Overview
Use the Add Phase action to add a single workflow phase to the document(s) of your choice.end of your workflow. You can add phases to one or more targets from the document and target lists.
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).
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Phase tips
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Adding The Phase
To Add a Phase to a document,targets in your selected documents:
Click to open a project from your
DashboardProjects 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
scroll toselect Add Phase.
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.
Note: Add Phase does not affect the overarching workflow of the project as a whole; it only affects the documents you select.The system will start a new process that you can monitor in the process queue.
Open the process details when it completes to review:
The number of targets affected
How many successfully received the phase
How many did not receive the phase, and why
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
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.
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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. |
Dialog Options
Option | Required? | Description |
Phase Type | required | Scroll to select the type of phase to add |
Settings | ||
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optional
required | We provide a default name that matches the phase-type. | |
| optional | Optionally enter a description |
- Translation done by
required
Choose whether translation will done by Assignment or by Voting
Check-out
| optional | Optionally add a due date for the new phase |
| required | Give a reason for the new phase's due date |
| optional | Allow translators to check out an assignment from a list of documents |
| optional | Type the number of hours a project may be dormant before being reassigned to other users |
after [x] Votes
When translation is done by Voting, set the number of votes a translation must receive
| optional | Allow untranslated segments to be ignored |
| optional | Allow linguists to edit the source text |
Rules | ||
| optional | Scroll to select a condition |
| optional | Scroll to select an action |
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Related pages:
Need Support?Visit the Lingotek Support Center.
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