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From the Voice Manager the System Administrator can manage what the
users can and can’t access in the system and the voice manager is also
used to configure you system to be custom to your site. This user guide
should help you throughout your Fusion Voice Manager experience.
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To log on to the Voice Manager, click on the drop down box, shown below.
This will give you a drop down box with users on the system either select
yours from the drop down menu or enter in your unique user id number
along with a password if applicable.
When you log on to the Voice Manager, you will be presented with this
screen called System Overview Tab. This screen gives general statistics
about the system, such as Active jobs, Priority jobs, Disk Space Used, and
much more.
On this screen you have the ability to click on links provided in the System
Totals column. By clicking on these links it will take you into the Job Views
Tab and it will display the jobs that make up the link clicked on.
From this main screen, you can see that there are different tabs. We will
explore through each tab individually.
System Overview – This tab provides a quick overview of your system with
totals.
System Activity – This tab provides a view of currently connected users and
ports.
Job Views – This tab provides search, edit, and management reporting
options for dictations in your system.
User Views – This tab provides the capability to search, edit, and report on
user accounts that have been created in the system.
As you switch between these tabs, the menu bar/right click will change,
offering actions that are related to the tab you are currently viewing. We
will explore each of these sections and learn how they can help you to
utilize features on your voice manager to help you manage your daily work
flow.
This Tab is broken into three sub tabs: Channel Activity, Network Client
Activity, and System Messaging.
Each port has a row across that contains status and diagnostic information
for that port. This can be useful in assessing who is connected to the system,
by telephone, at any given time.
Fields Description
Channel The channel number identifying, which ports this row applies
to.
Status A description of what the current status of this port.
User ID The ID of the user that is currently connected to this port (If
the user has dialed in, but has not entered their login
information, this will show “N/A”.)
User Name The name of the user that is currently connected to this port.
(If the user has dialed in but has not entered their login
information yet, this will show “N/A”.)
Position Shows the listening user’s current position within the job.
Ref Num. The reference number of the job currently being recorded or
listened to on the system.
Session Start The date and time that the currently connected user dialed
into the system and was connected.
Audio Start The date and time that the audio file, currently being played
or recorded on the port, was started.
Hang Up Place the selected channel on-hook. If a caller is currently active on the
Channel channel they will be disconnected.
Set Channel Place the selected channel in a Busy state. The channel will no longer
Busy answers calls. If a caller is currently active on the channel the port will
remain active and then set it self to a busy state when the caller
disconnects.
Hang Up All Place all channels on-hook. If a caller is currently active on any channel
Channels they will be disconnected.
Set All Channels Place all channels in a Busy state. The channels will no longer answers
Busy calls. If a caller is currently active on the channel the port will remain
active and then set it self to a busy state when the caller disconnects.
Script Execution Displays the Script Execution and Scheduling dialog. (See the Script
and Scheduling Execution-Scheduling Section for more details)
View Statistic Displays detailed statistics for the Voice Recorder the channel resides
on.
Send Broadcast Displays a dialog allowing the user to type a message that will be
Message viewed on all Voice Managers. (See the System Messages Tab for more
details)
Refresh View Will refresh the current tabs view from the Fusion Voice System. Note
that generally the view will refresh itself automatically every 30
seconds. This interval can be changes in the Application Options Dialog.
**This Tab shows who is on the system and what time they signed in and at what
station.**
System Messaging
To broadcast a message, on the system, you would ‘Right Click’ then click
on ‘Send Broadcast Message’. This would then prompt you to put in a
message shown on next page.
Once you type in the message it will display the date and time it was
broadcast and show up in the System Message Tab.
This tab also receives messages from the System Monitors located in the
Task Manger.
Click OK to broadcast this message. Your display message may not display
immediately depending on the amount of time the automatic refresh for
the system is set. However, if you right click you can click on the refresh
button to manually refresh this page.
