Quick Start Guide

» Click to explore various tabs. Notice the sub-tabs that appear when a tab is selected.

» Notice the round yellow question mark links to context-sensitive help screens.

 

• Tasks
  The tasks tab allows a user to customize his IMC experience through the Change My Preferences option. These links will help you quickly navigate to other tab locations within the IMC for a quick setup experience.

• Administration
  The administration tab allows you to navigate and edit basic areas of your account setup including facilities and users, billing and pay models and permissions. 
   
• Document Config
  The Document Config tab determines the text form in which dictations will be sent to transcriptionists in the InfraWare Transcription Client (ITC). Document Types, Templates, Normals, Document Specifications and Global Document files are located in this tab. Building a Document Type ties together such features as turn-around time requirements, templates, and work types. Templates are built with the InfraWare Template Editor (ITE), a separate application available to InfraWare customers.

• Queue
  The Queue tab provides a convenient dashboard for a transcription manager to quickly view and analyze workload needs and available resources. 

  Search Panel: The box located above the list of jobs can be used to perform quick searches by a single criteria or a more complex Saved Search.

Job Actions: Below the Search Panel is a list of Job Actions including view Properties, Return to Server or QA, Delete, Fax or Download, just to name a few. When clicked, these actions are performed on jobs selected by placing a checkmark in the left most column of a job’s row.

• Job Properties: Details of a single job can be quickly viewed or changed by clicking the Job # to load the Job Properties page.   Notice, the Job Properties window actually has four sub-tabs that link to other tasks.  View Job Properties is the default.
  • Click View Audit Trail to see another tab with useful information
    
    
    

• First Draft
  For customers subscribed to the First Draft Dictation Recognition Service, the First Draft tab allows users to manage First Draft workflow, enable authors, enable editors, and view specialized reported for First Draft.
• Workflow
  The Workflow tab provides a convenient shortcut to apply workflow settings such as MT Access Rights, QA Requirements, eSign-Off routing, and Document Delivery. Clicking the desired workflow step will direct the Administrator to the appropriate location, allowing them to customize those settings. Alerts can be setup to notify users about jobs that warrant special attention. 

• Delivery
  The Delivery tab allows users to set up flexible Document Delivery Instructions. Destinations such as SFTP servers, IP printers, UNC paths, and fax numbers can be specified for plans that will automatically execute upon document completion. The Download Settings sub-tab allows users to define custom filenames based on job information when downloading a file from the IMC or the Secure Web Portal. The Address Book sub-tab contains recipient contact information when specifying fax destinations or carbon copy (CC) information, allowing an MT to conveniently enter this information in the ITC.

• Reports
  The reports tab allows administrators to easily produce reports necessary for Billing, Pay, Turn-Around Time, and Dictation Activity. Content for these reports can be customized using selected date range, facilities, users, and other groupings, and the results may be printed or exported to Excel. 

• Software
  The IMC runs in your web browser so it does not need to install. Other InfraWare software programs can be installed from the software tab.

• Help
  The help tab allows users to search the InfraWare Knowledgebase (KB) for answers and information using a convenient keyword search.