Merge pull request #551 from BioKIC/processing-status

Add new processing status docs

Author: ljwalker

content/editor/crowdsource/_index.en.md

@@ -1,15 +1,16 @@
 ---
 title: "Crowdsourcing"
 date: 2021-10-07
-lastmod: 2021-10-11
+lastmod: 2024-06-10
 draft: false
-weight: 40
+weight: 50
 authors: ["Katie Pearson"]
+editors: ["Lindsay Walker"]
 keywords: ["crowdsourcing","volunteer","citizen science","community science"]
 ---
 
-Symbiota has a built-in crowdsourcing module that can enable any logged-in user to transcribe specimen data from provided images. These specimens must have a processing status of "unprocessed" and have an associated image.
+Symbiota has a built-in Crowdsourcing module that can enable any logged-in user to transcribe specimen data from provided images. These specimens must have a [Processing Status](/symbiota-docs/editor/edit/status/) of "Unprocessed" **and** have at least one associated image.
 
-Once a crowdsourcer has transcribed a specimen record and saved the edits, the processing status of the record will be automatically changed to Pending Review and the record will be removed from the queue. All edits that have been made to the record will be instantly publicly visible but can be reverted by a collection administrator. The transcribed record is now considered "Pending", and the crowdsourcer will have "pending" points. Once the record is reviewed and approved by a collection administrator (i.e., processing status changed to "Reviewed"), these points will become "approved" points.
+Once a crowdsourcer has transcribed a specimen record and saved the edits, the processing status of the record will be automatically changed to "Pending Review" and the record will be removed from the queue. All edits that have been made to the record will be instantly publicly visible but can be reverted by a collection administrator. The transcribed record is now considered "Pending", and the crowdsourcer will have "pending" points. Once the record is reviewed and approved by a collection administrator (i.e., processing status changed to "Reviewed"), these points will become "approved" points.
 
 Users with administrator permissions can add occurrences to the crowdsourcing queue. Instructions can be found on [this page](https://biokic.github.io/symbiota-docs/coll_manager/crowdsource/edit/).

content/editor/edit/status/_index.en.md

@@ -0,0 +1,33 @@
+---
+title: "Processing Status"
+date: 2024-06-10
+draft: false
+authors: ["Lindsay Walker"]
+keywords: ["crowdsourcing", "transcription", "editing"]
+---
+
+{{< notice info >}}
+ This page explains how to automatically update _Processing Status_ while editing occurrence records.
+{{</ notice >}}
+
+{{< notice note >}}
+ _Processing Status_ integrates with the [Crowdsourcing module](/symbiota-docs/editor/crowdsource/) 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.
+{{</ notice >}}
+
+{{< notice note >}}
+_Status Auto-Set_ is user-specific and relies on browser cookies to function.
+{{</ notice >}}
+
+### Set Processing Status
+_Processing Status_ and _Status Auto-Set_ are located under the Curation section of the Occurrence Editor form:
+![Occurrence Editor Tabs](/symbiota-docs/images/processingstatus.png)
+
+#### 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](/symbiota-docs/images/processingstatusquery.png)