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When configuring an order form for a client to use within the client portal, there are two specific configuration tasks that must be completed. The first involves the configuration of the form header and links on the form. Second, you must configure each available option for requested work and the workflow for these user options. 

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  • Option Name - Required. Text will appear as a selection underneath "Type of Work" on the customized form. It should be kept short and precise to avoid confusion. . It can help your client understand what kind of service will be provided when selected (examples are always a good way to ilustrate this).

  • Description - A detailed description of the option shown to the user. Use this space to precisely explain the purpose of the option so that the user fully understands their selection. Text may be marked as HTML code.

  • Help Message - If filled in, the form shows a help icon where you can give an even more detailed description of the option to the user. Text may be marked as HTML code.

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If you decide to validate the order request before launching the project, you may want to:

  • keep the status of order and project to a standby value (Proposal/Request and Waiting/Preparing). This will allow you to verify the files submitted by your client or even further negotiate the costs for his request. You can further analyse the feasibility project based on the desired delivery (if available) or even contact your client back for further details which could help your team organise the linguistic project. All these actions can take place directly in the patform, as explained in the section managing translation orders.
  • Mark the files for online translation and create the jobs, but not send the proposals right away. If you leave the option "Tick if any created jobs shall be started immediately" you will have time to verify the files in the CAT Editor and even leave additional comments to the suppliers before making the job proposals public.

This will allow you to register the order, check and analyse the files upon reception, check the availability of your suppliers or even contact the client in case further discussions need to take place to reach an agreement and kick off the project. Only when you pass order and project to status "In progress" the work will be officially launched.

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  • Instructions - Enter detailed instructions for the project or use the {{OrderInstructions}} placeholder to preset this field to contain instructions entered by the client on the order form.

  • Internal Comments - Enter internal comments to appear in the project or use the {{OrderComments}} placeholder to preset this field to contain internal comments from the order form.

  • Deadline - Set the project deadline to be the same date entered on the order form. You may also push this date out by minutes and/or days.

  • Reception Date - Set the project reception date to be the same date the form was submitted. You may also push this date out by minutes and/or days.

  • Manager - When creating a project, you have the option to use the same manager that was assigned to the order as the project manager or may define a different manager to be in charge of the project with this configuration option.

  • Reference - Use the {{Order Reference}} placeholder to copy the reference number entered by the client on the form to the project for each submitted order when the user option is chosen.

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