Set up time rules

You can set up rules in SpeechLive to automatically reroute dictations based on various conditions, e.g. dictations with a certain priority or specific dictation properties.

  • Time rules are executed every 5 minutes.

  • Time rules are retroactive, they also influence dictations already in the system before the rule was active.

  • If you create a rule with users not yet connected (e.g. the author is not part of a team), then those users will be automatically connected. You can change these connections later if necessary, see Set up user relationships for more information.

  • You can create conditions within the rules based on various dictation properties. To fully utilize this feature, you can also preset various dictation properties, ensuring that your users always enter the matching values for the rule. See Preset dictation properties for more information.

To create a new rule:

  1. Navigate to the Administration tab, click on More... and choose Time rule.

  2. Click on New time rule.

  3. On the right you can now set up the details for the rule.

    [Note]Note

    You must enter a name for the rule, otherwise you can't create the rule.

  4. Next you should choose the steps for the rule. First choose which dictation state should activate the rule.

    Click the + icon if you want this rule to cover multiple dictation states.

  5. You can add additional conditions by clicking Add condition. Here you can e.g. choose dictation priority or various dictation properties.

  6. Scroll to the Time section, here you can set up the time frame for the rule. It can be based on the last modification date of a dictation, or the due date etc.

  7. Scroll further down to the Action section. Here you choose to which typist or team the dictations meeting the criteria you just defined will be assigned to.

  8. Click Create to create the rule.

Example

In your organization, some dictations sit unprocessed for several hours. Because these dictations are old, it's important that they be picked up by a team that can process them as quickly as possible. For those you have a group of typists that are readily available to work on those dictations. In this case you can set up the following rule:

  1. Precondition, create a team first:

  2. Navigate to the Administration tab, click on More... and choose Time rule.

  3. Click on New time rule.

  4. Enter a title for the rule, e.g. "Reassign critical dictations".

    [Note]Note

    You must enter a name for the rule, otherwise you can't create the rule.

  5. In the Rule steps section you can select which dictation state should trigger this rule. For this example we assume that your dictations are not opened or processed at all. In this case choose Transcription pending.

    You could also add additional states if you click the + icon and add another dictation state. If you click Add condition you could also add additional conditions to make this rule more granular based on specific dictation properties.

  6. Scroll to the Time section and choose Last modified and then 20 hours (20 h).

  7. Scroll further down to the Action section and choose a team that should automatically receive the dictations meeting the criteria's you just defined. For this example choose the team you created before.

  8. Click Create to create the rule.

With the rule you just created, all dictations in the Transcription pending state are automatically reassigned 20 hours after the last modification date/time to the "Critical dictations" team.