How to Move a Task

Manager or Master user => This article explains how to move a task to another stage of the transcription route.

Updated over a week ago

This can be useful, 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.

Below we are offering you a short training video on the topic or a step-by-step guide:

1) Support video

2) Step by step

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Transcription Route
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.

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

• Author dictates the letter,
• file is moved to secretary to be typed,
• is moved 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.

Moving a Task

  1. Go to All Tasks.

  2. Search for the specific task by Task ID or MRN.

  3. Move the table to the very right with the bar at the bottom.

4. Click on the dots to use the options on your selected task.

1 - View Route: This will allow you to see the specific transcription route of this particular task (e.g. Sample Route further up).
​2 - Return to Pending: This will allow you to send the task back to the beginning of the route.
3 - ​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.

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