This tab provides information about current jobs on the system. Archived
jobs can also be accessed from this tab. The Job Views tab can be used to
manage, route and modifying jobs on the Fusion Voice System.
Filter
The first step, in using the Job Views tab to manage jobs, is to fill out the
lower half of the screen with “filter criteria”, describing the list of jobs you
would like to view. These filters are used to filter out jobs that is not valuable
to the jobs you wish to view.
After entering filter criteria into the filter, click the “Apply Filter” button to
display jobs specified. To enter criteria in the fields, you must place your
cursor into the field(s) you wish to enter in search criteria into.
The criteria entered should be specific to the job that you are looking for.
REMEMBER LESS IS MORE: When entering criteria, into the fields, the more
information you enter into the fields the less results you will obtain. The less
information you specify, the more results you will obtain.
When you are done entering in fusion filter statements, there are two
buttons in the lower right hand corner of the filter, labeled “Clear Filter
Settings” and “Apply Filter.” The “Apply Filter” button populates the Results
Grid with all jobs that match the filter criteria you have entered. The “Clear
Filter Settings” button will clear any search criteria you have previously
entered. This allows you to begin defining a new search from scratch.
After you have clicked the “Apply Filter” button, the grid above the filter
panel will populate with the results that match the criteria entered. You can
begin working with the jobs that have been returned, by using the right
menu.
The filter allows you to specify the conditions that must be met for a job to
be returned, in your search results. For example, if you enter “135” in the
“Author ID” field and press the “Apply Filter” button, the grid will populate
with all jobs that were dictated by the user with the ID 135. Any fields that
you leave blank are not be factored into your search.
If you fill in multiple fields, in the criteria filter, all of the conditions must be
met for each job, if the job is to be returned in your search results. For
example, if you enter “135” in the “Author ID” field and enter “33” in the
“Transcription ID” field, the grid will only display jobs that were dictated by
the user with the ID 135 and transcribed by the user with the ID “33.” (A job
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that was dictated by user 135 and transcribed by user 44 would not be
returned in your results).
The filter criteria area is made up of two tabs. The “View – Filter Settings” tab
allows you to specify standard filter criteria for your search. The “View –
Extended Filter Settings” tab allows you to specify advanced criteria for
your search by using custom fields.
Fields Description
Ref Num. This allows you to search by the jobs unique reference number.
Author ID This allows you to search by the ID of the user who dictated the
job.
Transcription ID This allows you to search by the ID of the user who transcribed the
job.
Review ID This allows you to search by the ID of the user who reviewed the
job.
Report Type This allows you to search by the report type of the job.
Report ID This allows you to search by the report ID that corresponds to the
job.
Facility This allows you to search by the facility that dictated the job.
Department This allows you to search by the department that dictated the job.
Organization This allows you to search by the organization that dictated the
job.
To the right, of these text fields, are the “Begin Date” and “End Date” areas
and a drop-down, titled “Date Criteria.” These fields work together to allow
you to constrain your search results to a particular date range.
The filter criterion provides a section where you can an exact date or an
approximate date.
Static Dates
If you choose to use static dates, in your search. Static dates are used to
yield exact date searches. For example, if you wanted to view all jobs
dictated on October 8, 2006, you would select October 8, 2006 for both
your begin and end date, as your Date Criteria.
Relative Dates
On the relative date tabs, you can choose the unit of time (minutes, hours,
days, months, or years). You can also specify the "interval offset." The
interval being the number of the unit of time. Together, these specify the
relative date you wish to search against.
For example, if you chose "months" with an interval offset of "3" for your
begin date, you would return all jobs 3 months or newer.
Date Criteria Create Date and Time – The date and time the dictation
completed creation (in most cases).
Transcribe Date and Time - The date and time the
dictation completed transcription.
Last Modified Date and Time – The date and time of the
last modification of the dictation.
Import Date and Time – The date and time the job was
“imported” into the Fusion Voice System.
