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General Settings Tab of the New Order Form
The General Settings Tab of your custom order form is where you will configure the word count profiles, resource groups, workflows, project, and invoicing information for the user option.
Please see the following sections to learn more about configuring this portion of the user option settings:
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At least one Machine Translation System must be configured to see selection options in this drop-down menu. To learn more about configuring this information, please see the Machine Translation Systems Settings please see the /wiki/spaces/WBT/pages/711232 section of the documentation. |
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Three additional options are provided when a project is set to automatically be created:
- Mark Online - If enabled, uploaded files will instantly be marked for online translation.
- Create Jobs - If enabled, jobs will be created for the new project based on the chosen Project Workflow, but not started.
- Start Jobs - If enabled, the job proposal will be automatically sent to the appropriate translator. Please note that this does not mean they have accepted, started, or are working on the sent job.
For example, you might want all uploaded files to be marked for online translation and for the jobs to be created without performing additional tasks. In this instance the jobs will be created, but not started. To do so, you would tick the checkbox next to the first two options, as shown below:
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- Mark Online - If enabled, uploaded files will instantly be marked for online translation.
- Create Jobs - If enabled, jobs will be created for the new project based on the chosen Project Workflow, but not started.
- Start Jobs - If enabled, the job proposal will be automatically sent to the appropriate translator. Please note that this does not mean they have accepted, started, or are working on the sent job.
For example, you might want all uploaded files to be marked for online translation and the related jobs created but not started . In this instance the jobs will be created, but not started. To do so, you would tick the checkbox next to the first two options, as shown below:
When ticking 'Start jobs', additional sub-options are displayed on the page. These options, (visible in the screenshot below) are aimed to adapt jobs and client deadline. Indeed, the desired delivery date of the client may be too long, or too short given the required work time estimated by the system. With the options below you can choose to shorten or widen job deadlines or widen the client deadline so as to align dates. The work time is calculated from the capacity specified in the selected workflow template and the word counts.
An additional tab appears within the option configuration for the project settings when a project will automatically be created in the system. These settings are covered in more detail on the Project Settings page.
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However, you also have the choice of hiding the cost details without skipping the second step of the order process or simply showing the cost details to the client. Both options are applicable when the Skip Counts & Costs Step setting has been disabled (unticked).
When this the above option is selected in the configuration settings, Step 2 will appear as shown below:
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