Questions?

They are answered by the XTRF community and our experts

0
Answered

XTRF Academy - Join the Revolution - Free implementation!

Nick Briggs 6 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 3

@XTRF - Are there any plans to grant access to the automnomous and free "self-training package composed of video guides and easy-to-follow instructions" for existing users as opposed to just those signing up for the new XTRF Small Teams Edition? 


We would be interested in access to these on an ongoing basis.


Answer

Although Maciej's comments remain true, we have decided to open XTRF Academy to all our existing clients. (If you struggle getting this access, please contact Service Desk.)


I hope you, the XTRF veterans, will see it as a chance to get to know Smart Projects and when you already use them, it will help you onboard new hires.


Our promise is to keep adding new content for your proficiency in XTRF use. Thank you for your support in these efforts you showed us so far.

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Answered

How to create a report with the total amount Invoiced, month by month?

Hi, I would like to have, in the dashboard section, the sum of all the Invoices I sent, by month. Is that doable?


Thanks a lot!

Answer
Jussi Rautio 6 years ago

You can create a widget with the invoiced sum of current/previous month, but I do not think there is a way to group invoice sums by month. You can of course create a separate view and a  widget for each month but that's a bt cumbersome.

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Answered

Difference between Admin User and Super User in XTRF

Sancho Leath 6 years ago in Home Portal updated 6 years ago 5

In recent days I was made aware that XTRF differentiates between the admin user, which is used by the XTRF customer to configure the system based on LSP needs, and a so-called SuperUser. This was the first time I had heard this term. Apparently there are certain actions that can only be performed by this SuperUser. This is rather confusing and not quite logical to me. Why have a system admin that has restricted rights, rights that cannot be granted in the user section of the XTRF confiuration? One example where this showed up is that only the SuperUser has the right to delete several database entries (such as invoices at once). The admin user can only delete one at a time?!?


@XTRF: Would you mind explaining the reasoning behind this approach? If there isn't a good reason, could you please give the admin user the same right as the SuperUser, effectively doing away with the SuperUser?


Looking forward to your feedback.

Sancho

Answer

There is the original 'admin' user in every XTRF, yours included. You can't delete it or edit its name. 

Then, any additional users can be included in the Administrators group. Their user rights will be just a little bit limited. The ability to delete multiple entities at the same time from a browse is one important difference. 


In short, you do have the 'super-user' rights with the original admin user. We don't really use the term 'super-user' in XTRF terminology by the way.

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Answered

how to update translator's email address

czhu 6 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 3

The question is same as top. One translator wants to update his e-mail address and the previous e-mail address is not belong to him. How could I modify it.

Answer

Hi!


1. Go to Vendor profile you'd like to update.

2. Go to Main Data.

3. Under Main Data, select Address.


"E-mail" field is right there. Just click on "Edit" button at the bottom of the page. 


Don't forget to save your changes.


I hope that is what you were looking for - please don't hesitate to ask more questions if you need additional assistance with that. 


br,

Bartosz

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Payables on Vendor PO or in invoicing module?

mark 7 years ago updated 6 years ago 1

Has anyone had issues with vendors not knowing what their payables were because all they see are IDs on the vendor portal and on the PO? I was thinking it would be helpful if the payable description was included in the list of payables.

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Answered

Please don't delete questions...

mark 7 years ago updated 6 years ago 4

I had a question about the maintenance announcement, but the question was deleted, and I would have liked to follow up on it. I think as a policy, XTRF should not delete people's questions 1) so there can be follow up, and 2) so we can have an archive of searchable answers.

Answer
Mikołaj Pastuszko 7 years ago

The question and answer were deleted because they were no longer valid as the maintenance time was over. We don't want such topics to make noise between the valid ones. If you want to discuss about maintenance times in general, please add a new topic.

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Answered

Examples of project deadline settings

Jaime Zuniga 7 years ago updated by Maciej (XTRF Senior Deployment & Training Specialist) 7 years ago 1

HI,


I'm having a problem understanding what values to put in a workflow definition given the following steps in a classic project:


request sending     5%

memoQ prep          5%

translation              60%

editing                    25%

memoQ export       5%


What values would I need to put in the workflow definition if I wanted the above percentages reflected in the project deadlines?

Answer

In the time&requests tab you can use these exact values without % sign. They don't need to add up to 100, by the way. 


If the Task start to deadline time is long enough, the jobs duration will be set accordingly.

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Answered

Question about standard Project / Quote Names

mark 7 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 6

I'm in a question asking mood... How do people standardize (or not) their project and quote names? 


We standardized our project quote names by this structure:


"Reference/Short Description - # Files - Sub Service (If applicable)"


In our old system, we'd include the client name in the project name too, but with XTRF that's not necessary. This system allows the PM a certain amount of data at a glance when looking at their project dashboards.


Anyone else?

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Answered

project minimums at project level?

mark 7 years ago in Home Portal / Classic Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago 1

I have a question about project minimums and want to make sure we're doing this correctly. 


It seems that project minimums are set in the price profiles and can be set at the Task level or the Task Receivable level. Is this correct? 


So, is there an option to have a project minimum for the full project also? 


We frequently have projects with multiple languages pairs that we need to apply a project minimum to. So, we end up applying a project minimum to one task, then apply a discount of 100% to the second task. It works, but makes the invoice a bit confusing. Is there another way of doing this? Am I missing a function in XTRF?

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Answered

Emails rejected

Ted 7 years ago updated by Dennis Rosenbaum 6 years ago 5

A couple of our clients' mail servers are rejecting messages we send through XTRF.  Do we need to set up SPF and DKIM with XTRF to help with this?  If so, how?  And if not, what should we do?

Answer
Marcin Jakubowski 6 years ago

The DKIM and SPF has nothing to do with XTRF itself, these are terms related to the email service provider, and in general, you should have them enabled there. When there is a specific error message our Service Desk will analyze it and suggest a solution, there is no general one.