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Overview

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

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

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workflow. You can add phases to one or more targets from the document and target lists.

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Choose to add a Translate phase, Review phase, or a Custom phase.

Tip

There is no limit to the number of phases that can be added to a documentthe target.
You cannot add a second translation phase to a workflow or after any review phases.
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 documenttargets in your selected documents:

Click to open a project from your Projects menu.
Select the box(es) for the document(s) requiring a new phase.
Select the Document List Actions.
Type and select Add Phase.
Complete the dialog (instructions below) and click Add Phase to save your work.
A The system will start a new process will be started that you can monitor in the process queue. Upon the completion of
Open the process , review the details and you will see the details when it completes to review:
1. The number of targets affected
, how
2. How many successfully received the phase
, how
2. 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.

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 Choose your new phase settings and rules (see 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

Info

Phase Status

Phases manually added to complete workflows will automatically be put into an active status so you don’t have to manually add them.

Option	Required?	Description
Phase Type	required	Scroll to select the type of phase to add Choose from Translate, Review or Custom
Settings
Name	required	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

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