{"id":566,"date":"2023-09-28T07:01:53","date_gmt":"2023-09-28T07:01:53","guid":{"rendered":"https:\/\/kkb.dictalogic.com\/?p=566"},"modified":"2023-09-28T07:01:55","modified_gmt":"2023-09-28T07:01:55","slug":"how-to-set-user-defaults-user-configurations-and-email-alerts","status":"publish","type":"post","link":"https:\/\/kb.dictalogic.com\/index.php\/2023\/09\/28\/how-to-set-user-defaults-user-configurations-and-email-alerts\/","title":{"rendered":"How to set User Defaults, User Configurations, and Email Alerts"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><sup>Knowledge Base ID : KB00061<\/sup><\/p><\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-c9991d5c-21cd-47f7-8f9e-64ec6e1218ea\">Overview<\/h3>\n\n\n\n<p style=\"font-size:16px\">Users can have their defaults set up, so they don&#8217;t have to make changes to the &#8220;new dictation form&#8221; whenever creating a new job.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-eec4c50a-3be0-449e-b6b6-da17adda99e9\">Applies to<\/h3>\n\n\n\n<p id=\"block-b7da61e0-9cc9-434c-aa6c-fa0e7c4703a2\" style=\"font-size:16px\">Admins, Super Users, Super Authors, Super Secretaries<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"block-c3ab2219-3c47-4ed3-ab73-5a8a02cb971c\">What to do<\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"the-following-steps-are-required-to-set-up-user-defaults\">The following steps are required to set up User Defaults.<\/h3>\n\n\n\n<ol><li>Go to the &#8220;Admins&#8221; dashboard.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"304\" src=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-237-1024x304.png\" alt=\"\" class=\"wp-image-569\" srcset=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-237-1024x304.png 1024w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-237-300x89.png 300w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-237-768x228.png 768w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-237-1536x456.png 1536w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-237.png 1895w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"2\"><li>Go to the &#8220;Users&#8221; tab.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"423\" src=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-238-1-1024x423.png\" alt=\"\" class=\"wp-image-571\" srcset=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-238-1-1024x423.png 1024w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-238-1-300x124.png 300w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-238-1-768x317.png 768w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-238-1-1536x634.png 1536w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-238-1.png 1883w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\"><li>Click the user&#8217;s row for whom you want to set up defaults.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"491\" src=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-243-1024x491.png\" alt=\"\" class=\"wp-image-572\" srcset=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-243-1024x491.png 1024w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-243-300x144.png 300w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-243-768x368.png 768w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-243-1536x736.png 1536w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-243.png 1890w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\"><li>A pop-up of User details will appear. Under &#8220;User details&#8221; tab for an author, you can set the default <strong>department<\/strong>, <strong>Secretary<\/strong>, <strong>Priority<\/strong>, and <strong>Description<\/strong>.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"516\" src=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-239-1-1024x516.png\" alt=\"\" class=\"wp-image-574\" srcset=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-239-1-1024x516.png 1024w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-239-1-300x151.png 300w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-239-1-768x387.png 768w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-239-1-1536x774.png 1536w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-239-1.png 1889w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-black-color has-text-color has-background\" style=\"background-color:#ededed;font-size:16px\"><strong>Note<\/strong>: The options will differ based on role types. <\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"the-following-steps-are-required-to-set-up-user-configurations\">The following steps are required to set up User Configurations<\/h3>\n\n\n\n<ol><li>Go to the next tab &#8220;User Configurations&#8221;, under the default transcription type you can select <strong>Manual <\/strong>(audio only) or <strong>Custom Speech<\/strong> (audio to text) based on your requirements.<\/li><li>&#8220;Default Recording&#8221; can also be changed between Default, Insert and Override.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"490\" src=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-240-1-1024x490.png\" alt=\"\" class=\"wp-image-589\" srcset=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-240-1-1024x490.png 1024w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-240-1-300x143.png 300w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-240-1-768x367.png 768w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-240-1-1536x734.png 1536w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-240-1.png 1893w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-black-color has-text-color has-background\" style=\"background-color:#ededed;font-size:16px\"><strong>Note<\/strong>: The options will slightly differ based on role types. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"the-following-steps-are-required-to-set-up-email-alerts\">The following steps are required to set up Email Alerts<\/h3>\n\n\n\n<ol><li>Go to the &#8220;Alerts&#8221; tab<\/li><li>Toggle on &#8220;Email Alert&#8221;<\/li><li>Few additional toggles will appear, you may turn them On\/Off based on your requirements<\/li><\/ol>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-244-2-1024x870.png\" alt=\"\" class=\"wp-image-591\" width=\"411\" height=\"349\" srcset=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-244-2-1024x870.png 1024w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-244-2-300x255.png 300w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-244-2-768x652.png 768w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-244-2.png 1042w\" sizes=\"(max-width: 411px) 100vw, 411px\" \/><figcaption><strong>Author<\/strong><\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"884\" src=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-242-4-1024x884.png\" alt=\"\" class=\"wp-image-592\" srcset=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-242-4-1024x884.png 1024w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-242-4-300x259.png 300w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-242-4-768x663.png 768w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-242-4.png 1045w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Secretary<\/strong><\/figcaption><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-background\" style=\"background-color:#ededed;font-size:16px\"><strong>Note<\/strong>: The options will slightly differ based on role types. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"example-of-email-alert\">Example of &#8220;Email Alert&#8221;.<\/h4>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-245-1024x655.png\" alt=\"\" class=\"wp-image-586\" width=\"704\" height=\"450\" srcset=\"https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-245-1024x655.png 1024w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-245-300x192.png 300w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-245-768x491.png 768w, https:\/\/kb.dictalogic.com\/wp-content\/uploads\/2023\/09\/Screenshot-245.png 1250w\" sizes=\"(max-width: 704px) 100vw, 704px\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Knowledge Base ID : KB00061 Overview Users can have their defaults set up, so they don&#8217;t have to make changes to the &#8220;new dictation form&#8221; whenever creating a new job. Applies to Admins, Super Users, Super Authors, Super Secretaries What to do The following steps are required to set up User Defaults. Go to the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,1,7,10],"tags":[22,17],"_links":{"self":[{"href":"https:\/\/kb.dictalogic.com\/index.php\/wp-json\/wp\/v2\/posts\/566"}],"collection":[{"href":"https:\/\/kb.dictalogic.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.dictalogic.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.dictalogic.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.dictalogic.com\/index.php\/wp-json\/wp\/v2\/comments?post=566"}],"version-history":[{"count":13,"href":"https:\/\/kb.dictalogic.com\/index.php\/wp-json\/wp\/v2\/posts\/566\/revisions"}],"predecessor-version":[{"id":599,"href":"https:\/\/kb.dictalogic.com\/index.php\/wp-json\/wp\/v2\/posts\/566\/revisions\/599"}],"wp:attachment":[{"href":"https:\/\/kb.dictalogic.com\/index.php\/wp-json\/wp\/v2\/media?parent=566"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.dictalogic.com\/index.php\/wp-json\/wp\/v2\/categories?post=566"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.dictalogic.com\/index.php\/wp-json\/wp\/v2\/tags?post=566"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}