How to Create a New Transcriptionist
This article will give very basic information needed to create a new transcriptionist account. The transcriptionist might be setup to do typing, editing, or QA work.
The easiest and most effective way to create a new transcriptionist in the system is to find an existing MT that has similar access rights to the new MT and copy him/her. The existing transcriptionist may be someone who types for similar clients or performs a similar role to the new MT.
It is OK if the transcriptionists will have differences between them. The existing MT is just the starting point for the new transcriptionist creation process - changes or tweaks to the new MT can be made after the initial creation.
1. Go to:
InCommand > Maintenance > Transcriptionists
2. Select the transcriptionist you have identified as the existing MT who is appropriate to copy into the new MT and click "Copy Selected Transcriptionist".
3. Fill all appropriate information for the user, then press SAVE.
NOTE: These fields MUST be filled in:
- First Name
- Last Name
- Username
- Password
NOTE: The initials field is not required, but is used by the print template in instances where the transcriptionists initials should appear on the transcription. Make sure to fill these in if MT initials should ever appear on TIDs.
NOTE: A valid email address is required. This is needed so the MT can reset the password using the 'Forgot Password? on the InScribe login.
NOTE: Use the 'generate temporary password' and provide this password in a separate email to the user.
4. After you have saved this transcriptionist, you can make further changes to add information or modify access or settings to differentiate him/her from the existing MT who was copied. Here are notable settings that might need to be adjusted:
Edit MT > InScribe Setup Options - Typist Status
Edit MT > InCommand Security Roles
Modify Clients and Pools (see How To Assign a Pool to a Transcriptionist)