Home Portal

Skip to end of metadata
Go to start of metadata

License Agreement

This article presents the features available in the Ultimate plan of XTRF Translation Management System. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Translation Management System and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Home Portal's users

 


 

 

 


 

Feedback tab

In the Feedback tab of the project details you can view and manage all complaints, internal nonconformities and approvals reported by your clients that concern particular project.

 
 

Projects/Tasks/Jobs section

In the section you can view and manage project. You can manage properties of project and it's tasks, or add language combination.


Project columnYou can select project and edit project properties.
  iconClick the icon in the proper row to enable the edit mode for selected task or project.
iconClick the icon in the proper row to remove the task from the project.
  iconClick the icon  to add new language combination to the project.
Feedback status

Feedback status informs you about feedback occurs:

  • Opened: Project without any client complaint or internal nonconformity.
  • Complaint: Client complaint or internal nonconformity is assigned to the project.
Add Language Combination buttonClick the button to add new language combination to the project.
Multiple Change button

Click the button to modify, edit or delete either multiple tasks or activities of a given project at once.

Add Task buttonClick the button to add new task to the project.
Copy Task buttonClick the button to duplicate information to the new task, for example language combination.
Start All Workflows buttonClick the button to start all workflows connected to the project at once.
Synchronize All buttonClick the button to update information about status files and synchronize all tasks.
 
 

Feedback table

In the feedback table you can browse and manage all reported complaints, approvals and internal nonconformities.

The  Default  view columns provide the following pieces of information:

  • Feedback Type: There are three types of feedback in XTRF Platform:
    • Client Approval: An approval from a satisfied client.
    • Client Complaint: A client's complaints about poorly performed job.
    • Internal Nonconformity:   Complaints about any internal discrepancy reported by a user at your company.
  • Added by Display Name: The name of a user who reported the complaint.
  • Added on: The date when the complaint was reported by the Home Portal user.
  • Status: Status of the issue. The available statuses are as follows:
    • Opened: The complaint is still ongoing and a user at your company needs to take action.
    • Resolved: A user at your company responded to the incident, and the complaint is now closed. Further actions are not needed.
    • Unwarranted: A user at your company decided that the complaint was not covered by the warranty and actions are not needed.
  • Description: A short description of a complaint, approval or internal nonconformity.
  • Preview & Print: Click the icon in the proper row to preview the complaint, approval or internal nonconformity and print it as a document.
  • Edit: Click the icon to manage the complaint, approval or internal nonconformity.
  • Delete: Click the icon in the proper row to permanently remove an entity.

Add buttonClick the button to add new complaint or approval from your client or internal nonconformity.
Page navigation

You can navigate comfortably through the pages of the Feedback table.

  • To advance to a desired page, click the available page number.
  • To go to the first page, click the   icon.
  • To go to the previous page, click the   icon.
  • To go to the next page, click the   icon.
  • To go to the last page, click the   icon.
Export button

Click the button to format the data from the Feedback table. You can export data to the file, therefore you can use it in another application. When you click the button, the Export Data pop-up window appears.


Export Data Pop-up Window

Entity Name drop-down menuSelect the required type of information, you want to have exported, from the drop-down menu.  In some system areas you can only export one type of data. In others, you can select what type of data to export.
Name drop-down menu

Select the view you want to use from the drop-down menu. The view which includes the set of columns with data. This set of columns will be included in the formatted file.

Export Views != Browse Views

The Export views are not the same as the Browse views. For example, if you have created a view that allows you to browse only active customers, you will need to recreate it in the Export Data window before you can export it.


Export type drop-down menu

To use the exported files with other applications select what column separator should be used in the exported file.

From the drop-down menu select which separator might be used in .CSV files::

  • A file where columns are separated by semicolons;
  • A file where columns are separated by commas;
  • A file where columns are separated by tabs.
Export buttonClick to download the .CSV file. Depending on your Web browser settings a file manager window might appear asking you to choose the location where you want to download the generated file. If the file manager window does not appear, the file will be downloaded automatically to your predefined or default location.
Cancel buttonYou can click this button to abandon data exporting action and close the Export Data pop-up window.

 

Refresh button Click the button to update the entities in the Feedback table.
View: All Feedback menu  Click the menu to decide what and how information is displayed in the Feedback table. You can use the default view or you can adjust the view to your needs.
    sorting You can click one of the icons to sort records in columns. Click the proper icon to set an ascending or descending sort order in a column.
iconClick the icon to modify the details of the existing complaint, approval or internal nonconformity.
 iconClick the icon to remove the complain, the approval or the internal nonconformity permanently from the system. 
iconClick the icon to generate the client complaint/internal nonconformity details. You can preview and print it.
Show Summary Page buttonClick the button to see Project Summary Page which consists of project, task and job information.
Save buttonClick the button to apply the modifications.
Cancel buttonClick the button to discard any changes.