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Step 1- Planning your workflow template
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The “Target language/s” step with all its tasks is a smart step and will be multiplied within the order according to the number of target languages selected on order creation.
Step | Product | Task |
|---|---|---|
Pre production | Upload media | |
Pre production | Upload subtitle file | |
Target language/s | Complex conform | Complex conform |
Target language/s | Complex conform | QC 1 |
Target language/s | Complex conform | QC 2 |
Post production | Delivery to client | |
Post production | Invoice |
Only when a Master template creation is required, add the “Source/Pivot language” step for the Master template creation product.
If you externally receive the master template file from your client you don’t need the “Source/pivot language” step, only use the Target language/s” step.
Step | Product | Task |
|---|---|---|
Pre production | Upload media | |
Pre production | Upload script | |
Source/Pivot language | Master template creation | Translation + Timing |
Source/Pivot language | Master template creation | Proofreading |
Source/Pivot language | Master template creation | QC 1 |
Target language/s | Translation from a master template | Translation |
Target language/s | Translation from a master template | QC 1 |
Post production | Delivery to client | |
Post production | Invoice |
Step 2- Tasks
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When adding new tasks or changing existing ones, a logout is required to apply the changes. |
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You should set the task default essentials listed below so that when you add this task to orders or workflow templates, these essential defaults will be applied without having to manually set them each time.
The complete Task defaults manual (will be added)
Whether you are using existing tasks or if you create new ones, you must make sure the following essential defaults are correctly applied.
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Sets the default Link date to that will be used when connecting a task supply date.
Note: The Link date to can be changed later on the template level / order / task level.
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2.2.2. File upload defaults
Upload defaults (file type and file description) are mandatory for file upload.
By setting upload defaults users will not have to select them when uploading files to tasks or when Toolkit exports files into OOONA Manager.
Once set, the upload defaults will be locked and the basic users will not be able to change them when uploading files (a manager can).
“Link date to” can be set to:
None (fig 1) - The task date will not be linked and will require manual scheduling
Order internal supply date (fig 2) - the date of the task will be linked to the Order internal supply date.
Lead days and hours are set on the template / order / task levelOrder supply date (fig 3) - the date of the task will be linked to the Order supply date.
Lead days and hours are set on the template / order / task levelStep delivery date (fig 4) - the date of the task will be linked to the Step delivery date.
Lead days and hours are set on the template / order / task level
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***2.2.2. File upload defaults
Upload defaults (file type and file description) are mandatory for file upload.
By setting upload defaults users will not have to select them when uploading files to tasks or when Toolkit exports files into OOONA Manager.
Once set, the upload defaults will be locked and the basic users will not be able to change them when uploading files (a manager can).
Once you added the required file type and file description, go back to the Task types page and default them for the task.
To set the default file types
From: Administrator > Tables > Task types > Magnifying glass
Default file type - Sets the Default file type used when adding the task to a template/product/order.
This setting can be changed at any of these levels.
Default file description - Sets the Default file description used when adding the task to a template / product / order.
This setting can be changed at any of these levels.
If you find the file type that you need in the dropdown, select it and then select the file description. Proceed to Step 2.2.2.3. Allowed file extensions for file upload
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From: Administrator > Tables > File tables > File types > Magnifying glass > Descriptions
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Once you added the required file type and file description, go back to the Task types page and default them for the task.
From: Administrator > Tables > Task types > Magnifying glass
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2.2.2.3. Allowed file extensions for file upload
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For more information about this topic review the Toolkit Task completion manual (will be added)
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2.2.3. Additional task preferences- Mandatory
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To learn how to create prices for your new products, check out the Customer product prices manual (will be added)
Step 4- Creating your Workflow template
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The “Target language/s” step with all its tasks is a smart step and will be multiplied within the order according to the number of additional target languages selected on order creation
Step | Product | Task |
|---|---|---|
Pre production | Upload media | |
Pre production | Upload script | |
Source/Pivot language | Master template creation | Translation + Timing |
Source/Pivot language | Master template creation | Proofreading |
Source/Pivot language | Master template creation | QC 1 |
Target language/s | Translation from a master template | Translation |
Target language/s | Translation from a master template | QC 1 |
Post production | Delivery to client | |
Post production | Invoice |
4.2.2. Adding the Post-production step
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