How do I change the workflow or workflow step on a job?

Jobs in Lexacom are made on a workflow – this describes the steps through which the job passes on its way to being complete. In the ordinary use of Lexacom, jobs are progressed using the action buttons in the window or on the application bar.

It might be necessary for the job to be moved to a different workflow, to be changed to a later workflow step without progressing it through all the intermediate steps, or to be returned to an earlier step. This can be achieved by the author through their Tracking and Job Management View.

To do this, the author should:

• Load Lexacom and log in
• Navigate to the Tracking tab
  

• Double-click the job in the grid to load this
• If required, change the Current workflow dropdown to select the desired workflow
  

• Change the Current step dropdown to select the desired workflow step. Note that only valid steps will appear here – if the job does not meet the requirements for a step, it will not show in this list.
  

• Either:
  • Click the Save & Unlock button to save the change and make the job available to other users to load
    

or

• • Click the Save & Lock button save the change and leave the job locked to the current user (only the author will be able to reload this job)
    

Example Scenario – Editing a dictation that you already sent

As an Author, you may have sent a dictation to your typist and then realised that you missed some information you wish to include.

• Find the job in your Tracking grid
• Double click to open the job in Job Management view
• Change the “Workflow Step” dropdown to the “Create” step (step names may vary depending on workflow and team-specific setup)
• Save the change*
• You will now be able to find the job in your inbox to open, edit, and send on again to the next step.

IMPORTANT: *When using Job Management View (opening jobs from Tracking) be sure not to lock the job unless you intend to do so.
Clicking the floppy disk  will Save and LOCK the job.
Clicking the eject icon  will Save without Locking the job.