job lister operator’s manual · job lister operator’s manual 1-2 refreshing reports the system...

2424.book Page i Friday, October 6, 2000 12:56 PM

Job ListerOperator’s Manual

2424.book Page ii Friday, October 6, 2000 12:56 PM

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2424.book Page iii Friday, October 6, 2000 12:56 PM

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2424.book Page iv Friday, October 6, 2000 12:56 PM

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DOCUMENT NUMBER

SOFTWARE VERSION DESCRIPTION

3.X 11/98

4.X 8/99

4.X 8/2000

Contents

2424.book Page i Friday, October 6, 2000 12:56 PM

Introduction ........................................................ 1-1 Job Lister Overview................................................................. 1-1

Predefined Reports (Editable) ............................................ 1-1 Refreshing Reports ............................................................ 1-2 Job Lister Menu Bar .......................................................... 1-2

Report Column Headers ................................................ 1-3 Window Components.............................................................. 1-5

Toolbar and Help Selections ............................................. 1-5 Dialog Box ......................................................................... 1-5 Mouse and Keyboard Operating Instructions.................... 1-7

Conventions Used in This Manual......................................... 1-11

Quick Start Operations ...................................... 2-1 Starting and Stopping Voice Job Lister .................................. 2-2

To Start the Application ..................................................... 2-2 To Stop the Application ..................................................... 2-2

The Voice Job Lister Window.................................................. 2-3 Managing Reports................................................................... 2-4

Running an Existing Report ............................................... 2-5 Deleting a Report ............................................................... 2-6 Viewing a Report................................................................ 2-7 Creating a New Report ...................................................... 2-8 Modifying a Report ............................................................ 2-9 Generating a Quick Report .............................................. 2-10

Using the Listen Option......................................................... 2-11

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Enterprise Express® Job Lister Operator’s Manual

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Operations .......................................................... 3-1 Create a New Report - Report Dialog Box Setup ................... 3-3

Name ................................................................................. 3-3 Maximum Number of Jobs to Retrieve.............................. 3-3 Include Tables Group Box ................................................. 3-4 Sorting Group Box............................................................. 3-5 Criteria Group Box............................................................. 3-6 Criteria Search Limits ........................................................ 3-6 Criteria Group Box Setup .................................................. 3-7

Adding Search Criteria ................................................... 3-7Modifying Search Criteria .............................................. 3-8Modify the Search Criteria Within a Report ................. 3-10Removing Search Criteria ............................................ 3-10Defining Search Limits ................................................. 3-13Date and Time Search Limits ....................................... 3-14

Report Output Format ........................................................... 3-16 Defining Column Headers................................................ 3-16 Select the Column Headers............................................. 3-16

Administrative Group Privileges ............................................ 3-23

Utilizing Reports ................................................. 4-1 Reports Window...................................................................... 4-1

To Sort a Report by One of its Headings........................... 4-2 Refreshing a Report ........................................................... 4-2

Using the Listen Options......................................................... 4-2 Using the File Menu................................................................. 4-4 Using the View Menu............................................................... 4-5 Using the Search Menu........................................................... 4-6 Using the Job Menu to Edit Information ................................. 4-7

Selecting and Editing Jobs ................................................ 4-8 Using the Window Menu ....................................................... 4-11 Using the Help Menu............................................................. 4-13

Index ..................................................................... I-1

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Chapter 1

Introduction

Job Lister OverviewThe application of the Voice System Client Utilities software suite (also referred to herein as Voice Job Lister) creates ad hoc reports based on inputs from jobs created using a

standard phone, portables, , and speech recognition. You can

define, save, and rerun these reports at any time. Job Lister reports can include jobs from several different statuses, such as Ready (dictated), Signed Off (transcribed), Purged, etc.

You can also use the Job Lister application to create a temporary report definition called a Quick Report. The system does not save Quick Report definitions. Instead, it automatically discards the definition after you run the report.

Predefined Reports (Editable)

Not only can you create your own reports, but the Job Lister application includes many predefined reports that you can use as is or modify, using logical operators (e.g., <, >, etc.), to meet your requirements. See Using the Search Menu on Page 2-6.

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Job Lister Operator’s Manual


Refreshing Reports

The system displays the reports within the Job Lister main window, Figure 1-1. You can refresh this information at any time by pressing the F5 key or selecting Refresh from the Window menu.

