Services are used in submitter portals and in automated project creation (legacy). They define a service product made available to a submitter with set parameters such as languages available, billing units, rates, etc.. They function as templates applied to automatically created projects.
To set up services, follow these steps:
-
From the Settings
page, scroll down to the section.
-
Click Services.
The page opens.
-
Click New.
The page opens.
-
Complete required fields:
-
A public and private name
The public name is displayed in the portal with the private being the internal name.
-
Service type
is the only option.
-
Source and Target languages
-
Select appropriate Project Templates to be used when this Service is selected. Only add templates with languages fitting the Service languages.
If multiple templates are selected, the system will select the one that best fits the selection from the Service; an EN->DE template will not be used for EN->FR translations.
Workflow steps in the template must also be set in the service.
-
Workflow steps Not available in all editions.
Projects created via this Service will include the specified workflow steps.
The workflow steps in the Service must contain same or more steps as the Project Template.
-
Job due date
-
Due date will be automatically calculated (The Date Picker will be disabled in public submitter portal page.)
-
Financials
Analysis and quote creation options.
Select if allowing providers access to financials.
-
Billing unit
-
-
Click Save.
The new Service is added to list.