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Jun 25, 2026

Heratio Help Center article. Category: Collection Mgmt.

Capture Queue User Guide

Overview

The Capture Queue is the operator workflow on the at-risk register for working through material that needs to be captured. It turns the register into a worklist: each at-risk item carries a status as it moves through capture, can be given an assignee so it is clear who is responsible, and the whole queue can be exported to CSV for reporting or offline planning. It gives capture teams an ordered, accountable way to prioritise and clear at-risk material.

What it does

The Capture Queue manages at-risk items as a tracked operator workflow:

  • It presents the at-risk register as a queue - a worklist of items awaiting or undergoing capture.
  • It tracks a status for each item, so its position in the capture workflow is visible at a glance.
  • It supports an assignee, making clear who is responsible for capturing each item.
  • It offers a CSV export of the queue for reporting, planning, or sharing with colleagues.
  • It helps teams prioritise the most at-risk material and work through it methodically rather than ad hoc.

The aim is accountable throughput: a clear, ordered, assignable path from at-risk to captured.

How to use it

  1. Open the at-risk register and switch to the Capture Queue view to see items awaiting or in capture.
  2. Review each item's status to see where it stands in the workflow.
  3. Set an assignee on an item to make ownership explicit and balance work across the team.
  4. Update an item's status as capture progresses, so the queue reflects current reality.
  5. Use the CSV export to produce a worklist or progress report for planning, hand-off, or review.

Good to know

  • The queue is built on the at-risk register, so it reflects the items already flagged as at risk - it is a way to work through them, not a separate list.
  • Keeping status current is what makes the queue trustworthy; an out-of-date status undermines prioritisation and reporting.
  • Assigning items prevents duplicated effort and gaps, especially when several people are capturing at once.
  • The CSV export is a snapshot at the moment you take it - re-export to reflect later changes in status or assignment.
  • This is an operator workflow; access to the register and the queue follows the platform's normal staff access rules.