V9 Fusion VM User Guide

Copyright © 2006 Dolbey All trademarks, trade names and copyrights are the property of their respective holder Last Revised on 6/4/2008

V9 Fusion Voice Manager Training Document

© 2006 Dolbey Systems


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Table of Contents

Logging on to Fusion Voice Manager ............................................................. 3

System Overview ............................................................................................... 4

General Description of Tabs ............................................................................ 5

System Activity Tab ........................................................................................... 6

Channel Activity Tab ......................................................................................... 6

System Activity Map .......................................................................................... 7

System Messaging ............................................................................................. 8

Broadcasting a Message ................................................................................. 9

Job Views Tab .................................................................................................... 9

Searching with Filters ...................................................................................... 10

Searching with Fusion Filter Statements ......................................................... 11

View – Filter Settings tab ................................................................................ 13

Relative and Static Dates .............................................................................. 14

Job Status Check boxes ................................................................................ 15

View Extended Filter Settings Tab ................................................................. 16

Saving Searches .............................................................................................. 17

Customizing Columns ..................................................................................... 20

Status Bar Panel ............................................................................................... 21

Right Click Options for the Job Views Tab .................................................. 23

Running Management Reports .................................................................... 25

Exporting Information ..................................................................................... 28

Report Data Source Selection ...................................................................... 28

User Views Tab ................................................................................................. 29

View Filter Settings .......................................................................................... 29

Adding and Deleting Users............................................................................ 31

Editing the User Profile .................................................................................... 33

Exporting Report or View Information .......................................................... 42

Mass Editing ..................................................................................................... 43

Configure User Defined Fields ........................................................................ 44

Route Group Manger ...................................................................................... 46

Step by Step Adding a New User Route Group ......................................... 48

Security Group Manager ................................................................................ 54

Password Rules ................................................................................................ 57

Configuration Group Editor ............................................................................. 58

Purge Criteria Manager .................................................................................. 62

Auto Review Criteria Manager ....................................................................... 65

Expected TAT Criteria ...................................................................................... 69

Audit Trail .......................................................................................................... 72

Application Options ........................................................................................ 74


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Fusion Voice Manager

_________________________________________________________________________

Fusion Voice Manager is a Dictation System that is used to manage

dictations, users, and workflow. The Voice Manager gives these users

permissions to access Atom Software Applications, as well as managing

your dictations.

From the Voice Manager the System Administrator can manage what the

users can and can’t access in the system and the voice manager is also

used to configure you system to be custom to your site. This user guide

should help you throughout your Fusion Voice Manager experience.

_________________________________________________________________________

Logging on to Fusion Voice Manager

To log on to the Voice Manager, click on the drop down box, shown below.

This will give you a drop down box with users on the system either select

yours from the drop down menu or enter in your unique user id number

along with a password if applicable.


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System Overview

When you log on to the Voice Manager, you will be presented with this

screen called System Overview Tab. This screen gives general statistics

about the system, such as Active jobs, Priority jobs, Disk Space Used, and

much more.

On this screen you have the ability to click on links provided in the System

Totals column. By clicking on these links it will take you into the Job Views

Tab and it will display the jobs that make up the link clicked on.

From this main screen, you can see that there are different tabs. We will

explore through each tab individually.


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General Description of Tabs

System Overview – This tab provides a quick overview of your system with

totals. System Activity – This tab provides a view of currently connected users and

ports.

Job Views – This tab provides search, edit, and management reporting

options for dictations in your system. User Views – This tab provides the capability to search, edit, and report on

user accounts that have been created in the system.

As you switch between these tabs, the menu bar/right click will change,

offering actions that are related to the tab you are currently viewing. We

will explore each of these sections and learn how they can help you to

utilize features on your voice manager to help you manage your daily work

flow.


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System Activity Tab

This Tab is broken into three sub tabs: Channel Activity, Network Client

Activity, and System Messaging.

Channel Activity Tab

Each port has a row across that contains status and diagnostic information

for that port. This can be useful in assessing who is connected to the system,

by telephone, at any given time.

The following columns are displayed on the “Channel Activity” grid:

These Fields are all found across the top

Fields Description

Channel The channel number identifying, which ports this row applies

to.

Status A description of what the current status of this port.

User ID The ID of the user that is currently connected to this port (If

the user has dialed in, but has not entered their login

information, this will show “N/A”.)

User Name The name of the user that is currently connected to this port.

(If the user has dialed in but has not entered their login

information yet, this will show “N/A”.)

Position Shows the listening user’s current position within the job.

Ref Num. The reference number of the job currently being recorded or listened to on the system.

Session Start The date and time that the currently connected user dialed

into the system and was connected.

Audio Start The date and time that the audio file, currently being played

or recorded on the port, was started.


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Channel Activity Right Click Menu

Hang Up

Channel

Place the selected channel on-hook. If a caller is currently active on the

channel they will be disconnected.

Set Channel

Busy

Place the selected channel in a Busy state. The channel will no longer

answers calls. If a caller is currently active on the channel the port will

remain active and then set it self to a busy state when the caller

disconnects.

Hang Up All

Channels

Place all channels on-hook. If a caller is currently active on any channel

they will be disconnected.

Set All Channels

Busy

Place all channels in a Busy state. The channels will no longer answers

calls. If a caller is currently active on the channel the port will remain

active and then set it self to a busy state when the caller disconnects.

Script Execution

and Scheduling

Displays the Script Execution and Scheduling dialog. (See the Script

Execution-Scheduling Section for more details)

View Statistic Displays detailed statistics for the Voice Recorder the channel resides

on.

Send Broadcast

Message

Displays a dialog allowing the user to type a message that will be

viewed on all Voice Managers. (See the System Messages Tab for more

details)

Refresh View Will refresh the current tabs view from the Fusion Voice System. Note

that generally the view will refresh itself automatically every 30

seconds. This interval can be changes in the Application Options Dialog.

System Activity Map

**This Tab shows who is on the system and what time they signed in and at what

station.**


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System Messaging

If the system had a message either set up by the system monitors or

broadcast by a user, it would be documented in this tab.

To broadcast a message, on the system, you would ‘Right Click’ then click

on ‘Send Broadcast Message’. This would then prompt you to put in a

message shown on next page.

Once you type in the message it will display the date and time it was

broadcast and show up in the System Message Tab.

This tab also receives messages from the System Monitors located in the

Task Manger.

If you put your mouse over top one of these boxes, it will give you more specific information about who is connected.


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Broadcasting a Message

Click OK to broadcast this message. Your display message may not display immediately depending on the amount of time the automatic refresh for

the system is set. However, if you right click you can click on the refresh

button to manually refresh this page.

