Kofax Transformation Modules 5. Introduction to Class Training презентация

Introduction to Class Training

Invoice Class Training Overview Duration Prerequisites Class Materials Goals Class Structure and Methodology Module Overview

Duration and Schedule Four and one-half days 8:30-10:30 Class 10:30-10:45 Break 10:45-12:00 Class 12:00-1:00 Lunch 1:00-2:00 Class 2:00-2:10 Break 2:10-3:15 Class 3:15-3:25 Break 3:25-4:30 Class Friday is a long half-day – class over no later than 2:30 Covers Kofax Transformation Modules (KTM) 5 for Invoices

Prerequisites To get the most out of this class, you should have… Basic working knowledge of Kofax Capture encompassing creation of Batch Classes and processing batches from Scan through Release Navigational skills within Windows Programming experience may be helpful, but is certainly not required

CBT – Two Delivery Methods CBT, software and resources are downloaded from Kofax’s e-fulfillment site You must have registered with a valid serial number you obtained at time of purchase. Download the software, the license key and product code. Make sure your machine meets the software prerequisites covered in Module 3, including having Kofax Capture installed and licensed. Print out the student notebook (note guides) including labs. Install KTM using the instructions in Lab 3 to complete the labs. Streamed via Kofax’s On-demand server No download required. No pre-installation requirements to meet. Instead, you will connect and log on to a remote machine to which you’ve been given special access, using the credentials we’ve provided you via email. You will install the software from a virtual DVD drive that already exists on the remote computer. The machine will be assigned to you for a period of two weeks beginning with the date specified on the email. If you need an extension, please send your request to [email protected]. Extensions will be considered and granted based on availability. We recommend printing out student note guides and lab instructions as needed.

Materials Materials A Student Guide A Lab Guide Copies of all instructor slides KTM Software KTM 5 Documentation (electronic format) Resources (on USB flash drive) Required files and resources for lab exercises Additional Handouts As required

Class Structure and Methodology Building-block Approach to Learning Start with the simple and build upon it with more complex concepts and tasks Illustrated Lecture Via Microsoft PowerPoint presentations Live Demonstrations Instructor will demonstrate setup, processing and results Hands-on Lab Exercises Attendees will practice what they have learned Measurement of Results Results of the lab exercises (measures performance) Certification Examination (measures knowledge)

Goals By the end of training, you will be able to: Describe the capabilities of Kofax Transformation Modules Describe the differences between an “invoice” project and a “standard” project. Install and configure KTM in both a client/server and standalone configuration. Correctly set up multiple projects to classify and separate documents using Kofax Capture scantime Separation KTM for Layout, Content and Instruction Classification Project Planner for Trainable Document Separation Demonstrate methods of extracting data by setting up and using: Generic and Specific Knowledge Bases Various types of Locators and Evaluators Fields Formatters

Goals (cont.) Successfully set up and configure the KTM Thin Client Server for Validation, Verification and Correction Integrate KTM with Kofax Capture Successfully set up, configure and process a variety of batches, simple through complex, for both invoices and other more generic applications Pass a certification examination with a score of 80% or higher.

Modules

Modules (cont.) Module 10 Classifying by Content – The Adaptive Feature Classifier Module 11 Classifying by Matching Words or Phrases; Class Hierarchies & Properties; Using Multiple Classification Methods Module 12 Project Planner; Page-level Classification; Trainable Document Separation Module 13 Document Review; Adding Extraction to a TDS Configuration Module 14 Extracting Line Item Detail; Table Locators and Table Fields Module 15 Database Locators & Lookups Module 16 Fixed Form Processing – Advanced Zone Locators, Bar Code Locators, A2iA Zone Locators; Character-based Correction

Modules (cont.) Module 17 Classification Locators & Automatic Foldering Module 18 Document Routing and Workflow Module 19 Review Module 20 Testing & Certification

Ready?

Let’s Go!