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quickTerm Desktop Client - Kaleidoscope Golden Releases

1. Mandatory fields are highlighted in yellow and read only fields are highlighted in gray Finally if you are working with Acrolinx as the terminology type you have the option of saving images and attachments not only in quickTerm but also in Acrolinx This is only possible for fields defined as 50 quickTerm 5 5 User Manual Desktop Client Feedback to Terminologists Term Request Multimedia Click on the Browse icon next to a field of this type and select a PDF document This is then shown as an attachment next to a disk icon at the bottom and can only be removed from the relevant field if required using the delete icon An example of this is shown in the above Term request dialog box screenshot h Name E mail and Custom notification phone These three fields are optional and help to identify anonymous end users so they can be sent notifications by e mail or telephone They can be defined as mandatory fields in the General Group Settings for end users Custom notification fields i Autofill A Customization field can be defined in server management in the Termbase Settings Check this box if you want this field to be autofilled in the term request otherwise you can add this information manually These details can be obtained from your terminologist j Creator user Depending on how your internal processes are defined you have the option to enter your name here so that the terminologist will know who
2. r quickTerm Web Client Windows Internet Explorer les amp http development kaleidoscope at quickterm Pages RequestManagement ManagedTermRequestDetails aspx taskid bd497dca afbe 417c a232 04550 B g Term request details termbase ZZ_Kaleidoscope Select the fields for the entry to be A German created ER Origin Das ist ein Schreibwerkzeug a B Tem Bleistift Show not used fields gt Status Erlaubt SF Produkt quickTerm Attachments Durchsuchen KS Priority Normal X Initial checker group testinitialcheckers Created by atweb E Autofill project number project number Name E mail Phone Send to terminologist Kaleidoscope quickTerm v 5 5 0 41 Term request details dialog Merging with an Existing Termbase Entry If you want to merge the term request with an existing entry click on Merge with existing entry This will open a window where you can log the target entry ID and perform a search This target entry if available is then shown at the bottom of the window quickTerm 5 5 User Manual Desktop Client 65 66 Terminologists Special Functions Workflow for Term Requests 8 2 3 You can now define what should happen with any fields that are already available at entry and language level in the target entry Overwrite existing Overwrites existing fields in the termbase with the contents of the term request N
3. Reset password By clicking on this button a new password is generated by the system for the user and sent to him by e mail This button is only displayed to quickTerm users It allows you to automatically generate a new password and have it sent by e mail Save personal settings By clicking this button the settings are saved on the server and you are logged in 14 3 Search Providers T I L i T Apply custom search provider order Apply custom termbase order m Use default as configured on higher level Ty rel i I Sort alphabetically by relevance ignore termbase tj f Sort by termbase first then alphabetically by relevance ki 2 4 fe lt Muliter FZ at EEEE Personal settings Search providers tab In this tab you can define your personal search provider settings A description of how to configure these settings can be found under Search providers Client Management 132 quickTerm 5 5 User Manual Desktop Client 14 4 Personal Settings 1 4 Shortcuts This setting overrides the client settings for external search providers Apply custom search provider order Apply custom termbase order These settings override the client settings for the termbase order Shortcuts Revert to base revision Revert to target revision Edit task management Abstain from voting Approve Import changes Open Reject Reject request Feedback management Close task Export Ope
4. quickTerm 5 5 User Manual Desktop Client General Concepts Tasks 1 5 1 2 Source Language Approval Workflow Terminologist Specialist Yes Final approval Entry set to final in termbase Source language approval task workflow The approval workflow for the source language s comprises a three or four stage process 1 An existing entry which has not yet been approved has the status New The terminologist can send such an entry for approval in each language at a click of the mouse This step can also be automated using quickTerm Tools 2 The approval task process runs as soon as the approval has started The respective users receive a notification via e mail and the approval tasks received appear in the task box Request management screen in the quickTerm Client The approvers can then approve or reject the individual entries or abstain from voting by clicking on the respective buttons They can also chat with each other using the notes function or send a question to the task initiator using the Ask for information function It is particularly useful to enter a note when rejecting an entry or abstaining from voting quickTerm 5 5 User Manual Desktop Client AL General Concepts Tasks If required quickTerm can automatically document the voting process and manage the status information in the termbase This means that the approvers do not have to be familiar with the specifics of the
5. terminologist group You can also click directly in the various boxes and thus override the edit tasks for the respective group i e cancel or perform the approvals yourself To avoid accidental changes you must still click on the small floppy disk icon Save changes on the far left to save the change quickTerm 5 5 User Manual Desktop Client 81 Terminologists Special Functions Workflow for Edit Tasks Click on Show details to see work that has already been carried out for this task and any comments from the editor Old field values in the entry are highlighted in red and new values are highlighted in green You can add new comments or make subsequent changes to your own comments The terminologist can also see these comments and if applicable respond to information requests You can also send targeted questions to individual groups You can copy the comment text in quickTerm Client place the cursor in the comments area and right click When an edit task has been approved by all groups you can apply it to the details view in the termbase entry or the term request For more details see Applying Completed Additional Information You can also rejecta task In addition depending on the status you can ask for information only enabled if the requestor is not an anonymous end user or answera received information request By clicking on Delete you can delete an edit task 8 5 3 App
6. Abstain from voting If you do not mind you can register this by clicking this button Your approval rejection or abstention from voting will be saved and the task will be hidden from the Assigned tasks list quickTerm 5 5 User Manual Desktop Client 121 Translator Special Functions Providing Translation Suggestions 12 Translator Special Functions As a translator you are responsible for the linguistic development of the termbase together with the target language approvers You can perform this function in three ways using quickTerm In the quickTerm search dialog you can request multilingual terms As this is the standard term request function it is not explained in detail here For more details see Term Request In the quickTerm search dialog you can suggest a first or additional translation for existing entries In your task box Request management you can process the translation tasks assigned to you 12 1 Providing Translation Suggestions As a translator you can suggest one or more new foreign language equivalent s for an existing entry In quickTerm this is known as a Translation suggestion To provide a translation suggestion a Search for the entry in quickTerm for which you want to provide a translation suggestion b Click on Suggest translation The Suggest translation dialog box appears c Select the desired target language from the list The list only contains the lan
7. Edit a task except for adding a comment Open a task or Change the status of a task by completing a process step In addition you can filter the task lists according to the read status by clicking on Hide read tasks This allows you to better keep your to dos within sight Of course you can also deactivate the filter and see all tasks quickTerm 5 5 User Manual Desktop Client Feedback to Terminologists Ka 6 Feedback to Terminologists If the search is not successful there are a number of options depending on the user authorization for communicating this to the internal terminology team Depending on the configuration in your company some of these functions may not be available Term request By clicking on the Request new term button you can send the requested term straight to the terminology team and start a workflow If this has been configured in Task Settings the terminologist will receive an e mail and your request will go to the terminologist s task box Request management for actioning Depending on the setup of the internal workflow you will get prompt feedback about the term you need and you can incorporate it into your application and or correct the term straightaway For more information see The quickTerm Workflows Alternative term request This button is only available to you if the administrator has enabled it in Group management In this case you can request that an alternative entry is add
8. Group by custom field f checked the Custom fie d will also be listed List The corresponding list will only be created after clicking this button Statistics list The columns Language Date Custom field Full name depending on the applied selection and Groups are populated together with the numerical values for Total Approved Rejected Skipped Not voted and Overdue The list can be sorted by clicking on the header of the respective column This setting will be saved for the next time you open the list The list can also be filtered by typing a few letters of the desired content into the header The list will then only display those entries that contain the letters entered in the filter box A second filter option is available for columns containing default content e g status by selecting one or more options from a pre defined list Hide already closed tasks These tasks include approved and rejected tasks Export statistics The Export statistics button enables you to export the approval statistics to a csv file so that you can process the data separately e g in Excel quickTerm 5 5 User Manual Desktop Client 103 Terminologists Special Functions Dashboard 8 11 7 Translation Statistics QuickTerm 5 logged in as Global admin Terminologist Current client klaus Termbase ZZ_Klaus Language lt All languages gt Group lt All groups gt Group by date E
