Record Management Scan/Edit Window
5. RECORD MANAGEMENT
Note
: Scanshell.net is designed to work with CSSN scanners only. If a CSSN scanner is not attached to the computer, the 'New Record’ as well as ‘Edit Record’ commands will not be available! If the magnetic reader is attached, the New/Edit option will be available only in the modules that support the magnetic reader.
SCAN/EDIT WINDOW
The New/Edit Record window is used for scanning new records and editing existing records. The
Record
screen is used to acquire new card data and images from CSSN scanners connected to the computer, and store them in database records. Once the scan is performed and processed, the fields on the left side are populated automatically with the user information, extracted from the scanned card. This information can be edited (if needed) before it is saved to the database. To cancel the auto data–extraction, go to the
Settings, and uncheck this option in the desired module
Another image source can be local image files on the hard disk. These files must be scanned in a format of 24 bits (true color) with a resolution of 300 dpi.
To open the New/Edit
Record
window and perform a new scan, you can use one of the following options:
Click the
New Record
button, or
Select New Record from the main menu, or
Right-click on a record in the main screen and select New from the contextual menu.
Click the Scan\Browse\Swipe button
The scanning window will open:
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Record Management New Record Screen: Button Description
Figure 5-1: The New and Edit Record screen
NEW RECORD SCREEN: BUTTON DESCRIPTION
From top left to right in clockwise direction:
Note
: Some of the buttons described here are only available in certain modules.
Button Name
Select Scanner
Description
Scanning source selection
1.
Click on the arrow to select the scanning source: scanner, file, or magnetic reader (if connected).
The icon on the button will change accordingly
2.
In manual mode: Click on the button to start scanning
Extract the data from the scanned card by OCR (Optical
Character Recognition)
Extract data from OCR
Extract data from Barcode
Extract the data from the scanned card's Barcode.
Verification
Verify the the scanned card
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Record Management
Button Name
Raw OCR
Adding a new record
Description
Manually extract text data by OCR from a scanned image. The image has to be in the correct format. If this button is not available, it means the image format is wrong)
Clear scanned data
Clear text
Clear image
Clear the scanned image
Rotate
Rotate the scanned image 90 degrees clockwise. Use it to control the image orientation prior to saving.
Zoom slider
Zoom in and out the image
Number of
Images
Category
Notes
Signature
Browse images
Data fields
Module tabs
Set the number of images that will be scanned for this record (Record cycle - allows chain- feeding and automatic records saving.)
Click to assign categories to record, see
Categories, page 29
. If categories are assigned to a record, it will be marked on the
Category
tab as
Click to add notes to the record. If the record contains notes this will be marked on the Notes tab as
Click to signatures management’s options. This tab will only be available if the SigniShell option was installed.
Browse through the images attached to the record (if there is more than one)
The scanned data arranged in fields
Tabs for the different modules included in your product package (click to select the desired tab)
ADDING A NEW RECORD
1.
Select the scan source from the dropdown list of the Scan button, by clicking on the arrow; Scanner, File or Magnetic reader. s
Scanner
– Scan the card using the attached scanner.(N/A when auto detection is active) s
File
- Extract data from an existing image file. The file must be in 24 bits
(true color) format and a resolution of 300 dpi.
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