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

Choose to add an additional human 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
titlePhase tips
  • There is no limit to the number of phases that can be added to a document.
  • The new phase will be appended to the end of the document's existing workflow.



To Add a Phase to a document,

  1. Click to open a project from your Projects menu.

  2. Select the box(es) for the document(s) requiring a new phase.

  3. From the Documents bar, scroll to the Actions: menu.

  4. Type and select Add Phase.

  5. Complete the dialog (instructions below) and click Add Phase to save your work.

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 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.

  1. In the open dialog, scroll select the desired options (descriptions below).

  2. Enter a phase name, description, due date, reason for modification and add any Rules.

  3. 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 document
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
optionalOptionally add a due date for the new phase
  • Reason for Date Modification
requiredGive a reason for the new phase's due date 
  • Translation done by

required

Choose whether translation will done by Assignment or by Voting

  • Allow
    Check-out


Allow translators to check out an assignment from a list of documents

  • Check-in task after [x] hours of inactivity.


Type the number of hours a project may be dormant before being reassigned to other users

  • Translations Accepted
    after [x] Votes

When translation is done by Voting, set the number of votes a translation must receive

  • 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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Related pages:


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Visit the Lingotek Support Center.


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