Pro Release 5 | Release 5 Learning | Configuration | Configuring User / Group Settings

Configuring User / Group Settings

Commonly Used Settings:

  • Auto Download – Automatically download dictations from the detected device.
  • Advanced Download – Specify a folder where all dictations should be downloaded to.
  • Auto Delete – After downloading the files from the recorder, the dictations will be deleted from the device automatically.
  • Auto Rename – Automatically rename dictations to a chosen naming convention upon download.
  • Folder Mapping – Change the download directory to a new location in your environment.
  • Worktype – Configure worktypes to categorise dictations.
  • Author ID – Add up-to 10 Personal Id's to each device.
  • Auto Clean
  • Backup

 

Enabling Auto Download

  • Open the SCP
  • Select the user/group that you wish to enable the Auto Download for.
  • Choose the download tray or specific folder to enable Auto Download.
  • Set the Option 'Auto-download' to 'Yes' and lock it.
  • Click OK and apply.

 

 

Configuring Advanced Download

  • Open the SCP
  • Select the User that you wish configure the Advanced download options for.
  • Go to Workflow > Download.
  • From here you can choose to automatically download to a specific folder, or sort the dictations based on the Author ID.
  • Lock and apply the settings.
  • Click OK.

 

 

Enabling Auto-Delete From Device.

  • Open the SCP
  • Select the User or Group you wish to enable the setting for.
  • Go into Workflow > Download.
  • Choose the option to 'Delete the original files'. You can choose whether a confirmation dialogue is displayed or whether you want Locked files to be deleted as well.
  • Lock and apply the settings.
     


Configuring Automatic Rename of Dictations.

  • Open the SCP
  • Choose the profile that you wish to configure.
  • Go to workflow>Download.
  • Tick the option to 'Rename Downloaded files with the set format'.
  • Choose from the options available to customise the file name.
  • Lock the setting and click Apply.

 

 

 

Re-mapping A Download Folder.

  • Open the SCP
  • Open the Folder Design section of the options.
  • Select the user or group that you wish to configure.
  • Select the folder that you wish to re-map.
  • Select the 'Path' field and browse to your new location.
  • Lock and Apply the settings.

 

 

Adding Worktypes

  • Open the SCP
  • Select the profile that you wish to configure.
  • Go to Workflow > Worktype.
  • Click 'Add'.
  • Enter the Worktype ID and click OK.
  • At this stage you can also configure the Bar-code settings or add an option item from this menu.
  • Lock the setting and apply it.

 

 

 

Adding An Author ID to a Device.

  • Open the SCP
  • Select the user or group that you wish to add an Author ID to.
  • Go into Workflow>Author.
  • Click Add.
  • Enter your Author Name. (Up-to 10).
  • Lock and Apply the setting.

 

 


Enabling the 'Clean' Function

  • Open the System Configuration Program.
  • Select the user that you wish to enable the 'Clean' function for.
  • Go into Folder > Options. Choose the folder you wish to enable Clean for, or choose the 'download tray' to enable the setting for all folders.
  • Set 'Auto Clean' to Yes and Lock the setting.
  • Choose the time period in which you want the Auto Clean to allow for.

 

 

  • Click Apply > OK. This will now clear out any transcribed files from the download tray after a certain amount of time. This helps to get rid of any unwanted files and minimise clutter.


Maintaining a Backup of Dictations

  • In the SCP, open the group that you wish to enable the backup function for.
  • Change the setting 'Apply to Members' to Yes.
  • In the path field, change the path to that of your backup location. Lock the setting.
  • If you wish for backup files to be cleared after a certain amount of time. Enable the purge function and set it to your preferred time period. Lock the setting.
  • Click on Apply > OK.

 

 

Finished.

 


 
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