Add Phase

Overview

Use the Add Phase action to add a phase to the end of your workflow. You can add phases to one or more targets from the document and target lists.

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

Phase tips

There is no limit to the number of phases added to the 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.
The new phase will be appended to the end of the document's existing workflow.

Adding The Phase

To Add a Phase to targets 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.
The system will start a new process that you can monitor in the process queue.
Open the process details when it completes to review:
1. The number of targets affected
2. How many successfully received the phase
3. 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.

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.

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 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

On the page:

1 Overview
- 1.1 Phase tips
2 Adding The Phase
3 Complete the Dialog
4 Dialog Options