Note: The Job Lister does not automatically updatereports.

Figure 1-1: Job Lister Main Windows

Job Lister Menu Bar

Figure 1-1 shows the Job Lister menu bar when you first start the program. After you generate a report, additional selections are displayed on the main menu for managing the report. Figure 1-2 illustrates menu bar options that are available after a report is generated.

Menu bar without reports

Menu bar with reports

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Chapter 1: Introduction


Figure 1-2: Voice Job Lister Menu Bar Options(After Report Generation)

Report Column Headers

A column header defines each column of data in the report. You select and arrange the column data, as well as width, when you define the report.

Although the following column headers appear by default for each report, you can replace these headers with any of those found in the Report Output dialog box, see Report Output Format on Page 2-16.

• Job ID, Status

• Dictator Site

• Dictator UserId

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Job Lister Operator’s Manual


• Field 1, Field 2

• Date Dictation Created

• Date Dictation Closed

There are times when the data may exceed the width of the column you have defined. When this happens, you can stretch the field to view the rest of the data. Of course, you can always compress the field to hide data. The Voice Job Lister remembers and displays these positions each time you execute a report.

Figure 1-3: View or Hiding Data in a Window

Column Headers

Select & drag to view or hide data

1-4



Window Components

Toolbar and Help Selections

The toolbar displays, in button form, some of the same selections found in the main menu. Use it as an alternate way to quickly access those selections. Table 1-1 shows all of the selections that are available from the toolbar.

Dialog Box

A Dialog box is one large box that contains a variety of text boxes, group boxes, drop-down list boxes, buttons, and other items shown in Figure 1-4.

Table 1-1: Toolbar and Help Selections

FEATURE DO THIS

To Use the Toolbar

• Click on an Icon in the toolbar. Toolbar selections (left to right):

Report Refresh ButtonOn-line Help

Print the Selected ReportReport Selection Menu

To Use On-Line Help

• Press the F1 key once to access Help,or Click on the Help icon.

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Operator’s Manual


Figure 1-4: General Window Components

Check box

Command button

Drop-down arrow

Drop-down listbox

Group box

List box

Tab

Unfold button

Text box

1-6



The Creating a New Pool Script dialog box shown in Figure 1-5 illustrates several of these general window components.

Figure 1-5: Sample Dialog Box

Mouse and Keyboard Operating Instructions

What, where, and how you click in the Lister window (Figure 1-1), application window (Figure 1-6), or any application window, is the key to every operation.

Here are some of the terms you will encounter in this manual.

• Select refers to marking a check box or highlighting an item. Place the mouse pointer over the item, and press the left mouse button.

• Type refers to using the keyboard to fill-in a text box.

• Click refers to pressing the left mouse button. When you are instructed to “Click OK,” place the pointer over the item and press the left mouse button.

• Right-click refers to pressing the right mouse button.

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• Double-click refers to pressing the left mouse button twice. Double-click a folder to expand it or a program to start it.

• Expand refers to clicking on a folder’s plus symbol, [+], to reveal the folder’s contents.

• Collapse refers to clicking on a folder’s minus symbol, [–], to conceal the folder’s contents.

application main window shown in Figure 1-6, illustrates general window items and operations.

See Figure 1-7 for an example of click and right-click operations.

See Figure 1-8 for examples of expand, double-click and collapse operations.

Figure 1-6: Sample Main Window

Title Bar

Toolbar

Menu bar

Status bar

Folder and Program pane Subfolder and File pane

[+] Expand[–] Collapse

Sort bar (Click to sort list.)

1-8



Figure 1-7: Select and Display Drop-down Operations Example

Click <Default> to select it.

Right-click <9080> line to display the drop-down menu.

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Lister Operator’s Manual


Figure 1-8: Expand and Collapse Operations Example

Click the [+] or double-click the folder icon to expand a folder The [+] changes to [–] indicating an expanded folder.

Click the [–] or double-click a folder to collapse the folder and conceal the contents.

1-10



Conventions Used in This ManualThe following text conventions are used in this manual.

• Keys that you must press to perform an operation are shown in bold type.

Example: Press Enter to display the next screen.

• When you must press two keys simultaneously to perform an operation, they are displayed in bold with a plus sign between them.

Example: Press SHIFT+TAB.

• Window and dialog box names are shown in bold type, as are menu options, commands, and buttons.

