Processing Status

This page explains how to automatically update Processing Status while editing occurrence records.

Processing Status integrates with the Crowdsourcing module when Processing Status=“Unprocessed” and a record has at least one associated image. Additionally, this field can be used to track workflow- or project-specific needs as it is not publicly visible.

Status Auto-Set is user-specific and relies on browser cookies to function.

Set Processing Status

Processing Status and Status Auto-Set are located under the Curation section of the Occurrence Editor form: Occurrence Editor Tabs

Manually

Processing Status can be manually updated from within the Curation box on the Occurrence Editor. This method is most useful when making on-off edits to records that do not requiore extensive workflow tracking.

Automatically

The Status Auto-Set menu is used for making changes to Processing Status when multiple records are to be edited. If a user needs to edit numerous records, but they do not want to remember to manually update the Processing Status as they work, Status Auto-Set can be used to automatically update this field, for example, during image transcription. Once Status Auto-Set is set, any records a user subsequently edits will receive that new Processing Status value.

Query Records by Processing Status

Processing Status values can be queried using the Data Editor Search Form (Data Editor Control Panel > Edit Existing Occurrence Records): Occurrence Editor Tabs