Job Views Tab

This tab provides information about current jobs on the system. Archived

jobs can also be accessed from this tab. The Job Views tab can be used to manage, route and modifying jobs on the Fusion Voice System.


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Searching with Filters

The first step, in using the Job Views tab to manage jobs, is to fill out the

lower half of the screen with “filter criteria”, describing the list of jobs you

would like to view. These filters are used to filter out jobs that is not valuable

to the jobs you wish to view.

After entering filter criteria into the filter, click the “Apply Filter” button to

display jobs specified. To enter criteria in the fields, you must place your cursor into the field(s) you wish to enter in search criteria into.

The criteria entered should be specific to the job that you are looking for.

REMEMBER LESS IS MORE: When entering criteria, into the fields, the more

information you enter into the fields the less results you will obtain. The less

information you specify, the more results you will obtain.

Filter

Grid


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Searching with Fusion Filter Statements

Setting a filter allows you to specify advanced conditions, which must be

met for a job to be included in your search results. These statements can be entered into any of the search criteria fields to limit search results. Filter

statements are made of individual filter "units." These units can be mixed

and matched to make a customizable "Fusion Filter Statement." To add

more than one of the units above, to your "Fusion Filter Statement", you must

separate each unit with a comma. The comma serves as an (or) between

each of the units.

There are four different units that maybe used:

Unit Example Description Individual 5 Individual filters search for the exact

number specified. Range 5-9 Range filters search for a value between

the two numbers specified. In this example, results with the field set to 5,6,7,8, or 9 would be returned.

Inequality Operators

<10 These filters search for all numbers greater than or less than the specified number. < - Less-than > - Greater-than In this example, <10 includes all numbers less than 10 (0,1,2,3,4,5,6,7,8,9.)

Not Operator ! 5 This Operator is used to bring criteria back NOT matching the criteria. Rules for using the (!) Limiting Expressions – expressions using < and > must have the NOT expression between the lower and upper expressions.

Range Expressions – expressions using ranges (Example: 1-10,!5) must have the Not Expression at the end of the range. It is not recommended to mix single expressions and NOT expressions. (Example: 1,2,3,4,!2)

Why use a "Fusion Filter Statement"?


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By using a "Fusion Filter Statement", you can search for a variety of

numerical matches without the tedious work of entering many numbers.

Ranges and inequality operators can significantly cut down on the amount of work needed to explain criteria. "Fusion Filters" offer an easy way to enter

in a lot of criteria.

When you are done entering in fusion filter statements, there are two

buttons in the lower right hand corner of the filter, labeled “Clear Filter

Settings” and “Apply Filter.” The “Apply Filter” button populates the Results

Grid with all jobs that match the filter criteria you have entered. The “Clear

Filter Settings” button will clear any search criteria you have previously

entered. This allows you to begin defining a new search from scratch.

After Entering in Criteria

After you have clicked the “Apply Filter” button, the grid above the filter

panel will populate with the results that match the criteria entered. You can

begin working with the jobs that have been returned, by using the right

menu.

The filter allows you to specify the conditions that must be met for a job to be returned, in your search results. For example, if you enter “135” in the

“Author ID” field and press the “Apply Filter” button, the grid will populate

with all jobs that were dictated by the user with the ID 135. Any fields that

you leave blank are not be factored into your search.

If you fill in multiple fields, in the criteria filter, all of the conditions must be

met for each job, if the job is to be returned in your search results. For

example, if you enter “135” in the “Author ID” field and enter “33” in the

“Transcription ID” field, the grid will only display jobs that were dictated by

the user with the ID 135 and transcribed by the user with the ID “33.” (A job


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that was dictated by user 135 and transcribed by user 44 would not be

returned in your results).

The filter criteria area is made up of two tabs. The “View – Filter Settings” tab

allows you to specify standard filter criteria for your search. The “View – Extended Filter Settings” tab allows you to specify advanced criteria for

your search by using custom fields.

View – Filter Settings tab

The Job View’s “View – Filter Settings” tab contains the following text fields

for specifying search criteria:

Fields Description

Ref Num. This allows you to search by the jobs unique reference number.

Author ID This allows you to search by the ID of the user who dictated the

job.

Transcription ID This allows you to search by the ID of the user who transcribed the

job.

Review ID This allows you to search by the ID of the user who reviewed the

job.

Report Type This allows you to search by the report type of the job.

Report ID This allows you to search by the report ID that corresponds to the

job.

Facility This allows you to search by the facility that dictated the job.

Department This allows you to search by the department that dictated the job.

Organization This allows you to search by the organization that dictated the

job.

To the right, of these text fields, are the “Begin Date” and “End Date” areas

and a drop-down, titled “Date Criteria.” These fields work together to allow

you to constrain your search results to a particular date range.


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Relative and Static Dates

The filter criterion provides a section where you can an exact date or an

approximate date.

Static Dates

If you choose to use static dates, in your search. Static dates are used to

yield exact date searches. For example, if you wanted to view all jobs

dictated on October 8, 2006, you would select October 8, 2006 for both

your begin and end date, as your Date Criteria.

Relative Dates

The Relative Dates feature can be particularly useful with management

reports or reports that need to always search relative to the current day.


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For example: You can specify that you want jobs created with a "Begin

Date" (minimum of 30 days ago), and an "End Date" (maximum of 0 days

ago). This would return all jobs from 30 days ago from the current date.

On the relative date tabs, you can choose the unit of time (minutes, hours,

days, months, or years). You can also specify the "interval offset." The

interval being the number of the unit of time. Together, these specify the

relative date you wish to search against.

For example, if you chose "months" with an interval offset of "3" for your

begin date, you would return all jobs 3 months or newer.

Date Criteria Create Date and Time – The date and time the dictation

completed creation (in most cases).

Transcribe Date and Time - The date and time the

dictation completed transcription.

Last Modified Date and Time – The date and time of the

last modification of the dictation.

Import Date and Time – The date and time the job was

“imported” into the Fusion Voice System.

Expected TAT – The date and time that the job is expected to be transcribed by.

Turn Around Time (TAT) criteria

Job Status Check boxes

The job status check boxes allow you to specify which jobs should be

returned, in your search, based upon various job status flags.

Neutral (Green) State Checked Unchecked

If the box is in the neutral (green) state, the status will not be considered in

determining search results, (jobs are returned whether they match the status or not). To return to the green state right click.


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If the box is checked, your search will only search for jobs that have the

status selected.

If the box is unchecked, your search will only return jobs that do not have the status selected.

