KB154 Print this KB      
How is the default Document Type set for an Author?

Answer / Solution

Author Default Document Type Settings

Overview

Each Author should have a default Document Type (work type) set to identify the most frequent Document Type used by this author.  In the event that a dictation is submitted without a Document Type identified this gives InfraWare 360 a best guess of the correct template and TAT for this job. 

Steps

  • Log in to the IMC as an Administrator.
  • Click Administration ⇒ Users
  • Click a User's name. 
  • Scroll down to the Facility Roles section and click Author Settings link for a Facility.
  • Scroll to the Dictation Submission Options section and find the "Default Doc Type."
  • Choose from the drop-down menu populated with document types associated with the facility for which these Author Settings are defined.
  • Scroll to the bottom of the page and click on Save Changes.

Notes

  • If no Document Type is identified the job will be routed to the MT in FIFO order without a template as a "System - Generic" Document Type and must be changed by the MT/QA.  We recommend the following settings to prevent this from occurring in your workflow:
    • Default Document Type for an Author, as explained above.
    • Document Type of Last Resort (KB842)
    • The IDC also allows setting of a Default Document Type in User Settings (KB297). 
  • This IMC Author setting will control the default behavior of the InfraWare Mobile and InfraWare Dictation mobile applications and will be applied to jobs that arrive to the platform without a Document Type set.  In other words, the IDC setting in KB297 would pre-empt the Author settings if an Author is using the IDC for dictation and/or handheld recorder uploads.
  • Authors with Roles under multiple Facilities should have this setting defined for each Facility Role.

Related KBs
How can I influence the Default Document Type in the IDC?
Overriding the Default Document Type in the IDC
How do I create a Document Type (Work Type)
Create a Document Type/Work Type
Turn Around Time for Unspecified Work Type
Setting Turnaround Time for Unspecified Document Types
What is the Document Type of Last Resort?
Explanation of Document Type of Last Resort

Direct Link to This KB
http://www.infraware.com/KB/?f=154

Last Updated
Wednesday, February 01, 2017

Tags
Author default work document type KB154
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