The classic order form can be integrated with your website and provides an easy way for new clients to request work by submitting a general order. When this form is used, the order will be viewable in the system; however, the client will not exist and a project must be created manually from the submitted order.
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Since this is a new client in the system, a project template will most likely not be available. Project templates can be used to streamline several tasks for new projects in the system including compatible resources, workflow, pricing, word count settings, document format profile, and custom fields. These are typically created after one project has been placed in the system for a client. To learn more, please see Project Templates in the User Guide section.
Additionally, you can configure what tasks will be completed for the project (i.e. translation, revision, proofreading, etc.). Tick each applicable checkbox in the pop-up window to configure this information for the new project. For this example, there are no project templates and only translation + revision will be performed.
A pricelist defines the costing for work to be done. With it you will define the currency, discounts for fuzzy matches, discounts for pre-translations, and the price per task (translation, revision, etc.) and language pair (English to German, German to French,...). For orders being submitted through the classic form, you typically will not have a pricelist defined for the prospective client.
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If desired, you may enter a message to send with the proposal to the client. Click on OK to send the proposal.
Your message will appear in the Order Details as shown below and the status will now show Proposal.
Step 6:
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Create Jobs & Assign Jobs
You are now ready to create jobs for the project and send job proposals to suppliers for the project tasks. To do this, click on the Project Tab when viewing the order. Then click on the Jobs Tab. To select a suppliers, click on Manage for the desired job.
In this example, there are two different translation and revision tasks (German and French) for the English Source Language. You will need to use the drop-down menu to choose one and then select the suppliers. This will need to be done twice to assign the translation and revision work.
Click on the to choose a supplier for each job. You may also set a deadline, enter a cost and change the status of the job from this screen. The option for email notification is enabled by default. If the jobs shown are not correct or more must be added, use the Change Workflow drop-down menu in the bottom left corner of this pop-up window.
A new pop-up window will appear as shown below. Here you can propose the job to a certain supplier, a supplier group, or perform crowd sourcing. Simply click on an option and make your selections. The pop-up window will show the unit price, language, rating, etc.
Additionally, you can click on the Calendar Icon to view their current schedule. A Search Feature is also provided to help in finding a specific supplier. Click on Select to choose a supplier.
For supplier groups, tick the appropriate checkbox and then click on Select in the pop-up window.
If the chosen supplier has pricing information, it will automatically be populated in this window. Otherwise, you may click on the field and type a value. Click on the Change Menu to set the status of the job. Jobs that are not started, but have a supplier chosen will result in a proposal being sent to the supplier. If they accept the job, then the status will change to In Progress. Click on Save Changes when finished.
The Jobs Tab will now show each job, the document, the work, the supplier who was assigned or sent a proposal, the deadline, and the number of segments. The suppliers will receive an email (if notifications were enabled) and can accept the proposal from the email. and click on New Job.
A job will need to be created for every task that is part of the project (Translation, Revision, etc.) and each language pair (French, German, etc.). The following information will need to be configured for each job:
- Task
- Source Language
- Target Language
- Deadline
- Any Instructions
Then tick the checkbox for each document that should be included in the job. You can also set dependencies automatically, set access rights for reference materials, and add any internal comments pertaining to the task. Once finished, click on OK in the upper right corner.
Once all jobs have been created, click on Back to Project to view the jobs and assign or propose them to suppliers. The Jobs Tab will appear as shown below. To propose or assign the job to a supplier or supplier group, click on Select for the appropriate job.
Then click on Choose Supplier to propose or assign the job.
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For more information about creating jobs for standard projects, please see the Create and Assign Jobs page in the Getting Started Guide. |
They may also log into the client portal (if the feature is enabled on the platform) to view the job proposal and accept it. With this feature the supplier may also conduct the work and submit it.
Once Once a proposal has been accepted by the supplier, the Jobs Tab will appear as shown below.
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