Trados Business Manager – End of Life Announcement

Trados Business Manager (TBM) has reached end of life. Following the discontinuation of TBM sales on 31 October 2023, all maintenance and support services will conclude on 31 October 2024.
What Does This Mean for TBM Users?

  • End of Services: RWS will no longer provide any services related to the installation or updating of TBM.
  • Existing Installations: TBM will remain functional where already installed, but the RWS support team will not offer assistance in troubleshooting issues, addressing reported problems, or providing further development for TBM.
  • Documentation: The TBM documentation has been removed from docs.rws.com.
  • Community Support: The community forum for TBM will remain accessible in a read-only format for users to reference if needed.

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Automated assignments

Overview

SDL Trados Business Manager allows to automatically send jobs to vendors when specified master assignments are delivered.

This allows to automatically move assignments from translators to proofreaders, then from proofreaders to reviewers, etc. Automation allows to send messages using specified template to vendors with specified attached files. Managers always get notifications about automatic action performed by the software.

Setup automation rules

  1. Start with creating necessary automation rules using Reference data > Automation rules table.
  2. Create a new rule and specify the data.
    Default rule behavior - allows to select automatically send messages (manager gets notification about sent messages and assignments switched to In work status), or manually (manager gets notifications about assignments which can be started after delivered master assignments).
    Message template and Message subject - these fields specify which e-mail template will be used to generate message, when Send messages automatically is selected in the Default rule behavior field. Message subject can be left empty - in this case the system will use a subject specified in a selected template.
    E-mail account - account used to send messages.
    File types - in this table you can specify file types which will be automatically attached to generated e-mail messages. In the File type column select file type, and in the File source column you can select a source of attaching files: Target assignment, Base assignment or Both. Target assignment means that the system will attach files from master assignments of an assignment which is going to be started. Base assignment means that files will be attached from an assignment which is going to be started.
  3. When automation rules are created, you can start using them in assignments.

Apply automation rules

  1. To apply automation rule, open an assignment, switch to Automation tab, select automation rule, and add master assignments by selecting Add button.
  2. Save an assignment. From now, when all master assignments will be delivered (status changes to Delivered), and if automation rule allows to automatically generate and send messages, the system will automatically set status of target assignment to In work, generate an e-mail message, attach specified files and send it to a vendor (with optional copy of the application owner). Also, the system will generate notification for managers (for all users with Receive notifications checkbox). Otherwise (if manual sending is selected in an automation rule), only notifications about possibility to start an assignment will be generated, which is also useful feature, as it allows manager not to forget about moving a project to a next phase.