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XTM Cloud 13.8

Assigning Linguists to the workflow steps in the Manage jobs view
Procedure. To assign Linguists to a single job in the Manage jobs view:
  1. For the relevant project, open the Project Editor – kanban_gray_solid_brand_refreshed.svg Workflow tab.

  2. Ensure that you are working in the Beta Workflow Editor. If you are not, enable it. For details, see Enabling the Beta Workflow Editor.

  3. Display the relevant jobs in the Manage jobs view. For details, see Viewing jobs in the Manage jobs view.

    Result: You are redirected to the Manage jobs view.

  4. If necessary, filter the displayed results. For details, see Filtering jobs in the Manage jobs view.

  5. In the jobs table, select the relevant job.

    Result: The Job details popup is displayed.

  6. In the Job details popup:

    1. for every workflow step to which you want to assign a Linguist, select the dropdown in the Assignee column.

    2. in the dropdown, select the relevant assignee:

      Important

      In the list, you only see these users who have all relevant access rights: customer access (for details, see Adding user access rights), language pair and the relevant workflow step (for details, see Adding users).

      • Linguists – If you select a single Linguist for the relevant workflow step, their name is displayed in the relevant workflow step in the jobs table in the Manage jobs view.

      • User groups – If you select a user group for the relevant workflow step, the user group icon linguist_group_brand_refreshed.svg and the group name are displayed in the relevant workflow step in the jobs table in the Manage jobs view.

      • LSP – If you select an LSP for the relevant workflow step, the link icon LSP_link_brand_refreshed.svg and the LSP name are displayed in the relevant workflow step in the jobs table in the Manage jobs view.

      Important

      If the relevant file has been split into bundles, you can only assign the same Linguist, user group or LSP to all bundles in the relevant file, in the Job details popup. To assign different Linguists, user groups or LSPs to different bundles, disable the Beta Workflow Editor (for details, see Disabling the Beta Workflow Editor) and use the standard workflow editor.

    3. if necessary, you can perform additional actions:

    4. at the bottom of the popup, select:

      • Cancel or the close icon close_X-mark_from-UX-team.svg to discard changes and close the popup. You will need to confirm your action in the Discard changes popup.

      • Save to save your changes and close the popup.

Result: the selected Linguist(s), user group(s) and/or LSP(s) are assigned to the relevant workflow steps, in the relevant job. They will be displayed in the Workflow column in the job list table, in the Manage jobs view.