I am a Manager

Helpdesk articles for the role of manager

Davey Flavin avatar Máire McCarron avatar Silvie avatar
13 articles in this collection
Written by Davey Flavin, Máire McCarron, and Silvie

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 admin approve a task

This article explains how a manager may admin approve a task.
Máire McCarron avatar
Written by Máire McCarron
Updated over a week ago

Workflow & Task Status

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

How to delete a task

This article explains how a manager may 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

Adding/Creating new users to a department
Máire McCarron avatar
Written by Máire McCarron
Updated over a week ago

How to troubleshoot Foot Pedal issues

This article describes how to troubleshoot any footpedal related issues
Davey Flavin avatar
Written by Davey Flavin
Updated over a week ago

Facility Overview

The following articles gives an overview of a facilities' reports and related settings
Davey Flavin avatar
Written by Davey Flavin
Updated over a week ago

How to view reports

This article will describe each available report
Davey Flavin avatar
Written by Davey Flavin
Updated over a week ago

How to assign a 'Pending' task to a specific transcriber

This article will describe how a manager can assign a task that is in pending to a specific transcriber
Davey Flavin avatar
Written by Davey Flavin
Updated over a week ago

How to restore a task that has been deleted

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 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

How to approve a task 'On Behalf of' as a manager

This article describes how a manager can approve as task n behalf of an author OR to skip approval / second approval
Davey Flavin avatar
Written by Davey Flavin
Updated over a week ago