NOTE: Only Person Level Index when a case person has a DOB and SSN in KEES. KEES errors if DOB and/or SSN are missing.
Search and open the original Personal Identifying Information document in the Perceptive Content Viewer window. See Retrieve Documents-LIEAP for detailed steps.
Click the View tab on the top left side of the Perceptive Content Viewer window then select Forms from the drop-down menu or use the shortcut key F12. The KEES Indexing eForm displays.
Enter
the designated page range in the Pages field.
NOTE: The
user must start with page 1 and specify where all pages of the document
should live. For example, if the original document is multiple pages
and the user needs to designate certain pages to different Doc
Types and/or case members, the user must first enter pages
in the field as they apply to each Doc Type and/or
case member.
Verify Personal Identifying Information is selected as the Document Category from the drop-down menu.
Select the Doc Type from the drop-down menu.
Click the magnifying glass next to Selected Case Member Information. The Case Member Search window opens.
Click the case member the user wants to index the document to. Click the OK button. The Case Member Search window closes.
Verify the case member name displays under the Selected Case Member information link.
If the user has more than one document to re-index, click the Copy button on the eForm then repeat STEPS 4-10 until all pages are split and assigned to the person level. Otherwise, continue to STEP 11.
Click the eForm Submit button to assign the document(s) to the Doc Type(s) and case member(s) selected.
A pop-up window stating, “Are you sure you want to route this document forward in workflow to the KEES Doc Reindex Queue?” displays. Click the OK button.
The Perceptive Content Viewer window closes.