Expected TAT – The date and time that the job is
expected to be transcribed by.
The job status check boxes allow you to specify which jobs should be
returned, in your search, based upon various job status flags.
If the box is in the neutral (green) state, the status will not be considered in
determining search results, (jobs are returned whether they match the
status or not). To return to the green state right click.
If the box is unchecked, your search will only return jobs that do not have
the status selected.
For example, if you want to return results on only jobs that are transcribed
and marked as priority; you would check the "transcribed" box, and the
"priority" box, while making sure that all other boxes are in the neutral
(green) state or unchecked state. Jobs that are unchecked with be
factored into the search as jobs matching that state will not be returned
even if Matches Transcribed and Priority.
This tab gives you extra fields, so that you can specify extra information that
is not supported by the Default Fields.
User Defined Criteria can be used for the extra criteria that were not
already defined, such as: patient name, social security number, or other
fields you wish to filter. You can make fields and define them as a custom
field. You can define fields see the section in this document ‘Configure User
Defined Field Editor’.
To save a search:
1. Enter your criteria by using "Fusion Filter Statements" into each of the
fields, where you wish to receive results.
2. Click on "Save current as Report “
3. When prompted, enter unique name for your filter.
4. Your filter is now saved and can be accessed by clicking on the View
Saved Reports button.
Usually, you will use this feature to keep handy searches, or reports that
must be run on a repeating basis. These reports can be saved and set up
automatically print on a scheduled basis.
For example, you may wish to run weekly reports on how many reports a
Transcriptionist transcribes or how many dictations a certain dictator
dictates. By saving these filters, you can save yourself the time of reentering
the criteria and you guarantee that the report will execute with the exact
same criteria results every time.
Saving a report to print automatically
To have a report run automatically save a filter with criteria. Then click on
the schedule button. This will display a screen that allows you specify when
you wish for your reports to print.
There are 3 print views you can schedule the filter for.
When you save a search, you can also choose which columns are
displayed. This allows you to organize the information based upon relative
columns to the saved report displayed. Columns can also be saved for
looking at day to day jobs. You can also customize columns from the job
views tab and this will allow you to select the information you wish to display
in you grid.
**The application will “remember” the items checked for future sessions.**
(none) Listen to Selected – The selected job will be loaded on a mini-player. The
Mini-Player has button functions for Rewind, Pause, Play, and Forward.
F6 View Reports – This selection will display the Report View dialog that will
allow the user to selected or manipulate pre-defined reports.
F9 Toggle Filter Panel – Toggles the display of the View Filter Panel.
Ctrl+ View Current Summary – This selection will Display the View Summary
Shift Dialog. This dialog can display tabular reports and report section totals as
+S well as graphical charts.
(none) View Legend – displays the legend dialog to explain the icons in the
Results Grid.
(none) Customize Columns – Allows the user to choose which columns are
displayed in the result list, as well as set data alignment and display
formats for visible columns. (Column display settings are saved and keep
when you save or load a report.)
(none) Print Preview – Displays the print preview screen.
Ctrl + P Print View – Prints the current view or results grid. Before printing a page
setup dialog is displayed, that will allow the user to change the print
output settings, such as orientation or choosing which printer the report
will print to.
The first step is to enter in criteria relative to the information you wish your
management report to display. For example: If you want to run a
management report on a certain dictators dictations you would enter in
criteria into the filter relative to report information.
Note: The jobs displayed in the jobs grid should be relative to the
management report you wish to create.
The second step is to Define Complex Sort. To define complex sort right
click anywhere in the grid to find this option. When ‘Define Complex Sort is
displayed. You will see two columns avaiable Fields and Displayed Fields.
