Menus
- Danielle Rubas (Deactivated)
The menu consists of two levels:
The context bar or inbox level menu
The tool bar or document level menu
Note that these menus are configurable. If you do not see certain menu items that you would need access to, please contact your administrator.
The inbox level menu
The inbox level will give you visibility and control on where the current document fits within the broader context of the inbox.
Show Menu
Click the green box on the top-left side of the screen to bring back or hide the portal menu.
File name
This will show you the original filename of the current document.
Inbox counters
Here you will see the progress you and your team have made today (number of documents processed) and how many documents remain "to review" in the current inbox.
Your profile
Here, you can access information related to your profile. It allows you to do the following:
Change inbox
Change your current role
Change your password
Logout
The document level menu
The document level menu contains a broad set of actions that you can take on the document level. These actions can be nested in a typical "File, Edit, View" menu or key actions can be made visible through directly accessible buttons.
File
Under the files tab, you can find up to 6 different options related to your file. An administrator can activate these different functions and either have them nested (included in the dropdown menu from 'File' or just shown as a button in the menu tab). We would recommend to use buttons for the actions you will use a lot and nest the actions you don't have to use on every single document.
You can find an overview of the different options and what they look like (as a button or included in the dropdown menu) here:
Save (CTRL + S)
If you take a short break and you don't want to loose your work, use the save button. The changes you made will be saved and be visible when you come back or for other operators.
Note that save does not impact the locking mechanism: The lock stays in place and the view remains on the document. Saved state will also survive session expiry.
Done (CTRL + ENTER)
When you're done reviewing a document, you can click this button to submit the document. By clicking this button you're changing the status of the document from 'to review' to 'done' in the inbox. You will automatically be taken to the next "To review" document.
A document that has been marked as done, goes into read-only mode, you will no longer be able make changes or to press done a second time.
Escalate (CTRL + ESC)
Escalate flags a document for review by a Team Leader (a role that has the permission to review escalated documents). This document can no longer be reviewed by roles that do not have this permission.
Escalate releases the lock on the current document. You will be taken to the next document "To review" in the inbox automatically after escalating the current document.
Cancel (CTRL + C)
When you started reviewing a document, but need to quit the data entry companion; click the 'cancel'-button to release the lock you have on the document. Someone else will then be able to review this document later. This will discard any unsaved changes. Save changes will remain.
After the lock has been released, you will be taken to the Welcome screen.
Reject
You can also reject a file, which will automatically show the status of the document as “rejected” in the inbox.
Enrich (CTRL + E)
Clicking on the Enrich button will make the machine dig into the database and look for more information that it can return to the fields asked from the document. For example, if a company VAT number was successfully extracted but not the company name, the machine will look for a company name that is linked to that VAT number in the data base.
Edit
Cursor mode
When you click on the cursor mode, you switch from and to the pointer- and the text select cursors. Text select cursors are more user-friendly for text detected files whereas pointer cursors are more useful when selecting bigger boxes of text.
Undo (CTRL + Z)
When you want to undo your last change(s) you made to the document, you can use the Undo-button.
Move to next issue (ENTER)
When you want to go to the next field to review in the document, you can click the exclamation mark button or simply press ENTER. If there are no more fields to review, ENTER will prompt you to mark the document as done.
View
Toggle Text/Image
Clicking on this button change the preview of the document between image (how the file really looks) and data (all the text that was extracted from the document).
Next document (ALT + RIGHT)
This button immediately brings you to the next document that needs reviewing.
Previous document (ALT + LEFT)
Contrarily to the previous button, this one immediately brings you back to the previous document.
Show original / latest
When you want to see the original predictions made by the tool without your added annotations or those of the operator, you can click on this button.
Show unrecognized
This button enables you to see the fields that the tool has not successfully recognised.
Show thumbnails
Clicking on this buttons will show you the view of the documents as thumbnails.
Show sections
When you are dealing with documents that consist of multiple pages, you can go to the thumbnail view. This way you can navigate easy in large documents.
Help
Provide feedback
Your feedback is crucial for us to continue to improve the product. When providing feedback, you'll be able to select the priority of your feedback. Is it a bug that will impact all the documents to review, then you can put the priority on high. There are 4 types of feedback subjects: UI/UX, Bug, Feature requests, and ML (machine learning).
Show manual
We understand that you probably can't remember all the different keyboard shortcuts, functions etc. in the Data Entry Companion when you're just starting out with the product.
That's why we made sure to include a short manual/cheat sheet, just one click away while you're reviewing a document. The cheat sheet has 3 different tabs: one that explains the color code system, one that provides you with keyboard shortcuts and one that explains all the different buttons in the toolbars.
Version
Version allows you to visualise different versions of the data. The different versions are
default/predicted: the version with the initial predictions made by the machine
saved/human: the version last saved by a person
gold → human: the final values of the document that the human submits The most common examples of versions are (1) the initial prediction and (2) the submitted data.
Gold version: For each document, there is one single answer which is considered to be the one and only correct answer. We label this answer as the version "gold".
However, different versions by different people may not be identical, even if they are instructed to provide correct data. This happens because people’s definition of correct can be ambiguous or can evolve over time, or also simply because people make mistakes.
Versions allow us to keep track of (1) different people's view on the correct answer, and (2) the machine's view on the best possible prediction over time.
Evaluation of a version: Each version of the answer can then be compared against the answer marked as "gold". This is what we call the evaluation of a version.
Version tags: Each version has a tag to identify the version. This tag is set automatically for the first prediction ("initial_prediction") and the first evaluation by a person ("first_pass"). Additional versions can be created, typically through the Sampling pane. The are assigned a label when the documents are scheduled for an additional version (by the ML pipeline or by a human operator).
Actions
The actions that you can choose from here are the same as the actions shown previously in the Inbox .
Zoom
If you want to zoom in or zoom out in the document you see in front of you, you simply click the zoom controls and your document will show accordingly.