When to and How to Use "Revaluate As..." in Verifier

Feb 28, 2019 by Lanny Sparks

In my TeleForm travels...

I have seen many weird, wacky and wonderful things. The one that always1 stimulates slightly suppressed snickers from me is the creative people completing a form, and for good measure, deciding to darken some (or all) of the white blocks in the Traditional template Form ID. As an extra treat, there are the Michaelangelos of our era who draws tiny cars, people, trees, tanks and dogs (to mention a few) in the Form ID white space.

Users of Versiforms are not immune to this as any number in the Form ID that includes a space inside the numberis begging to be filledin as if the characters were The Sirens2 enchanting the user to sail onto the rocks of Anthemoessa.

Rarely now, I see the Form ID on either TeleForm template wholly obliteratedby some offended or security-conscious respondent believing the Form ID identifies the respondent. It can happen.

As you might guess, this causes TeleForm not to identify the form correctlyand either endsup presenting the wrong template in the Image Management Dialog or – more often – as Unclassified.

There are two (2) processes to handle this.

Process One: Using Batches

In Scan Station, create a new Job Configuration and give it a Job Name. In the Review/Export tab click on the Classification QC checkbox (or Anytime QC). Configure the other tabs as required, or leave them alone.

Add this Job Configuration in Scan Station > File > New Batch in the Details > Job listbox. Please note, that Job Configurations only work within batch processing.

TeleForm Reader identifies each form, and if it cannot do so, marks it as Unclassified in
the Batch Management Dialog. This is caught post form identification and before reading the data objects. In the screenshot below, this is what it looks like and how to select the correct template manually.


Process Two: Not Using Batches

If you are not using batches, then the following procedure is for you. 

In the Batch Management Dialog (go to Utilities > Image Management Dialog) or if you are in Image Management Dialog,then the user seesthe Templates pane with the scanned form template names. Look for either templates that are Unclassified or have an incorrect template name.

The following instructions and screenshots are helpful.


Let us end this section with a plea. We have clients who are happy and utterly unwilling to switch from non-batch to batch processing. If these clients do not need the advantages of batch processing and are satisfied with their procedure, then that is fine. 

On the other hand, we believe that there a many offsetting grounds for using batch processing. We feel that the Job Configuration and Template Sets (for Versiforms), that are only available in batch processing, holds valuable controls for:

  1. Handling Unclassified forms as presented above;
  2. Batch tracking and paper control;
  3. Isolating forms to specific authorized groups;
  4. Scanner page counting to trap double-feeds;
  5. Access to the 4 classification modes;
  6. Extensive controls in image pre-processing after form identification (especially for faxed-in forms);  
  7. Using Template Sets to isolate active Versiforms (and now, Traditional forms) in order minimize template search time and false Form ID identification;
  8. To allow Custom Field creation to add additional information about the batch before scanning;
  9. To handle blank page removal and page linking.

If you are not using batches and would like a quick tutorial on them, please send me an email (lsparks@hmbnet.com),and we can arrange a WebEx.

For any other questions, as well, or product information or a demonstration on any feature of interest to you, please contact HMB, Inc.

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