Status Types

These are the different statuses available in the TMS. The status of a document, target, and phase will trigger different responses in the workflow and interactions between applications in the TMS. Used properly, they enable automation and powerful functionality in integrations. 

Status Types

Status

State

Document

Target

Phase/Task

Reason Required

Status

State

Document

Target

Phase/Task

Reason Required

Ready

Active

Ready is the initial document status. 

The target is considered ready if:

  • The document has first been uploaded into the Project app, and its phases have not begun.

A phase is considered ready if:

  • It is the first phase in a target that has just started or if the phase prior is marked complete.

FALSE

In Progress

Active

The document is in progress if:

  • The pre-translation steps have been completed.

  • Work has begun on human steps (Translation, review).

Targets are in progress if:

  • Any of their phases are in progress.

  • Or if any of their phases are complete.

A phase is considered in progress if:

  • Its progress is greater than the leveraged percentage.

FALSE

At Risk

Active

The document is at risk if:

  • The document due date is approaching, and the document has not been completed. 

Targets are at risk if:

  • The target due date is approaching, and the target has not been completed.

A phase is at risk if:

  • It has not been marked complete, and the due date is approaching.

FALSE

Past Due

Active

The document is Past Due if:

  • The document has not been completed, and it is past the document due date. 

Targets are past due if:

  • Some or all of their phases have not completed the workflow, and it has passed the target due date.

A phase is past due if:

  • It has not been marked complete, and the phase due date has passed.

FALSE

Waiting

Inactive

NA

NA

A phase is waiting if:

  • The phases prior are still in progress.

FALSE

Waiting (At Risk)

Inactive

NA

NA

A phase is waiting (at risk) if:

  • The phase is approaching the due date but is still not available to begin work. 

FALSE

Waiting (Past Due)

Inactive

NA

NA

A phase is waiting (past due) if:

  • The phase has passed the due date but is still not available to begin work. 

FALSE

Skipped

Inactive

NA

NA

A phase can be skipped if:

  • The phase status is waiting OR

  • The phase's progress is equal to the Leveraged percentage. 

TRUE

Cancelled

Inactive

A document can be cancelled if:

  • If the document is Ready, In Progress, At Risk, or Past Due.

A target can be cancelled if:

  • If the target is Ready, In Progress, At Risk, or Past Due.

A phase can be cancelled if:

  • If the phase's progress is greater than the Leveraged percentage. 

TRUE

Completed

Inactive

A document is completed if:

  • All targets in the document have completed the workflow, and the document due date has not passed.

A target is completed if:

  • All phases within the target have been completed, and the target due date has not passed. 

A phase is complete if:

  • The phase has reached 100% status and has been marked complete.

FALSE

Late

Inactive

A document is late if:

  • All of the targets are completed, but one or more of the targets were completed after the document due date. 

Targets are marked late if:

  • All of their phases have been completed, but one or more of the phases were completed after the target due date.

A phase is late if:

  • It has been completed after the due date.

TRUE

Status Reasons

To give Project Managers and Community Admins more insight into activity in the Project Application, users are required to provide reasons when a document, target, or phase enters certain states (see above). For relevant statuses, the reasons given are shown anywhere the status field is present in the Project UI. An info icon appears next to the status, which shows users the status reason when they hover over the icon. There is also a status reason column in the Project Status Report

Canceling vs. Skipping a Phase

Only phases can be Cancelled or Skipped. Documents and Targets can only be cancelled. However, a cancelled Document or Target will have different effects on the phase depending on the phase's status. 

Authorized users can open skipped and cancelled phases in the Workbench if they wish to view more details about the phase. They will not be able to make any edits or save segments. Authorized users consist of Project Owners, Shared Project Owners, and Assignees. 

  • Canceling a document will cancel every target that has not completed its workflow. Canceling a target will:

    • Skip phases that have not yet been started.

    • Mark every phase that is In Progress as Cancelled.

    • Leave Completed phases as Complete.

Editing Completed Phases

  • You can edit segments in Completed and Late phases as long a translation has not been saved for that segment in a later phase. 

  • You cannot edit cancelled and skipped phases since project managers or clients have cancelled/skipped those phases with the intent that they NOT be worked on. 

  • If the workflow has been completed, the final phase can be edited and resaved regardless of status. Any callbacks set up on the project will be resent upon saving edits.