How to Build an ATI/FOI Image Production

Article: How to Build an ATI/FOI Image Production

Only Administrators can run Productions

Prepare Documents Before Creating the Production

From the Documents page:

• Isolate the material you want to produce

• Select all documents

• Tag to a Binder with the production name and date

• If you haven't already imaged documents to be produced: 

  • Tools → Image Documents

  • Change document type to PDF

  • Do not select optional inclusions

• Tag all documents to be produced as a Native to

  • Issue: Production --> Native - No Text

Result:  All documents are now fully prepared and ready to be added into the production.

Create the Production

Permissions

• Only Administrators can run productions

• Confirm your group has read/write access to Production Issues (Case Setup → Issues)

Levels

• Manage Documents → Levels

• Add level Produced Material 

Create Production

• Manage Documents → Production page

• Select Add

• Name your production (ex: Production 01)

• Add description if available

Setup

1: Attributes

    Numbering

•  Standard

• Prefix: client alpha prefix + underscore

• Start number: 1

• Padding: 8

    Number By

• Document

• Page padding: 3

• Delimiter: Period

• Review preview for accuracy

    Levels

• Create new levels

• Rendition level: Produced Material

• Items per folder: 1,000

• Break on: Documents

    Sort Order

• Keep sources and attachments together

• Common fields:

  • Date

  • Document ID

2. Production Rules

Note:  Exception population documents are routed by tagging documents to the respective Production Issue.

Confirm:  Total document count matches the production set.

    Additional Settings

• Leave all defaults

• If you want text files for redacted documents → Uncheck “Omit base text”

  • Redacted text will still be removed automatically

3. Redactions

• Proof redactions: Unchecked

• Font size: 18 (can lower to 12; do not go below 12)

• Automatically OCR image files for redacted documents: Checked

• Select Applied for all highlights/redactions

• Colour: White with border (recommended)

• Only white redactions need borders

• Label: Highlight/Redaction Label

4. Endorsements

• Endorse: Document ID + Page Number

• Use: Produced Page Label

• Additional coding fields available under Fields tab

• Endorse: The page location within the full document 

• Use: Page Serial Number

Header/Footer Width

• Leave defaults

• Adjust size/column width only if endorsement text is long

5. PDF Settings

• Do not adjust

• OCR is done at export

6. Security

• Your group automatically has access

• To allow other groups to view production IDs/renditions → give read access

Add Documents to the Production

From the Documents page:

• Select your production

• Change your conditional coding template to Productions - Unlocked

• Mass code the documents to the production

• Return back to the production (Manage Documents Page --> Productions)

Quality Control (QC)

From the Quality Control tab:

• Select all options

• Click Run

Review QC flags:

Missing endorsable image

• Open hyperlink

• Send compatible documents to image

• Tag non‑imageable documents to Native Issue

Missing required page information

• Review documents

• Tag to exception issue OR remove from production

Overlapping exception rule population

• Review documents

• Each document can only belong to one exception population

• Adjust issue tags as needed

Repeat QC

• Rerun QC until no new flags appear

Lock and Print

Lock Production

• Select Lock (upper right)

• Select Auto Print

Review Print Job

• Inside production → History

• Refresh to see updates

• Look for Not Printed

If documents show “Not Printed”:

• Select hyperlink

• Review documents

• Try printing again

If issues persist:

• Unlock production

• Tag documents to exception rule OR remove from production

• Tag documents to a binder first

  • Once unlocked, print issue flags disappear