For example, if you want to return results on only jobs that are transcribed

and marked as priority; you would check the "transcribed" box, and the

"priority" box, while making sure that all other boxes are in the neutral

(green) state or unchecked state. Jobs that are unchecked with be

factored into the search as jobs matching that state will not be returned

even if Matches Transcribed and Priority.

The following job status fields are available:

Transcribed - A job that has already been typed.

Priority- Jobs that have been marked priority either by a supervisor or

dictator.

Checked Out - A job that is currently being transcribed.

Released - A job that has been transcribed and reviewed.

Transcription Held - A job that is being held open by the transcriptionist.

Author Held - A job that is being held open by a dictator.

Review Wait - A job that has been transcribed but is awaiting review.

Routed - A job that has been routed.

Exported - A job that has been exported.

View Extended Filter Settings Tab

This tab gives you extra fields, so that you can specify extra information that

is not supported by the Default Fields.

User Defined Criteria can be used for the extra criteria that were not

already defined, such as: patient name, social security number, or other

fields you wish to filter. You can make fields and define them as a custom

field. You can define fields see the section in this document ‘Configure User

Defined Field Editor’.


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Saving Searches

To save a search:

1. Enter your criteria by using "Fusion Filter Statements" into each of the

fields, where you wish to receive results.

2. Click on "Save current as Report “

3. When prompted, enter unique name for your filter.

4. Your filter is now saved and can be accessed by clicking on the View

Saved Reports button.

Why would you save a search?

Usually, you will use this feature to keep handy searches, or reports that

must be run on a repeating basis. These reports can be saved and set up

automatically print on a scheduled basis.

For example, you may wish to run weekly reports on how many reports a

Transcriptionist transcribes or how many dictations a certain dictator

dictates. By saving these filters, you can save yourself the time of reentering

the criteria and you guarantee that the report will execute with the exact same criteria results every time.

Saving a report to print automatically

To have a report run automatically save a filter with criteria. Then click on

the schedule button. This will display a screen that allows you specify when

you wish for your reports to print.


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You can schedule a filter to automaticly print at a specified time or a

certain weekday.

Section Title Description

Occurs This section allows the user to

select the occurrence interval of

the selected report:

Run Once – The report will only run

once at the scheduled time and

then delete its schedule.

Daily – The report will run daily at

the selected interval.

Weekly - The report will run weekly

at the selected interval.

Monthly - The report will run

monthly at the selected interval

Interval – The report will run at the

selected interval. This option is

useful for covering any time

periods the first 4 options do not.


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Select Start Date and Time Changing this option will select the

valid start date and time for the

script schedule.

Select Expiration Date and Time Changing this option will select the

expiration date and time for the

script schedule. Once this date

and time has been reached the

schedule will delete itself.

Occurrence Interval This option is used in conjunction

with the “Occurs” option, to allow

a report schedule to run a script at

the interval defined, during the

valid times. Current intervals can

be defined as minutes, hours, days,

weeks, and months.

Select Valid Days Placing a check next to each valid day for the schedule will allow the

report to run during those days.

Unchecked days will cause the

schedule to reset and wait for the

next valid day.

Select Valid Time Range Selecting a Valid Start Time and End Time will allow the schedule to

only run the report during this time regardless of the occurrence

schedule.

There are 3 print views you can schedule the filter for.

Printing and Viewing

Options

Description

View only Print the jobs returned from applying the

selected filter.

Summary only Print the summary on the jobs returned from

applying the selected filter.

Both View and Summary Print both the jobs returned from applying the

selected filter and the summary on these jobs.


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Customizing Columns

When you save a search, you can also choose which columns are

displayed. This allows you to organize the information based upon relative columns to the saved report displayed. Columns can also be saved for

looking at day to day jobs. You can also customize columns from the job

views tab and this will allow you to select the information you wish to display

in you grid.

To specify and save columns

1. Right-click on the job results grid

2. Select "Customize Columns"

3. Use the Add and Remove buttons to move columns between the two

lists:

Displayed Fields - specifies which fields are displayed on your report

Available Fields - these are the fields that are available for you to

display, but will not be displayed unless placed on the displayed

filters box.

To select multiple fields hold the control key down


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Option Description

align-data This button will force the selected

choice of alignment for the column,

when looking at the column in the

Grid.

column width This may be set by selecting it from

the “Displayed Fields” list and

entering the width in pixels in the

“Column Width” field. Note: To

format the width of the columns you

can also from the grid drag the

columns to the appropriate size.

display format This area allows each column to

have an individual format set for display purposes.

freeze column This check box will “freeze” the

selected column and any preceding

columns in the results grid display.

This is useful if you wish to always

display some type of job identifier

even while scrolling to the end of a

display row.

reset To revert to how they were before

your changes, click on the button.

Status Bar Panel

By clicking on the Blue Grid, Shown Below. Visible Panels may be displayed

by clicking in the drop down menu in the Status Bar. By checking or UN-

checking the menu entries, the displayed items can be tailored to the users

needs.

**The application will “remember” the items checked for future sessions.**

The table found on the next page describes these tables.


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Status Bar Panel Description

Paged Jobs Displayed This panel contains the number of

jobs in the current page of the view

and also the total number of items

available from the system.

Total Audio Time This panel contains the total audio

length for all dictations in the view.

Report Title and Generation Date

and Time

This panel contains the title of the

current report and the Date and

Time it was generated or last

updated.

Total Create Time This panel contains the Total

Creation Time for all dictations in

the current view. Creation Time differs from Total Audio Time as it

considers pause and editing time,

when the dictation was created.

Total Transcription Time This panel contains the Total Time

that it took to initially transcribe all

dictations in the view.

Total Items Selected This panel contains a count of items

that are selected in the view.

Individual items may be selected by

holding the Ctrl Key and using the

mouse to select items or dragging

the mouse across items with the left

mouse button held down. Note this

panel, when configured as visible,

performs a double function. The

Total Audio Time, Total Create Time,

Total Tran. Time, Avg. TAT, Avg.

Ration panels will have a light blue

text color. This indicates that the application is calculating these

items based on the items selected.

Current Print Page This panel contains the number of the page that is being viewed, if it

were to be printed. This is useful if only printing partial pages from a

view.

Avg. Tat (Average Turn Around

Time)

This panel contains the Average of

all Turn Around Time Entries in the

View.


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Avg. Ration (Average Typing Ratio) This panel contains the average

calculated ratio between the

Transcription Time and the Audio

Time.

Right Click Options for the Job Views Tab

The table on the below describes what each item.

Hot Key Menu Item Description

(none) Edit Selected Job – Switches to the “Job Detail” screen

(none) Listen to Selected – The selected job will be loaded on a mini-player. The

Mini-Player has button functions for Rewind, Pause, Play, and Forward.


