Asignar usuarios y grupos a tareas de flujo de trabajo
You can assign users and groups to workflow tasks. Once the workflow reaches that particular task, the users assigned to it automatically receive a task in their Inbox and can start working.
Procedimiento
- Log in to Trados Enterprise (by accessing this link: http://languagecloud.sdl.com/lc).
- Go to the Resources view.
- Select the Workflows tab.
- Do one of the following:
- Select New Workflow, configure the workflow and assign users.
- Select an existing workflow and assign users.
- Assign users and groups:
- Verify that the workflow tasks align with your process requirements.
To exclude a step from a stage, hover over the step, and then select the Exclude this task check box.
- Under Dynamic assignment, select an option to specify which users in the assigned group receive the assignment notification.
- Basic - the assignment notification is sent to all users
- Service type - the assignment notification is sent to all users who have matching service types
- Service type and language pairs - the assignment notification is sent to all users who have matching service types and languages
- For each Human task, select Assign task. The target languages of each Human task are ordered alphabetically. Invalid assignments are marked by a warning.
- Click Select assignees, and then choose the individual users (Users), groups (Groups) or vendors (Vendors) to assign them to that task. When you perform the assignments, use the available filters (Current folder and above, Current folder only) to ensure that you identify and assign users easily. You can assign individual users, groups or vendors to tasks while configuring workflows, project templates, and projects, as workflows are included in both project templates and projects.
Nota: If you want to assign a task to the project creator, under Users, select Project Creator. However, if the project was created in Trados Customer Portal, do not use the Project Creator option for the tasks that can be performed in Trados Enterprise, because Trados Customer Portal users do not typically have access to Trados Enterprise. To learn about the limitations of being a designated project manager on a project, consult this topic.Nota: If you want to assign a task to the designated project managers, under Users, select Project Managers. Designated project managers are specified either while creating projects or while editing the Settings > Project Information section of an existing project.Consejo: If you want to assign the task to individual users who have the task-specific service, you can filter the available users by selecting the Only show users with matching service check box. For example, let's say you have 5 individual users, but only 2 of them have the Translate service set up. When assigning individual users to the Translation task, you can select the Only show users with matching service check box to only have the 2 users displayed, or you can keep the Only show users with matching service check box clear to have all 5 individual users displayed.Consejo: If you purchased a subscription which includes AI analysis capabilities and if you assigned domains to your users, you can receive interactive suggestions when you assign tasks. Users who match in terms of their profile information (service type, language pair, domain) are suggested as eligible assignees for the following tasks: Translation, Linguistic Review, Customer Review, Implement Customer Review, DTP, Final Check.Consejo: To assign vendors to a task, select Vendors, and then select one of the available vendor order templates. The menu displays three tasks:
- Vendor Quote Generation - This is an Automated task generated based on the pricing model in the vendor order template. The Vendor Quote Generation field contains the name of the vendor quote, which can be downloaded from the project Costs tab. You can edit the Vendor Quote Generation field in order to identify the vendor quote report easily.
- Vendor Quote Review - This is a Human task which is automatically assigned to the users or Vendor Project Manager group you specified in the Managers field of the vendor order template.
- Vendor Quote Approval - This is a Human task for which, at this stage, you must specify users or groups bearing the Administrator, Lead Project Manager or Project Manager role.
- If you want to assign groups to tasks, the system returns all groups which have a maximum of 100 users for selection. If you select several groups to assign them to the same task, and the total number of users in these groups exceeds 100 users, the system issues a warning that you must adjust your selected assignees and groups before you can save the workflow.
- To apply the same assignees across all the target languages under a source language, hover over a target language, go to the end of the row, and select
> Apply Assignees to all target languages from this source language.
- To apply the same assignees across all languages, hover over a target language, go to the end of the row, and select
> Apply Assignees to all languages. This feature is useful in contexts where you configure workflows with multiple source languages.
- To apply the assignees of one target language across all target languages irrespective of the source languages, hover over a target language, go to the end of the row, and select
> Apply Assignees for this target language in all available source languages. This feature is useful in contexts where you configure workflows with multiple source languages.
- Verify that the workflow tasks align with your process requirements.
- Select Save.