Step side panel
The step side panel is displayed on the right when a specific step is selected in the Process card.
Some settings in the step side panel are only available for jobs with Open status.
In this panel, you can do the following:
At the top of the panel, change the job status by selecting one from the dropdown list. The available actions will differ depending on the job’s actual status.
In the Language section, you can change the job language (only the languages selected in the Language card are available).
In the Vendor section, select or change the vendor. For open jobs with defined languages and dates, you can also send job offers.
In the Dates section, select or change the planned start and deadline dates. For Started and Ready jobs, you can check the actual start dates. For Ready jobs you can check the actual finish date.
If a job is restarted and files are redelivered, the date and time in the Started and Finished sections will be overwritten with new values.
In the Time Tracking section, check the estimated and spent time for the job. The estimated time is based on the vendor’s productivity set either globally in the job description (see the Add a job type guide) or individually in the vendor’s price profile (see the Competencies & Rates tab section).
To view the details of the logged time, click the Logged button.
You can only see the logged time for vendors that are permitted to log time in the Vendor Portal. To change this setting, go to the
Configuration Menu > Portals > Vendor Portal > Job Manager settings.
In the Communication section, add instructions to all jobs included in this project or just this job, and check if the vendor has left any notes about the job.
In the Volume section, check the job volume in source words. The volume is the same for all jobs and can be changed in the Order card.
In the Finance section, check the project’s total cost calculated on the basis of the payables from the Finance card.
In the Purchase Order section, edit, send, or preview the purchase order to the assigned vendor. If an order has already been sent, you will see the status Sent and the date on which it was sent.
In the Files section, check the work and reference files for this job, share additional files with this vendor, and add files or links for the files delivered in this job.
Use the Share files function to give the vendor access to the files that have been uploaded in the Files card and are not classified as work or reference files.
In the File Flow section, check where this job receives files from and delivers them to.