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(none) Route to User – Any valid selected jobs will be routed to the user selected,

in the User Selection Dialog, as pictured below. Routed Jobs are only

available for transcription, by the selected users, and in most cases will

be their next jobs. Only Transcription and Administrative Users will be

displayed in this dialog.

F6 View Reports – This selection will display the Report View dialog that will

allow the user to selected or manipulate pre-defined reports.

F9 Toggle Filter Panel – Toggles the display of the View Filter Panel.

Ctrl+

Shift

+S

View Current Summary – This selection will Display the View Summary

Dialog. This dialog can display tabular reports and report section totals as

well as graphical charts.

(none) View Legend – displays the legend dialog to explain the icons in the

Results Grid.

(none) Customize Columns – Allows the user to choose which columns are

displayed in the result list, as well as set data alignment and display

formats for visible columns. (Column display settings are saved and keep

when you save or load a report.)

(none) Print Preview – Displays the print preview screen.

Ctrl + P Print View – Prints the current view or results grid. Before printing a page

setup dialog is displayed, that will allow the user to change the print

output settings, such as orientation or choosing which printer the report

will print to.


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(none) Show Print Breaks – Selecting this option will cause the view to display

rows that are at “Page Breaks”, in the current printer output, to be

displayed with a green background. This will allow the user to easily

determine what page and how much information will be printed, on a

page, with the current printer settings.

(none) Copy Selected- Gives you the option to copy and paste the information

needed into 3 different formats. Text, CSV, and HTML.

(none) Unlock Selected Job – Unlocks the job that is currently selected in the job

view. This is an administrative function and should only be used on the

console of a system administrator.

Running Management Reports

Running management reports is a three step process.

To Run a Management reports it require you to display jobs in the grid

before allowing a report to run.

The first step is to enter in criteria relative to the information you wish your

management report to display. For example: If you want to run a management report on a certain dictators dictations you would enter in

criteria into the filter relative to report information.

Note: The jobs displayed in the jobs grid should be relative to the

management report you wish to create.

The second step is to Define Complex Sort. To define complex sort right

click anywhere in the grid to find this option. When ‘Define Complex Sort is

displayed. You will see two columns avaiable Fields and Displayed Fields.

On the left, is the “Available Fields” list. This displays all possible fields to

include in the sort order. On the right, is a list of fields that you would like

included in the sort order. You can include fields by clicking on them, to

highlight them, and then by clicking the “Add” button to move them to the

“Sort Fields” list. To remove a column from your sort order, highlight it in the

“Sort Fields” list and click the “Remove” button. To move the column back

to the “Available Fields” list highlight it and click ‘Add


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Note: To Complex sort on one field you can also click on the field from the

job views tab so it displays an arrow. When the arrow is displayed in the

column this will specify that this column will be the basis of the

management report.

After selecting the fields you wish to display, on the management reports,

you will Click OK, on this screen, and it will then route you back to the job

views tab. You are now ready to run a summary of the information provided

with a pie graph if applicable. Use the right click menu on the job views grid

and select ‘View Summary’. This will then generate a management report that can be printed. Either in a Summary Report or a Pie Chart (Example

found on the next page of this document).

To move fields up so that they are displayed first or second, select the Move Up or Move Down Button to rearrange the fields.


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Exporting Information

After performing a search, or running a report the user can export the resulting information by utilizing standard Windows Copy and Paste commands or using the “Copy Selected” from the right click Tool-Bar. Selected Items are copied to the Windows Clipboard in three formats: Text – This format is utilized when pasting the results into a text based application, such as Windows™ Notepad. CSV – This format is utilized when the pasting the results into an Application that can utilize comma separated values, such as spreadsheet programs. HTML – This format is utilized when pasting the results into an Application that can utilize HTML such as most e-mail programs or Microsoft Word™. Note: Generally the key combinations of Alt and C are used to copy items and Alt and V are used to paste items.

Report Data Source Selection

The report data source dialog allows you to choose which data sources you

would like view, when searching and reporting on jobs. You can access this

dialog and functionality by clicking on “Select View Data Sources”, in the

right click menu.


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By default, the Fusion Atom system will only search the active data. If you

wish to include archived data, you can choose additional archived files, by

quarter. Click to check each of the items you would like to display, in your

results, then click on the “OK” button. To cancel the operation, click on the “Cancel” button.

User Views Tab

The right click features that are not discussed in this section maybe be

described in the job views tab section of this training guide.

View Filter Settings


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Field Description

User ID The user Id is a unique number given to each user to identify them. By using this button you can search on it.

Base Type This is used to describe what category you would like to search for: Administrator, Transcriptionist, Dictator, and etc.

Security Group This allows you to search on all

Security Groups.

Route Group This allows you to search on all

Route Groups.

Configuration Group This allows you to search on all

Configuration Groups.

Digital Configuration Group Not Searchable

Destination Group Not Searchable

Button Description

View Saved Reports This button will display the View Reports Dialog. This dialog allows the end user to access pre-defined reports, on the system for the current user, globally defined reports, and custom plug-in reports.

Update Saved Reports

This button will display the View Reports Update Dialog. By selecting a user report, from the provided list, current report settings such as, sort order, visible columns, and the criteria used to define the report, are transferred to the selected report and saved for later use.

Save Current as This button will display a dialog allowing the user to name the current report. After the report has been named, the


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Report View Reports dialog is displayed allowing further customization of report properties, such as print scheduling or moving the report to the global report list.

Apply New Window This button will display the contents, of the currently configured report, into a new stand-alone window. This is useful for comparative analysis of report elements.

Apply Filter This button will cause the application to read in any defined criteria and ask the system to generate a report, for the user, which will be displayed in the results grid.

Clear Settings This will clear any previously set user criteria to the default values.

Adding and Deleting Users

Using the Right Click Menu, you can Add or Delete users from the system.


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To Add a user, click on the ‘Add New User’ Option from the right click menu shown above. You will then be prompted to type in the correct information, into the box, shown below:


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Option Description

Facility Code The facility that the user works from.

User ID A numeric ID for the user.

Password A password for the user. You will have to re-enter this in the “Confirm Password” field.

Note: If this user will be accessing the system through the telephone, you will need to enter a numeric password.

Base User Settings

This will create a copy of, rest of the information, for the user you selected, in the results grid, before clicking “Add User.”

** This feature can be convenient when adding many similar users. After adding the user, you will be taken to the “User Profile” screen to edit the rest of the user’s information.

Once you click OK, this will then bring you to the privileges screen, where

you can then set privileges for your user(s).