9. Kaleidoscope EXPRESS YOUR BIZ quickTerm 5 5 User Manual Desktop Client quick lerm Words in record time by Kaleidoscope Version 1 0 27 10 2014 E Table of Contents 1 1 1 2 1 3 1 4 1 4 1 1 4 2 1 4 3 1 4 4 1 5 1 5 1 1 5 2 1 5 3 1 5 4 1 5 5 1 6 1 7 1 7 1 1 7 2 1 7 3 1 7 4 1 8 1 8 1 1 8 2 1 8 3 1 8 4 Table of Contents General Concepts Our quickTerm Vision Brief Terminology of Terminology The quickTerm Workflows Requests Term request Change request Translation request Auto Logging Unsuccessful Searches Tasks Approval task Edit Task Change Definition Translation Task Feedback Request Management Collaboration Social Terminology Recommended and liked entries Term of the week Term quiz Searching in Other Sources Administrative Functions Multi Tenancy Dashboard Change Management Versions and History quickTerm Tools Automatic Client Update Login 11 12 13 14 15 15 15 23 25 26 27 27 28 28 29 29 29 30 30 30 31 33 34 quickTerm 5 5 User Manual Desktop Client 4 1 6 1 6 2 6 3 6 4 6 5 8 1 8 2 8 2 1 8 2 2 8 2 3 8 2 4 8 2 5 8 2 6 8 2 7 8 3 8 4 8 4 1 8 4 2 8 4 3 The quickTerm User Interface Search Navigating using the Filter Tree Request Management Feedback to Terminologists Term Request Logging Terms Feedback on a Term Cha
10. Newly created entries or terms and or Changed entries or terms and or Deleted entries or terms d Define whether you want the results list to be sorted by entry ID and then by language for each entry or by language and then by entry ID for each language e Require entry level changes means that the comparison also includes changes at entry level that apply to all languages f If you wish you can set a filter for only one language or restrict the search by entry ID g List all revisions within the selected range lists each individual revision in the selected range not just the ranges selected above h Then click on Search gt quickTerm now lists the changes in the results window sorted by the option you have selected either by language and then entry ID or by entry ID and then language Displaying changes a Now click on one of the entries or expand the results list at the desired position by clicking on in order to focus on an even more precise list of changes gt The entry is shown on the right in the preview window and the changes are highlighted b Select the desired comparison mode Target to base revision Shows the difference between the target and base revisions set on the left Live to base revision Shows the difference between the base revision set on the left and the current data Live to target revision Shows the difference between the target revision set on
11. Group by custom field E Language Assigned to translator Approved Rejected by approver Reject Spanish ES Translator 2 French FR Translator 1 English EN Translator 2 Q E a a amp l gt Export statistics Dashboard Translation statistics This is a comprehensive analysis tool relating to the translation processes The translation statistics can only be retrieved for each termbase individually Language Here you can select ndividual languages All languages or All languages aggregated The latter means that the Language column is omitted from the list Group The same as language so ndividual groups All groups and All groups aggregated can be selected Groups refers here to translator and or master translator groups All groups aggregated means that the Group column is omitted from the list Selecting lt none gt means that the translation tasks listed here will be those that have not yet been assigned to a group Group by date If checked the Date column will also be listed 104 quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Dashboard Group by custom field f checked the Custom fie d will also be listed List The corresponding list will only be created after clicking this button Statistics list The columns Language Date Custom field Group depending on the applied selection are populated together with the num
12. Master Approver Special Functions Master Approval for Translation Suggestions 10 Master Approver Special Functions 10 1 In quickTerm one master approver is assigned for each language This user has two additional functions Master approver for source language approvals In the case of source language approvals the terminologist responsible can initiate a cascaded approval process This means that firstly all normal approvers must cast their votes then the master approver consolidates the votes and sends a summary to the terminologist For this reason the master approver must always wait until all his colleagues have cast their votes where the cascaded approval process is concerned For flat approvals the master approver is a normal approver just like the other approvers The functionalities available are identical to those involved in normal approval For more details see Approver Special Functions gt 106 Master approver for target language approvals The terminologist is not involved in target language approvals initiated by the translator as in most cases he does not know the language As the master approver you therefore have the final say You can do the following with a translation suggestion Accept Edit and then accept Reject and request a new suggestion from the translator Reject and provide the correct translation yourself Master Approval for Translation Suggestions Switch t
13. Translation Request c Specify whether the custom field should be aufofilled or enter the corresponding value Project in the screenshot d If you want to Provide an initial translation the tree structure for the fields will open where you can complete the appropriate fields for your suggestion e You can also enter your own text in Remark f Then click on Save The translation request is created The terminologist will action the request quickTerm 5 5 User Manual Desktop Client 57 Initial Checker Special Functions 58 7 Initial Checker Special Functions The initial checker has the right to check submitted requests term suggestions as well as edit and translation tasks which may also be filtered from a linguistic point of view before they are assigned to the master terminologists responsible sometimes this role is also referred to as linguist He checks the completed fields for errors spelling syntax correct use of hyphens etc All term suggestions are therefore first added to the initial checker s task list provided a checker has been configured In the task list the initial checker can Open requests tasks to check edit merge and afterwards forward them to the master terminologist Reject requests tasks Delete requests tasks or Mark as unread for editing later He can therefore choose not to add entries to a termbase but forward them on to the master terminologist ins
14. optional Translation Suggestions If a translator comes across a monolingual entry in MultiTerm for example in the terminology window of SDL Trados they can look up the term in quickTerm and submit a translation suggestion This will be created directly in MultiTerm and an approval request goes out to the approver of this language either automatically or at the request of the translator At the end of the approval process the translator can optionally be notified of the result Translation Tasks As an alternative to the translation workflows that originate with the translator the terminologist can also send specific entries for translation In this case the translator receives a notification via e mail and can process the requests in his task box Request management and submit a translation suggestion for each translation task Depending on the configuration there can be a proofreading workflow before actually sending the translation suggestion off to the approver An example scenario here would see a translator from the group making a suggestion that a second translator checks The second translator then forwards this suggestion to the main translator for review He then saves this entry in the termbase and depending on the configuration passes it on to the approver Translation Suggestions for Existing Entries Depending on how the system is configured translators can also submit translation suggestions for entries tha
15. 6 Workflow for Translation Translating a term into different languages can be initiated at various places The terminologist can submit existing terms to the translation workflow The terminologist can Request a translation and Provide an initial translation at the same time The translator can provide a translation suggestion for an existing entry The translator can submit multilingual term requests These are submitted to the terminologist as a bilingual request for editing They will not yet be visible in the translation processes area but are shown in the term requests area Translation tasks can also be created automatically using quickTerm Tools 8 6 1 Initiating Translation To initiate the translation of an existing entry into a new language a Click on Assign translation task in the search screen The Assign translation task dialog box appears 84 quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Translation Assign a translation task Key term Target languages O oee renser venens m English Main_Translator_ Main_Translator_ Assign translation task dialog b Select a key term This will then become the Key term for the translation task Ideally this should be the preferred term c Select the required target languages and the translator group and if possible the master translator group to which you want to assign the t
16. Approver Sanaa Main Approver pee Select groups based on subject area Assign approval task dialog To assign an approval task a Search in quickTerm for the entry you want to have approved b Click on Assign approval task The Assign approval task dialog box appears c Select the languages in which approval is to take place and the relevant keywords to be used as the keyword for the approval task for each language d Select the groups that need to give approval The available groups have been defined by the administrator for each language For cascaded approvals the master approver cannot be deselected since the master approver has to have the final say The approvers receive an e mail and can log in to process the approval in their task box quickTerm 5 5 User Manual Desktop Client 71 72 Terminologists Special Functions Workflow for Approvals gt b 2 e Groups that have subscribed to receive notification of the start of an approval process in one of the selected languages will be notified quickTerm sets the status In progress in the termbase Cascaded approval checkbox Every approval process is a cascaded process by default This means that initially all normal approvers are involved and then the master approver for each language signs off final approval by the terminologist You can uncheck the Cascaded approval box In this case the master approver is viewed
