XTM Cloud v 13.0

Modifying the workflow and setting dues dates for steps

Once a project has been created, the workflow can be modified and due dates set. You can do this on several levels:

  • a project

  • language

  • group

  • file

Due dates can be updated in one go for all languages with the same workflow.

To view any due dates that have been set, check the Show due date box. This displays the dates below each step highlighting any expired dates in red.

workflow_show_dues_dates.png

Workflow showing dues dates

To edit the workflow, or to add or modify due dates, select the Workflow / Due dates button.

This brings up the following popup:

workflow_editor_popup.png

The workflow editor popup

The Workflow editor popup allows you to:

  • Add additional workflow steps

  • Determine the functionality of workflow steps

  • Determine the blocking mechanism between steps

  • Delete workflow steps

  • Determine the LQA function for each step individually:

    • No - LQA is disabled

    • No, but show existing errors - LQA only displays errors reported in previous steps

    • Yes, save result in user record - LQA result for the translator from the previous step is saved on the Rating tab in the Edit user window

    • Yes, don’t save result in user record - LQA is enabled but results are not saved with linguists

  • Set the TM status to approved for every change in the target segment

  • Set the due date for each step in the workflow

To add a workflow step:
  1. Firstly, decide where you want to insert the step and then click the plus-circle-solid.svg icon.

  2. A new step will appear and then from the dropdown menu, select the function of the step.

    select_step_function.png

    Selecting the function of a step.

  3. Next, determine the blocking mechanism between the steps by selecting the appropriate symbol from the dropdown menu.

    select_blocking_mech_between_steps.png

    Selecting the blocking mechanism between steps

    See Blocking mechanism between workflow steps table for information about the blocking mechanisms.

To delete a step in the workflow:
  1. Decide which step you want to delete in the workflow.

  2. To delete a step, click the minus-circle-solid_red.svg icon.