On the left, is the “Available Fields” list. This displays all possible fields to
include in the sort order. On the right, is a list of fields that you would like
included in the sort order. You can include fields by clicking on them, to
highlight them, and then by clicking the “Add” button to move them to the
“Sort Fields” list. To remove a column from your sort order, highlight it in the
“Sort Fields” list and click the “Remove” button. To move the column back
to the “Available Fields” list highlight it and click ‘Add
Note: To Complex sort on one field you can also click on the field from the
job views tab so it displays an arrow. When the arrow is displayed in the
column this will specify that this column will be the basis of the
management report.
After selecting the fields you wish to display, on the management reports,
you will Click OK, on this screen, and it will then route you back to the job
views tab. You are now ready to run a summary of the information provided
with a pie graph if applicable. Use the right click menu on the job views grid
and select ‘View Summary’. This will then generate a management report
that can be printed. Either in a Summary Report or a Pie Chart (Example
found on the next page of this document).
After performing a search, or running a report the user can export the resulting
information by utilizing standard Windows Copy and Paste commands or using the
“Copy Selected” from the right click Tool-Bar. Selected Items are copied to the
Windows Clipboard in three formats:
Text – This format is utilized when pasting the results into a text based application,
such as Windows™ Notepad.
CSV – This format is utilized when the pasting the results into an Application that
can utilize comma separated values, such as spreadsheet programs.
HTML – This format is utilized when pasting the results into an Application that can
utilize HTML such as most e-mail programs or Microsoft Word™.
Note: Generally the key combinations of Alt and C are used to copy items and Alt
and V are used to paste items.
The report data source dialog allows you to choose which data sources you
would like view, when searching and reporting on jobs. You can access this
dialog and functionality by clicking on “Select View Data Sources”, in the
right click menu.
The right click features that are not discussed in this section maybe be
described in the job views tab section of this training guide.
Button Description
View Saved Reports This button will display the View Reports Dialog. This
dialog allows the end user to access pre-defined reports,
on the system for the current user, globally defined
reports, and custom plug-in reports.
Update Saved This button will display the View Reports Update Dialog.
Reports By selecting a user report, from the provided list, current
report settings such as, sort order, visible columns, and
the criteria used to define the report, are transferred to
the selected report and saved for later use.
Save Current as This button will display a dialog allowing the user to name
the current report. After the report has been named, the
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Report View Reports dialog is displayed allowing further
customization of report properties, such as print
scheduling or moving the report to the global report list.
Apply New Window This button will display the contents, of the currently
configured report, into a new stand-alone window. This is
useful for comparative analysis of report elements.
Apply Filter This button will cause the application to read in any
defined criteria and ask the system to generate a report,
for the user, which will be displayed in the results grid.
Clear Settings This will clear any previously set user criteria to the
default values.
Using the Right Click Menu, you can Add or Delete users from the system.
Password A password for the user. You will have to re-enter this in the
“Confirm Password” field.
Base User This will create a copy of, rest of the information, for the user you
Settings selected, in the results grid, before clicking “Add User.”
Once you click OK, this will then bring you to the privileges screen, where
you can then set privileges for your user(s).
The first tab on this screen, labeled “General Settings”, allows you to view
and edit general information about the user. After making changes, click
“Update Changes” to save the changes you have made to the user. Click
on the “Cancel Button” to cancel changes.
Field Description
Allow User Open Check this to allow user to leave jobs open.
Jobs
This option is useful if a transcriptionist has
started transcribing a job and needs to quit
working on the job. The transcriptionist can later
check the job back out and finish working on it.
Max Open Jobs This is the maximum number of jobs that this
user is allowed to set open.
The next tab, labeled “Transcription Settings”, allows you to set options for a
user that is specific to transcribing work.
Click the “Update Changes” button to save the changes you have made
for the user. If you wish to cancel the changes you have made, click on
the “Cancel Changes” button. This will reset the form to the previously
saved values. These Settings are explained in the table below.
Field Description
Allow Routing Mode If this is checked, the transcriptionist can receive work, by
Selection many different ways. Either by manually entering in criteria
or by automatic routing groups.
