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Data Entry

Process of inputting information or metadata to the content that has been uploaded to Axiom Pro

Help Guide
Updated by Help Guide

What can you do

Data entry refers to the process of inputting information or metadata to the content that has been uploaded to Axiom Pro. This process can be manual, where a person enters data by typing, or automated, using file name.

You can use data sources aka lookup tables for data entry which increases accuracy.

You will need Input - Data Entry or Input - Quality Assurance (QA) for the respective catalog permission to perform this operation.

Open a Batch

  1. Go to Axiom Pro --> Input
  2. Locate and select the batch to open

Manual Data Entry

If your catalog has required fields, or required groups, you must enter data in each of the required fields. 

  1. Open a Batch
  2. Enter the Required Fields
  3. Click Save
Next document, if any, in the batch will open.

Auto Data Entry

If your catalog has a validation field configured, then it will be used to look up data and populate other related fields.  For example, Employee ID can be used to retrieve the first name, last name and other related fields.

  1. Open a Batch
  2. Enter the Validation Field
  3. Click Enter or Return or Tab on the keyboard
  4. Verify all associated fields are populated
  5. Enter any other Required Fields
  6. Click Save
The validation data must be setup for auto-data entry. It is also called lookup data

Required Groups

There are times when there might be multiple ways to data enter content based on the information present. The different required fields are grouped together in Field Groups which are then color coded and labeled.

Example - In the screenshot below, there are multiple groups depending on the Data Entry type. For Procurement, there are 2 groups

  • Group A consists of Project Number, Procurement Document Category and Confidential
  • Group B consists of Confidential
If we change the Data Entry type, then the Field Groups will change

One-Many Data Entry

There are times when 1 image will be linked to multiple data sets. These can be done in 2 ways -

Manual One-to-Many

  1. Open a Batch
  2. Enter the Required Fields
  3. Click on Add New Data Set
  4. Repeat steps 1-3 for all data that needs to be entered
  5. Click Save
Click on Ellipses to delete or duplicate a data set

Auto One-to-Many

  1. Open a Batch
  2. Enter the Validation Field
  3. Click Enter or Return or Tab on the keyboard
  4. All data sets associated with that field will be populated
    1. Verify all associated fields are populated
  5. Enter any other Required Fields
  6. Click > (Next) for all data sets that need to be updated
  7. Click Save
Click on Ellipses to delete or duplicate a data set

Batch Toolbar

The Batch toolbar includes tools to navigate and index documents in a batch.

Name

Icon

Description

Previous Pending

To open the previous pending document in the current batch, select Previous Pending from the batch toolbar.  The previous document pending data entry will open.

Previous

To open the previous document in the current batch, select Previous from the batch toolbar.

Next

To open the next document in the current batch, select Next from the batch toolbar. 

Next Pending

To open the next document pending data entry, select Next Pending from the batch toolbar.  The next document pending data entry will open.

Save

Save changes

Close

Select Close from the batch toolbar.  The Input / Batch List screen will display.

Duplicate

Duplicate

Redact

Redactions

Pages

Insert and Organize Pages

 

View

Manage View Preferences

Delete

To permanently delete a batch,

  • Click Delete from the batch toolbar. 
  • On the confirmation up, click Yes to delete or Cancel to close the pop-up.

How did we do?

Input Toolbar

Supplemental Lookup

Contact