In this lesson you
- Chose a scope for a remediation run
- Started the work on many documents at once
- Followed the run to a named result for each
Transcript
One run, many documents
Remediating in bulk. When your library has dozens of documents, starting the automatic pass on each one by hand would take all day. Automate does it for a whole set of documents in one run. Proof makes the fixes it can make on its own. Anything it drafts with AI waits for a person to review. Every run comes down to two choices. Which documents, and what work Proof may do on them.
Choosing the scope
First, which documents. That's the scope, shown at the right of Start remediation. To change it, choose change. Whole library takes everything. Unfinished last time picks up documents an earlier run paused, or left waiting on a quote. By document status narrows the run to failed documents, or to documents awaiting review. A folder takes one folder and its subfolders. By lane sorts documents by turnaround. Standard ones are usually done within the hour, and heavier, Extended ones the same day. Here we'll keep the whole library, and choose Done.
What Proof may do
Second, what work Proof may do. Choose Set up remediation. Each switch is one lane. A lane is one kind of work Proof can do, from recognizing scanned text to drafting alt text. Some lanes can go two ways. Apply changes writes the result into the PDF. Draft only saves it for a person to check first. By default, Figure alt-text and Color contrast are draft only. AI can describe a picture or suggest a color, but a person decides before anything is written. The buttons above the switches are presets, ready-made settings of the same switches. Recommended is the default. Everything automatic is marked applies drafts without a review. It writes AI content into your documents unchecked. That's a decision for your organization, not for one run. So these switches are its standing automation policy. Only an admin can change them, and Automation policy has its own lesson.
Starting the run
Before anything runs, Proof plans every document in scope, and tells you what to expect. Here, six documents need work. The green figure counts the ones that can reach certifiable with no review, meaning they'd pass every check once the machine is done. Here, that's none. All six will still need a person. That's normal. Most documents have something only a person can judge, and the run takes them as far as a machine can. To start, choose Remediate 6 documents. The six are queued. To watch the run on a page of its own, choose Follow this run.
Following it
While a run is working, it sits near the top of Automate, under Working. It works through the documents in the background. Here, it takes one at a time. The bar counts them as they finish. You can close the tab and come back. The run keeps going without you.
Reading the results
When a run lands, the question is what each document needs from you now. The finished run moves down to Remediation history. Open its row to see. Every document ends with a named result. Documents with the same result are grouped, and each group opens to their names. Here, three need your decision. The automatic work on them is done, and the checks that remain need a person to confirm them. The other three have drafts for your review. AI drafted something, such as alt text, and your rules say a person applies it. Each group that's waiting on you is marked for you, and each document's name opens that document. You don't have to open them one by one to find this work. It all waits in Review, and Your Review queue picks it up there. Now you can choose which documents a run covers, see what Proof may do to them, and read what each one needs when the run is done.
Recap
That's the end of this lesson.
Maple Ridge Community Health, its documents and its people are fictional, made for these lessons.