Getting Started with DIA

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When DIA Launches: It opens in a new window directly on top of the Home Page or Search Results list. The page can be fully expanded by clicking the Maximize button in the top right corner. There are five main parts to DIA:

  1. Navigation Menu - 5 menu items which control DIA .
  2. Toolbar Icons - Used to modify and edit a Document.
  3. Thumbnails - Small icons of each page of a Document, the highlighted page is the current page shown in the Viewing Panel
  4. Viewing Panel - Shows a page view which displays the current page for viewing.
  5. Properties Panel - Displays Custom Fields, Folder location, Relationship properties, etc. of Documents and Entities.

DIA-1.png

Navigation Menu

File

This is important when managing Documents in regards to Entity Relationships.

  1. New Document will create a blank Document Tab in the Page View under the existing Entity Tab.
  2. New Entity will create a new Entity Tab with a blank Document Tab in the Page View .
  3. Close Document and Close Entity simply close the Document/Entity that you are viewing at the time.
    NOTE: If there is one Entity Tab left, DIA will not let you close the last one.
  4. PDF and TIFF are used to dictate the file format of the opened document.
  5. Upload tools are also available in the Toolbar Icons > Upload button. For simplicity, we will describe the functionality in the Toolbar Icons section.
DIA MainNav-File.png

Edit

Allows you to Copy, Cut, or Paste a page, or multiple pages if they are selected. You can search the document with Find or use the keyboard shortcut Ctrl+F.

DIA MainNav-Edit.png

Scan

These tools are also available in the Toolbar Icons > Scan button. For simplicity, we will describe these functions in the Toolbar Icons section.

DIA MainNav-Scan.png

View

  1. Turn on/off Thumbnails
  2. Change the Thumbnail size (zoom level)
  3. Turn on/off the Properties Panel
  4. Turn on/off the Upload Manager
  5. MOST IMPORTANTLY! it turns on/off 80% of you Toolbar Icons
    • Annotation Buttons
    • Image Repair Buttons
DIA MainNav-View.png

Tools

  1. Resend Error Files - used only when you get an error after attempting to Add a Document to the database.
  2. Logs - Mainly used for Administrators and DOMA Support Team to check upload logs.
  3. About - Provides information to the User about the current version of DIA being used.
DIA MainNav-Tools.png

Toolbar Icons

After a document is scanned/uploaded/checked out, the Toolbar features a multitude of correction, annotation, and functions that you may need to further process a document or record. If you do not see a complete list of icons, you can make them visible by selecting View from the Navigation Menu and turning them on.

DIA View-ToolbarIcons.png

Learn more about Toolbar Icons

Thumbnails and Page View

  1. Thumbnails are small Icons of digital images.
    • Zoom Level can be adjusted through the Main Navigation tools under View.
    • Right clicking any thumbnail gives the options to Copy, Cut, Paste, or Delete
    DIA Thumbnails-RightClick.png
  2. Page View shows you the large page image an allows a user to make annotations, edits, and modifications to the image itself.
    DIA PageView-Annotations.png
  3. Document/Entity Tabs are important to understand when managing Document and Entity Relationships.
    When a Document is checked out, uploaded, or scanned, the relationship hierarchy will display as tabs in the upper left hand corner, above the Page View and Thumbnails.
    Example 1 shows a Document (21-4142) has a relationship with an Entity (Vet_Claim)
    Example 2 shows that the Document DOES NOT have a Relationship with any Entity. Entity Tab displays <None>.
    Example 3 shows two Documents opened under different Entity Tabs.
DIA RelationshipExample1.png
DIA RelationshipExample2.png

Properties Panel

The Properties Panel is where the fun begins...

DIA PropertiesPanel.png
  1. Document Type and Entity Type - drop-down selection of what Type of document you are checking out, uploading, or scanning.
    NOTE: Be careful here as the Document/Entity Type can be easily changed here for the current document or entity.
  2. Custom Fields - Custom fields associated with each Document or Entity can be indexed here.
    Changes will not take effect unless the document or entity is Checked In or Saved.
  3. Folder Location - Select a folder location to put your Document or Entity
  4. Find Entity or Manage Relationship - Used mainly for creating Document-Entity Relationships. What appears here depends on the document or entity that was checked out.
    • If the Document Type does not have any Relationships then a disabled Relationships button will appear.
    • If the Document Type has relationships then either a Relationships button will appear or Find Entities.
    You can search the database, as if you performing an Advanced Search, to find an existing Entity. Or simply create a new Entity in your database by clicking on the Entity tab.
    Read more about Searching for an Existing Entity
  5. Journal - Create and view Journal entries here.
    Get Fields is specific to certain Document Types that have been set up by DOMA Support which allows for easy indexing of Custom Fields.
  6. Document Control Buttons - These are a set of button options that allow the user to Save, Check-In, Checkout, or Undo Checkout for Documents and Entities
    • Save - In the process of editing, changing Custom Fields, etc. you can click Save so you don't lose data. This will only save any changes made to custom fields for both the current document and its related entity/entities.
    NOTE: That Save only appears if the document is not checked out.
    • Check-In -Checks the document back into the system with all changes to both the document and its related entities saved.
    NOTE: That if the image of the document has been manipulated then the user will be asked if they wish to check the document in as a new version. Previous versions of documents can be viewed in Image History under Document History.
    • Undo Check Out -Checks the document back in without saving data. No changes made to either the Document or related Entities will be saved.
  7. Split - Allows you to split pages out to a new document. There are a multitude of options available to users with Split, please see Splitting a Document to learn more.


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