|KB541 Print this KB|
|How do I edit Pool Membership?|
|Answer / Solution|
How to Understand and Edit Pool Membership
InfraWare 360 is highly customizable to accommodate business models of transcription production units of vastly different sizes and goals. Pool memberships is a way to allow large and complex organizations to group people together for easier setup.
Pool membership is simply a way to group users. A rule must be assigned to the pool for pool membership to be meaningful. For example, an admin can create a MT pool named "Dr. Smith's Jobs", but it does not automatically cause Dr Smith's dictations to route to members of this pool. This is a common misconception; routing jobs to MTs is done in "Transcriptionist Settings" under "Transcription Access Rights" not in Pools.
Rules for these pools may be added from Administration>Pools by selecting the green plus (+) or you may go to the appropriate sub-tab on the Workflow page.
Editing Pool Membership
New pools may be created from the Administration>Pools page by selecting the appropriate new pool type box at the bottom of the page. Name the pool and select members from the available list. Save changes.
Membership of existing pools may be viewed and/or edited by selecting the pencil icon beside the pool name. Select members from the available list.
Alternative method - Pool memberships of MT Pools and QA Pools are also displayed on the Transcriptionist Settings page in the lower right box. The selected user may be added or deleted from established MT Pools or QA Pools from this page as well.
|How do Pools work?
How User Pools Work Explained
|Can a user eSign for another user?
eSign-off Proxies Explained
|How do I adjust a Transcriptionist's permissions (Access Rights)?
How to Adjust MT Permissions (Access Rights)
|How can I establish QA Requirements for Current & Future Jobs?
|How do I set up an author to eSign?
Setting up eSign
|Direct Link to This KB|
|Thursday, February 18, 2016|
|KB541 pool routing pools users edit|