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.
The following page provides a general view about of these settings:
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Form Header & URL's
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For a step-by-step configuration guide, go to the following section Enter Basic Form Information |
The first set of options to configure when creating a new order form for a client will be the form header and URL information. This information will appear at the top of the form and includes the:
Header & Description - Displayed at the top of the order form and it may be the name of the client or your company (if the form will be used by all clients). The description is optional and appears as smaller text below the header on the form.
Header Help Text -
OptionallyOptionally, the form renders a help link in the top right of the order form. The text you enter here will be shown in a tooltip when a user clicks the link and it may be marked as HTML code.
Terms and Conditions URL -
ThisThis is the URL where the client can read your companies terms and conditions. If the URL is defined, it will be displayed on the order form with a checkbox and the client must accept the terms and conditions before submitting the order.
Show Help in Tooltips Option -
CustomizedCustomized help texts may be defined for each field to help users completing the form. When enabled, users will see a help icon next to the field, which they may click on to view your help texts.
Log Selected Option -
IfIf ticked, the name of the selected form option is included with the order instructions. This behavior is recommended as both the client as well as the manager can clearly see which form option was chosen.
Once these items have been configured, you will then need to set up the user options for selecting the type of work to be completed for the order. This might include creating user options for the type of documents, services offered, etc.
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Order Options
The
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Order Options represent
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different, individual configurations of the current form. For example, options can be defined for the type of work such as "Regular translation", "Localization", "24-hour request", "Medical translation", etc.
Each option individually specifies how words are counted, how pre-translation and costing
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are done, and what kind of workflows are created for that specifically defined task.
For example, the "Medical translation" options would likely be configured to pre-translate using a client's medical translation memories and a workflow selecting your medical translators.
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For a step-by-step configuration guide, go to the following section Configure the Form User Order Options |
Basic Information
First, the basic information for the option must be completed. These details must be entered for each user option displayed on the form and includesinclude:
Option Name - Required.
TextThe 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
ilustrateillustrate this).
Description -
AA 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 -
IfIf 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.
General Settings Tab
The General Settings Tab provides options for configuring basic settings such as the word count profile, machine translation system to be used, document format profile, initial order status, etc. It is broken into three sections:
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The Settings options may be used to configure basic form information such as the default word count profile, resource group, machine translation system, etc that will be displayed to the client or used for the submitted order form.
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This section of options may be used to configure the initial order status for a submitted order and to configure the settings for automatic project creation upon form submission. The options include:
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- What type of project will be created in the system.
- Set the initial project status.
- Define a project workflow
- Mark uploaded files for online translation.
- Create jobs.
- Start jobs (send proposals).
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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.
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The costing options may be used to manage the invoice and cost configuration for the user option when it is selected on the order form. Options include:
- Create Invoice - The system is capable to automatically establishing a quotation or invoice for all files that could be successfully word counted within an order. You have the option to never create an invoice, to create an invoice if at least one file could be word counted, or to create an invoice if all files could be word counted.
Incomplete Invoice - When an invoice is created, some service(s) or unitary cost details could be missing so that a cost estimation cannot be established entirely or at all. If you tick this option, then an invoice will be created even if it is incomplete. You can then manually fill in the missing blanks.
Show Cost Details - Enable this option to see the client cost details when confirming the first step of the order process and prior to confirming the order. If disabled and the form has been configured to create an invoice, then the invoice will be hidden from the client as well. This permits to later manually validate the invoice prior to making it accessible to the client.
Price List - Choose a pricelist to be used for cost calculation.
Services - These are the services that will be used for cost calculation. Simply select the work types and specify an optional product code. The productcode
is used to pick up the right service from the pricelist. If no product code is set, then the system will pick the first service that matches the languages.
Order Settings Tab
The Order Settings Tab provides options for configuring order details such as the deadline and domain information. It includes these configuration options:
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- Minimum Lead Time - Specify the earliest deadline in terms of hours from "now" that a client can select within the order form.
- Default Hour - By default, the deadline time part is preset to 12 AM, but you can change that to set it a different hour such as 6 AM.
- Configure a Delivery Time - Typically a deadline should match your work hours. For example, you may specify here that a deadline must be between 10am and 6pm.
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- Help Message - Provides additional information to the client when clicking on the tooltip icon
. - Languages - Configure the source languages that will be displayed as selection options to the client on the order form for the user option.
- Preselected - Configure any source languages that should be automatically selected in the order form.
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Order Settings for Managers Tab
The Order Settings for Managers Tab may be used to configure options for instances where an in-house manager creates the order on behalf of the client. In these situations the additional fields will appear on the order form, but are not visible to the client.
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Project Settings Tab
The Project Settings Tab will only be present if you have configured for a new project to be created when the option is selected on the order form. It contains options for including instructions, internal comments, deadline information, the reception date, and other information that is essential to the project being created.
- 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.