Part 1 — Transcriptions list
Header
| Button | What it does |
|---|---|
| Export | Downloads the currently filtered list as a CSV file |
| Filters | Toggles the advanced filter panel — a blue badge shows how many filters are active |
| Refresh | Reloads the list from the API |
| New Transcription | Opens the Transcribe page |
Group tabs
A tab bar below the header lets you filter by group with a single click:| Tab | Color |
|---|---|
| All | Slate |
| No group | Grey |
| Pending Review | Amber |
| Under Review | Blue |
| Archived | Purple |
Filters panel
Click Filters to slide open the advanced panel.| Filter | Options |
|---|---|
| Search | Free-text match on ID, name, or configuration tag. Autocomplete shows up to 5 suggestions after 2+ characters. |
| Status | All · Completed · In Progress · Failed |
| Configuration | Searchable selector |
| Participant | Limited to participants present in loaded results |
| Evaluator | Limited to evaluators present in loaded results |
| Critical Failures Only | Shows only transcriptions where a Strict criterion failed |
| Date range | From / To — quick presets: Today · This week · This month · This quarter |
Active filters are synced to the URL query string. Copy the browser URL to share or bookmark an exact filtered view.
Grid and list view
Toggle between a card grid and a resizable table. Both views show:- Status badge — Completed (green) · In Progress (blue, spinning) · Failed (red)
- Quality score —
X.X / 100, green when ≥ 50, red when < 50. A red octagon icon appears if a Critical Failure occurred. - Group badge — with an inline pencil button to change the group without opening the detail view
- Configuration tag — clickable, opens configuration detail in a new tab
- Evaluator tag — clickable (if linked), opens evaluator detail in a new tab
- Participant tag — shown if a participant was linked
Bulk actions
Hover over any card or row to reveal a checkbox. Selecting at least one item shows a blue action bar:| Action | What it does |
|---|---|
| Change group | Applies a new group to all selected transcriptions at once |
| Delete | Deletes all selected transcriptions (confirmation required) |
Export CSV
The Export button downloads the currently filtered list astranscriptions_YYYY-MM-DD.csv.
CSV columns: ID · Name · Configuration · Status · Group · Duration (s) · Date
Part 2 — Transcription detail
Click any transcription to open the detail view. You can also load any transcription directly by entering its ID in the search bar at the top of the page.Header
| Element | Behavior |
|---|---|
| Transcription name | Primary title — shows the ID if no name was given |
| Copy ID | Copies the transcription ID to clipboard |
| Export PDF | Downloads a quality report. Only shown when a Quality Audit is present. |
| Delete (trash) | Opens the delete confirmation modal |
Metadata
A two-column grid showing: Status · Group (editable via pencil button) · Duration · Creation Date · Language detected · Number of speakers. The Configuration tag is shown below with a link that opens its detail in a new tab. The Applied Modules tree mirrors the Transcribe form and shows which Configuration, Evaluator, and Participant were applied to this job. Each applied node is clickable. Nodes that were not used show “Not applied.”AI Summary
A collapsible card with the AI-generated summary rendered as formatted markdown (headings, bullets, bold text). A Copy summary button copies the raw text. Hidden if the configuration did not have summary enabled.Quality Audit
A collapsible card. Only shown when an evaluator was applied and the audit has completed.Score and KPIs
A circle gauge displays the overall score (0–100). Ring color reflects performance:| Score | Color |
|---|---|
| ≥ 80 | Green |
| 50–79 | Amber |
| < 50 | Red |
| Chip | Meaning |
|---|---|
| Passed | Number of criteria scored as a pass |
| Critical | Strict criteria that failed — triggers automatic overall failure |
| Failures | Weighted (non-strict) criteria that failed |
Criteria Breakdown
All criteria are listed as expandable rows showing: sequential number, criterion name, type badge (Yes/No · Scale · Critical), pass/fail icon, and weight %.
Focus Mode toggle — when enabled, the list shows only failed criteria.
Expand any criterion to see:
| Section | Content |
|---|---|
| Reasoning | The AI’s explanation of why this criterion passed or failed |
| Quote | The exact phrase from the transcript the AI cited as evidence |
| Improvement Opportunity | Specific coaching advice for the evaluated participant |
Extracted Fields
A collapsible card showing all structured data the AI extracted. Only shown if the configuration had extraction fields enabled and values were found. Each field shows its name and value — arrays as pill tags, booleans as Yes / No badges, text as plain string — with a per-field copy button.Conversation
A collapsible card showing the full transcript as conversation segments. Only shown if the transcription produced speaker-diarized output.- Search — type to filter visible segments and highlight matching terms in yellow
- Each segment shows: a colored speaker avatar (consistent per speaker), speaker label, timestamp range (
MM:SS – MM:SS), and transcript text
PDF Export
The Export PDF button (header) downloadsReport_[name]_[date].pdf containing:
- Metadata: file name · participant · evaluator · evaluation date
- Score summary: overall score · passed / critical / failed counts
- Executive feedback
- Criteria breakdown table: Criteria · Status · Points · Feedback · Quote · Advice
Export PDF is only available when a Quality Audit is present. Transcriptions without an evaluator do not have this option.
What can and cannot be changed
Transcription results are read-only after processing. Only the name, group, and deletion are mutable from these views.
Groups & workflow
Using groups to organize your review process
Using groups to organize your review process
Groups give your team a shared signal for where each transcription stands in the review workflow.
Benefits: clear visibility of work status, easy handoffs between team members, and a reliable way to track progress over time.
| Group | Suggested use |
|---|---|
| No group | Default — newly processed transcriptions that haven’t been triaged yet |
| Pending Review | Flagged for manual inspection — quality check needed, score seems off, or a Strict criterion failed |
| Under Review | Actively being reviewed by a team member |
| Archived | Review complete — data extracted, no further action needed |
Regular cleanup
Regular cleanup
A clean list makes it easier to find what matters.Suggested cadence:
- Weekly — archive completed work
- Monthly — delete test transcriptions and resolved failures
- Quarterly — export important batches as CSV for backup
Transcribe
Submit a new transcription
Transcription
Full data model reference