Workflow relationships
On this page you can connect authors with transcriptionists and vice versa.
When connected, the typists are able to access and transcribe the dictations of the connected author(s).
Note
The workflow relationship editor is only available for Advanced Business Package customers.
Toolbar
Icon | Description |
|---|---|
 | Save: Saves the current relationship configuration in order to put it into action. |
 | Cancel: Discards any changes and restores the previous relationship settings that were saved last. |
 | Typist to Author: Enables to assign one or multiple authors to a selected single typist. |
 | Author to Typist: Enables to assign one or multiple typists to a selected single author. |
 | Export: Exports the defined relationships to a CSV file. Can be used to get a better overview about the currently defined workflow relationships. |
 | Settings: Click this button to access more workflow configuration options. |
 | Online help: Opens this online help. |
Relationship list
Icon | Description |
|---|---|
 | Sort: Click on the header to display the available sort options  Select the appropriate sort option |
 | Search: Click on the search icon and type in the name you would like to search for  The search starts as soon as you type in the first character. If a search filter is active the search icon is displayed in red.  To remove a search filter click on the (x) icon in the search field.  |
 | Link users: Click on this icon to create a workflow relationship between selected users. |
 | Unlink: Click on this icon to remove a workflow relationship between selected users. |
 | Linked: Displays if a user is linked with another user in the opposite role. The number of connected users is displayed right besides the linked icon. |