Example: In the Search dialog box, click Save.

• Actions that you must perform in sequence are shown as numbered lists. Actions that you can take without any specific order are shown as a bulleted list.

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s® Job Lister Operator’s Manual


1-12


Chapter 2

Quick Start Operations

This chapter introduces you to the following list of basic operations of Voice Job Lister.

Page• “Starting and Stopping Voice Job Lister” 2-2

• “Managing Reports” 2-4

• “Running an Existing Report” 2-5

• “Deleting a Report” 2-6

• “Viewing a Report” 2-7

• “Creating a New Report” 2-8

• “Modifying a Report” 2-9

• “Generating a Quick Report” 2-10

• “Using the Listen Option” 2-11

2-1



Starting and Stopping Voice Job Lister

To Start the Application

Start the Voice Job Lister from the task bar:(See Figure 2-1).

1. Click Start on task bar. 2. Point to Programs.3. Select Enterprise Express® Voice Client

Utilities.4. Click Voice Job Lister.5. Log on, if required, by typing your ID, password,

and clicking OK.

Figure 2-1 Starting the Voice Job Lister

To Stop the Application

To close the application, select File, and then Exit from the Voice Job Lister menu bar.

2-2

Chapter 2: Quick Start Operations


The WindowFigure 2-2 shows the items the Voice Job Lister adds to the menu bar after you generate a report. Refer to Reports Window, page 2-1 for information on how to use these items to edit a job listing.

The procedures for generating a job listing are presented on the following pages.

Figure 2-2 Window Menu Selections

All Job listings start here (File and New)

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Lister Operator’s Manual


Managing ReportsThe Voice Job Lister’s predefined reports are located in the Report Selection window.

To display the Report Selection window:

• Select File, and click New from the Voice Job Lister menu.

You can run any of the reports in the listing right away, or use them as the starting point for a new report. You can customize any of the reports in the listing.

Figure 2-3 shows the buttons and predefined Reports of the Report Selection window.

Figure 2-3 Report Selection Window

Table 2-1 Report Selection Command Buttons

CLICK THIS: TO:

Execute Run the selected report.New Define and save a new report.Modify Edit and save an existing report.Delete Remove a selected report from the listing.View Display a report.

(You cannot edit the report.)Quick Report Define and run a one-time report.

(You cannot save this report.)Sort bar Sort the listing by Name or Tables. Click

again to reverse the order.

Sort bar

2-4



Running an Existing Report

Use this procedure to run an existing report.

1. Select New from the File menu.The Report Selection dialog box containing a list of all existing reports appears.

2. Click a report to select it from the listing, Figure 2-4.

3. Click Execute to run the report.

Note:To quickly generate a report, just double-click on areport in the listing.

Figure 2-4 Report Selection Dialog Box

New

Sort bar

Reports

Execute

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Operator’s Manual


Deleting a Report

This procedure permanently removes a report from the system.

1. Select New from the File menu.2. Select a report from the listing, and click Delete. A Confirmation dialog box appears.

3. Click Yes to delete or No to exit.

Figure 2-5 Delete Report Confirmation Dialog Box

2-6



Viewing a Report

Use this procedure to view a report’s settings.

1. Select New from the File menu.2. Select a report from the listing, and click View.3. The Viewing Report dialog box appears (e.g.,

Figure 2-6).4. Click Output… or Groups… to check these

settings, if needed. (Refer to page 3-16 and page 3-23 for “Output…” and “Groups…” information.)

5. Click OK, as needed, to exit.

Figure 2-6 Viewing Report Dialog Box

2-7



Creating a New Report

To create a new report:

1. Select New from the File menu.The Report Selection dialog box appears.

2. Click New, and fill in the New Report dialog box.(Refer to Create a New Report - Report Dialog Box Setup on Page 3-3)

3. Click Output…, and fill in the Report Output format. (Refer to Report Output Format on Page 3-16)

4. Click Groups…, and select the administrative group(s) and access privileges. (Refer to Administrative Group Privileges on Page 3-23)

5. Click OK, as needed, to exit the dialog boxes.Your new report appears in the listing.

6. Select your report, and click Execute to run it, if needed.

Figure 2-7 New Report Dialog Box

2-8

Index


Aaccount user privileges 3-23Add option,

Criteria list box 3-9Report Output Format 3-18

Administrative Groups window,example 3-2privileges 3-23

Arrange Icons option 4-11Ascending Sort option 3-5Audio File Path 3-19Available Columns option 3-18

