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Use Add Phase to add a single workflow phase to the documenttargets(s) of your choice.

Tip
Although you have selected documents, you will be adding the phase to each target in the selected documents.

Choose to add an additional human a Translate phase, Review phase, or a Custom phase.

Custom phases can be used to track any additional QA step needed for a particular document (e.g. desktop layout confirmation, legal review, or financial approval).

Tip

title	Phase tips

There is no limit to the number of phases that can be added to a document.
You cannot add second translation phase to a workflow.
You cannot add a new phase with a name that matches an existing phase.
You cannot add a translation phase after a review phase.
The new phase will be appended to the end of the document's existing workflow.

To Add a Phase to a document,

Click to open a project from your Projects menu.
Select the box(es) for the document(s) requiring a new phase.
From the Documents bar, scroll to the Actions: menu.Select the Document List Actions.
Type and select Add Phase.
Complete the dialog (instructions below) and click Add Phase to save your work.
A new process will be started that you can monitor in the process queue. Upon the completion of the process, review the details and you will see the number of targets affected, how many successfully received the phase, how many did not receive the phase and why.

Tip
This will add a new phase for each target language listed on the current document.

Info
Add Phase does not affect the overarching workflow of the project as a whole; it only affects the targets in your selected documents you select.

Complete the Dialog

Use the options in the dialog to customize the phase to fit your document.

Add a phase name and description, choose assignment settings, and optionally add phase rules.

In the open dialog, scroll select the desired options (descriptions below).
Enter a phase name, description, due date, reason for modification and add any Rules.
When you are ready, click Add Phase to save your work.

For more information about each option, see the list below.

Dialog Options

Option	Required?	Description
Phase Type	required	Scroll to select the type of phase to add Choose from Translate, Review or Custom
Settings
Name	optional	This name will appear as a step on the open documentrequired	We provide a default name that matches the phase-type. A descriptive name will help others know what type of work is required during the phase
Description	optional	Optionally enter a description From the document list, hover over the question mark next to the phase name to display this description
Due Date	optional	Optionally add a due date for the new phase
Reason for Date Modification	required	Give a reason for the new phase's due date
Allow Check-out	optional	Allow translators to check out an assignment from a list of documents
Check-in task after [x] hours of inactivity.	optional	Type the number of hours a project may be dormant before being reassigned to other users
Allow ignoring of untranslated segments	optional	Allow untranslated segments to be ignored
Editable Source	optional	Allow linguists to edit the source text

Rules
When this condition is met:	optional	Scroll to select a condition
Take these actions:	optional	Scroll to select an action

Live Search

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Versions Compared

Old Version 8

New Version 9

Key

Complete the Dialog

Dialog Options