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Index Task

When a document is uploaded through SiteZone, an Index Task for that document will be made available in the Inbox. Index Tasks require a user to select an index and assign metadata for the document before submitting it to QC.

Users can perform the following actions on an Index Task:

  • QC – document will continue through the normal QC steps
  • Send back to Site – the document will be sent back to the Site in SiteZone (only available for documents that were requested)
  • Ask – request assistance from another user
  • Delete – deletes the task and document
  • Delegate – Assign the task to another user for Indexing
  • Return – sends the task back to the group Inbox

Note: Index tasks may also be created for documents uploaded through eUpload.