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Once at least one Translation Memory and Terminology Database exists within the system, you can then create a resource group for these items that may be used for specific types of projects or certain clients. 

This is much easier than manually configuring each resource to be used for a client or project in the system. For example, if you create a resource group for CoDyt projects in the system, then this group may be automatically configured for new projects or submitted orders in the system.

The resources in the group are then automatically used for each job assignment on the project and for any preliminary steps. As jobs are completed, the resources are updated based on terms, etc. and then ready for use on the next project. Resource groups may be created for specific types of projects, clients, or types of translations. 

The following sections have been provided to show you how resource groups are created in the system: 

 

Getting Started

First, cick on Resources in the toolbar at the top of Wordbee Translator and then click on the Resource Groups Tab.

Then click on Add New in the upper right corner to begin creating a resource group.

Enter a Group Name

The first step will be to enter a name for the resource group. To do so, click on the text field showing "New Group" and then type a name for your new resource group. 

Select a Client (Optional)

A resource group may be assigned to a specific client or simply assigned to a project or included as part of the new order form configuration. If you assign the resource group to a client, it will only be available to that client and cannot be used for other clients in the system or general projects, etc.

To select a client, click on the drop-down menu and then choose the client you want the resource group to be used for. 

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 more than one of each may be assigned to the group. To begin, click on Add Resources.

You may search for resources by name, type (translation memory or terminology database) and configure a filter. When these options are changes, you will need to click on Search to refresh the results. Then click on Select for the desired resouce in the list. 

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, options are provided to change the current order of the resources and you may use the X to remove a resource. 

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

Save the Group

Once all resources have been added, click on OK in the upper right corner to save the group. 

It will appear as shown below: 

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.

When you click on Select, you will be able to view the details of the Resource Group. To make changes, just click on Edit in the top right corner. 

Clicking on the Down Arrow provides the option to edit, create a copy, or remove a resource group from the system. 

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