Automated assignments

Eugene Kuchynski — Fri, 28 Oct 2022 09:45:11 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 10/28/2022 9:45:11 AM

In certain situations TBM can automatically send an assignment confirmation to a vendor. However, this will work if the following requirements are met:

In a translation project, you select Workflow value, which specifies number of phases to deliver jobs.
In the Assignments tab of a project, you create necessary assignments for all phases of a workflow.
For each created assignment, you select a vendor and set status to Prepare.

If these requirements are met, TBM will perform the following actions when a vendor from a previous assignment (for example, translation), will deliver files via vendor portal:

Delivered files from previous assignments will be transferred to a next assignment (for example, proofreading).
TBM will generate purchase order for a next assignment.
TBM will send notifications to a selected vendor (by email or in-app, as per settings).
Next vendor will be able to logon to the vendor portal and download files for assigned part of work.

Sometimes, you may have multiple files, assigned to multiple vendors. In this case, to make automated assignments to work correctly, it is required to specify File name for the Job task and Assignment task, so TBM can correctly identify assignment which must be picked up.

Tags: automation rule, documents, translation, Automation, assignments

Automated assignments

Eugene Kuchynski — Fri, 23 Apr 2021 06:06:26 GMT

Revision 3 posted to Wiki by Eugene Kuchynski on 4/23/2021 6:06:26 AM

In certain situations TBM can automatically send an assignment confirmation to a vendor. However, this will work if the following requirements are met:

In a translation project, you select Workflow value, which specifies number of phases to deliver jobs.
In the Assignments tab of a project, you create necessary assignments for all phases of a workflow.
For each created assignment, you select a vendor and set status to Prepare.

If these requirements are met, TBM will perform the following actions when a vendor from a previous assignment (for example, translation), will deliver files via vendor portal:

Delivered files from previous assignments will be transferred to a next assignment (for example, proofreading).
TBM will generate purchase order for a next assignment.
TBM will send notifications to a selected vendor (by email or in-app, as per settings).
Next vendor will be able to logon to the vendor portal and download files for assigned part of work.

Tags: automation rule, documents, translation, Automation, assignments

Automated assignments

Paul — Fri, 13 Sep 2019 08:58:34 GMT

Revision 2 posted to Wiki by Paul on 9/13/2019 8:58:34 AM

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

Start with creating necessary automation rules using Reference data > Automation rules table.
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.
When automation rules are created, you can start using them in assignments.

Apply automation rules

To apply automation rule, open an assignment, switch to Automation tab, select automation rule, and add master assignments by selecting Add button.
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.

Tags: automation rule, documents, translation, Automation, assignments

Automated assignments

Eugene Kuchynski — Tue, 16 Jul 2019 06:16:14 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/16/2019 6:16:14 AM

Overview

SDL BaccS allows to automatically send jobs to vendors when specified master assignments are delivered.

Setup automation rules

Start with creating necessary automation rules using Reference data > Automation rules table.
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.
When automation rules are created, you can start using them in assignments.

Apply automation rules

To apply automation rule, open an assignment, switch to Automation tab, select automation rule, and add master assignments by selecting Add button.
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.

Tags: automation rule, documents, translation, Automation, assignments