InputAccel Scan Module

The InputAccel Scan module is used to capture electronic images of PeopleSoft contracts and direct them to the InputAccel Index Module for entry into PSynergy. Using the IA Scan Module, you will create a “batch” that will be associated with the Contract’s Business Unit and will be named to make it easy for the SCAs to find a specific contract for entry into PSynergy. Another InputAccel product, the IA Index Module, acts as an inbox for the SCAs to process their work from.

Using the InputAccel Scan Module - Step by Step

  1. Start by double-clicking the "IA Scan" shortcut icon on your desktop.

  2. The first screen will appear for about 5 seconds. It specifies which IA Server you want to connect to. At the current time, the Pleasanton server, PSH_DOCWEB-01, is only production server.

  3. Next, log in with your Windows NT User ID.

  4. To begin scanning, click the “New Batch” button.

  5. You’ll then see the “New InputAccel Batch” window. This window lets you associate the scan with a process and give it a name. PeopleSoft is using the processes based on Business Units. By choosing the appropriate BU, a code will be hidden in the batch that will group the contracts in Business Units during the next step in the process. (The next step will be handled by SCAs.)

  6. Start by choosing the process that matches the contract’s BU.

  7. Next, you need to assign a batch name. The names are simply there to make it easier for SCAs to find specific contracts during their later processing. To help them, you should use the following naming convention:

    Three character revenue stream indicator + Date + Company Name + Contract Amount

    (Periods and slashes "/" are not allowed, so a dash can be used for the date.)

  8. Once the batch is named, click the “OK” button and you will be brought to the scanning window. Insert the contract into your scanner’s sheet feeder and click “Scan Pages”.

  9. Thumbnails of the pages will appear in the right side panel.

  10. After all the pages have been scanned, click the “Close Batch” button.

  11. You will always get the following dialog. Click “Yes” to finish the process.

  12. At this point, you are ready to start the process to scan in another contract.