17. Every user who has had the option enabled may submit a change request in quickTerm In doing so the user is able to enter different values into the relevant fields of an input screen The terminologist receives these requests with a clear overview showing the change history and decides what to do with the request Reject change Accept change and update termbase immediately Forward the change as an edit task to the specialists for voting Depending on the system configuration the terminologist can also submit a change request to himself and accept it immediately This is virtually the same as documented editing of an entry It enables the terminologist to edit the termbase from devices on which the MultiTerm Client is not installed 1 4 3 Translation request Translation request workflow 14 quickTerm 5 5 User Manual Desktop Client General Concepts 1 Requests Every user who has had the option enabled may submit a translation request in quickTerm The user must specify the language in which the term is to be translated but he may also propose a translation as well The terminologist can then reject this request or forward it as a translation task to the relevant team 1 4 4 Auto Logging Unsuccessful Searches quickTerm internally logs all unsuccessful searches Since many unsuccessful searches are caused by errors such as typos or searching in the wrong source language two threshold values may be set one for th
18. Master Approver Special Functions Assigning a Re translation Task Accepted C Rejected Accepted Rejected Term usage status dialog d If you wish you can enter a comment to be stored in the termbase By clicking on the small icon you can also copy the comments made during the approval process to the field before editing them e Select under each term whether they are accepted or rejected terms gt This information is entered in the termbase f Click on Set gt The entry is granted final approval and closed in your task box 10 3 Assigning a Re translation Task To reject a translation suggestion and request a new suggestion a Select the entry from the list on the left b Click on View entry to check the entry and view the notes entered by your colleagues c Click on Assign retranslation task The Term usage status dialog appears so you can set the usage status of the existing translation 112 quickTerm 5 5 User Manual Desktop Client Master Approver Special Functions 1 0 Assigning a Re translation Task Term usage status dialog d If you wish you can enter a comment to be stored in the termbase By clicking on the small icon you can also copy the comments made during the approval process to the field before editing them e Mark the rejected term as Rejected This information is entered in the termbase Terms that have been rejected are not deleted but are flag
19. OK to close the newly created question An existing question can be edited in the same way by clicking on Open 94 quickTerm 5 5 User Manual Desktop Client 8 11 8 11 1 a QuickTerm 5 logged in as Global admin Terminologist Terminologists Special Functions Dashboard Dashboard Depending on the configuration on the server itself quickTerm can record a snapshot of the current data in the termbase at regular intervals In the quickTerm Dashboard the administrator and the terminologist if authorized can compare the individual snapshots against each other This allows them to find changes over a certain period of time or to find out when a specific change was made etc In order to use the snapshot and timeline functions you must regularly create snapshots on the server via Windows Task Scheduler See Setting up the Snapshot Function Snapshots Here you can directly compare different snapshots versions of the termbase against each other or with the current version and focus on changes by drilling down ZZ_Klaus v Comparison mode Target to base revision X 06 09 2013 0 hd 06 09 2013 2 v Stylesheet klaus Term filter lt no filter gt JE Assign translation task IV Create V Update V Delete Augenschraube E Revert to base revision fe Enty C Language Usage Standard T Require entry level changes Source DIN444 Siehe Wikipedia Normenliste DIN 1 bis 999 Revert to target rev Assig
20. addition to the source language The languages available are the languages contained in the termbases and approved by the administrator You can manage the order of the target languages quickTerm 5 5 User Manual Desktop Client Personal Settings wom 14 E mail Settings using the arrow buttons This function is also available on the Search screen by clicking on the Target languages If you cannot make a selection here the administrator has already done this for you Buttons Reset password This button is only displayed to quickTerm users It allows you to automatically generate a new password and have it sent by e mail Save personal settings By clicking this button the settings are saved on the server 14 2 E mail Settings l N QuickTerm 5 logged in as End user oll la Low i Weekly z Daily v immediately v amp wa Reset password Logout v 3 3 0 49 ld Save personal settings Personal e mail settings Here you can determine the delivery interval for digest e mails Depending on the priority the following options are available Immediately Daily Weekly quickTerm 5 5 User Manual Desktop Client 131 1 4 Personal Settings Search Providers lt Default gt This option applies the e mail settings defined for the relevant group Caution A The user level settings override the group settings Additional buttons
21. admin Terminologist development eurocom at aj Entry Id Term request id gt Open Request date vi i i vi a _ 104 Definition Inprogress 3 Geman Kurzwahl Demo_aT 02 09 2014 07 0 testspecialist testsp Approve changes 2 Reject changes H Question to T A Comment Post Delete of zi aI Mark as read Termbase Demo_qT Pree Wahifunktionen Wahlfunktionen E German Wahlfunktion bei der eine Telefonnummer mit einem K rzel aus drei Ziffern belegt wird Durch Eingabe dieses K rzels und Ausl sen des Wahlvorgangs wird die Telefonnummer gew hlt Kurzwahl Note_ Nicht verwechseln mit Schnellwahl Source Klaus Fle Standard English Ei Dialling function which enables the use to store a 3 digit abbreviated number together with a phone book entry When this abbreviated number is entered and the phone book button gets clicked ther 4 the number will be dialled automatically Enviesioge 20 HSE BE ajl EE T Expand all Overview of edit tasks In this dialog box you can do the following Monitor current edit tasks A checkmark cross or minus symbol shows you which groups have already approved green checkmark or rejected red crossed out box which entries and those that have abstained from 2b voting minus symbol The Temporarily delegated icon shows you that a task has been temporarily delegated by a terminologist to another
22. an abstention is either don t mind or don t know and is a way of documenting the user s abstention and also of informing other users involved in the voting loop that he has abstained Abstentions are ignored in the decision making process This applies for both approval tasks and edit tasks changes definitions Ideally a reason for the abstention should be provided through the chat function e g Not my area of expertise 1 5 1 6 MultiTerm Approval Documentation quickTerm can document the entire voting process in MultiTerm In order for it to do so you must include the relevant workflow fields in the termbase definition at language level for further details see Termbase Settings in the Configuration chapter quickTerm 5 5 User Manual Desktop Client 21 22 General Concepts Tasks 4 1 5 1 7 Approval documentation in MultiTerm is optional Documenting approvals in MultiTerm is not essential from a quickTerm perspective Its only purpose is to allow all users not just the quickTerm terminologist to see the approval status and history in MultiTerm Revoking an Approval When an approval is initiated quickTerm checks whether the entry has already been approved in the particular language or in another language If that is the case the approval process can also be optionally repeated for these approved languages The reason for this is that a change made in one language can also bring about changes
23. and selected the required search mode Normal Fuzzy or Full text and optionally a filter If you want to filter the search the filter must be specified BEFORE doing the search a Highlight the text you want to search for in your application b Press the designated hotkey quickTerm performs the search and shows the results in the hitlist a Click on the term you want in the hitlist on the left hand side gt quickTerm shows the entry in the results window Search from within the client gt Requirement You have already started the quickTerm client and logged in You have specified the appropriate source language and selected the required search mode if available Normal Fuzzy or Full text and optionally a filter If you want to filter the search the filter must be specified BEFORE doing the search a Enter the search term you want in the search field If you only enter a number quickTerm will search for the entry with this number b Click on Search next to the text field or press the Enter key quickTerm performs the search and shows the results in the hitlist a Click on the term you want in the hitlist on the left hand side gt quickTerm shows the entry in the results window Search mode Normal exact fuzzy or full text search quickTerm 5 5 User Manual Desktop Client 41 Search 42 Search mode These options are only available when using a MultiTerm database If a nor
24. as a normal approver and all groups can vote on an entry at the same time This checkbox is available for each language and can be selected or deselected as required Start target language approval workflow checkbox Check this option if you are submitting an entry to the approval process in a target language and as the terminologist do not wish to be the final approver but instead you want to use the target language final approver Select groups based on subject area button For further details see Automatic assignment based on entry information in Configuration of Approvers and Master Approvers When you click on this button assignment of approver groups takes place automatically For example If you have an entry with the subject area screws and two approver groups one for the subject area screws and one for the subject area telephones clicking on this button means only the FIRST group will be assigned the task If there is a third approver group WITHOUT explicit filtering this group will ALWAYS be assigned the task irrespective of which subject area appears in the termbase d Priority You can choose between Low Normaland High This will have an effect on when digest e mails are sent if these have been configured differently Deadline Select a deadline If this deadline is passed the approval task is highlighted in red in the list Autofil You can set the content of the custom field to be autofilled by c
