Process Orders are a way of dividing up the work of your Assessment Process into manageable chunks. Each process order can match a certain subset of the data in your process' data source, allowing you to handle the processing of different groupings of data separately.


A process order funnels work through a sequence of Process Stages. For example, the sequence might be Data Source -> Machine Assessment Stage -> Human Assessment Stage. The following instructions assume your sequence of process stages has already been set up, and includes a data source as the first stage.


Creating a new process order

Create a new process order as follows:

  • Navigate to your process page
  • Got to the Orders tab
  • Click the 'New Order' button
  • Fill out the required fields.
    • A name is created for you with the current date and time but this can be altered or replaced if needed.
    • Locked orders are unchangeable once they are created, and new files cannot be added.
    • The original source URL filter defines a path within the folder structure of the S3 bucket belonging to the process' data source. Only files with source URLs matching this path will be added to the process order. This allows you to group files in the folder structure of the data source into separate process orders.
  • Click the 'Review Order' button
  • Check the data presented including
    • Number of files matched
    • List of matched folders
  • If you need to make changes, you can click the 'Back to New Order button. Otherwise click 'Create and Approve Order'.
  • You will be returned to your process page with a message indicating whether it was successful.
  • Scroll down again to the 'Orders' section and locate the new process order in the list.