Indexing Page

Page Functions

	Complete Document	Save the indexed field values for the current document. The values are saved in ECF Capture but not exported to CWW until the entire folder is complete.
	Index Next Folder	Export the documents to CWW and opens the next folder to be indexed from the work queue. Only appears when all documents in a folder have been marked as complete.
	Return to Work queue	Export the documents to CWW and opens the loads the Work Queue page to select the next task. Only appears when all documents in a folder have been marked as complete.
	Suspend	Send the folder back to the work queue for another user to pick up. Does not save indexed field values for current document, and returns the user to the work queue. Any documents in the folder marked as complete will still be saved.
	Send to Document Review	For DPU use only. Sends the folder back to the work queue with the status Document Review - Index Used if there are any errors in one or more documents in the folder.

Sections

Document Folder

The document folder lists all documents within the folder by their document ID. All documents within the folder must be indexed in order to export the folder to CWW and ECF View. The first document in the list is selected when the page opens. The next document in the list is automatically selected after the previous document is completed. It is possible to select any document within the list. However, it is recommended to start at the top of the list and use the Complete Document button to open the next un-indexed document in the list.

Document Viewer

The document viewer shows one page of the selected document at a time.

	Previous Page	Opens the previous page in the selected document.
	Next Page	Opens the next page in the selected document.
	Zoom Out	Zooms out on the page.
	Zoom In	Zooms in on the page.
	Full Size	Shows the page at full size.
	Best Fit	Adjusts the zoom settings to fit the page height and width.
	Fit to Width	Adjusts the zoom settings to fit the page width.

Document Index Fields

The document index fields indicate the type of document and link it to the appropriate case number, RFA number, ACCESS number, or individual for agency workers to process in ECF View or CWW. Not all fields are necessary for all document types. Not required fields are grayed out.

Field	Use
Case Information	Choose the radio button and enter the corresponding number. Case # RFA # ACCESS # DTS # If a document does not have any of the above numbers, select Unknown to continue with indexing. The DTS number will automatically populate along with a the corresponding case or RFA number if a DTS was scanned. Any process first document type must be connected to a case number.
Received Date	The date the document was received (not the date it was scanned).
Document Code	The code for the type of document. See Document List/Codes for full list.
Primary Person	The primary person on the case. This field is automatically populated when a case number is entered.
Social Security #	A drop-down list of all social security numbers associated with a case. Selecting a social security number from this list automatically populates the following fields: PIN # Last Name First Name Date of Birth The social security number can be entered manually if the number in the document is not in the drop-down list. This is only required for PIN-based document codes.
PIN #	A drop-down list of all social security numbers associated with a case. Selecting a PIN from this list automatically populates the following fields: Social Security # Last Name First Name Date of Birth. The PIN number can be entered manually if the number is in the document is not in the drop-down list. This is only required for PIN-based document codes.
Last Name	Last name of the person associated with the document. If the document code is not PIN-based, this will be the last name of the primary person on the case.
First Name	First name of the person associated with the document. If the document code is not PIN-based, this will be the first name of the primary person on the case.
Date of Birth	Date of Birth of the person associated with the document. If the document code is not PIN-based, this will be the date of birth of the primary person on the case.