25. assigned the task to the master translator to check Master waiting for terminologist The master translator has asked the terminologist for information Approving The translation task has been written to the termbase and the approval process has been initiated Approved The translation has been approved Rejected by approver The translation has been rejected Closed The task has been closed 8 7 Workflow for Terminology Feedback As the terminologist in Request management you are able to view feedback from users on existing entries Switch to the Request management screen In Assigned tasks you can filter by feedback or you can go straight to the Feedback tab Only terminologists have access to this area C Question to Delete Do os Message Die Grafik ist fehlerhaft Mark as unread Vole Nichtzu verwechseln mit source Standard Daumenschraube Vote_ Das ist ganzw as Anderes Rejected EI Spanish This language does not contain an approved term English Final Started on 06 04 201 4Started 06 04 2014 Note_ Not Entiesipge 20 lt lt 1701 From1 gt gt Haier J Hide already closed feedback 7 Show all tasks from mastered termbases V Hide read tasks Feedback overview The dialog box lists all feedback The following filters can be applied Hide already closed feedback Hide read tasks Show a
26. dialog This information is passed to the user who can still create the request again 6 2 Logging Terms This is how you log and centrally store a term without initiating immediate term processing Log term dialog a Click on Log term A window opens in which the term not found has already been entered a If several termbases are available you can select the termbase for which you want to log the term 52 quickTerm 5 5 User Manual Desktop Client Feedback to Terminologists Feedback on a Term gt Your term will now be stored in the server s central log Depending on b Click on Send request the definition of the terminology workflow the terminology team will regularly review this pool to look for potential new terms For automatic logging see Task Settings 6 3 Feedback on a Term If you are authorized to do so you can also provide direct feedback to the terminologist gt The desired entry is displayed in quickTerm a Click on Send feedback The Send feedback dialog opens US Project Number 4712 Custom notification name john Custom notification email john smith com Custom notification phone 49888777666 Feedback Is revolving really correct Send feedback dialog b Select the term in the entry for which you want to provide feedback and or a Key term for your feedback c Select one of the three priority levels d If a customization field has b
27. entries that contain the letters entered in the filter box A second filter option is available for columns containing default content e g status by selecting one or more options from a pre defined list 99 Terminologists Special Functions Dashboard Hide already closed tasks 4 These tasks include approved and rejected tasks A report can be created in two ways manually via the E mail and reset counters button automatically via the relevant settings on the Server settings E mail screen Here you can enter how often you want to automatically receive the access statistics by e mail on the first of the month on the last of the month or on one or more week days by selecting Every and at what time The e mail address for the access statistics recipient can also be defined here Once the report has been sent regardless of whether it has been initiated manually or automatically the counters for the individual statistics will be reset to zero The total counters can be set to zero using the Reset total counters button As this applies to the entire access statistics data you will receive a warning before the counters are reset The Export statistics button enables you to export the access statistics to a csv file so that you can process the data separately e g in Excel In this case the data is not reset The Refresh button enables the administrator to update the data if the Access sta
28. hide these not used fields at any time Hide fields not used by the requestor g For example you can expand synonyms for a term request using the Add new term button next to the language or remove terms using the Remove term button next to the term h Specify the priority of the term request quickTerm 5 5 User Manual Desktop Client 63 64 Terminologists Special Functions Workflow for Term Requests i Initial checker group This field shows you which initial checker group the term request has been assigned to Created by You can replace the original requestor with your user name here k Select the entry class for the termbase if you use entry classes l Responsible terminologist group If you use the master terminologist concept and so have set up several terminologist groups you can delegate the term request to another group here In Group management the administrator can use the Specialization settings for Subject area values for the filtering field managed languages to permanently delegate or assign requests to other terminologist groups This creates an automatic link in the term request between the terminologist group and subject area If you change the terminologist group then the value for the filtering field will be changed automatically when saving if the link is unclear you must make a selection in a separate popup window If you change the va ue of the filtering field
29. in the First Wins procedure in order for the whole group s approval to have been given It is also possible to specify quickTerm 5 5 User Manual Desktop Client General Concepts 1 Tasks whether other group members can disagree with a colleague and reject a previously approved request or whether a vote that has been cast immediately finalizes the approval task and blocks all other group members enforced First Wins In the event of a conflict the original vote will be invalidated in quickTerm however all agreements or rejections will remain documented in the termbase In contrast to the first wins procedure the minimum agreement procedure requires a specific number of users in a group to approve an entry in order for the group s approval to have been given The necessary votes procedure dictates that a certain number of total votes has to be cast for each term before a decision agree or reject can be reached Abstentions are not counted We recommend specifying an odd number of necessary total votes so that the number of votes for and against the proposed term are not identical as the system would then be unable to reach a majority decision The Administrator specifies whether a group uses the First Wins or voting procedure to approve entries under Approval settings in the group management 1 5 1 5 Abstentions As well as approving or rejecting an entry it is also possible to abstain from voting The meaning of
30. in the term request If you want to close the task later you can do so by clicking Finish later quickTerm 5 5 User Manual Desktop Client 119 1 1 Specialist Special Functions Editing a Task d If you want to close the task later you can do so by clicking Finish later Otherwise click on Finalize The information you have entered is saved and shown in the overview Your approval is automatically granted for this entry Changing edit tasks that have already been approved If the edit task should be assigned to several groups and some groups have already voted these votes are deleted and the edit task is presented again for approval Edit task dialog 120 quickTerm 5 5 User Manual Desktop Client Specialist Special Functions 1 1 Editing a Task Voting on changes made by other users Voting procedure The voting procedure to be used within a group e g First win is defined for the individual groups during configuration If a voting procedure is not defined the buttons described here will not be available To approve or reject the additional information provided by your colleagues Select the relevant entry from the list and then click the desired button Approve changes By clicking this button you are accepting the changes Reject change By clicking this button you are rejecting the changes In this case you should also enter a comment or provide additional information
31. new translation suggestion The terminologist is not involved in target language approvals unless he has been appointed as the master approver for the target languages 1 5 1 1 The Approval Concept Approval at the Language Level In the quickTerm philosophy approval always occurs at the language level and not at the term or entry level As we see it the workflow only makes sense within the context of all terms of a given language individual terms synonyms are thus evaluated by the terminologist and provided with usage information and other information The total context of a specific language including information on which terms are the preferred terms and on what occasions will then be approved by the approvers responsible Beyond this the terminologist will probably not be involved in the workflows of the other languages as they are not likely to be proficient in these languages Renewed Approval for Changes If a new term is added to an existing entry or an approved term is changed an entry already approved in this language has to be approved again as the total constellation of preferred terms etc may have changed quickTerm also indicates that the target languages may also be affected Restarting Approvals If desired individual entries can be set to Restart approval process Once a specified period of time expires quickTerm will then remind the terminologist that the validity of this entry may have to be checked
32. open tasks or all tasks including the closed ones The Show all tasks from mastered termbases checkbox allows you as the master terminologist to specify whether you want to see the tasks of all terminologists for your client or only your own tasks Delete closed requests Closed requests are not deleted from the list they are just hidden One of the benefits of this is that you can retrieve reports on term requests and how they have been processed from the database at a later time Moreover quickTerm can only check new requests against requests that are already available if these still exist in the database You can also only physically remove closed requests from the list using Delete 8 2 6 Workflow for Specialists There is the option to send a term request to a specialist as an edit task and to apply the changes that result from this process at a later time For more information see Workflow for Edit Tasks 8 2 7 Closing Term Requests To close a submitted term request proceed as follows quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Logged Terms a Highlight the relevant term request s in the list b Click on Close A comments area will open c You have the option of entering a message for the requestor here This is sent by e mail to the requestor and added to the term request as a note d Click on OK gt The request is now closed and
