permission for the same either from LOCAL or MINDS Editing a Document Select the document from the document list and click the Edit icon or click on File gt Document gt Edit Short Cut Key Ctrl E The fields of the window are filled with the record details in editable mode Make the necessary changes and click on File 2 Document gt Save or 5992 Short Cut Key Ctrl S Deleting a Document X Delete Document Select the document from the document list and press the 992 button or go to File gt Document gt Delete Shortcut Key Ctrl D The following message appears Press Yes to confirm deletion of the document Otherwise press No 24 image gt x TW Metals Imaging User Manual Confirm Delete Document x 1 Are you sur
27. rchase Orders Tally Bills of Lading Test Reports Final Customer Acknowledgements Cr edit Sales Car 4 Invoices Mill Test Reports Extrusions Freight Bills Fittings Customer Orders Purchase Orders Material Process Orders Stock Transfer Locations 03 CINCINNATI h eS Manual Indexing Customer Order Ready Figure 4 1 1 Scan Menu Main Window Click the appropriate tab to select the Document Type for which documents need to be scanned Lets say that the Document Type selected is Mill Test Reports Select the Location from the combo list provided Next specify the required details for indexing and click the Scan icon or go to New Document under the Scan menu o Note e Only users with scanning permission are able to scan documents This option is disabled for other users e For document types with both Manual and Barcode Indexing the Barcode Indexes can be overwritten by Manual Indexing For this once the document is scanned click to select the document and click the Edit icon or click File gt Document gt Edit Shortcut Key Ctrl E The indexing field will be editable now Enter the desired Manual Indexing Information and click the Save icon or click File gt Document gt Save Shortcut Key Ctrl S 23 image gt x TW Metals Imaging User Manual Two modes of scanning are provided 1 File By File In this documents fo
28. re listed in the Records Found For combo box list Next specify one or more criteria to base your search on and click the E icon or the Search Records button You can also click Search Indexed Documents in the File menu Shortcut Key Ctrl F All documents satisfying the criteria are shown in the display section Selecting any document populates the input fields with details of that document 28 image gt x TW Metals Imaging User Manual Note e Search Criteria differs with the Document Type selected i e different Document Types have different Search Criteria e Specifying at least one search criteria is mandatory e Searching is performed considering the wild card text i e If you were to enter 01 for the PO Number field the results will contain all records with PO Number starting with 01 Thus the results will have PO Number s as 0100 0112 etc e Even though the document is listed for the user during search he can open the document in ImageMate software and view it ONLY IF he has explicit permissions for the same To view a document double click the document or press the View icon EM PUP Moves the document one page up shows the previous page Moves the document one page down shows the next page Rotate Rotates the current page to the degree determined by the user To delete a document click to select the document and press the Delete icon The system will ask for confirmation
29. rs a page number not existing in the active document an appropriate message is displayed ImageX EDMS Application for TW Metals I E page s Found Please open the selected document in IMAGE X Application Figure 4 5 3 Page Not Existing Zoom In To enlarge the view of the page currently displayed You can also use the mouse to drag a rectangle to zoom in For TIFF Images only Shortcut Key Alt Zoom Out To contract the view of the page currently displayed in the Image Mate Shortcut Key Alt Scale To Window To adjust the page to cover the complete screen ShortCut Key Alt Rotation To rotate the currently displayed page by a selected value 36 image gt x TW Metals Imaging User Manual e None This option implies no rotation e 90 degree This option implies rotation by 90 degrees e 180 degree This option implies rotation by 180 degrees e 270 degree This option implies rotation by 270 degrees e Rotation Right This option implies rotation to the right e Rotation Left This option implies rotation to the left Flip This option implies inverse rotation along the vertical axis 37 image gt x TW Metals Imaging User Manual 5 Reports The user can generate reports based on Scanning Indexing and Data Transfer s Document Imaging for TW Metals File Tools Reports Help 1D xi Scanning Indexing Data Transfer