Editing the User Profile

General Settings Tab

The first tab on this screen, labeled “General Settings”, allows you to view and edit general information about the user. After making changes, click

“Update Changes” to save the changes you have made to the user. Click

on the “Cancel Button” to cancel changes.


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The User Rights section either allows or disallows permissions for this user. The

chart below gives a description of what these fields can be used for.

Field Description

User ID This is a unique number that is used to identify

the user. (numeric)

Facility The facility that the user belongs to (numeric).

User Name The name of this user.

Base Type The basic type of this user (Admin. Dictate,

Transcribe, or Listen). This allows you to categorize the user for searching purposes and

also when the user calls into the recorder the

recorder looks at the base type to determine

what this user is able to do whether it be

dictate or listen.

Allow Dictation Check this to allow the user to dictate.

Allow Transcription Check this to allow the user to transcribe.


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Allow Listen Check this to allow the user to review jobs.

Allow User Open

Jobs

Check this to allow user to leave jobs open.

This option is useful if a transcriptionist has

started transcribing a job and needs to quit

working on the job. The transcriptionist can later

check the job back out and finish working on it.

When a job is placed in open status, no other

transcriptionist can open the job. This means

that the job can only be accessed by the user

who placed the job in open status.

Max Open Jobs This is the maximum number of jobs that this

user is allowed to set open.

This setting only applies if the “Allow User Open

Jobs” option is checked.

Allow User

Interface Access

When checked, this user will be able to access

the system via user interface. When

unchecked, this user’s account won’t be

displayed in the log-on dialog.

User Suspended Check this to temporarily suspend the user’s

account. Suspension keeps the account

intact, but forbids the user from logging into the

Fusion Voice System. This function may be

useful for disabling accounts that will possibly

need to be reactivated, at a later time.

Telephone Number Telephone number of the user.

Fax Number Fax number of the user.

Pager Number Pager number of the user.


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Email Address Email address of the user.

Street Address Street address of the user.

Transcription Settings Tab

The next tab, labeled “Transcription Settings”, allows you to set options for a

user that is specific to transcribing work.

Click the “Update Changes” button to save the changes you have made

for the user. If you wish to cancel the changes you have made, click on

the “Cancel Changes” button. This will reset the form to the previously

saved values. These Settings are explained in the table below.

Field Description

Allow Routing Mode

Selection

If this is checked, the transcriptionist can receive work, by many different ways. Either by manually entering in criteria

or by automatic routing groups.

If this is not checked, the only way that the transcriptionist

can choose to receive work, is by their routing group.

(This setting only affects users connecting to the system through Fusion Voice Player.)

Allow Client Checking this box allows transcriptionists, who use Fusion


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Administration Function Voice Player, to make changes to demographic

information contained in the jobs that they are assigned.

(This setting only affects users connecting to the system

through Fusion Voice Player.)

Allow Routed Jobs Checking this check box allows the transcriptionist to

receive work that was routed to them.

Allow Routing Group

Change

Checking this box allows the transcriptionist to change their

routing group to receive other types of work. (This setting

only affects users connecting to the system through Fusion

Voice Player.)

Force all Jobs by this

user to Review Status

Checking this check box requires all jobs transcribed, by this

user, to be reviewed before being marked as transcribed.

The job will be marked transcribed, by another user, who

reviews the job and its transcription.

Allow Routing of

Transcription Review

Jobs

Checking this box for transcriptionists allows them to route

their jobs to another user for review.

If the box is unchecked, the transcriptionist’s work will not be

routed for review, it will be marked transcribed and finished.

Max Jobs Per Request Maximum number of jobs that the user is allowed to request

from the system at one time. (This setting only affects users

connecting to the system through Fusion Voice Player.)

Max Jobs Checked Out Maximum number of jobs that the user can have checked

out of the system at one time. (This setting only affects users

connecting to the system through Fusion Voice Player.)

Hours before Auto-

Return

If jobs checked out are not returned within the specified

hours, they will be automatically returned.


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Group Assignments Tab

The third tab, on the User Profile screen, is labeled “Group Assignments.”

On this tab, you can view or edit the user’s group assignments. All users are assigned to group within a group for all three groups here, for managing

their access throughout the components of the system. These groups are

explained in the table on the next page.

Groups Description

Security Group Setting up a group, through ‘Security Group’, controls

the permissions for this user throughout fusion system.

Routing Group This group describes what kind of work is routed to this

user through route groups.

Configuration

Group

This group describes what prompts and order this user

will receive. Also it gives settings for the recorder, such

as timeouts.

If you click on the Custom Configuration Group it will

give you more options so that you can set up a

custom configuration group for this user. See

Configuration Group Section for more help on this

topic.

Clicking on the “…” button, next to each of the groups, will bring up the

corresponding group manager. This allows you to add or edit existing

groups, before selecting which group you would like to assign to this user.


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Settings Tab

The fourth tab on the “User Details” screen is labeled “Settings”. It contains

settings that are used to control a user’s options and preferences, when

connecting to the system by phone.

Settings Description

Play Gain Setting This setting adjusts the volume level, of the audio, that is

played back to this user through the telephone.

Encoding Format Specifies the encoding format to use when recording audio

files, which are dictated over the phone, by this user. The

encoding format will establish the size and quality of the

audio files stored on the Fusion Voice server.

Auto Backspace

Increment (sec.)

Specifies the number of seconds that the file will rewind,

before resuming play, after coming out of pause mode

through the Fusion Voice Recorder (Transcriptionist Only).

Rewind Increment

(sec.)

Specifies the number of seconds that the job will rewind, for

each second that the user presses down on the rewind

pedal or key through the Fusion Voice Recorder.

FF Increment (sec.) Specifies the number of seconds that the job will fast

forward, for each second that the user presses down the

fast forward pedal or key through the Fusion Voice


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Recorder.

Seek Acceleration

Factor (1-100)

Specifies the rate that the rewind or fast forward intervals

will increase, as they are held down through the Fusion

Voice Recorder.

Pause Alert Interval

(sec.)

Specifies the number of seconds that the system will wait

before reminding the user that they have a job paused. If

you set this to zero, the user will not be reminded that they

are in pause mode through the Fusion Voice Recorder.

Note: This tone will only play if it is specified in the

configuration group, that user is assigned to.

Current Statistics Tab

The fifth and final tab, on the “User Details” screen, is labeled “Current

Statistics.” This tab displays non-editable statistical information about the

user account.

Note: This will not automatically display results you must click on View to

display the Audit Trail


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Field Description

User Last Access The date and time that the user last accessed the

system.

Jobs Dictated The number of jobs that the user has dictated.

Jobs Transcribed The number of jobs that the user has transcribed.