33. proceed as follows a Highlight the relevant entries You can select several entries at once by holding down the Ctrl key b Click Join quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Term Requests gt The entries are now merged This can be seen in the list by the fact that the entries are highlighted in color and that they are indented The indented entries are child entries rather than main entries these are the two internal task types in Assigned tasks and All my tasks To split entries that have been merged by mistake proceed as follows a Highlight the indented entries b Click Split The selected entry is separated from the group and reinstated 8 2 4 Permanently Assigning Term Requests The permanent delegation is carried out as follows from the perspective of the terminologist receiving the request The term request that was assigned appears in the Assigned tasks tab with the status 7ransferring When the term request is opened it is displayed as usual However a popup window appears over it with the text The following request s are being permanently assigned to you with the number of the task Do you accept them Yes You can now edit the term request details as usual No Give a reason for your rejection in the text field Cancel You do not want to make a decision about accepting the term request just yet 8 2 5 Other Features in the Ter
34. suggested changes and either apply them to the termbase refer them to a specialist team or reject them Term Request The 7erm request dialog box may look different for different users since the administrator can specify which information the individual users may or must enter If you are adding a large amount of information for a term request and you want to expand the dialog box to get a clearer view you can do this using the mouse pointer in the bottom right corner quickTerm 5 5 User Manual Desktop Client Feedback to Terminologists Term Request 4 Image FO x a a OP Source OF Note_ oF Subject FF WorkflowNotes 7 Class_Funct 7 Class_Product Material_nr Project_nr A German Al 4 Definition 2 Source tey Image oF Source OF Note_ Workflow_Status WorkflowNotes WorkflowComments fa TERM a Context_ amp Source 4 Definition demd quickTerm 5 5 User Manual Desktop Client Feedback to Terminologists 6 Term Request Term request dialog To request a term proceed as follows a Click on the Request new term button in the quickTerm search dialog gt The Term request dialog box opens b If you have several termbases available select the termbase for which the request is being made c Select the desired source language d If you are authorized to make multilingual term requests you can switch to a bilingual term request by checking the Bilingual r
35. the left and the current data quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Dashboard You can perform different actions on the selected set of entries Performing actions a Select the desired entry ies from the results list b You can Use Assign approval task to send the selected entry for approval Use Batch approval to send all the selected entries for approval Use Assign translation task to send the entries for retranslation to check the status of the translation Use Revert to base revision to revert the selected entry to the state of the selected base revision Use Revert to target rev to revert the selected entry to the state of the selected target revision c You can also export the list of all the changed entries e g so that you can export it using Kaleidoscope s Excelling MultiTerm and edit it in Excel or keep it for your records 8 11 2 Timeline J QuickTerm 5 logged in as Global admin Terminologist Current client klaus Number of entries 14 042013 28 042013 12 05 2013 26 05 2013 09 06 2013 23 06 2013 07 07 2013 21 072013 04 08 2013 18 08 2013 01 09 2013 Q 2 E K 2 A m 7 Filter by termbase z2_Kaus Filter settings i Ki Number of language groups Dashboard Timeline Under this tab you can see the number of entries with the option to filter either by termbase or language as well as
36. the requestor informed 8 3 Workflow for Logged Terms In this screen you can find the list of logged terms Two attributes are available in the Type column Manual If logging has been requested manually Automatic After an unsuccessful search in accordance with the setting configured for this Depending on the server settings identical search requests are added together i e the number is logged or alternatively the date of each individual search request is shown for more details see Termbase Settings chapter in quickTerm configuration You can export this list in CVS format by clicking on Export The list can then be opened in Excel for further processing etc Once this is done clicking on Delete all clears the list again Individual logged search requests can also be deleted by clicking on Delete The list can also be sorted by clicking on the relevant column header e g frequency of the request Convert to term request Highlight the logged term for which you want to create a term request You can also do this for several logged terms at once however they must relate to the same termbase and source language The term request window that has been autofilled with the term entry will then open Normally this is only useful for terms for which a term request has not yet been created Note that quickTerm 5 5 User Manual Desktop Client 69 70 Terminologists Special Functions Workflow for
37. the term request came from and so that you can continue to use the MultiTerm entry as Creator This can also be disabled in Administration x Priority Three levels can be defined low normal high These symbols are shown in the term request lists in the left hand column The priority is linked to internal processes and can also be linked to e mail notifications 1 Click on the orange paper clip to attach a file to the term request The file is added To attach further files click on the paper clip again To remove files that have been added click on the minus symbol that appears in front of each file a Click Send gt The terminologist will receive an e mail and can process the request in his her task box Request management When the terminologist closes the request you are notified by e mail with an explanation of what happened to your request Multiple requests warning When a new term request is submitted quickTerm checks whether this term request Already exists as an entry in the termbase Already exists as a currently pending term request quickTerm 5 5 User Manual Desktop Client 51 Feedback to Terminologists Logging Terms Already exists as a rejected term request Id Entry Id Source language Target language Status 44 German DE German DE In progress Termbase Demo_Klaus Enty iD German ike to still create the request Term requests with the same term found
38. the terminologist group responsible will be automatically included in the term request The term request is then given the status Transferring until the terminologist responsible accepts the term request whereupon the status reverts to n progress again If the notification e mail types is enabled the relevant terminologists receive the message Term request transferred m Custom field Here you can enter a relevant value n Check that attachments were also sent These cannot be created directly in the termbase from quickTerm However the attachments can be downloaded and then uploaded manually to the termbase 0 Click Create in termbase The entry is created in the termbase and the entry ID is displayed gt The entry ID for this entry is now shown in the list of term requests next to a red checkmark quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Term Requests Contact information for anonymous requests from quickTerm Web If the term request originates from an anonymous user in quickTerm Web the user may also have included their contact information This information is shown in the center below the term request itself giving you the option to contact the requestor if you wish Term request details Unchecking checkboxes If you uncheck checkboxes in a term request then not only is the checkmark removed this also affects the corresponding content
39. this when a hotkey is selected and a message appears if you enter a hotkey that is already in use We recommend the default settings WINDOWS T for terminology or WINDOWS Q for quickTerm Search mode This setting defines the default search mode to be used in quickTerm Client Normal The terms are searched Full text All fields in the terminology database are searched Fuzzy The terms are searched and similar terms are also found The advantage of this option is that similarly spelled terms e g due to typing errors are also found Language specific hotkeys Here you can enter additional hotkeys so that the search is not performed in the currently selected source language but in a source language you have defined yourself For example you can set a hotkey for searching in German and another hotkey for searching in English Maximum hit count Here you can define the maximum number of terms that are retrieved during a search The default value is 100 If you set the maximum hit count significantly higher than the page length count this can impair the search performance for fuzzy searches Page length Here you can define the number of terms that are shown per screen in the hitlist scroll through using the arrow button at the end of the list The default value is 25 Target languages This setting defines the language or languages that are also displayed in the results window in
40. use different servers you can select these under Server Information on setting up additional servers can be found in the Setting up Multiple Server Connections chapter in the Installation Manual d In the Client field select the client with which you want to start the Desktop Client This dialog box only appears if the specified user is a member of more than one client e g global administrator If you log in as the global administrator you can select any client You can then select the clients for whom you want to change settings in the individual screens e If you tick the checkbox Remember me quickTerm automatically logs in the current user and is minimized to the system tray You can disable auto login by unchecking the box 34 quickTerm 5 5 User Manual Desktop Client Login f Click on Login gt quickTerm will log you in It is also possible to start the quickTerm Client with the parameters for your login e g via a shortcut on your desktop or via the Start menu The syntax would be quickterm exe user USERNAME password PASSWORD client CLIENTNAME quickTerm will then log in automatically as this user and you do not have to enter your user data each time you start the program Please contact your IT department regarding the necessary steps for logging in this way First login When you log in as an Active Directory user for the first time this is a special type of user management in company ne
