Intelligent Workflows

Owned by Aaron Sakievich (Unlicensed)
Last updated: Feb 18, 2021
2 min read

Our workflows are enhanced with intelligent settings that automate bypassing bottlenecks and setting phase status. See below to understand how you can take advantage of these powerful features.  

At Risk Timers

Users have the option to set At Risk timers. In the workflow settings for each phase, you can toggle on the At Risk timer and set how many hours before the Due Date the phase status should be changed to At Risk. 

To set timers:

  1. Open Templates from the sidebar menu and select Workflow Templates. 

  2. Select New Workflow or open an existing workflow and choose Configure Workflow. 

  3. Scroll until you see Set 'At Risk' timers and use the drop down to select Yes. 

  4. The Set phase status to 'At Risk' section will appear. Set the number of hours before the phase's due date the phase will be changed to At Risk. The number must be less than or equal to 744 hours (31 days). If you do not have phase due dates set, this feature will not work. 

Auto-Skipping/Cancelling Phases

In the workflow phase settings, users can decide to automatically skip or cancel phases that have not been completed before their due date. This gives users the power to keep "nice to have" phases from becoming bottlenecks in the workflow. 

  1. Open Templates from the sidebar menu and select Workflow Templates. 

  2. Select New Workflow or open an existing workflow and choose Configure Workflow. 

  3. Scroll until you see Auto-skip/cancel phase if not completed prior to its due date and use the drop down to one of the following options:

    1. No - This is the default option. The phase will not be automatically skipped or cancelled regardless of status. 

    2. Skip or cancel - If the phase reaches its due date it will be skipped if no progress has been made. If the due date has been reached and progress has been made it will be cancelled. 

    3. Skip only - The same functionality as above, but if the phase is in progress it will not be cancelled. The linguist will be free to complete their work. If you have not set due dates for the phase, this feature will not work. 

Fast Tracking Targets

Any target where the total word count equals its 100% Exact Match word count is eligible to be 'fast-tracked' through the workflow. The user can decide per phase if they want the phase to be skipped automatically if the target is fast track eligible. 

  1. Open Templates from the sidebar menu and select Workflow Templates. 

  2. Select New Workflow or open an existing workflow and choose Configure Workflow. 

  3. Scroll until you see Skip phase for fast-track targets and use the drop down to select Yes. 

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