Allow Client Checking this box allows transcriptionists, who use Fusion
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Administration Function Voice Player, to make changes to demographic
information contained in the jobs that they are assigned.
Allow Routed Jobs Checking this check box allows the transcriptionist to
receive work that was routed to them.
Allow Routing Group Checking this box allows the transcriptionist to change their
Change routing group to receive other types of work. (This setting
only affects users connecting to the system through Fusion
Voice Player.)
Force all Jobs by this Checking this check box requires all jobs transcribed, by this
user to Review Status user, to be reviewed before being marked as transcribed.
Allow Routing of Checking this box for transcriptionists allows them to route
Transcription Review their jobs to another user for review.
Jobs
If the box is unchecked, the transcriptionist’s work will not be
routed for review, it will be marked transcribed and finished.
Max Jobs Per Request Maximum number of jobs that the user is allowed to request
from the system at one time. (This setting only affects users
connecting to the system through Fusion Voice Player.)
Max Jobs Checked Out Maximum number of jobs that the user can have checked
out of the system at one time. (This setting only affects users
connecting to the system through Fusion Voice Player.)
Hours before Auto- If jobs checked out are not returned within the specified
Return hours, they will be automatically returned.
The third tab, on the User Profile screen, is labeled “Group Assignments.”
On this tab, you can view or edit the user’s group assignments. All users are
assigned to group within a group for all three groups here, for managing
their access throughout the components of the system. These groups are
explained in the table on the next page.
Groups Description
Routing Group This group describes what kind of work is routed to this
user through route groups.
Configuration This group describes what prompts and order this user
Group will receive. Also it gives settings for the recorder, such
as timeouts.
Clicking on the “…” button, next to each of the groups, will bring up the
corresponding group manager. This allows you to add or edit existing
groups, before selecting which group you would like to assign to this user.
Settings Description
Play Gain Setting This setting adjusts the volume level, of the audio, that is
played back to this user through the telephone.
Encoding Format Specifies the encoding format to use when recording audio
files, which are dictated over the phone, by this user. The
encoding format will establish the size and quality of the
audio files stored on the Fusion Voice server.
Auto Backspace Specifies the number of seconds that the file will rewind,
Increment (sec.) before resuming play, after coming out of pause mode
through the Fusion Voice Recorder (Transcriptionist Only).
Rewind Increment Specifies the number of seconds that the job will rewind, for
(sec.) each second that the user presses down on the rewind
pedal or key through the Fusion Voice Recorder.
FF Increment (sec.) Specifies the number of seconds that the job will fast
forward, for each second that the user presses down the
fast forward pedal or key through the Fusion Voice
Seek Acceleration Specifies the rate that the rewind or fast forward intervals
Factor (1-100) will increase, as they are held down through the Fusion
Voice Recorder.
Pause Alert Interval Specifies the number of seconds that the system will wait
(sec.) before reminding the user that they have a job paused. If
you set this to zero, the user will not be reminded that they
are in pause mode through the Fusion Voice Recorder.
The fifth and final tab, on the “User Details” screen, is labeled “Current
Statistics.” This tab displays non-editable statistical information about the
user account.
Note: This will not automatically display results you must click on View to
display the Audit Trail
User Last Access The date and time that the user last accessed the
system.
Jobs Dictated The number of jobs that the user has dictated.
Jobs Transcribed The number of jobs that the user has transcribed.
Jobs Reviewed The number of jobs that the user has reviewed.
Total Access Count The number of times that the user has connected
to the Fusion Voice system.
Total Jobs Checked The number of jobs that the user currently has
Out checked out.
Total Jobs Open The number of jobs that the user currently has
marked open.
Audio Dictated (Sec.) The total number of seconds of audio that this user
has dictated.
Audio Transcribed The total number of seconds of audio that this user
(Sec.) has transcribed.
Audio Reviewed The total number of seconds of audio that this user
(Sec.) has reviewed.