41. user testtranslators Translator tis Assign edit task dialog 78 quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Edit Tasks For an existing entry gt You have opened the relevant entry in the termbase search window a Click on Assign edit task gt The Assign edit task dialog opens Here you can choose between the Definition and Change task types For a term request gt You have highlighted the relevant term request Status In progress or Created in the list of term requests a Click on Assign edit task The Assign edit task dialog opens Here the Definition task type is specified by default a At the top select the language in which the additional information will be provided b Below this select one of the terms in this entry as the keyword for this definition task c Specify whether the custom field should be autofilled or enter the corresponding value Project number in the screenshot d In the tree structure select the fields that need to be completed for this task Checking Se ect a makes field selection easier The checkbox on the far right specifies whether or not this is designated as a mandatory field e Below this select at least one of the specialist groups or one terminologist group for temporary delegation f If required select a deadline g Set one of the three available priorities h You can
42. 14 Personal Settings In Personal settings you can configure the basic settings for quickTerm Client These settings are saved on the server If the user does not have permission to save changes this is configured by the administrator in the user group settings the changes will only be valid for the session in progress As soon as the user logs out and then back in again the previous values will be active They will therefore NOT be saved on the server This screen must also be selected the first time you log in to quickTerm Client E mail address michael kaleidoscope at New password New password again IV Minimize on startup J Minimize on closing the application window T Remember me on this computer ia Reset password fa Save personal settings Personal settings The screen is divided into several areas depending on the users authorization level which user group they belong to Personal settings Search settings E mail settings Search providers not for global administrators Shortcuts not for global administrators Hitlist settings only if you are authorized to set your own hitlist settings not for global administrators 128 quickTerm 5 5 User Manual Desktop Client Personal Settings 1 4 Search Settings 14 1 Search Settings I Source language fH German DE Py Primary hotkey Windows z T z Search mode Normal v v Language specific hotkey
43. Approval Master Approver Special Functions Master Approval for Translation Suggestions Granting Final Approval for an Entry Assigning a Re translation Task Providing Your Own Translation 77 77 78 80 82 84 84 84 85 87 88 90 92 95 95 97 98 99 101 102 104 106 106 110 110 111 112 114 quickTerm 5 5 User Manual Desktop Client 10 5 10 6 11 12 12 1 12 2 13 14 14 1 14 2 14 3 14 4 14 5 Editing and Approving a Translation Restarting Approval Specialist Special Functions Editing a Task Translator Special Functions Providing Translation Suggestions Editing Translation Tasks Master Translator Special Functions Personal Settings Search Settings E mail Settings Search Providers Shortcuts Hitlist Settings Glossary Index quickTerm 5 5 User Manual Desktop Client Table of Contents 116 117 118 118 122 122 123 127 128 129 131 132 133 133 134 135 1 General Concepts Our quickTerm Vision 1 General Concepts 1 1 Our quickTerm Vision quickTerm is a life cycle management system for terminology based on SDL MultiTerm or Acrolinx The objective of quickTerm is to Efficiently roll out terminology across an enterprise so that it reaches its target groups in an acceptable form Simplify terminology to the point where even a layman user has no problems in understanding it Provide direct access to term
44. Approvals 8 4 8 4 1 as the administrator you can define a threshold such that a term request is created completely automatically after a specified number of unsuccessful searches For further information see Task Settings Workflow for Approvals As the terminologist you can send an entry that you have completed work on to pre configured approver groups for approval This will result in either approval or rejection If the approver agrees with your suggestion you can issue final approval for the entry in the termbase If the approver rejects the entry you can edit it in the termbase or in quickTerm using the change workflow and resubmit it for approval In the context of approval terminologists are responsible for the following activities Submitting entries for approval approval tasks Managing and monitoring the approval process Issuing final approval for approved entries Assigning Approval Tasks You can send a new or not yet approved term for approval from the search window itself in other words assign an approval task You can also resubmit an approved entry for approval if it has been changed Information about the quickTerm workflows can be found under quickTerm Workflows quickTerm 5 5 User Manual Desktop Client Language English EEE German E Spanish Terminologists Special Functions Workflow for Approvals Approver groups Cascaded approval 7J Main Approver eon Main
45. Displayed entries Search Total Search with hits Total Search without hits Total Displayed entries Total Y 7 7 Demo Klaus other languages German DE AT 7 6 1 14 6 1 14 ZZ_Klaus English EN 4 3 1 16 3 1 16 ZZ_Klaus German DE 111 6 536 105 6 536 ZZ_Klaus Spanish ES 0 0 0 17 0 0 17 la Export statistics f Reset total counters 7 E mail and reset counters a Refresh Dashboard Access statistics quickTerm 5 5 User Manual Desktop Client In the access statistics area you can view access data for the termbase as recorded by quickTerm The access statistics are broken down into two horizontal lists The upper part Group counters contains the user group termbase source language The lower part Aggregated counters contains termbase source language only User level access statistics are not available due to data privacy law There are two vertical areas The first four columns before the divider show the access statistics for the most recent report period The report period is always reset when the statistics are automatically or manually reset The last four columns comprise the cumulative total access statistics The list can be sorted by clicking on the header of the respective column This setting will be saved for the next time you open the list The list can also be filtered by typing a few letters of the desired content into the header The list will then only display those
46. Englisch Franz sisch italienisch Spanisch E testmainapprovers Freigeber Deutsch Englisch Franz sisch Italienisch mehrsprachig Niederlandisch Norwegisch Portugiesisch Russisch Schwedisch Spanisch Tschechisch E testmainterminologists Terminologe Deutsch Englisch Franz sisch Italienisch mehrsprachig Niederl ndisch Norwegisch Portugiesisch Russisch Schwedisch Spanisch Tschechisch E testmaintranstators Ubersetzer ar bg Deutsch en GB Englisch en US Franz sisch Italienisch ja ko mehrsprachig Niederl ndisch Norwegisch Portugiesisch Russisch Schwedisch Spanisch Tschechisch zh zh CN 2h TW E testsecondaryterminologists Terminologe Deutsch Englisch Franz sisch Italienisch Spanisch E testspecialists Endbenutzer Deutsch Englisch Franz sisch Italienisch mehrsprachig Niederl ndisch Norwegisch Portugiesisch Russisch Schwedisch Spanisch Tschechisch E testterminologists Terminologe Bulgarisch D nisch Deutsch Englisch Estnisch Finnisch Franz sisch Griechisch slandisch Italienisch Kroatisch Lettisch Litauisch mehrsprachig Niederl ndisch Norwegisch Polnisch Portugiesisch Rumanisch Russis E testtranstators bersetzer Deutsch en GB Englisch en US Franz sisch Spanisch E testtransiators123 bersetzer ar bg Deutsch en GB Englisch en US Franz sisch Italienisch ja ko mehrsprachig Niederl ndisch Norwegisch Portugiesisch Russisch Schwedisch Spanisch Tschechisch zh zh CN zh TW m Keine ausw hlen All
47. Helena German German Gil Specialist 18 04 2014 16 28 58 Helena 18 04 2014 16 42 21 7 in gt J Entriesipage 20 1T020Frm33 gt gt gt J Hide already closed tasks Show all tasks from mastered termbases v Hide read tasks Aqua mous a Open Assign edit task Create in termbase Close Reject Delete Mark as read Overview of term requests Buttons and functions The buttons and functions available depend on the options chosen during configuration and can differ from those shown in this screenshot The columns are more or less self explanatory The administrator can customize the order of the columns for each user group on the UI setup tab The custom field is also used for this purpose ID is the consecutive number of the quickTerm term request the Entry ID is the number in the termbase assuming the entry already exists in the termbase This can also be seen from the red checkmark quickTerm 5 5 User Manual Desktop Client 61 Terminologists Special Functions Workflow for Term Requests Terminologist creating is the user who transferred the term request to the termbase Terminologist closing is the user who gave final approval in the context of the approval process Possible statuses for term requests and what they mean In progress The request has been assigned to the terminologist and a decision is pending Defining The terminologist has assigned
48. Term starts the approval process if required quickTerm closes the translation task Approvers for target languages Target language approval only works if at least one approver group is defined for each language quickTerm will therefore notify you of an error both in group configuration and when sending an approval task if an approver group has not been assigned You can forward this error to the administrator Subsequently edited translation suggestions Do not edit a translation suggestion after closing it You can no longer add these changes to the termbase If you want to make changes submit a change request quickTerm 5 5 User Manual Desktop Client Master Translator Special Functions 13 Master Translator Special Functions The master translator has two additional functions that distinguish him from the translator If the translator has already sent translation data to the master translator Translator waiting for check status the translator cannot reject the entry It is only possible to do so for requests or suggestions that the translator has not yet forwarded During review if the master translator does not grant approval to the translator for his entry he can send the translation data back to the translator by clicking on the Assign to translators button The status will be reset to Assigned to translator quickTerm 5 5 User Manual Desktop Client 127 Personal Settings
