Modify Workflow in an existing project

For any working document, you can create new jobs in different ways (from the 5. Jobs tab or the 2. Documents tab).

Follow the next steps to see all existing workflows for a file:

• Click on the 2. Documents Tab.
• Right click on the document(s) that needs to be translated.
• Click on Manage document.

In the Manage document & languages page, click on the Jobs and Workflow Tab.

This screen displays the current tasks for the selected document and may be used to assign suppliers, change the scope for the document, and to modify the workflow.

To achieve that jump to the Jobs & Workflow tab:

Change workflow

To change the workflow, click on the arrow next Change workflow ▼ at the bottom left corner. A list of additional tasks will be prompted:

Assign a supplier to a  job

To assign a supplier, click on  next to a given job and select a supplier by clicking on Select next to the appropriate one of the listed in the supplier finder popup.

Supplier finder popup

This window allows you to filter and configure your job assignment in many different ways

This popup shows all suppliers that qualify for the job, based on the language combination and the task category.

You can combine the use of options available in the upper part of the window:

• Assignment as in the project workflow (manual , group or crowd sourcing) 
• Simple filters like: 
  • inhouse/external suppliers
  • filter by name or supplier group
• Advanced filters (under the Filters checkbox, highlighted above)
  • Profile type
  • Login
  • Working domain
  • Company custom fields

You will also notice that some of the advanced filters are also presented in the lower part of the popup, where you will be able to order the results of your query by relevance

or even toggle from single selection or multiple selection, in case you want to update your ongoing job proposal

All these filters should help you set the assignment configured in each of your scenarios.

Job scope: working in a collaborative setup

If you want multiple suppliers to translate or work in the document (for example) click on Scope: Entire document change.

Divide the document in as many parts as you need, and assign a supplier for each of them.

Add more translation steps

You have to create a job for each part, to do so, click on Change workflow and add a translation job and define which range of paragraphs you want translators to work on.