Overview
Use Add Phase to add a single workflow phase to the targets(s) of your choice.
Although you have selected documents, you will be adding the phase to each target in the selected documents.
Choose to add a Translate phase, Review phase, or a Custom phase.
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.
Adding The Phase
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.
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.
This will add a new phase for each target language listed on the current document.
Add Phase does not affect the overarching workflow of the project as a whole; it only affects the targets in your selected documents.
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 |
Settings | ||
| required | We provide a default name that matches the phase-type. |
| optional | Optionally enter a description |
| 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 |
| 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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