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As you can see from the image above, the status for this order is "Request"; however, you can configure the new order form to set the status for the order and the created project to be different. A cost is already present and the project has been created.
Step 1: Send Proposal
If the status is "Request", you will need to click on Send Proposal to send the cost information, etc. to the client.
Step 2: Review the Costing and Project Information
If you click on the Cost Tab, you will see that an invoice draft has already been created and this is why the cost already appears in the order. The new order form can be set up to use a Word Count Profile, specified Pricelist, etc. to automatically obtain a word count, calculate the cost, and generate an invoice for the order.
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Note: Jobs can be created or even configured to be automatically proposed or assigned via the new order form. If the Jobs are just created, you will need to assign them to a supplier manually and manage the actual workflow of the project. However, as mentioned, this could be automated as well through the form.
Step 3: Create and Propose or Assign Jobs
To propose/assign jobs to suppliers, click on the Jobs Tab and then click on Manage for a job. In this example only one job is present for translating the document.
A pop-up window will appear. Click on the 
icon to choose a supplier for the job or to propose the job to a group of suppliers. Another pop-up window will appear where you can click on Select to choose an individual supplier or click on Supplier Groups/Crowd Sourcing to propose the job to more than one supplier.
Once this is done, you will be returned to the Manage Documents & Languages pop-up window where you can enter a deadline, cost information for the job, and change the status. Click on Save Changes to finish.
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If needed, you can also change the workflow and remove or add jobs to the project that need to be completed for the order. This can be done by clicking on the Change Workflow drop-down menu in the Manage Documents & Languages pop-up window. |
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To learn more about this step, please see the Create Jobs for the Project page in the Getting Started Guide. |
Step 4: Finalise the Translations
For fully automated CoDyt project orders, the most of the work is done for you! After the job has been accepted by the supplier and the work has been completed for the project, all you . The following will need to be performed after the work has been completed: need to do is finalize the translations.
This is done from the Work Status Tab when viewing the project. In the Finalise Translations section you will see each translation that needs to be finalised in the system for the project. To finalise a translation, click on Finalise Now and then click on Confirm in the pop-up window.
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To learn more about finalising your translations for a CoDyt project, please see the Finalising Translations page in the Getting Started Guide. |
Step 6: Copy Files from Project
Step 7: Mark Work as Done
Manual Steps