BBack Job Id 3-19

CCascade option 4-11Channel, column header 3-19check box,

defined 1-6Clear Special Assign option 4-10collapse,

how to collapse folders 1-8column header,

Audio File Path 3-19Back Job Id 3-19D. Conn Time 3-19D. Machine 3-19D. Name 3-19

D. Site 3-19D. Site (Text) 3-19D. User Id 3-19Date D. Closed 3-19Date D. Created 3-19Date Purged 3-19Date T. Began 3-20Date T. Completed 3-20JobId 3-20Len (lines) 3-20Len (MM/SS) 3-20Len (sec) 3-20Original Job Id 3-20Overall (D/T) TAT 3-20overview 1-3Priority 3-20Proxy Dictator Id 3-20Proxy Dictator Site 3-21Proxy Transcriptionist Id 3-21Proxy Transcriptionist Site 3-21Recording Method 3-21selecting 3-16Source Date D. Closed 3-21Status option 3-22T. Machine 3-21T. Name 3-21T. Play TAT 3-21T. Site 3-21T. Site (Text) 3-21T. User Id 3-22Target Time 3-22

Command button,defined 1-6

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Operator’s Manual


creating,a new report 3-3a new report, quick start 2-8

Criteria group box,Add option 3-9Criteria search limits 3-9Field search criterion option 3-9Modify option 3-9setting search limits 3-6

DD. Conn Time 3-19D. Machine 3-19D. Name 3-19D. Site 3-19D. Site (Text) 3-19D. Site criteria 3-10D. User Id 3-10, 3-19Date D. Closed 3-10, 3-19Date D. Created 3-19Date Purged 3-10, 3-19Date T. Began 3-10, 3-20Date T. Completed 3-11, 3-20date,

search limit defaults 3-14valid formats 3-14, 3-15

DateDictClosed option 3-5Delete option,

Report Selection window 2-4delete,

job information 4-10report, how to, quick start 2-6

Descending Sort Order option 3-5dialog box,

defined 1-7Report Output Format 3-16

Display Time Zone in Title Bar 4-6displaying,

Report Selections 3-3Down Search option 4-6drop-down,

arrow, defined 1-6list box, defined 1-6

EEdit option,

job information 4-9edit,

job information, how to 4-8Execute,

Report Selection window 2-4expand,

how to expand folders 1-8

FF1 key 1-5F5 key 1-2Field - search criterion option 3-9Field Criteria option,

D.Site criteria 3-10D.User Id criteria 3-10Date D. Closed criteria 3-10Date Purged criteria 3-10Date T. Began criteria 3-10Date T. Completed criteria 3-11Fields 1-6 criteria 3-11JobId criteria 3-11Length criteria 3-11Priority criteria 3-11Proxy Dictator Id criteria 3-11Proxy Dictator Site criteria 3-11Proxy Transciptionist Id criteria 3-

12Proxy Transcriptionist Site criteria

3-12

I-2

Index


Source Date D. Closed criteria 3-12T. User Id criteria 3-12T.Site criteria 3-12Target Time criteria 3-12

Fields 1-6 3-11File menu,

Listen options 4-2file pane, example 1-8folder and program pane,

example 1-8folders,

how to collapse 1-8how to expand 1-8

Ggenerating a quick report 2-10Greenwich Mean Time, GMT 4-6group box,

defined 1-6Include Tables 3-4

Group, Administrative 3-23

HHelp menu,

About Option 4-13Contents option 4-13description 4-13Help Using Help Option 4-13selecting 1-5

IInclude Tables,

group box definitions 3-4Interrupted option 3-4Open option 3-4

Purged option 3-4Ready option 3-4Signed Off option 3-4Special Assigned option 3-4Transferred option 3-4Validate option 3-4

Interrupted option 3-4

JJob Lister application,

overview 1-1Job Lister window,

description, quick start 2-3example 3-2

Job menu,Clear Special Assign 4-10Delete 4-10Edit 4-9editing jobs 4-8Listen 4-10Listen and View Note 4-10Mark Interrupted 4-9Mark Open 4-9Mark Ready option 4-9Mark Signed Off 4-9Mark Transferred 4-9Mark Validate 4-9Show Accession Numbers 4-10Show DJT Validation status 4-10Show Review Access 4-10Special Assign To 4-10use to edit info. 4-7

