I am a Manager

Helpdesk articles for the role of manager

Kate Minogue avatar Davey Flavin avatar Máire McCarron avatar +1
13 articles in this collection
Written by Kate Minogue, Davey Flavin, Máire McCarron and 1 other

How to Create a New Transcription Route

Manager or Master user => This article explains how to set up a new transcription route and add it to an author group.
Silvie avatar
Written by Silvie
Updated over a week ago

How to Upload Multiple New Users to Your Organisation

Master => This a article explains how to process a bulk upload for new T-Pro users.
Kate Minogue avatar
Written by Kate Minogue
Updated over a week ago

How to Edit a Completed Task

Manager or Master user => This article explains how a manager can reopen and edit a completed task.
Máire McCarron avatar
Written by Máire McCarron
Updated today

How to Admin Approve a Task

Manager => This article explains how a manager user can approve a task as an administrator.
Máire McCarron avatar
Written by Máire McCarron
Updated over a week ago

Workflow & Task Status

Manager => This article describes available workflows and task status' at each stage
Máire McCarron avatar
Written by Máire McCarron
Updated over a week ago

How to Delete a Task

Manager => This article explains how a manager can delete a task.
Máire McCarron avatar
Written by Máire McCarron
Updated over a week ago

How to Move a Task

Manager or Master user => This article explains how to move a task to another stage of the transcription route.
Máire McCarron avatar
Written by Máire McCarron
Updated over a week ago

How to Create a New User

Manager => This article explains how to create new users and add them to a department.
Máire McCarron avatar
Written by Máire McCarron
Updated over a week ago

Facility Overview

Master user => This article gives an overview of a facility's reports and related settings
Davey Flavin avatar
Written by Davey Flavin
Updated over a week ago

How to View Reports

Manager or Master user => This article describes each available report.
Davey Flavin avatar
Written by Davey Flavin
Updated over a week ago

How to Restore a Deleted Task

Manager or Master user => This article describes how to restore a task that has been deleted.
Davey Flavin avatar
Written by Davey Flavin
Updated over a week ago

How to Assign a 'Pending' Task to a Specific Transcriber

Manager or Master user => This article describes how a manager can assign a task in pending status to a specific transcriber.
Davey Flavin avatar
Written by Davey Flavin
Updated over a week ago

How to Move a Task out of 'Work in Progress' (WIP)

The following article describes how a manager can move a task out of WIP, if the assigned user is not available to complete it
Máire McCarron avatar
Written by Máire McCarron
Updated over a week ago