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Step 1- Planning your workflow template
| Table of Contents |
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Step 1- Planning your workflow template
When creating workflow templates you start from the smallest piece and build up.
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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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Read this if you are using existing tasks in your workflow template If the 4 “Apply to all” buttons are displayed to the right of an attribute, it means that changes made to this attribute will not be applied to existing orders and workflow templates, only future ones. To apply the changes to existing orders and / or workflow templates:
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“Link date to” can be set to:
From: Administrator > Tables > Task types > Magnifying glass
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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The file upload defaults can be set to :the various settings according to your system setup.
From: Administrator > Tables > Task types > Magnifying glass
Default file type (fig 1) - 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 (fig 2) - 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.
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If you don't find the file description that you need in the dropdown, proceed to Step 2.2.2.2.- Adding a file description
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2.2.2.1. Adding a new file type
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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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