Questions?

They are answered by the XTRF community and our experts

+9
Answered

Who is on vacation today/this week?

Michal Shinitzky 1 year ago in Home Portal • updated by J_N 4 months ago 4

Hello,

I would like to know how to create a display (on my dashboard or anywhere else) that presents who is on holiday today/this week/any other selected date rage.

Pls advise how to to do it, as I couldn't find instruction anywhere.

thanks!

+8
Under review

Wrap up of memoQ projects after completion in XTRF

How are you XTRF/memoQ users handling the wrapping up of projects in memoQ? Currently there is no API command (to my knowledge) that allows XTRF to wrap up a completed project in memoQ. This leads to lots of unwrapped memoQ projects and therefore to lots of Working TMs as TM reference material in new XTRF projects.


So far we have had to ask our PMs to wrap up projects manually. PMs currently do this once a week to reduce the amount of Working TMs in XTRF, as the wrap-up action submit Working TM to Master TM in memoQ.


I had asked XTRF to incorporate a wrap-up API call from XTRF to memoQ when the XTRF project is closed, as this seems to be the most logical and practical time to run this action. However, I was told that this is not a common request by XTRF/memoQ users. Therefore, I would like to check with all of you in case I am missing something.


Thanks in advance!

Sancho

+7

2 Factor Authorisation

Michal 11 months ago in Home Portal • updated by Reinis Straume (LMI:T) 38 minutes ago 5

Hi,


what are XTRF's  plans with regards to implementing a 2FA login using a hardware token or any other 2nd factor authorisation?

How do other users secure login to the system? Do you limit login access to Home Portal from a specific IP or does anybody use any other ways to secure unauthorised login?

+7
Under review

Best way to monitor status of many projects

We have been using Smart Projects for almost 9 months now and have found workarounds for most situations. But from time to time, we want to make sure we are not falling into bad habits, but instead are using the system as efficiently as possible. To this end, I wanted to get the community involved to see what you have found to be the best way to monitor the status and need for action for numerous projects at the same time, e.g. at least 50-100 open projects simultaneously.


So far we have used a hybrid approach of:

* List of open projects

* List of jobs due today or earlier

* Systematically adding an internal "project preparation" step to all projects, which we only set to Ready once all vendors have been assigned, finances are verified, and the project confirmation to customer has been sent out


While this works fairly well, it is surely not ideal. The main purpose of a project management system is to have a clear and organised overview of running projects and jobs. The Smart Projects Dashboard is, at best, a half-hearted effort to achieve that. And the Notification section in the top bar is not practical or reliable at this point (see other threads on this topic).


So as we wait for a better solution to be developed, what other ways have you found to be effective in keeping an overview?

+6

How do you manage MTPE words in the Match Type Grid?

Aureliano 5 months ago in Home Portal • updated by Joanna 2 months ago 1

We have many clients that are using Machine Translation and we have to assign a rate for that Match Type both for clients and vendors. We use memoQ as our CAT Tool. XTRF is telling me that it is impossible to add a line to the Grid. How do you handle this?

+5

O365 Add on (Excel)

Robrecht Belien 3 months ago in Home Portal • updated by Laszlo Kovacs 2 months ago 9

Hi,

I really love the google sheets add on to get the smart views.

Are there any plans to create the same for O365 (Exel) ?

If not I'm willing to develop it and maybe someone would like to help.

+5
Answered

Package quotes

Svitlana (Proftranslation LSP) 12 months ago in Home Portal • updated by Łukasz Kaleta (XTRF Product Manager) 11 months ago 10

Here is an idea - when customer request a quote often he doesn't know all the options available. For example, he request a translation (in his understanding it's a service with only one job type) via email. But we instead provide him with a package quote with different options to choose:

  • translation only
  • translation + revision
  • translation + revision + QA, etc.

Of course we can indicate those as different services and workflows in the system. 

But the idea here is to give customer a possibility to choose directly from the e-mail/portal the option that best suits his needs and indicate the price for each option. 

Then, in a perfect scenario he chooses the option via 1 click and PM receives notification and quote is converted into a project with selected service.

 

What are your thoughts on this?

How possible is this scenario? Maybe someone has some advice or workarounds for this?

+5
Searching answer

Work log (time tracking feature)

Katie 1 year ago in Home Portal • updated by Łukasz Kaleta (XTRF Product Manager) 11 months ago 38

Has anyone used the add-on feature of the work log, where users can track how much time they are spending on different tasks? If so, do you have any thoughts regarding its usefulness and accuracy?


Thank you!

+4

Notification of notes from vendor?

Is there any configuration to trigger an automated email notification when a vendor leaves a note on a project (located: Task > Job > Instructions > Notes from Vendor to PM)? Or a view that would showcase this easily. We frequently have projects with 45+ language combinations, and it is not feasible to look in each job to see if a note is there (and vendors sometimes leave notes there instead of emailing us, assuming we will notice). This is referring to Classic Projects.

+4
Searching answer

Best practices for changed source documents

Sancho Leath 4 months ago in Home Portal / Smart Projects with CAT integration • updated 2 months ago 12

Customers will send changed source documents quite frequently. Even though we are experienced users of Smart Projects, we are not sure whether we are using best practices for such scenarios. Quite some time ago, we discussed the need for better handling of source document reimports (integrated with memoQ). Not sure where this is on the roadmap, which is why I would like to UE community benefit from this discussion.


Scenarios:

(1) Integrated memoQ project with bilingual source documents already created, but translator hasn't started.

(2) Integrated memoQ project with bilingual source documents already created and translator has started, but not delivered.

(3) Integrated memoQ project with bilingual source documents already created and translator has started and delivered. Bilingual document is now with proofreader.


What is the best way to handle both file management and finances (receivables/payables) in these scenarios with the current Smart Project design?