Job Creation Wizard

With the Wizard jobs can be created fast and user-friendly. The Wizard performs all automations independently. A lot of settings can previously be configured in the Group settings and therefore simplify the fast creation of jobs.

Creating a job in a job group with the wizard Job creation (classic)

  1. Click Administration > Jobs .
  2. Click on a job group.
  3. Click on Job Creation (classic) in the function bar.
  4. Enter Job name.
  5. You also have the option of entering a Job number.
  6. Enter a name for the Job part.
  7. Select Filter Profile.
  8. Click on file to be uploaded and select the file
  9. Select source language.
  10. Click the Upload button.
  11. Optionally upload reference material for a content part --> click the name of the content part --> click the source language information --> upload reference file*.
  12. You have the option to select target dates.
  13. Select the desired target language in the Target language column.
  14. Assign a user to the roles using the drop-down.
  15. You have the option of adding additional languages to the Job.
  16. Click Finish and Back.

Result: The Job is created with the settings configured.

* Tip: Put several files into one ZIP archive and upload it

Creating a job with the wizard Job creation in a job group

  1. Click Administration > Jobs .
  2. Click on Job creation in the function bar.
    Result: Job creation workflow opens
  3. Select a job group from the list.
  4. Select target languages.
  5. Click Next.
  6. Select a file, click and upload file or drag and drop the file into the appropriate area.
  7. The Check data tab opens, select the filter for the data if necessary and start the import
  8. Check files can be viewed.
  9. Optionally adjust job name, job number and name of the job part
  10. You have the option to select target dates.
  11. Assign a user to the roles using the drop-down.
  12. Optional upload of reference material.
  13. Select the desired target language in the Target language column.
  14. Click Start job.

Result: The Job is created with the settings configured.

Creating a job with the wizard from the start page (Easy Wizard)

Depending on the configuration, either the Wizard or the Easy Wizard is available for job creation.

By using the wizard, it is easy for every user to create a new job. The job group selection takes place automatically if the user is assigned to a standard job group for job creation via the permission profile. If the user is assigned to several permission profiles with different job groups, the user has the choice between the job groups set in the prmission profiles. If no job group is defined as standard in the permission profile, the user can select all job groups created in ONTRAM.

For a description of the Workflow Wizard, see above. The workflow for processing with Easy Wizard is described below.

  1. Call up the ONTRAM start page.
  2. Click on tile Job creation.
    Result: Job creation workflow (Easy Wizard or Wizard) opens
  3. Select target languages.
  4. Click Next.
  5. Select a file and click and upload file or drag and drop the file into the appropriate area, the filter detection is automatically based on the file extension
  6. Tab Check data opens.
  7. The check files generated by ONTRAM can be viewed after the import of the data has been completed.
  8. The imported file name is automatically entered for the job name. You can optionally enter your own values.
  9. Further options can be selected using the corresponding button:
    - Enter the target dates stored in the workflow.
    - Adapt the standard users of the workflow per language
    - If necessary, additional information on the source language can be imported.
  10. Click Start job.

Result: The job is created with the settings made and the user can choose:

  • Switch to job administration
  • Switch to the My Jobs view
  • Create further jobs

Note: Users with the permission "Billing: Display cost forecast" can view the cost forecast for the created job in the statistics via the Easy Wizard after completion of the job creation. A configured billing is also required for this function.

The following functions must be activated/configured so that the cost forecast can be determined:

  • Job costing profile in the job group
  • Billing options of the workflow steps (job group settings)
  • The first workflow step, in which settlement by text amount is stored, is used for the cost forecast
  • Users must be assigned to the workflow steps to be settled. (The price list of the user's organization is used for the forecast) If a workgroup is assigned, the first user of this workgroup is used
  • A job costing profile must be created for the organization and a price list configured with the appropriate languages.