Jobs Reviewed The number of jobs that the user has reviewed.

Total Access Count The number of times that the user has connected

to the Fusion Voice system.

Total Jobs Checked

Out

The number of jobs that the user currently has

checked out.

Total Jobs Open The number of jobs that the user currently has

marked open.

Audio Dictated (Sec.) The total number of seconds of audio that this user

has dictated.

Audio Transcribed

(Sec.)

The total number of seconds of audio that this user

has transcribed.

Audio Reviewed

(Sec.)

The total number of seconds of audio that this user

has reviewed.

User Audit History A grid displaying a log of recent activity by this user.

To populate or refresh this information, click the

“Retrieve Audit History” button.


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For a list of Audit Codes see the help file View Contents, Application Overview, Application Resources, Audit Codes. This will give you a description on the audit codes.

Exporting Report or View Information

After performing a search, the user can export the resulting information by

utilizing standard Windows Copy and Paste commands or using the “Copy

Selected” Tool-Bar or Context Menu Entries. Selected Items are copied to

the Windows Clipboard in three formats:

• Text – This format is utilized when pasting the results into a text based

application such as Windows™ Notepad.

• CSV – This format is utilized when pasting the results into an

Application that can utilize comma separated values, such as

spreadsheet programs.

• HTML – This format is utilized when pasting the results into an

Application that can utilize HTML, such as most e-mail programs or Microsoft Word™.


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Mass Editing

The mass-editing feature allows you to quickly change a piece of

information for several users, at the same time. To select multiple users, from

the results grid, hold the control key down and click the users. To view the

mass edit screen, choose “Mass Edit Selected Users” from the “Manage”

menu.

The mass edit filter will appear at the bottom of the screen. This is where

you can make changes to the information that relates to the selected user

accounts.

When you click on the “Update All” button, any changes that you make,

will be applied to all of the user accounts you have selected. If you wish to

cancel the mass edit function, click on the “Cancel Edit” button.


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Configure User Defined Fields

This editor allows you to assign unique names for your atom system, to the

fourteen available user defined fields. User defined fields are “extra” fields

that give you the ability to assigned unique names to customize the system

to your site. Start by clicking on the File Menu, System administration, and

Configure User Define Fields.

Static: What the Default Fields are for the system.

Mnemonic: What you want to actually see as the Field.

For Example, User Define00 becomes Patient SSN.

Note: Changes to these user defined field names affect the entire system.

Defining User Define Fields:

There are 14 fields that can be changed to fit different information that

needs to be displayed on your system. If you need to display, for instance,

Patient Name or Social Security Number All you have to do is:

1. Place your Curser in the User Def. Field that you wish to change.

2. Delete the Mnemonic name that is currently in that field, and

replace it with the new one.


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3. Click Update changes, if the name entered is what you wish to

display on your system.

Above, the User Defined Field 00 has been changed so that Patient SSN will

be displayed. By clicking Ok the changes will be updated.

Where will you see these changes?

- Job Views Screen

- Configuration Group Editor

- Route Group Manger

- Purge Criteria

- Configure User Defined Fields

- Customize Columns

- Fusion Player/Fusion Dictate


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Route Group Manger

This dialog allows you to manage the route groups on your system. Route

groups allow you to specify which jobs should be assigned to your

transcriptionist.

For example, if you wanted a group of transcriptionists to be assigned all

work from department 5, you would create a new route group called

“Department 5 transcriptionists”. You would add, criteria that you wish to be

routed to this group. To add users to this group go to the user views tab

highlight the transcriptionist you wish to add to this group. From here click

mass edit or just edit if there is only one and select the route group field.

Then select which route group you would like to place them in.


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The route group dialog provides the following buttons for managing route

groups:

Buttons Description

Add New Creates a new route group. After clicking this button, you

will be prompted for a name for the route group.

Be sure to click “OK” after adding a new route group, to

save your changes.

Remove

Selected

Deletes the currently selected route group. (To select a route group, click on its name, in the list, so it is

highlighted.)

Be sure to click “OK”, after deleting a route group, to save

your changes.

Edit Selected Edits the criteria details, for the currently selected route

group. (To select a route group, click on its name in the

list, so it is highlighted

Copy Selected Creates a new route group with the same criteria as the

currently selected route group. After copying, you can

rename the copy by clicking it, to select it, and then right-

clicking and choosing “Rename Route”, from the right-

click menu.

Test Selected Tests the selected route by bringing up the “Test Route”

dialog. This will allow you to quickly look to see what jobs in your system will be routed to this route group.

Refresh View Forces an update, from the server, to ensure that you are

looking at the latest set of route groups created on the system.

Update Saves any changes you have made to the route group list.


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Close Closes this dialog and returns to the main Fusion Voice

Manager screen.

Step by Step Adding a New User Route Group

Select Add New to create a New Route Group. It will then prompt you to

Name the new group you have created.


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Enter in a distinctive name for the specific Route Group. Then Click Ok, to

save your changes.

Click on edit selected to add criteria to your group.

Adding Criteria

To Add Criteria, click on the Add New Button, It will automatically add a

default. The default is All Work First- in and First-Out.


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Why is the there already Criteria Added All First-In, First-Out Ordering?

When the system is first installed, the manager may want to reconstruct the

current way of routing jobs, so you may want to review new jobs for a

couple of days. The Default is just to make sure that there are some criteria

added, so that the jobs coming into the system go somewhere.

Default


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Renaming Criteria

Renaming Criteria with a Distinctive Name. Such as ‘Route all Priority Jobs’,

allows you to easily make sense of the route groups, without the need to go in to look at what is defined.

After Adding the name of the Criteria, you need to specify what you are including and excluding.

Including: What jobs need to be routed to this specific ‘Route Group’.

Exclude: Any jobs that should not be routed to this Group.


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For Example: If a certain Transcriptionist only types Radiology work, known

as report type 3, but also needs to be able to type jobs by a certain

dictator with an ID number of 33. The route group would look like that

shown below.

**Any of the Numeric Fields Support Fusion Filter Statements.** See the

Section Defined for Fusion Filter Statements if help is needed.

Buttons Description

Move Up/ Move Down By highlighting criteria, and clicking

this button, you can move criteria

up/down to enable you to order

which criteria comes first and second.

Add New Click this and you will add new

criteria, which can be specified.

Remove By highlighting criteria, you can click

this button to remove it.

Copy By highlighting criteria, it will copy

and paste it at the end of the route

group.

Reset Fields This button is used to clear all fields.

Job Priority Status By clicking, on this, it will add to your

criteria and specify that the job

cannot be routed unless it has a priority status.