User Audit History A grid displaying a log of recent activity by this user.
To populate or refresh this information, click the
“Retrieve Audit History” button.
After performing a search, the user can export the resulting information by
utilizing standard Windows Copy and Paste commands or using the “Copy
Selected” Tool-Bar or Context Menu Entries. Selected Items are copied to
the Windows Clipboard in three formats:
• Text – This format is utilized when pasting the results into a text based
application such as Windows™ Notepad.
The mass edit filter will appear at the bottom of the screen. This is where
you can make changes to the information that relates to the selected user
accounts.
When you click on the “Update All” button, any changes that you make,
will be applied to all of the user accounts you have selected. If you wish to
cancel the mass edit function, click on the “Cancel Edit” button.
This editor allows you to assign unique names for your atom system, to the
fourteen available user defined fields. User defined fields are “extra” fields
that give you the ability to assigned unique names to customize the system
to your site. Start by clicking on the File Menu, System administration, and
Configure User Define Fields.
Note: Changes to these user defined field names affect the entire system.
There are 14 fields that can be changed to fit different information that
needs to be displayed on your system. If you need to display, for instance,
Patient Name or Social Security Number All you have to do is:
1. Place your Curser in the User Def. Field that you wish to change.
Above, the User Defined Field 00 has been changed so that Patient SSN will
be displayed. By clicking Ok the changes will be updated.
- Purge Criteria
- Customize Columns
Buttons Description
Add New Creates a new route group. After clicking this button, you
will be prompted for a name for the route group.
Edit Selected Edits the criteria details, for the currently selected route
group. (To select a route group, click on its name in the
list, so it is highlighted
Copy Selected Creates a new route group with the same criteria as the
currently selected route group. After copying, you can
rename the copy by clicking it, to select it, and then right-
clicking and choosing “Rename Route”, from the right-
click menu.
Test Selected Tests the selected route by bringing up the “Test Route”
dialog. This will allow you to quickly look to see what jobs
in your system will be routed to this route group.
Refresh View Forces an update, from the server, to ensure that you are
looking at the latest set of route groups created on the
system.
Update Saves any changes you have made to the route group list.
Select Add New to create a New Route Group. It will then prompt you to
Name the new group you have created.
Adding Criteria
To Add Criteria, click on the Add New Button, It will automatically add a
default. The default is All Work First- in and First-Out.
Why is the there already Criteria Added All First-In, First-Out Ordering?
When the system is first installed, the manager may want to reconstruct the
current way of routing jobs, so you may want to review new jobs for a
couple of days. The Default is just to make sure that there are some criteria
added, so that the jobs coming into the system go somewhere.
Renaming Criteria with a Distinctive Name. Such as ‘Route all Priority Jobs’,
allows you to easily make sense of the route groups, without the need to go
in to look at what is defined.
After Adding the name of the Criteria, you need to specify what you are
including and excluding.
**Any of the Numeric Fields Support Fusion Filter Statements.** See the
Section Defined for Fusion Filter Statements if help is needed.
Buttons Description
Move Up/ Move Down By highlighting criteria, and clicking
this button, you can move criteria
up/down to enable you to order
which criteria comes first and
second.
Add New Click this and you will add new
criteria, which can be specified.
Remove By highlighting criteria, you can click
this button to remove it.
Copy By highlighting criteria, it will copy
and paste it at the end of the route
group.
Reset Fields This button is used to clear all fields.
Job Priority Status By clicking, on this, it will add to your
criteria and specify that the job
cannot be routed unless it has a
priority status.
Criteria is an Exclusion By clicking this, it reverses the
statement that was specified. If you
say all Work Type 3 to be routed
checking this it will reverse the
statement and will read: I do not
want any jobs, with Report Type 3 to
be included.
Relative Dates You can specify the criteria with
dates, hours, minutes, years, and
months.
