Workflow template Automation Options
The options listed below allow you to automatize many manual steps during project management:
Job Assignment Options (for each Work step)
For each job in the designated workflow, you will need to define how it will be assigned. Manually assign all jobs is selected by default; however, if you click on the drop-down menu the following additional options are provided:
Manual assignment
Manually Assign All Jobs - Each step (job type) will be assigned manually in the system.
If the job type is set to be assigned manually, then the job will be created in the project, but you will have to go in and assign it to a supplier group, etc. Automatic options create the job and send it to the chosen supplier group or the client company without any additional steps.
Group assignment
Automatically Propose Jobs to Groups of Suppliers - Jobs will automatically be proposed to all suppliers in one or more selected groups.
Automatically Crowdsource Jobs to Groups of Suppliers - Jobs will be automatically crowdsourced to all suppliers in one or more selected groups.
Automatically Assign to Client Company - Jobs will be automatically assigned to the client company.
When one of the alternative assignment modes is chosen, you will be able to change the supplier group for each job type and view the group details.
If you click on Arrow Icon to the right of the current supplier group selection, then a page will open for viewing the supplier group's details.
Click on Edit List to view available supplier groups in the system and change what groups the job will be proposed to.
Enable the checkbox on the right of each supplier group that should receive automatic job proposals. You may also enter a specific number of hours for delaying the proposal if needed. If the hours are set to 0, then the proposal will be sent immediately. Click on OK when finished.
Remember
The All Suppliers group will include all vendors in the system who can perform the task for the language pair of the job. This means, any user with the option <Any language> into their service portfolio (languages need to be defined in the user/company profiles) won't be listed with this group.
You will see the supplier group information change after clicking on OK. For this example, the supplier group has been changed to My Translators and any supplier in this group will receive an automatic job proposal.
Please note that these same steps apply when choosing the Automatically Crowdsource Jobs to Groups of Suppliers option.
Job options
Jobs: Allow the client to view the progress of an order
By default the option is disabled and you will need to click on the checkbox next to this option for each work step. If it is checked for a job type, then the client will be able to view progess for that task.
You can optionally include work deadline and completion dates if you want them to be aware of partial deliveries, for example.
Jobs: Mandatory QA check
By default no QA is enforced for any job. You can set this up against a given profile to make sure all suppliers validate the QA issues to be able to deliver their jobs.
Jobs: Conditional steps
By default, there are no conditional steps. You can decide if jobs should be created based on volumes (segments to be translated, level of pre-translation, quality of pre-translation, etc.)
% pretranslated segments: takes into account the total number of segments for which translations have been found during pretranslation, no matter their quality (perfect, exact, fuzzy, etc.)
% pretranslated segments excluding MT: takes into account all pretranslated segments, even if MT has been applied.
% pretranslated words adjusted: the step is enabled if the quality of the pretranslations is above or below the threshold (pretranslation rate). Find some examples listed below to see how this feature works:
Job size (segments) | 100-110% pretrans | fuzzy pretrans | no match | Sample formula | Rate |
|---|---|---|---|---|---|
10 | 5 | 5 at 95% | -- | rate = (n100 * 100 + n95 * 95) / (n100 + n95+ nOther) = | 97.5% |
10 | 5 | 2 at 95% | 3 | rate = (n100 * 100 + n95 * 95) / (n100 + n95+n0) = | 69.0 % |
10 | 1 | 2 at 95% | 7 | rate= (n100*100+n95*95)/(n100+n95+n0) = | 29% |
10 | 1 | 1 at 95% and 2 at 75% | 6 | rate= (n100*100+n95*95+n75*75)/(n100+n95+n75+n0)= | 34.5% |
Depending on the calculated rate, the system creates or skips the task which meet the condition applied.
Total words/segments: total volume of words/segments to be handled.
Remember
In the event of a versioning process, conditional steps will not be taken into account.
Jobs: QA report available right after job completion
By default, no QA report is automatically generated when the suppliers finish their jobs. You can decide to activate this option if you want to enhance your quality ensurance workflows, making available the most up to date QA report for the document before starting the new job in the workflow.
Other general options
Workflow: Deadline Calculation and reminders
You can also configure how the system will define the delivery dates for each task in your workflow.
From capacity and word counts
This information is then used to automatically calculate a deadline based on the total number of words and what each assigned person or supplier is able to handle. Capacity values and lead-time are defined at the task level.
This information is displayed in the upper part of the template.
If the calculation needs to be based on hours, simply click on the top field or use the increment/decrement buttons to configure the total number of daily hours. In the example below, it is 6 hours.
If you want to define in a separate field the time needed to start working on the task (timelapse between the job proposal and the actual "start work!"), you can define this value in the part above and then define the capacity below.
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