Questions?

I think that an XTRF user conference is an idea whose time has come. We could get to meet your team, share tips and tricks, network between LSPs and translators, have master classes à la memoQfest, see use case presentations, etc.

What do you think?

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?

I have many workflows, and am wondering if there is the option to place instructions within a specific job, in a specific workflow, so I don't have to add the same instructions each time. Is it possible to do this in the workflow configurations?

We are facing issues with payments as many vendors don't fill in all the required information for their payments while registering. Many of them don't fill in their IBAN, their Legal Name, their SWIFT, and therefore we are experiencing big delays in order to make the needed clarifications. Can we customize the bank information fields on the Vendor Portal and make them mandatory?

We just upgraded to memoQ server 9.6 because of some significant improvements to webTrans. We ran a few XTRF-memoQ integration tests and so far everything is working as it should. If we have any other XTRF users that run the integration with the latest memoQ version, let us use this thread to make each other aware of any complications or errors. It generally takes XTRF a little longer to confirm compatibility with the latest memoQ version.

Any issues you have noticed thus far?

It would be great if custom fields from XTRF project could be mapped to memoQ project fields through integration. Without this, more advanced automations become half-manual, which is not quite the trend the industry is going.

Hello,
Is it possible to apply a filter from the "all vendors" section and display all the vendors working in the same language combination, filtred by their price?
thanks a lot

Gae

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

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!

Hello! Is there a way to incorporate a checklist in the Vendor Portal, so vendors can't "complete" a job until they have checked the boxes? For example "I have ran spell-check" and other options.

Thanks!