Managing Standard Jobs

Standard projects organize work into jobs that you assign to suppliers. This page shows where to find your Standard jobs, how to read each job's status and progress, and how to assign and manage them.

Where to find your Standard jobs

You can see Standard jobs in two places:

• Across all projects: click Jobs in the main menu, then open the Standard jobs tab.

• Within one project: open the project and go to the 5. Jobs tab.

Both show the same job rows and columns. Use the status dropdown (Jobs - Any status) and the Search icon to narrow a long list, and My searches to reuse a saved filter.

Reading the jobs list

Each row is one job. The columns are:

Viewing a job's status history

You can read what happened to a job without opening it. In both list locations, hover the Status cell (the hint reads Click to view history) and click the status. The HISTORY popup opens and lists every status change with its Date, Job status and User, from the first Draft entry onward. It is the same popup you get by clicking the status on the Job details page, so the two always agree. The status keeps its colour in the list when it becomes clickable.

The User column is hidden if you do not have the right to see worker names. Messages exchanged on the job appear in the same popup under the same rules as on the Job details page. A job whose history was cleared, for example because its supplier company was changed, opens an empty popup.

Tracking job progress

The Progress column shows how far a job has progressed without opening it. The bar splits the job's segments into four parts, with a % approved label:

To read and refresh a job's progress:

1. Hover the bar to see the total segment count, each part as a count and a percentage, and when the figures were last updated.

2. Click the bar to open the job's Counts & Activity view for the full breakdown.

3. Click the refresh icon next to the bar to recompute the figures on demand. The bar shows the last saved figures, so it can briefly differ from the live numbers until you refresh.

A job with no saved figures yet shows an empty bar with the refresh option; a job with no segments to track shows N/A. The column appears by default and can be hidden or reordered like any other column.

Segment status shown in the bar

A segment's status is grey (neutral), green (approved), or red (a problem). Each segment has a project-level global status, and, when per-job status is enabled, each job also keeps its own status so one workflow step's status does not overwrite another's. In a job you see and set that job's status; outside a job you see the global status. The Progress bar reflects the job's own statuses. If a job turns a segment red while its global status is green, the global status drops to grey; a job going all-green does not by itself approve segments at project level.

Make a workflow step approve segments project-wide

To let a specific step (for example, the final revision) set the project-level status, open the project's Workflow & Suppliers tab and turn on Save segment status to the global segment status for that step. Every status change in that step (by hand or by QA) is then saved directly to the segment's shared (global) status, and the step keeps no separate status of its own. Enable it deliberately: a change in such a step, including by an external worker, can overwrite a shared status set by project-level QA.

This option is available only when segment status per job is enabled for your platform (see the note above); until then, the control is not shown on the Workflow & Suppliers tab.

Assigning and managing jobs

• Assign a supplier: select Choose supplier on a job, or use Manage / Select to open View details, Edit details, or Cost.

• Act on the list: use the top bar to Print, Export word counts, Export, Import, or open Actions for bulk operations. To give many jobs to the same supplier or colleague in one action, see Assigning several jobs at once below.

• Track delivery: the Counts & Activity icons open the word count, the work-progress view, and job messages (an orange bubble means an unread message).

• Completed jobs: the word-count popup of a completed job also shows an Edit distance row.

Assigning several jobs at once

When many jobs need to go to the same supplier or colleague, you can assign them in one action instead of opening each job. The selected jobs can mix projects, tasks and language pairs. Wordbee lists only the jobs that the chosen supplier can do.

Follow these steps to assign several jobs to one supplier:

1. Open Jobs > Standard jobs to pick jobs from several projects, or a project's 5. Jobs tab to stay within one project. Tick the jobs you want to assign.

2. Select Actions > Update Assignees. The Manage documents and jobs popup opens.

3. On the Assign jobs tab, choose Select supplier.

4. In Set supplier, type part of a company name and pick the company from the list. Your own company always appears first, so you can keep the work in-house. The list shows up to 200 companies per search, so if the company you need is missing, type more of its name.

5. Optionally, choose a person in Set worker. This field appears once you pick a company. Leave it on No specific worker to assign the jobs to the company as a whole. If you change the company, the worker field resets.

6. Check the list of jobs. It shows the selected jobs that match the supplier's services for their task and language pair. Jobs that do not match are not assigned.

7. To let the assignee know, tick Notify suppliers by email, then confirm the assignment.

Emails follow each assignee's notification options. When you assign at company level, the email goes to the company contact, not to every worker in the company.

Which jobs and workers are listed

• Jobs: a job is listed when the supplier offers a service for its task and language pair. Wordbee matches suppliers whose services are set up for specific language pairs (for example, English to French) as well as suppliers set up for any language pair. If you used this tool before, you may now see many more eligible jobs.

• Workers in your own company: Set worker lists only colleagues qualified for at least one of the selected jobs. For example, a colleague whose only service is project management appears for project-management jobs but not for translation jobs. Colleagues with no services do not appear.

• Workers in an external supplier: Set worker lists all the supplier's workers.

• Your own company with no specific worker: only jobs that match at least one colleague's services are listed. If your company has no in-house services set up, the list is empty.

In Codyt projects, the Select supplier mode of the Assign jobs screen uses the same matching: only jobs that match the supplier's services for their task and language pair are listed. See Managing Codyt Jobs.

Learn More

• Managing Codyt Jobs: The equivalent workflow for Codyt projects.

• Check the Work Status: The Counts & Activity view opened from the Progress bar.

• How linguists track their own progress per job: Turn on per-job segment status and see how job status relates to the shared global status.

• The Segments: How segment statuses work in the Editor.

• Job Edit Distance: How the edit-distance figure on completed jobs is measured.

• Assigning jobs to suppliers: Choose between your in-house team and external suppliers, and notify them.