For example: If you want to set a
criterion to Globally exclude any
jobs that have been dictated, from
the past 4 hours, it will route all Aged
Criteria. Meaning anything older
than 4 hours.
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Adding Exclusions:
If you exclude Author Id number 33 at the top of the list you would globally
exclude the criteria under that exclusion.
Click on the “Add New” button. This will create a Security Group Level named
“New Security Group”.
With your left mouse button, click all of the check boxes the group you are
creating should have privileges to.
Allow Mini Player Access This allows the user(s) to listen to jobs.
Password Rules
Each security group may have assigned password validation rules that
ensure definable password restrictions. The interval between password
changes is controlled within the User Configuration Group.
Rule Description
Contain both at least Enabling this rule will force the system to only
one alphabetic and accept passwords that contain at least one
one numeric numeric (0-9) and one alphabetic (A-Z)
character character.
Contain at least one Enabling this rule will force the system to only
special character accept passwords that contain at least one
special character such as %, $, #, @. Note that
the | and ~ characters are not reserved for the
system and not allowed in any passwords.
Require that users Enabling this rule will force the system to only
can not re-use old accept passwords that have not been used by
password the user previously.
Button Description
Rename Selected Clicking this button, will allow you to rename the
currently selected configuration group.
Refresh View Clicking this button, will update the list of configuration
groups, with the most current data.
For example, If you don’t like entering your Report ID first, but would prefer
to Enter in the Department first, then Report Type, then Report ID, click on
the Configuration Group, that you made for that particular group of users,
then click on the specified field that needs to be moved either up or down,
in the list. Keep clicking; Move Up, until the prompt is where you want it.
Then click OK to your save changes.
The next tab is labeled “Group Default Assignments.” With this tab, you can
set defaults for any of the prompt fields. If you set a default for one of these
fields, the users, in this configuration group, will not be prompted for the
field, when creating a new dictation. The field will always assume the
default value that you have entered in the configuration group.
The Configuration Group Editor allows you to specify a list of possible values,
which members of the configuration group are allowed to enter or view on
the system. These fields support Fusion Filter Statements. See section
specified for fusion filter statements if help is needed.
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Purge Criteria Manager
The top of the screen shows a list of all purge criteria rules, which have
been defined for the system. The buttons, at the bottom right of the screen,
allow you to manage your list of purge criteria.
Buttons Description
Copy Selected Creates a new purge criteria rule, which has the
same criteria as the currently selected purge criteria
rule.
To edit the details of a purge criteria rule you have created, click the name
of the rule in the top list. At the bottom of the screen you can enter criteria
that the system should match, in order to purge jobs from the system. Once
your rule is defined, the system will purge any jobs that have been
transcribed that match the criteria you have defined.
Note: that if a job is not marked transcribed, it will not be purged from the
system, no matter what purge criteria rules you create. This is to prevent the
system from removing work that has not been completed.
Keep a Job from Purging: If you want to prevent a job from purging that has
been transcribed you can change the status of the job in the Job Profile to
Purge Hold.
For example, if you created a new purge rule and put “5” in the
“Department” field and left the rest of the fields blank, the system would
purge transcribed work from department “5”.
If more help is need to create Purge Criteria there is a Run Wizard Button
Found in the bottom right corner this will step you through creating rules.
The Auto Review Criteria Manager allows the user to set up criteria-based
rules defining how many jobs, by percentage on the system, need to be
automatically needed to be submitted for Quality Assurance or Review.
Approximately every 15 minutes the Fusion Voice System will scan the listing
of transcribed jobs and set the Review Wait Status flag for a percentage of
jobs, matching the criteria as defined in this editor. If an eligible job does
not match any of the criteria, then they will be ignored. This can automate
a large part of the process of assigning large quantities, of random jobs, to
be submitted for QA or Review.
