1
STEP Workflow
Intro
This document describes how Agilent and its Localization Service Providers (“vendors”) use Cloudwords to manage localization projects that follow the STEP workflow.
STEP workflow projects are localization projects that involve Excel, .XML, Quark, and the STEP system.
Overview
1. Project Requestors request a project.
2. Localization Coordinator approves the request and createsa project, attaching .XML as source. 3. Localization Coordinator selects a vendor to execute the project.
4. Vendor delivers translated Excel. 5. Reviewer reviews the Excel file.
6. Reviewer either requests revisions or indicates the vendor can proceed to the next step. 7. If changes are requested, repeat steps 4-6 until the Excel is accurate.
8. Vendor delivers translated XML.
9. Reviewer reassigns the Review Task to the Project Owner (Localization Coordinator).
10. In STEP, Localization Coordinator converts the XML to Quark.
11. Localization Coordinator requests a revision, and attaches the Quark files in a .ZIP file. 12. Vendor delivers fully laid-out PDF.
13. Reviewer reviews the PDF.
14. Reviewer either requests revisions or indicates the vendor can proceed to the next step. 15. If changes are requested, repeat steps 12-14 until the PDF is accurate.
16. Vendor uploads a .ZIP containing all final files.
17. Reviewer reassigns Review Task to the Project Owner (Localization Coordinator). 18. Localization Coordinator verifies that the .zip file contains all files.
19. Localization Coordinator clicks Approve.
20. Vendor uploads new or changed translation memory associated with this project. 21. Vendor closes the project.
2
L10N Coordinator sends project out for quote
Agilent reviews & approves quote Vendor delivers project quote L10N Coordinator creates project Vendor uploads translated Excel Reviewer downloads & reviews Reviewer clicks Request Revision (RR) Vendor uploads XML L10N Coordinator clicks Approve Translations Vendor uploads project TM Agilent uploads PDF to eLibrary & CMS Vendor downloads TM & native-format source files Agilent uploads native format files to XXX. In RR, Reviewer gives feedback. Does Excel need
changes? Reviewer reassigns Review task to L10N Coordinator In RR, Reviewer says Excel is accurate. Vendor closes project Agilent converts XML to Quark (STEP) L10N Coordinator Request Revision (RR) In RR, L10N Coordinator attaches Quark files in ZIP Vendor uploads PDF Vendor uploads .PDF
& final files.
Reviewer reassigns Review task to L10N Coordinator Reviewer clicks Request Revision (RR) In RR, Reviewer gives feedback on changes. Does PDF need changes? In RR, Reviewer says PDF is accurate. L10N Coordinator confirms all files in ZIP Project Requestor requests project
3
Review Translated Content
When the vendor delivers content translated into a language, Cloudwords emails your project Reviewer associated with that language. Other project followers are also emailed, except for Reviewers who are associated with other languages.
For example, let’s say you have a Catalog Project going from English to Korean, Japanese, and Chinese. The vendor uploads the Korean deliverable into Cloudwords. Cloudwords notifies Kiwan Kim, the Reviewer associated with Korean, not Masako Ashida, the Reviewer associated with Japanese.
Review Excel
1. Reviewer: Click the link in the email to launch Cloudwords. 2. Reviewer: Click to download the translated content. 3. Reviewer: Review the Excel file.
4. Reviewer: Click .
If the Excel file needs changes, describe the changes and/or attach a document (.ZIP format) that contains your changes. The vendor will make the changes, upload a new Excel, and you’ll repeat steps 1, 2, and 3 as needed.
If the Excel file looks accurate, click and in the text of the request, tell the vendor to proceed to the next step.
5. Vendor: Accept the Revision Request, proceed to convert the Excel back to XML, and click to upload the XML.
Reassign the Review Task to the Project Owner
6. Reviewer: Click the link in the email to launch Cloudwords.
7. Reviewer: Click the link in the email notification you receive, or go to the project page. Click Project Details in the left navigation panel. Take note of the name of the “Owner.”
4 8. Reviewer: Click Tasks in the left navigation panel. Then click your review task.
5
10. Reviewer: Use the Assign To list box to re-assign the task to the “Owner” whose name you discovered on the Project Details screen. This will generate an email to the project owner that the language deliverable is ready for her approval.
Download XML, convert to Quark
11. Project Owner: Click the link in the email to launch Cloudwords. 12. Project Owner: Click to download the translated XML. 13. Project Owner: Use STEP to convert the XML files to Quark files. 14. Project Owner: Compress the Quark files into a single .ZIP file.
15. Project Owner: Click . Attach the .ZIP file that contains the Quark files to the Revision Request.
16. Vendor: Accept the Revision Request. Proceed to lay out the Quark files into PDF. Click to upload the .PDF in a single .ZIP file.
6
Review PDF
17. Reviewer: Click to download the translated content. 18. Reviewer: Review the PDF file.
19. Reviewer: Click .
If the PDF needs changes, describe the changes and/or attach a document (.ZIP format) that contains your changes. The vendor will make the changes, upload a new PDF, and you’ll repeat steps 1, 2, and # as needed.
If the PDF looks accurate, click and in the text of the request, tell the vendor to proceed to the next step.
20. Vendor: Accept the Revision Request. Click to upload the .PDF and all native format files in a single .ZIP file.
Reassign the Review Task to the Project Owner
21. Reviewer: Click the link in the email notification you receive.
22. Reviewer: Click Tasks in the left navigation panel. Then click your review task. 23. Reviewer: Click Edit.
7
24. Reviewer: Use the Assign To list box to re-assign the task to the “Owner” whose name you discovered on the Project Details screen. This generates an email to the project owner that the language deliverable is ready for her approval.
Confirm all final files are present
25. Project Owner: Click the link in the email to launch Cloudwords.
26. Project Owner: Click to download the translated content .ZIP file. Confirm the .ZIP file contains all necessary files.
Tip: Another quick way to ensure the files are in the .ZIP is to click the Deliverables link in the left navigation bar, then hover over the looking glass icon.
8
27. Project Owner: Click .
28. Project Owner: Upload the PDF to the eLibrary and CMS. Upload the native format files to Agilent’s repository.
29. Vendor: Once all languages are approved, upload the TM associated with this project, and close the project.
9
For More Help
For more help, click Help in the upper right corner. Alternatively, you can contact your Customer Success Manager, Geoff Mock, at [email protected].
To provide feedback about Cloudwords, type in the box provided at the bottom of every page of Cloudwords.