49. Term user interface is intentionally kept simple so that it is easy for non terminologists to work with too As you can see the roles of the logged in users are shown in the header GA QuickTerm 5 logged in as Client admin co termbase Source language Target languages SACATE v Search y SLED 15 19 The quickTerm User Interface The navigation is located on the left hand side Here you can select which quickTerm work area you would like to work in The number of areas available depends on your user role Buttons The buttons available on the right hand side of the screen depend on the user s role as well as on the settings made for that user role during the configuration process Explanations of the buttons for each of the roles can be found in this manual Search Q quickTerm 5 5 User Manual Desktop Client 37 The quickTerm User Interface 38 In the search area you can search for terms and request new terms For all users apart from the global administrator Personal Settings Under personal settings you can set specific options for quickTerm s operation For all users Help v In the help area the documentation is available as online help For all users Request Management Task box In Request management end users can edit Assigned tasks and All my tasks in the respective tabs Assigned tasks shows all tasks currently assigned to the logge
50. also enter your own text in Request message i Click on Send The edit task is created The specialists will now vote and at the end of the process provide an agreed suggestion a Check for multiple edit tasks If you want to assign a further edit task for one and the same field in an entry you will receive an error message informing you of this quickTerm 5 5 User Manual Desktop Client 79 80 Terminologists Special Functions Workflow for Edit Tasks 4 8 5 2 Edit tasks for sub fields You can only assign edit tasks for sub fields in an entry if the relevant main field is available in the entry Otherwise you will get an error message and or the checked sub field will be ignored Overview of Ongoing Edit Tasks To switch to the overview of ongoing edit tasks in Request management click on the Edit tasks tab Only terminologists have access to this area The dialog box lists all current edit tasks By clicking on the display options at the bottom of the screen you can select the following views several options can be selected Show definition tasks Show change tasks Hide already closed tasks Hide read tasks Show all tasks from mastered termbases This option is only present if you are the master terminologist responsible for all termbases Click on Expand allto show all the individual voting results in the full list If you remove the checkmark all edit tasks are collap
51. an entry to approvers for a particular language who can then approve or reject it This process is called Approval First Wins Procedure Granting approval via the First Wins procedure means only one member of a group has to cast a vote This vote will set the entire group vote status Minimum Agreement Procedure In contrast to the First Wins and necessary votes procedures the minimum agreement procedure requires a specific number of users in a group to approve an entry in order for the group s approval to be granted A group s approval is only deemed valid once the number of votes in agreement has been reached Negative votes are not counted Necessary Votes Procedure In contrast to the First Wins or minimum agreement procedure a number of total votes is defined that has to be cast before the group s decision is deemed valid The decision does not have to be unanimous 134 Requests In quickTerm requests are assignments that may be sent to the terminologist by any user depending on the user authorization Requests are either term requests change requests or translation requests The terminologist can then reject implement or convert these requests into a task Tasks In quickTerm tasks are requirements set by the terminologist to be completed by his staff They comprise edit tasks approval tasks and translation tasks Term request A term request is generated when a user searches for a term tha
52. ask gt The translator receives an e mail about the submitted translation task and can process this in their task box Request management Once the translator supplies a translation suggestion depending on the configuration and if applicable it is sent to the master translator in the case of a cascaded translation process and then automatically or optionally sent for approval or it is entered in the termbase as final Translation suggestions are given final approval by the master approver not the terminologist 8 6 2 Overview of Ongoing Translation Processes Switch to Request management to see an overview of ongoing translation processes In Assigned tasks you can filter by translation task or you can go straight to the Translation tasks tab quickTerm 5 5 User Manual Desktop Client 85 86 Terminologists Special Functions Workflow for Translation Only terminologists have access to this area In the 7ype and Status columns you can apply the following filters several options can be selected Type Request Suggestion Assignment Status This column has up to 16 attributes see below for details In these areas you can Review the status of translation processes Edit the translation data depending on status by clicking on Open Reject a translation request Export entry Ds that appear in this overview as a txt file This supports translation outside quickTerm e g using Excelling MultiTerm
53. at Source Klaus Fle Standard English Bj Dialling function w to store a 3 digit together with a ph this abbreviated n the phone book b he number will be Entiesipage 20 z lt 1 To 1 From 1 EISIR Thera List of assigned tasks 118 Switch to the Request management screen In the list of assigned tasks you can filter by edit tasks The list shows the open edit tasks These tasks and any of the tasks you have already completed are shown in the All my tasks tab On the right hand side of the screen you will see the details relating to the highlighted entry The fields that you need to edit are highlighted in green and red in this area Red signifies the data before editing in case you have the task of editing content Green signifies the current status of your edit If there is no content in the red fields then these are currently blank in the termbase or term request If there is no content in the green fields then you or your colleagues have not yet entered any information quickTerm 5 5 User Manual Desktop Client Specialist Special Functions 1 1 Editing a Task All tasks in the task list will originally be in status unread Two buttons on the bottom of the screen allow you to change the state manually Mark read and mark unread Depending on the current task read status one of these buttons is always grayed out Unread tasks are always displayed in bold like in Outlook By clickin
54. ate the filter and see all tasks The list can be sorted by clicking on the header of the respective column This setting will be saved for the next time you open the list The list can also be filtered by typing a few letters of the desired content into the header The list will then only display those entries that contain the letters entered in the filter box A second filter option is available for columns containing default content e g status by selecting one or more options from a pre defined list Hide already closed tasks These tasks include approved and rejected tasks quickTerm 5 5 User Manual Desktop Client Translator Special Functions Editing Translation Tasks Editing a translation task To edit a translation task a Highlight the desired translation task in the list b On the right you will see the entry to be translated c If you do not want to Reject the task Ask for information only enabled if the requestor is not an anonymous end user or respond click on Open The Edit translation data dialog box appears d Enter the corresponding details for the translation e Click on the paper clip icon if you want to attach a file f Edit the custom field autofill or enter manually where applicable You now have several options to branch into other workflows Assign to reviewer a If you are working with a colleague who is going to review your translation suggestions click on Save wit
55. d in gray Approval tasks where you can assign a re translation task are highlighted in orange Status column This allows you to sort the display by status with various options that can be selected Rejected Approval tasks for which the terminologist cannot issue final approval because they have been rejected by one of the assigned approver groups quickTerm 5 5 User Manual Desktop Client 73 74 Terminologists Special Functions Workflow for Approvals Closed Approval tasks for which final approval has already been issued or has already closed All approved Approval tasks for which the voting process has already been completed all approver groups have voted to approve the term and the terminologist can issue final approval In progress Approval tasks on which no one has as yet voted or whose voting process has started but is not yet complete Monitor current approval processes A checkmark or cross shows you which groups have already approved green checkmark or rejected red crossed out box which entries Abstentions are indicated by a in the box With cascaded icon and non cascaded approval processes you can click on the plus symbol Show Hide details to expand the approval process You will then see the individual votes for groups involved in voting procedures The first checkbox in an expanded group or the only checkbox in a collapsed group shows you the status of the entir
56. d in user for processing The All my tasks tab shows all tasks the user is or was involved in Approvers also have the Approval tasks tab where a number of additional functions are available In addition to the Assigned tasks and All my tasks tabs terminologists also have a detailed list of all task categories They can also configure the quickTerm Web social media functions here liked and recommended entries Term of the week and Term quiz User Management In this area client and global administrators can control the access for specific users and user groups For further information see the User Access Configuration chapter in quickTerm configuration quickTerm 5 5 User Manual Desktop Client The quickTerm User Interface Server Management of In this area client and global administrators can specify server settings For further information see the Server Settings chapter in quickTerm configuration Dashboard In this area client and global administrators as well as specifically authorized terminologists can create user editable reports and compare versions of the termbase For further information see User Access Configuration Send batch e mails In this area client administrators and terminologists can send batch e mails to any group of recipients Logout Switch Language and Version Number v 5 5 0 43 This function allows you to log out of the quickTerm client You will receive a pro
