In this lesson you
- Read your organization's standing consent, lane by lane
- Told Automatic, Draft only, Ask first and Off apart
- Changed one lane, and saw the change recorded against you
Transcript
Your standing consent
Automation policy. When Proof fixes documents in bulk, some changes are safe to make on their own, and some should wait for a person. You decide which. Automation policy is that decision, made once for your whole organization. It's your standing consent. For each kind of work, it says what Proof may do without asking. Under Organization default, each row is one kind of work, called a lane. Under each name, a line says what that work does to a document. They range from reading text in scanned pages, to drafting picture descriptions.
Four answers
Each lane takes one of four answers. Automatic means Proof applies the change without anyone reviewing each document. Draft only means Proof prepares a suggestion for your review queue, and never changes the document on its own. Ask first means Proof stops before that work, and waits for someone to say yes. And Off means that work doesn't run at all. Not every answer fits every lane. Draft only needs something a person can review, like a picture description. A lane like OCR has nothing to draft, so there, Draft only works like Off. The row tells you so if you choose it. You start with conservative defaults, and they follow a pattern. Structural work is Automatic, like reading text in scanned pages, and tagging documents that have no structure. Work that needs a judgment about content is Draft only. Picture descriptions and replacement colors are drafted, and a person accepts them. AI structure repair is Off. And Optimize oversized images is Ask first, because it changes the images your readers receive.
Change a lane
Suppose your library is full of scans with huge images, and they slow every run down. You can let Proof shrink them without asking. Set Optimize oversized images to Automatic, then choose Record consent change. Nothing counts until you do, and every run you start from now on follows it. Starting a run is covered in the lesson on remediating in bulk.
On the record
Why does this page live with your admin settings? Because each answer is an authorization. Every change is listed under Changes, with who made it, when, and what it changed from and to. Once a change is recorded, a certificate names the automatic work that was allowed on its document, who allowed it, and on what day. Until then, certificates name no one, because only Proof's defaults were in force. A certificate keeps the policy that applied when its document was fixed. A later change never rewrites it. Now you can decide, kind by kind, what Proof does on its own, and show an auditor who allowed it.
Recap
That's the end of this lesson.
Maple Ridge Community Health, its documents and its people are fictional, made for these lessons.