Criteria is an Exclusion By clicking this, it reverses the

statement that was specified. If you

say all Work Type 3 to be routed

checking this it will reverse the

statement and will read: I do not

want any jobs, with Report Type 3 to

be included.

Relative Dates You can specify the criteria with dates, hours, minutes, years, and

months. For example: If you want to set a

criterion to Globally exclude any

jobs that have been dictated, from the past 4 hours, it will route all Aged

Criteria. Meaning anything older

than 4 hours.


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Adding Exclusions:

By checking the exclusion box you are specifying it to exclude criteria.

If you exclude Author Id number 33 at the top of the list you would globally

exclude the criteria under that exclusion.

Even though these other criteria’s specify that they want all work. The Global Exclusion takes priority over the criteria below it.


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Predefined Criteria:

This is Default Criteria Used for the System.

Linking Route Groups together:

Predefinded criteria can be used to link route groups together to allow a

continuous work flow. By selecting a route group from the Predefined

Criteria dialog it will allow the user to type work from there route group, and

then when all work is typed it will link them to another route group to type

from. However, if criteria enters in the original route group after the transcriptionist is done typing, it will automatically route them back to the

original route group.

Security Group Manager

Creating a new Security Group Level

Click on the “Add New” button. This will create a Security Group Level named “New Security Group”.


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You will then be prompted to enter a unique name for your Security Group.

With your left mouse button, click all of the check boxes the group you are

creating should have privileges to.

On the next page are descriptions of the privileges displayed.


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Privileges Descriptive

System Admin. Rights:

Allow Administrative Privileges

This allows user(s) to manage

configuration groups.

View Audit Information This allows user(s) to view the Audit

Trails for Jobs or Users.

Allow Remote Web Access This allows the user(s) to access

Fusion Voice Web.

Reporting Admin. Rights:

View Report/Views

This allows user(s) to run User, Global,

and Plug-In reports in the Job Views

Screen.

Modify Reports/ View This allows user(s) to edit, delete, and

save reports.

Allow Modify Jobs This allows user(s) to edit

demographics and Job State.

Allow Mini Player Access This allows the user(s) to listen to jobs.

Enable Transcription Statistics Lock This allows the user(s) to view

productivity for other transcriptionist.

This will also allow access to the System Overview Screen.

User Admin. Rights:

View User Listings/Report

This allows user(s) to run User, Global,

and Plug-In reports in the User Views Screen.

Allow Modify Users This allows user(s) to edit account

information and user status.


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Allow Add Users This allows the user(s) to add new

users either by adding or importing

them.

Allow Delete Users This allows the user(s) to delete users

from the group on the system.

Allow Suspended Users This allows the user(s) to assign a

suspended state to a user.

Password Rules

Each security group may have assigned password validation rules that ensure definable password restrictions. The interval between password

changes is controlled within the User Configuration Group.


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There are 4 definable password rules:

Rule Description

Minimum Password

Length

Entering a value in the provided scroll container

will force the system to only allow passwords

that are over the minimum length requirement.

Contain both at least

one alphabetic and

one numeric

character

Enabling this rule will force the system to only

accept passwords that contain at least one

numeric (0-9) and one alphabetic (A-Z)

character.

Contain at least one

special character


accept passwords that contain at least one

special character such as %, $, #, @. Note that

the | and ~ characters are not reserved for the

system and not allowed in any passwords.

Require that users

can not re-use old

password


accept passwords that have not been used by

the user previously.

Configuration Group Editor

Configuration groups allow you to configure common preferences, for a certain group of users.


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For example, if you have a group of radiologists, who all need to be

prompted in the same way, you would create a configuration group,

perhaps called “Radiology”, and set the appropriate options for that

group. You would then edit each of the radiologist user accounts and set their configuration group to “Radiology”. They would all share the

preferences, set up in the configuration group.

Button Description

Add New Creates a new configuration group.


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After clicking add you will probably want to name this

group something meaningful.

Rename Selected Clicking this button, will allow you to rename the

currently selected configuration group.

Remove Selected Clicking this button, will delete the selected

configuration group.

Copy Selected Clicking this button, will create a new configuration

group, with the same settings as the currently selected

configuration group.

Refresh View Clicking this button, will update the list of configuration

groups, with the most current data.

OK Clicking this button, will save any changes you have

made, to the list of configuration groups.


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Setting the prompt order: Setting the prompt order, will prompt you

according to your configuration.

For example, If you don’t like entering your Report ID first, but would prefer

to Enter in the Department first, then Report Type, then Report ID, click on

the Configuration Group, that you made for that particular group of users,

then click on the specified field that needs to be moved either up or down,

in the list. Keep clicking; Move Up, until the prompt is where you want it.

Then click OK to your save changes.

The next tab is labeled “Group Default Assignments.” With this tab, you can

set defaults for any of the prompt fields. If you set a default for one of these

fields, the users, in this configuration group, will not be prompted for the

field, when creating a new dictation. The field will always assume the

default value that you have entered in the configuration group.

The Configuration Group Editor allows you to specify a list of possible values,

which members of the configuration group are allowed to enter or view on

the system. These fields support Fusion Filter Statements. See section

specified for fusion filter statements if help is needed.


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Purge Criteria Manager

Purge criteria is set up by making a series of rules. Each of these rules

explains a different set of conditions, which needs to be met, for work to be

purged from of the system. This is very similar to route group manager.

The top of the screen shows a list of all purge criteria rules, which have

been defined for the system. The buttons, at the bottom right of the screen,

allow you to manage your list of purge criteria.


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The following buttons are available for managing purge criteria rules:

Buttons Description

Add new Creates a new purge criteria rule.

Rename Selected Renames the selected purge criteria rule.

Remove Selected Removes the selected purge criteria rule.

Copy Selected Creates a new purge criteria rule, which has the

same criteria as the currently selected purge criteria

rule.

Reset Fields Clears all criteria fields for this rule.


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Refresh View Updates the criteria list and details, with the most

current information, from the Fusion Atom System.

OK Saves any changes you have made.

To edit the details of a purge criteria rule you have created, click the name

of the rule in the top list. At the bottom of the screen you can enter criteria

that the system should match, in order to purge jobs from the system. Once

your rule is defined, the system will purge any jobs that have been

transcribed that match the criteria you have defined.

Note: that if a job is not marked transcribed, it will not be purged from the

system, no matter what purge criteria rules you create. This is to prevent the

system from removing work that has not been completed.

Keep a Job from Purging: If you want to prevent a job from purging that has

been transcribed you can change the status of the job in the Job Profile to

Purge Hold.

For example, if you created a new purge rule and put “5” in the

“Department” field and left the rest of the fields blank, the system would

purge transcribed work from department “5”.

