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Warning

If you assign the resource group to a client, it will be used for any project created only be an available selection option for that client and cannot . Do not do this if you want the resource group to be used for other clients more than one client in the system or general projects, etc.

 

Step 3: Add Resources

Next, you will need to add your resources to the group. This can be any combination of translation memories and terminology databases in the system and . You may also assign more than one of each may be assigned to the group. To begin, click on Add ResourcesResource.

You may search for resources by name, type (translation memory or terminology database) and configure a filter if desired to locate specific resources. The Search Feature is beneficial when many linguistic resources exist within the system.

When these options are changeschanged, you will need to click on Search to refresh the results. Then click on Select for the desired resouce in the list. 

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The resource will appear within the resources section of the form as shown below. To add another resource, just click on Add Resource and then follow the same steps.

On the right side of the resource name, options are provided to change the current order of the resources and you may use the X to remove a resourcein the group and to remove the resource. To change the order, click on the up or down arrow next to a resource name. To delete a resource, click on the X

Clicking on Details for a resources resource will direct you to the Resource Details Tab for that item.

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It will appear as shown below: 

Note

The example above shows resource groups that have been assigned to specific clients. If the group has not been assigned to a client, then nothing will appear within the "Assigned to specific client" column.

 

Additional Actions

Once a resource group has been created, you will be able to perform a few additional actions by clicking on Select or using the Down Arrow.

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When you click on displayed to the right of each resource group. When you click on Select, you will be able to view the details of the the Resource Group. 

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To make changes, just click on Edit in the top right corner. 

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Info

Additionally, a resource group may be assigned to each work selection option on the New Order Form and automatically used applied when a client or internal user places an order through the Client Portal with  for the checked work option checked on the form.