Once at least one Translation Memory and Terminology Database exists within the system, you can then create a resource group for these items. This is much easier than manually configuring each resource to be used for a client or project in the system. Resource groups may be created for specific types of projects, to group resource resources per translation domain, or for particular clients.
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A resource group may be optionally be assigned to a specific client. If you do not do so, then it can simply be assigned to a project or included as part of the new order form configuration for any client within the system.
To select a client, click on the drop-down menu and then choose the client you want the resource group to be used for. A Refresh Button is provided to the right of this drop-down menu as well.
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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.
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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 as above.
On the right side of the resource name, options are provided to change the current order of the resources in 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 remove a resource from the group, click on the X.
Clicking on Details for a resource will direct you to the Resource Details Tab for that item.
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Once a group has been created, you will be able to perform a few additional actions can be performed by clicking on Select or using the Down Arrow displayed to the right of each resource group. When you click on Select, you will be able to view the details of the Resource Group.
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Additionally, a resource group may be assigned to each work selection option on the New Order Form and automatically applied when a client or internal user places an order through the Client Portal for the checked work option on the form. |