This article explains how a manager may move a task from one point of the transcription route to another. This can be used, for example, if a task is in a transcriber's Work in Progress or if a task has been completed and needs to be reopened. 

Login at using your manager account credentials. 

To understand how to move tasks, it's best to understand that each letter follows a certain route, these tend to vary depending on the facility/department/author group. 

The standard route that is followed within a facility where the typing is done in-house is: 

Author dictates, goes to secretary to be typed, goes back to author for approval, and finally back to the secretary for printing and finalising. 

When moving a task in All Tasks, you will be moving it along this route. Each step in the route has a corresponding status. 

Pending: waiting to be typed.
Work in Progress: in the process of being typed by transcriber.
Waiting for Approval: with author for approval.
Storing | Pending: waiting to be printed and finalised.
Storing | Progress: in the process of being printed and finalised. 

To move a task, firstly, go to All Tasks. You can search for the specific task by searching by Task ID or MRN. 

Once you have the task you need to move, click on Options;

This will produce a drop down menu. 

View Route: This will allow you to see the specific route of this particular task.
Return to Pending: This will allow you to send the task back to the beginning of the route.
Send to Next Stage: This will allow you to move this task onto the next step of the route. For example, if a task is in Work in Progress, dependent on the route, this will send the task to Waiting for Approval. 

For further queries and questions, please do not hesitate to contact us on the Helpdesk or at

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