Production evaluation
some task types is mandatory to be evaluated by another resource assigned on the next phase (example: translation and revision tasks)
Projects
The delivery spine: projects and jobs, quoting, tasks and hand-offs, planning and files/TMS workflow, time capture, and day-to-day tooling project managers use from sold scope through finished delivery.
Evaluation Sheet
The names here suggest a focus on talent and resourcing within «Projects». The description on each card is the primary definition.
Quick evaluation
the evaluator here only put stars 1-5 stars on multiple categories based on the evaluated task type
Detailed evaluation
evaluator enter detailed issues with their type, category, severity and the system will calculate the final score
Jobs
The names here suggest a focus on delivery execution, CRM and accounts within «Projects». The description on each card is the primary definition.
Services sold to customers
Select customer, Job Types, specs, dates, amount prices
Workflow
Has predefined workflow (Phases)
Technical reference (may differ from the description above)
Background queue rebuilding row-level privilege records when entities are created/updated/deleted; supports retry, blacklist, and on-behalf attribution.
Test Job
Can mark job as test for customer
Auto Plan
Can auto plan the phases and tasks based on selected workflow preset
Technical reference (may differ from the description above)
A status-driven row-level security engine that determines which user can view/create/update/delete each record of each entity, based on the entity's current status, the event being performed, the actor field on the record, and traversed relationships across the data graph. Privileges are pre-computed and stored in Security{Entity} and Security{Entity}User tables; updates are queued via cron_job_sqs and rebuilt by background cron.
Sync with TMS
sync with external TMS like phrase and Transessor
Advanced financial data
Unit price, minimum price/charge, discount %/Amount, Taxes, Extra Fees, Total Job Price, Total Cost (from related tasks), Gross Profit, Target profitability, actual profitability
Unpayable jobs
Can mark job for free with reason
Job Risk
Check quality, revenue, delivery time risks by trained data model
Technical reference (may differ from the description above)
Sheet-based evaluation of completed tasks using configurable templates (categories, items, grades, allowances), producing scores, grades, and downstream resource updates.
Send Quotation
Can send quotation file to customer from job data
Technical reference (may differ from the description above)
Jobs encode the actual work to be performed: language pair, job type, mode/modality, content type, subject matter, DTP/QC levels, units, amounts, dates, files, weighted-words, plus auto-plan and TMS sync flags.
Files
file management workflow (Source, In, Out, reference, instructions)
Technical reference (may differ from the description above)
Manages source/in/out folders, phase splitting and merging, pre-translation, deliverables packaging, and ownCloud-backed file cache integration.
Delivery and Validation
when job marked as delivered by PM, he can verify the tasks and rate the assigned talents
Request Resource
Can send request to talent management team to search for capable resources
Technical reference (may differ from the description above)
Workflow object representing a request to source resources for a job/task; orchestrates selection, candidate vetting, approvals, deliveries, extensions, reopens, and closure.
Instruction
Job instruction as shared to all sub tasks
Technical reference (may differ from the description above)
Sheet-based evaluation of completed tasks using configurable templates (categories, items, grades, allowances), producing scores, grades, and downstream resource updates.
Phases
The names here suggest a focus on delivery execution, talent and resourcing within «Projects». The description on each card is the primary definition.
To organize tasks
this is a 2nd layer after job, each phase has a specific task type so all sub tasks will have the same type
Resource selection
Pm can send resource selection plan to many resources in a bidding mode so each resource choose what files/amount he want to work on in the allocated phase time, the PM then review the accepted resource and amounts and assign them all in 1 click
Instructions
Phase instructions is shared to all tasks under the same phase
Projects
The names here suggest a focus on delivery execution within «Projects». The description on each card is the primary definition.
Grouping entity
Project has name and dates only, its optional item to group jobs when the project is big and has many jobs
Purchase Order
The names here suggest a focus on billing and money movement within «Projects». The description on each card is the primary definition.
Verification
Check PO vs Sum of related jobs amounts
PO file
Option to Check related jobs data against attached po file
Add to Draft Invoice
In case PM want to send invoice to customer for prepayment
Generate Payment link
Online link so customer can pay by credit card
Follow-up
Create follow-up request if customer delayed to send the PO file
Queries
The names here suggest a focus on delivery execution within «Projects». The description on each card is the primary definition.
Send a question to Project manager
the answer of the question will be save automatically in the knowledge base
Technical reference (may differ from the description above)
Captures knowledge base articles per account, query workflows tied to tasks, and consultation requests for jobs and tasks.
Tasks
The names here suggest a focus on billing and money movement, delivery execution within «Projects». The description on each card is the primary definition.
production task assigned to resources
select task type related to the parent job type the select specs, dates, assign resource
Assign resource
Can assign directly from dropdown list or search from advanced resource pool or send resource selection plan
resource selection plan
send to dedicated account team or employees only or all applicable talents, based on the plan setting the system assign the 1st one to accept or assign the best one from the accepted after a set of time
Advanced financial data
Unit cost, discount, deduction, extra fees, total cost, service fees, total cost = service fees
Instructions
Instruction shared to the assigned resource in this task
Online link and credentials
If the task files online the PM enter this value for resources
Technical reference (may differ from the description above)
Workflow object representing a request to source resources for a job/task; orchestrates selection, candidate vetting, approvals, deliveries, extensions, reopens, and closure.
Approval
task should be approved by assigned resource before he start working on it (he can also reject)
Status
Accepted, started, in progress, completed, overdue, invoiced
Workflow
Each task is related to another task in the previous phase, and when the resource in previous phase upload files in the output, it will be sent automatically to the in folder of the related task in the next phase
Prepayment
PM can initiate prepayment request to pay a percentage of the task amount to the assigned resource before the task start, this action should be verified by talent manager and finance
Knowledge based
if resource has a question he can search in the knowledge based related to this task or send a query to PM
Task Evaluation
PM evaluate resource after the task is completed (delivery, communication, quality)
Technical reference (may differ from the description above)
Sheet-based evaluation of completed tasks using configurable templates (categories, items, grades, allowances), producing scores, grades, and downstream resource updates.