ODMS CLOUD: Dictation Workflow – How to Configure Routing and Automatic Routing Rules

The Dictation File recorded by the Author is automatically assigned to the Transcriptionist according to the set routing rules based on the Author ID recorded in the file. This chapter explains routing settings.

Various settings related to routing are performed within the [Workflow] tab. Only administrators are allowed to configure the settings.

  1. Configuring routing rules
  2. Automatic Routing

1). Configuring routing rules

To route dictations efficiently, it is important to have the proper settings in advance. For the explanation about the settings, please refer to <Configuring Workflow>.

Settings are displayed in a list, and new registration, editing, or deletion is possible for the settings.

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2). Automatic routing

Based on the rules that combine Author ID and Worktype ID, it is possible to automatically assign the transcription work of the Dictation File recorded by the Author to the Transcriptionist. Author ID is a unique ID set for each Author and is used to identify the file creator. Dictation files with this ID will be automatically allocated to the Transcriptionists according to the rules, but if you want to set additional detailed rules for each work content, you can also set Worktype ID (optional) as a distribution condition.

By combining the elements created in advance, you can configure the following routing rules.

Author IDWorktype IDOption ItemTemplateTranscriptionist or Transcriptionist Group

1. Set only the Author ID as the allocation condition and do not use Template.

2. Set only the Author ID as the allocation condition and use Template.

3. Set the allocation conditions using a combination of Author ID and Worktype ID, and do not use Template.

4. Set the allocation conditions using a combination of Author ID and Worktype ID and use Template

*Option Item is linked to Worktype ID and is not directly related to routing rules. (No.5, No.6)

Note 1) In rules where Worktype ID is not selected, files with Worktype ID added will not be routed.

Note 2) Only one each of Author ID, Worktype ID, and Template file can be selected for one rule.

Note 3) Option Item is linked to Worktype ID.

Note 4) Multiple Transcriptionist and Transcriptionist Groups can be selected for one rule.

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