30. s need be done only once the first time the application starts though they can be re configured later by clicking on Tools Configuration Settings 2 1 Server Link Tests ImageX EDMS Application for TW Metals License Information Application Settings Server Chicago Regional Next gt gt Exton Central Server 1 of 5 Testing is skipped Test Results Important You must test the connections to servers before registering application Progress Ready to test Server Chicago Regional 2 of 5 Note This application requires to establish connection with server at different locations Please make sure this PC has permissions to access remote servers Figure 2 1 1 Configuration and Registration Screen The first thing the user needs to do is test connection with the servers For this click on the Next button The screen that ensues is thus image gt x TW Metals Imaging User Manual amp ImageX EDMS Application for TW Metals Server Link Tests License Information Application Settings Server Cranbury Regional Next gt gt Test Results MINDS Server Chicago Regional gt Connection Successful Database Server Chicago Regional gt Connection Successful Exton Central Server 1 of Testing is skipped Important Y ou must test the connections to servers before registering application Progress Ready to test Server
31. to exit the Scanning and Indexing menu option 34 lt gt x TW Metals Imaging User Manual 4 5 View Menu When a document is opened for viewing an additional menu item View appears on the screen providing the user with the following options s Scanning amp Indexing For Mill Test Reports File Scan View Help First Page Alt Home Previous Page Alt PgUp on Next Page Alt PgDn Edit Delete z Last Page Alt End y 2 Credit M Bills of Lading 5 Go To Page Tes Bills Fittings Zoom In Alt Ma Zoom Out Alt Scale to Window None 90 degrees 180 degrees 270 degrees Rotation Right Rotation Left Flip Custom Figure 4 5 1 View Menu First Page To view the first page of the active document in ImageMate Shortcut Key Alt Home Previous Page To view the page before the currently opened page in the active document Shortcut Key Alt PgUp Next Page To view the page after the currently opened page in the active document Shortcut Key Alt PgDn Last Page To view the last page of the active document in ImageMate Shortcut Key Alt End 35 image gt x TW Metals Imaging User Manual Go To Page To view a particular page number The user is provided with a screen in which to enter the Page Number Select Page To Page Cancel Figure 4 5 2 Select Page Incase the user ente
32. tor to set location codes to the user For this click on the user s entry in the Display section and click Set Location Code button If location codes have previously been assigned they would be seen under the Assigned Location Codes column i Location Codes Assignment Wizard Assignment of location codes to user Anne Rogers Select one or more location codes in available location codes box Assigned Location Codes Available Location Codes US ACINGINN As Cee CCC eee ULE 05 TOLEDO 07 CHARLESTON 12 ROCHESTER 20 CHARLOTTE 49 CORPORATE EXTON 50 LOS ANGELES 51 FRANCISCO 52 SEATTLE BOEING Figure 3 1 6 Assign Document Codes Adding Location Codes Select one or more codes from under the Available Location Codes column and click on the button to assign them to the user Clicking on wit assign all codes to the user Removing Location Codes Select one or more codes from under the Assigned Location Codes column and click on the EN button to remove them for the user Clicking on EX ui remove all codes for the user To Edit User Details Select the user from the list and press the Edi button Input fields are then populated with the user s account details You can change the user s name login password and active inactive status Note that the Edi button changes to Save Click this button to Save the changes 16 image gt x TW Meta
33. x documents edit documents ser can delete documents ser Can view documents ser can lock unlock documents Figure 3 1 5 Assign Permissions This is Administrative user Checking this option will make the new user the Administrator of the system If this option is selected all other permissions are automatically granted This user can access TW Metals documents Only after you check this option will the options below be enabled for you to select from This user can scan documents On checking this option user can scan documents Giving a user permission to scan the documents implicitly allows him to delete and view the documents as well but not vice versa This user can index documents On checking this option user can index documents A user with Index Documents permission can edit delete and view the documents as well but not vice versa This user can edit documents On checking this option user can edit documents This user can delete documents On checking this option user can delete documents This user can view documents checking this option user can view documents This user can lock unlock documents On checking this option user can lock and unlock documents Other users cannot view locked documents Click on the Ok button after assigning the permissions 15 image gt x TW Metals Imaging User Manual Set Location Codes This option allows the administra
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