Auto Review Criteria are set up by making a series of rules. Each explains a
different set of conditions, that should be met before a set of jobs are set for
review. This is much like setting up route group criteria. In fact, if you have
read the chapter on the route group manager, it may be helpful to think of
the Auto Review Criteria as a special route group, which is constantly
requesting work, and setting a percentage of that work, for Review Wait
Status.
Copy Selected Creates a new Auto Review criterion that has the
same criteria set, as the currently selected Auto
Review criteria.
Run Wizard Selecting this option, will run a wizard that will guide
the end user through creating Auto Review criteria.
Refresh View Updates the criteria list and details with the most
current information, from the Fusion Voice system. All
current changes will be lost
Report ID This field will match jobs based on the value, of the
Report ID field, for any jobs on the system.
Report Type This field will match jobs based on the value, of the
Report Type field, for any jobs on the system.
Author ID Range This field will match jobs based on the value of the
Author ID field, for any jobs on the system.
Trans. ID Range This field will match jobs, based on the value of the
Transcriptionist ID field, for any jobs on the system.
Department This field will match jobs based on the value of the
Department field, for any jobs on the system.
Enable Criteria Enabling this option will allow the Fusion Atom to start
setting jobs, matching the criteria defined, in the
selected dialog to Review Wait Status.
User Defined Fields These fields will match jobs, based on the value of
0-14 the assigned fields, for any jobs on the system.
The Expected TAT Criteria allows the user to set up criteria-based rules,
which define how far in the future; the expected TAT should be set for a job.
Approximately every 15 minutes the Fusion Atom will scan the listing of UN-
transcribed jobs. It will then fill in the Expected TAT field with a value
calculated from the criteria defined if it matches any of the criteria entries.
If an eligible job does not match any of the criteria the Expected TAT in not
set. Reports (Jobs View Screen) can be set up to alert system administrators
when a job or groups of jobs are failing to be typed in a timely manner.
The System Monitors feature of the Fusion Atom Voice Task Manager can
also be configured to broadcast or email designated users when a job or
group of jobs has passed the Expected TAT. This can automate a large part
of the process of making sure critical audio files are transcribed when they
should be.
TAT Criteria are set up by making a series of rules that each explain a
different set of conditions that should be met; before a calculated TAT can
be met; before a calculated TAT can be set in the Expected TAT field in an
individual job.
Copy Selected Create a new TAT criterion that has the same criteria set,
as the currently selected TAT criteria.
Run Wizard Selecting this option will run a wizard that will guide the
end user, through creating TAT criteria.
Refresh View Updates the criteria list and details with the most current
information, from the Fusion Voice system. All current
changes will be lost
Field Description
Report ID This field will match jobs, based on the value, of the
Report ID field, for any jobs on the system.
Report Type This field will match jobs based on the value, of the
Report Type field, for any jobs on the system.
Author ID This field will match jobs based on the value of the
Author ID field, for any jobs on the system.
Department This field will match jobs based on the value of the
Department field, for any jobs on the system.
Organization This field will match jobs based on the value of the
Organization field, for any jobs on the system.
Job Priority Status This field will match jobs based on the state of the Priority
field, for any jobs in the system. This field has 3 values
Enable Criteria Enabling this option will allow the Fusion Voice System to
start calculating the Expected TAT, for jobs that match
the criteria.
Relative Dates This field is used to calculate the Expected TAT, for a job
matching the rest of the fields, in this criteria entry.
User Defined These fields will match jobs based on the value, of the
Fields 0-14 assigned fields, for any jobs on the system.
Audit Trail
The system audit search dialog allows you to view system audit information,
which matches certain criteria. Audit information includes any activity on
the system. Because audit information includes so much information, you
must choose filtering criteria to specify exactly what you would like to look
at.
Item Description This allows you to search for a specific activity, only
returning log items that contain certain words in their
item description.
Audit Code This field allows you to search for an exact audit code
for an audit entry. Every basic type of activity, on the
Fusion Atom system, has a unique audit code. Audit
codes are outlined in the help file.