If more help is need to create Purge Criteria there is a Run Wizard Button

Found in the bottom right corner this will step you through creating rules.


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Auto Review Criteria Manager

The Auto Review Criteria Manager allows the user to set up criteria-based

rules defining how many jobs, by percentage on the system, need to be

automatically needed to be submitted for Quality Assurance or Review.

Approximately every 15 minutes the Fusion Voice System will scan the listing

of transcribed jobs and set the Review Wait Status flag for a percentage of

jobs, matching the criteria as defined in this editor. If an eligible job does

not match any of the criteria, then they will be ignored. This can automate

a large part of the process of assigning large quantities, of random jobs, to

be submitted for QA or Review.

Auto Review Criteria are set up by making a series of rules. Each explains a

different set of conditions, that should be met before a set of jobs are set for review. This is much like setting up route group criteria. In fact, if you have

read the chapter on the route group manager, it may be helpful to think of

the Auto Review Criteria as a special route group, which is constantly requesting work, and setting a percentage of that work, for Review Wait

Status.


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Option Description

Add New Creates a new Auto Review criteria definition.

Rename Selected Renames the selected Auto Review criteria. Auto

Review Criteria names are simply used for

identification.

Remove Selected Removes the selected Auto Review criteria.

Copy Selected Creates a new Auto Review criterion that has the

same criteria set, as the currently selected Auto

Review criteria.

Reset Fields Clears all fields for the selected criteria.

Run Wizard Selecting this option, will run a wizard that will guide

the end user through creating Auto Review criteria.

Refresh View Updates the criteria list and details with the most

current information, from the Fusion Voice system. All

current changes will be lost


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Field Description

Name You may change the name of a criteria entry by

typing a new name into this field.

Report ID This field will match jobs based on the value, of the

Report ID field, for any jobs on the system.

Report Type This field will match jobs based on the value, of the

Report Type field, for any jobs on the system.

Author ID Range This field will match jobs based on the value of the

Author ID field, for any jobs on the system.

Trans. ID Range This field will match jobs, based on the value of the Transcriptionist ID field, for any jobs on the system.

Department This field will match jobs based on the value of the

Department field, for any jobs on the system.


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Organization This field will match jobs based on the value of the

Organization field, for any jobs on the system.

Enable Criteria Enabling this option will allow the Fusion Atom to start

setting jobs, matching the criteria defined, in the

selected dialog to Review Wait Status.

Percentage of

Matching Jobs to

Set to Review Wait

Status

This field is used to calculate how many transcribed

jobs; matching all of the other values in this criteria,

are set to a Review Wait Status. For Example: If 12

jobs in the system match the criteria and the

Percentage in this field is set to 75 (%), then 9 jobs will

be randomly set to Review Wait Status.

User Defined Fields

0-14

These fields will match jobs, based on the value of

the assigned fields, for any jobs on the system.


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Expected TAT Criteria

The Expected TAT Criteria allows the user to set up criteria-based rules,

which define how far in the future; the expected TAT should be set for a job.

Approximately every 15 minutes the Fusion Atom will scan the listing of UN-

transcribed jobs. It will then fill in the Expected TAT field with a value

calculated from the criteria defined if it matches any of the criteria entries.

If an eligible job does not match any of the criteria the Expected TAT in not

set. Reports (Jobs View Screen) can be set up to alert system administrators

when a job or groups of jobs are failing to be typed in a timely manner.

The System Monitors feature of the Fusion Atom Voice Task Manager can

also be configured to broadcast or email designated users when a job or

group of jobs has passed the Expected TAT. This can automate a large part

of the process of making sure critical audio files are transcribed when they

should be.

TAT Criteria are set up by making a series of rules that each explain a

different set of conditions that should be met; before a calculated TAT can

be met; before a calculated TAT can be set in the Expected TAT field in an

individual job.


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Option Description

Add New Creates a new TAT criteria definition.

Rename

Selected

Renames the selected TAT criteria. TAT Criteria names are simply used for identification.

Remove

Selected

Removes the selected TAT criteria.

Copy Selected Create a new TAT criterion that has the same criteria set,

as the currently selected TAT criteria.


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Reset Fields Clears all fields for the selected criteria.

Run Wizard Selecting this option will run a wizard that will guide the

end user, through creating TAT criteria.

Refresh View Updates the criteria list and details with the most current

information, from the Fusion Voice system. All current

changes will be lost

Field Description

Name You may change the name of a criteria entry, criteria

group, or criteria group member, by typing a new name

into this field.

Report ID This field will match jobs, based on the value, of the

Report ID field, for any jobs on the system.

Report Type This field will match jobs based on the value, of the

Report Type field, for any jobs on the system.

Author ID This field will match jobs based on the value of the

Author ID field, for any jobs on the system.

Department This field will match jobs based on the value of the Department field, for any jobs on the system.

Organization This field will match jobs based on the value of the

Organization field, for any jobs on the system.

Job Priority Status This field will match jobs based on the state of the Priority field, for any jobs in the system. This field has 3 values


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which correlate to the check boxes state.

Enable Criteria Enabling this option will allow the Fusion Voice System to

start calculating the Expected TAT, for jobs that match

the criteria.

Relative Dates This field is used to calculate the Expected TAT, for a job

matching the rest of the fields, in this criteria entry.

User Defined

Fields 0-14

These fields will match jobs based on the value, of the

assigned fields, for any jobs on the system.

Audit Trail

The system audit search dialog allows you to view system audit information,

which matches certain criteria. Audit information includes any activity on

the system. Because audit information includes so much information, you

must choose filtering criteria to specify exactly what you would like to look

at.


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Field Description

Item Description This allows you to search for a specific activity, only

returning log items that contain certain words in their

item description.

Audit Code This field allows you to search for an exact audit code

for an audit entry. Every basic type of activity, on the

Fusion Atom system, has a unique audit code. Audit

codes are outlined in the help file.

User This field allows you to search for information that

pertains to a specific Fusion Voice user. To update the

results above with the results matching the criteria that

you have entered, click on the “Search” button. To exit

this dialog, click on the “Close” button.

Dates Relative dates refer to a date that is specified, in units of time, relative to the current time. For example, “4 days

ago” is a relative date. Static dates are exact calendar

dates. For example, “January 21, 1981 1:21PM” is a

static date.


74

Application Options

This is where you can change personal options. Such as: colors of the

charts, time formats, refresh times, Auto Log off and more.

If you wish to display it, click True, if not click False

[If you just click on option, it will change to the opposite status, if there are

any]

Date post:	07-Apr-2015
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V9 Fusion VM User Guide

Documents