JobId 3-11, 3-20JobId option 3-5

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Operator’s Manual


Kkeyboard operation,

conventions used 1-8

LLen (lines) 3-20Len (MM/SS) 3-20Len (sec) 3-20Length (Seconds) 3-11list box,

defined 1-6List of Executed Reports option 4-11Listen option,

description 4-2Listen and View Notes 4-2use quick start 2-11

Local Time Zone 4-6

MMark Interrupted 4-9Mark Open option 4-9Mark Ready option 4-9Mark Signed Off option 4-9Mark Transferred 4-9Mark Validate option 4-9Match words 4-6menu bar, Job Lister overview 1-2Modify option,

Criteria list box 3-9Modify,

an existing report 2-9Report Selection window 2-4

MoveDown button 3-18MoveUp button 3-18

NName field, setup 3-3new,

report creation 3-3Report Selection window 2-4

OOn-line help 1-5Open option 3-4Original Job Id 3-20Overall (D/T) TAT 3-20

Ppredefined reports, overview 1-1Priority,

column header option 3-20Field Criteria option 3-11Sorting group box option 3-5

program pane, example 1-8Proxy Dictator Id 3-11, 3-20Proxy Dictator Site 3-11, 3-21Proxy Transcriptionist Id 3-12, 3-21Proxy Transcriptionist Site 3-12, 3-21Purged option 3-4

QQuick Report,

defined, quick start 2-10feature overview 1-1Report Selection window 2-4

quick start operations 2-1

RReady option 3-4

I-4

Index


Recording Method 3-21Refresh option 4-11refreshing reports,

how to 4-2overview 1-2

Relative Time Zone 4-6Report dialog box,

Name field 3-3Report Output Format, 3-18

Add option 3-18Available Columns option 3-18dialog box 3-16example window 3-2MoveDown button 3-18MoveUp 3-18

Report Selection window,Delete option 2-4description, quick start 2-4example 3-2Execute option 2-4Modify option 2-4New option 2-4Quick Report option 2-4Sort bar option 2-4View option 2-4

reports,how to create, quick start 2-8how to delete, quick start 2-6how to view, quick start 2-7modify existing, quick start 2-9quick report generation 2-10refreshing 4-2running existing one 2-5viewing 4-1

running,an existing report 2-5

Ssearch limits, defining 3-13Search menu,

description 4-6Down Search 4-6Match case 4-6Match whole word only 4-6Up Search 4-6

Server Time Zone 4-6Show Accession Numbers 4-10Show DJT Validation Status 4-10Show Review Access option 4-10showing columns 3-18Signed Off option 3-4Size to Fit option 4-11Sort bar,

example 1-8Report Selection window 2-4

Sorting, 3-5group box definitions 3-5report data 3-5

Sound Recorder window,example 4-3

Source Date D. Closed 3-12, 3-21Special Assign To option 4-10Special Assigned option 3-4starting applications,

quick start 2-2status bar,

example 1-8Status option 3-22status, select in reports 3-4subfolder and file pane, example 1-8

TT. Machine 3-21T. Name 3-21

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Operator’s Manual


T. Play TAT 3-21T. Site 3-12, 3-21, 3-22T. Site (Text) 3-21T. Total TAT 3-21T. User ID 3-22T. User Id 3-12, 3-22tab,

defined 1-6Target Time 3-12, 3-22text box,

defined 1-6Tile option 4-11Time Zone options,

Display Time Zone 4-6GMT 4-6Local Time Zone 4-6Relative Time Zone 4-6Server Time Zone 4-6

time,search limit defaults 3-14

title bar,defined 1-8

Toolbar and Help Selections,overview 1-5

Transferred option 3-4

Uunfold button,

defined 1-6Up Search option 4-6users, administrative group 3-23utilizing reports 4-1

VValidate option 3-4View menu,

description 4-5

viewing,a report 2-7Report Selection window 2-4

Voice Explorer application,example window 1-7use to restrict users 3-24

Voice Job Lister,quick start 2-2

Wwindow components, described 1-5Window menu,

Arrange Icons 4-11Cascade option 4-11description 4-11List of Executed Reports 4-11Refresh 4-11Size to Fit 4-11Tile 4-11

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