Setting up default due dates & times for scoping, proofing, and review (client due date) will save you both time AND brain power. No more counting calendar days to determine the due date. Stenovate can do it for you!
1. Navigate to Account Settings.
Navigate to Account Settings in the bottom, left-hand corner of Stenovate.
2. Locate the Set Default Due Dates & Times Block
Locate the Set Default Due Dates & Times block in the top, right-hand corner of your settings page.
3. Select Your Standard Turnaround Time (Client Defaults)
Start with the Client Defaults, as known as the reporter due date or the Review Task due date. Choose how many days AFTER the reporting job date your transcripts are typically due.
The example below depicts a reporter's settings who typically works with agencies that want transcripts turned in at 8:00 a.m. 10 business days after the job date.
4. Select a Standard Default for Scoping Due Dates & Times
Whether you plan to scope and proof your own work or utilize a scopist and/or proofreader, setting up standard scoping and proofing deadlines creates small milestones that ensure transcript timeliness (and happy clients)!
Choose a standard scoping due date & time that will allow enough time for you or a proofreader to proof the transcript.
Then choose a standard proofing due date and time. If you utilize a proofreader, be sure to pad in enough time for a thorough final review of your scopist and your proofreader's work, as well as time for finalizing an index, invoice, paperwork, etc.
Once you save these settings with the purple Update button, adding transcripts will be even faster! Just choose your reporter Job Date & Time, and the rest is done for you!
Need to update the dates for an expedite? No problem. Select the field you need to update and pick a new date and time. These dates can also be changed later from the face of the card or within the transcript workspace.