How to Create an Author for a Facility

Tasks

Creating the Author

• Log into the IMC using your username and password.
• Navigate to the Administration tab, and select the Users sub-tab.
• Click on the New User link on the upper left of the page.  The User Settings page will appear.
• Fill in the Author’s email address, name and password. (If a valid email address is not known, you may use a false one from your own Internet domain; in this case, place a check in the box labeled “EMail Address is not real.”)  See KB557 for more information
  
• Click the Create User button. At this point, the page will validate the new user, and bring up fields to customize the new user’s role(s) on the platform.
• Under Facility Roles section, select the appropriate Facility from the drop-down menu. The screen will automatically refresh with the Author box checked.
• If you want the author's information to automatically go into the address book, press the green plus sign found next to "Author Settings".  See KB863 for more information.
  
• Click the Save User button to Save the author's settings. 

Customizing the Author’s Settings

• From the Users sub-tab under Administration, find the Author and click their name. The User Settings page will appear.
• At the bottom of the page, under the headline Roles with Facilities, you will now see a link titled Author Settings to the right of the box you checked earlier. Click this to customize the settings associated with this author role. (Note: a User can be an Author under more than one facility, and the platform allows unique Author Settings under each.) 

• On the Author Settings page you will see five different categories of settings (click on the hyperlink of each setting to learn more)
  • Workflow Settings
    • QA Settings
    • eSign-off Settings
    • Transcriptionist Access
  • Dictation Submission Options
    
    • Proxy Submission Settings
    • Dictates for Others
    • Telephone Dictation (TDS) Authorizations
    • External Author ID
    • Default Document Type
  • Author Demographics (used for First Draft)
    
    • Gender
    • Accent
  • Document Identification Queue
  • eSignature

Click 'Save User' when finished.