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Order Settings
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The Order Settings Tab contains settings that pertain to the services/tasks the client is ordering in direct reference to this specific user option. This sections explains how to configure each option for the order when a client selects the option.
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Please note that each setting on this tab contains a Help Message setting, which may be used to add a custom message for the user to see when clicking on the Help Tool Tip |
Reference
The Reference setting determines whether or not a client is able to enter a reference number or name for the order on the form. By default, this setting is set to required and made visible on the form. You may untick this option if it is not a requirement and leave it visible as an entry option or simply untick both and it will not be visible to the client nor required. <need to verify> <cannot change on my end>
Additionally, text may be added to help the client know what this field is on the form, such as "Enter a Reference Number or Name for the Order".
Deadline
The Deadline settings may be used to configure whether or not a deadline is required, visible to the client on the form, and for configuring a minimum lead time, default hour, and default delivery time. By default, a deadline is not required to sumbit the order, but is a visible item on the order form with a minimum lead time of 4 hours.
The Deadline may be a required entry, not required and visible to the client as optional, or simply hidden from the client altogether. To configure these selections, tick the checkbox next to each desired setting. Enabled settings will have a checkmark and blue background.
You may also enter a help message if desired to appear when the client clicks on the Tool Tip 
icon next to the option on the form. In this example, the deadline is required and visible.
Next, the default Mininum Lead Time is set to 4 hours; however, this may also be changed in the configuration. For example, you might want to configure a larger completion window for the order such as 24 hours. To do so, click on the field and type the number 24 or use the increment/decrement arrows to alter the value by 1.
You may also configure a Default Hour and Delivery Time for the order if desired. For example, if a request or order is submitted at 7:00 PM (after hours), it might be good to set the Default Hour to 8:00 AM for the next day.
To do this click on the Clock Icon and choose the appropriate time.
The Delivery Time is typically the hours your office is option. For example, if you operate between 8:00 AM and 4:00 PM, then these are the times to enter in this setting. As with the Default Hour setting, click on the Clock Icon for each to set the appropriate time.
Domains
Next, you are able to configure the Domains that apply when the client chooses this option. This section must only be configured and visible if it is relevent. By default, the Domains are viewable on the form, but not required.
For example, if your company organizes resources by domain, then this section should be configured. However, if resources are organized by client, then it is not necessary and may be set to not visible and skipped.
If you do not organize resources by domain, you may untick the Visible option and this section will not appear on the form.
Additionally, if Domains are used to organize resources, you may also tick the Required setting to ensure that the client chooses the appropriate domain(s) and/or subdomain(s) for the order. A Help Message may also be added to provide the client with additional information about this selection on the order form.
If Domains are used, you may also configure specific domains to appear for selection when the client when completing the order form. This can be done by using the drop-down menu for the Existing Domains setting. Click on each checkbox to make one or more selections.
If Domains are used, you may also configure certain domains to be automatically selected for the client when completing the order form. This can be done by using the drop-down menu for the Preselected setting. Click on each checkbox to make one or more selections.
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You may select one or more domains and/or subdomains to appear as existing domain selections or as a preselected domain. |
Source and Target Languages
A section is provided for configuring both Source and Target Languages on the form. For simplicity, the following screenshots will show the process for Source Language configuration as the steps are the same for configuring the Target Languages.
If this information is not required, but you want to give the client the option to still make selections, untick Required and leave Visible ticked. You may also untick both and the client will not see this information when completing the form. You may also enter a custom help message to provide additional information to the client.
By default, source and target languages are required to submit the form and are visible to the client. If you do not configure any languages, the client will be presented with a list of every available language in the system. This portion of the configuration allows you to only select the source and target languages that pertain to the client completing the form and cuts down on entry time as well.
To choose a specific language or set of languages for the source and target languages, click on the Language drop-down menu. Then tick the checkbox next to each applicable language in the list:
You may also do the same to preselect languages for automatic selection in the form. The Preselected setting is helpful when the client always requests the same source and target languages for orders and will preven errors when submitting an order.
For example, if the client always requests that files consisting of English as the source language are translated, then this language could automatically be selected in the option configuration.
Uploading Files & Reference Materials
As part of the order details for the user option, you also have the ability to configure whether or not Uploading Files is required. By default, this option is required and viewable on the form.
If it is required, then visible will be checked automatically. You may also enter a help message and mark the text as HTML code if needed.
If you want to make it a viewable but not a requirement or to hide it from view, click on the checkbox next to either option to enable or disable it.
Additionally, you may require or give the option of Uploading Reference Material to the client. By default this information is not required or visible to the client on the order form when the option is chosen. To make it visible or required, tick the checkbox next to the appropriate option and add a help message and mark the text as HTML code if desired.
Instructions
Finally, an optional field is provided to the client to provide instructions about the order on the form. This field is visible to the client, but not required by default. You may make it a requirement or simply hide it from view by ticking the checkbox next to the appropriate options.
If you tick Required, then Visible will be automatically checked. You may also enter a custom help message to provide more details to the client.
Order Settings for Managers
The Order Settings for Managers Tab contains settings for situations where the order form is used to place an order on the behalf of the client internally. These options and the provided information will only be seen by the assigned in-house manager.
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The Project Settings Tab will only be present if you have checked the Create Project Setting for the option on the General Settings Tab. These settings are specifically for configuring the how project fields are preset on the form. Placeholders are provided to make this configuration easier and may be viewed by clicking on Placeholders in the text located above the Project Fields header.
Instructions
To add instructions for the new project , click on the empty text field and type any desired set of instructions or use a Placeholder to automatically preset the field to contain the Order Instructions.
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Then paste this into the text field for Internal Comments:
Deadline
The Deadline should always be copied from the order form. To do so, tick the checkbox next to Copy from order form deadline.
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Then simply choose an individual to be the Project Manager for the created project.
Reference
The Reference field is the same information as found on the order form by the client for the Reference option. This can be automatically filled in by using a placeholder for the value in this project field.
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