57. distinguishes between requests and tasks Requests Requests can be submitted by all users of the termbase provided that this option has been enabled in each case The requests comprise Term request A completely new entry is desired Change request An existing entry should be changed Translation request An existing entry needs translating into an additional language Log terms Not really a request but a note to a user that a search was unsuccessful quickTerm 5 5 User Manual Desktop Client 9 General Concepts The quickTerm Workflows Tasks Tasks are always initiated by the terminologist Exceptions are foreign language approvals that were created automatically during the translation process or tasks created fully automatically by quickTerm Tools The tasks comprise Edit Task Change Definition The terminologist orders specific data from a certain user group for an existing entry or term request Approval task The terminologist sends a prepared entry to the different user groups for approval This may also take the form of a fully automated process via quickTerm Tools Translation Task The terminologist sends an entry for translation into certain languages only This may also take the form of a fully automated process via quickTerm Tools Workflow Participants Depending on how the system is configured specific users can be involved in a workflow in one or several roles All users ar
58. e logging process itself and one for an automatic term request This allows on the one hand for a minimum number of unsuccessful searches to be specified before the search term appears in the list of logged terms On the other hand an automatic term request can be configured For example the system can be configured so that once a term has been searched for 25 times without success a term request is automatically submitted to the terminologist The content of this automatic term request can also be defined apart from the actual term itself 1 5 Tasks Requests are mostly submitted by terminologists Exceptions are requests generated by the system Approval tasks that are created automatically as part of a translation process if configured Fully automated requests created via quickTerm Tools 1 5 1 Approval task quickTerm distinguishes between a source and target language approval workflow The difference is that in the source language workflow the terminologist initiates the approval task and is also responsible for the final approval in the target language workflow it is the translator or lead translator who automatically or optionally starts the approval process The master approver for the respective language can either grant final approval edit the proposed translation suggest an alternative translation or request a quickTerm 5 5 User Manual Desktop Client 15 General Concepts Tasks
59. e ausw hlen a Sending batch e mails In the Batch e mail dialog box all quickTerm groups are shown on the left You can filter and sort this list by name role and language to select the precise group you want to send the e mail to To send a batch e mail a Select the group of recipients on the left The Dese ect alland Select all buttons at the bottom may be useful at times b On the right specify the subject and enter the text of the e mail c Click on Send e mail The e mail is sent Sending an entry as a link This screen opens when you Send an entry by e mail A prerequisite for this is that the web or server URL has been set up in the server config file in quickTerm Web this requirement is fulfilled automatically In the entry click on the Send entry link in e mail icon a atthe top The Batch e mailscreen then opens where you can highlight the recipient group s and enter a subject in the subject line The link has already been entered in the text automatically Finalize your action by clicking on Send e mail quickTerm 5 5 User Manual Desktop Client 89 Terminologists Special Functions Term of the Week 8 9 Term of the Week A separate tab is available in Request management for terminologists to create the term of the week f o amp z bs quickTerm 5 angemeldet als Terminologe Sortierung Aktiviert Benennung Termbank Eintragsnr 7 Erstellt am V
60. e divided into groups These include approval and translation groups for the individual languages It is also possible to define initial checkers for requests this is a separate role In voting processes the system can be configured so that only one group member has to cast a vote a certain number of group members have to cast a vote or a certain number of group members have to cast a positive vote before the vote from this group is accepted as complete Approval edit tasks and of course translations run as separate workflows in each language It is therefore entirely possible that an entry can be approved in German awaiting approval in English in progress in Italian and only just submitted for translation in Spanish all at the same time This also means that specific approvers are defined for each language and can automatically only approve their language Similarly translators can only make suggestions or receive tasks for their language Furthermore it is possible to display only those languages that have been approved for each term status filter at language level in quickTerm Importing status information into the termbase The workflow status can also be optionally entered in MultiTerm or Acrolinx For more details see MultiTerm Approval Documentation quickTerm 5 5 User Manual Desktop Client General Concepts 1 Requests 1 4 Requests Requests can be submitted by all quickTerm users provided that this
61. e group For instance if a set number of voters in a voting approval group have voted on or approved an entry a green checkmark automatically appears in the box You can also print out approval tasks al icon When you click on this icon the Select target languages dialog box opens where you can select the target languages and the printing order The stylesheet for printouts is described elsewhere Expand all option at the bottom right When you select this option the plus symbol for all approval processes is automatically enabled expanding all the processes When you remove the checkmark all approval processes are collapsed By clicking on Show vote times at the bottom right you can display the actual time and date when each approver cast their vote You can always enlarge a column by dragging or double clicking on the right hand side of the column heading You can also directly click on the various boxes and thus override the approvals of the respective group i e cancel or perform the approvals yourself To avoid accidental changes you must still click on the small floppy disk icon al Save changes on the far left to save the change quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Approvals Click on Open to process the approval task by adding or removing approver groups using the checkmarks and where applicable changing the keyword the priority deadline the c
62. ed to an existing one The workflow is identical to that of term requests however reference is made to a specific entry The alternative term can therefore only be merged with an existing entry by the terminologist it is NOT possible to save the alternative term as a new entry Logging terms quickTerm logs all unsuccessful searches However since there is also the possibility of a search being unsuccessful due to an error you have the option to log the required term separately in a central search log by clicking on the Log term button The terminology team will then work through these terms at regular intervals and if necessary add new terms to the database In contrast to term requests the log term feature does not start a workflow Feedback By clicking on the Send feedback button you can send the terminology team feedback on a specific entry quickTerm 5 5 User Manual Desktop Client 47 48 Feedback to Terminologists Term Request 6 1 Change request By clicking on the Request change button you can request changes to specific fields of an entry The terminologist will then review the suggested changes and either apply them to the termbase refer them to a specialist team or reject them Translation request By clicking on the Request translation button you can request the translation of a term in a specific language and also submit a translation suggestion if you wish The terminologist will then review the
63. een defined you have the option of entering further information in this field In the current example this is the Project number field quickTerm 5 5 User Manual Desktop Client 53 Feedback to Terminologists Change Request e If you are an anonymous end user there is the option of entering your details in the three custom notification fields Name E mail Telephone number f Enter the text of your feedback g Click on Send gt Your feedback will be sent to the terminology team who will then check it quickTerm does not provide confirmation of receipt of terminology feedback A chat feature Ask for information and Answer info request is available within Request management This feature is described there 6 4 Change Request By clicking on the Request change button you can request changes to specific fields for the term Change request o Target language PS German r Keyword Kurzwahl M FT Note_ FM subject Wahlfunktionen FT WorkflowNotes FT dlass_Func SFT diass_Product CF M Material_nr CF M Projet nr 4 A German Wahlfunktion bei der eine Telefonnummer mit einem K rzel aus drei Ziffern belegt wird Durch Eingabe dieses K rzels und Ausl sen des Wahlvorgangs wird die Telefonnummer gew hlt 4 F 7 Definition CFT Source FT Note ET Workflow_Status ET WorkflowNotes amp TT WorkflowComments t A D Kurzwahl amp l sed ores Change request dialo
64. einer zuvor gespeicherten Nummer dient Die gew nschte Telefonnummer wird einer einzelnen Taste des Zifernfeldes zugeordnet und kann dann durch l ngeres Dr cken auf diese Zifferntaste direkt angew hlt werden ir icht verwechseln mit Kurzwahl w Final Work Schnellwahl Usage Standard uice Klaus Fleischmann Zielwahl Usage Standard ice Klaus Fleischmann Direktwahl Usage Rejected Note Wird im Einzelhandel zwar verwendet ist aber nicht freigegeben f r Kundendokumentation Type Abbreviation English Definition Dialling function which enables the user to store a particular phone number and assign itto a key on the keypad When pressing this key for three seconds the stored number will be dialled automatically The classic speed dial buttan is the mailbox button Note Do not confuse this with the address book dialling feature Worktiow_Status Final speed dial T Hide already closed tasks I Hide read tasks gt SET eer z T Expand all Show vote times Approver task box All tasks in the task list will originally be in status unread Two buttons on the bottom of the screen allow you to change the state manually Mark read and mark unread Depending on the current task read status one of these buttons is always grayed out Unread tasks are always displayed in bold like in Outlook By clicking on the respective button you can manually change the read state Apart from that
65. either be filled entirely at the user s discretion or hard wired to a specific termbase field such as Department 1 6 Collaboration quickTerm is a collaborative workflow system Chat relating to tasks requests To support collaboration users are able to call on the following functions within a workflow Information requests By selecting the Question option and choosing the recipient group an information request can be sent Doing so not only adds the question to the respective task but also creates a task for the recipient group The response which is provided as part of the new task is also noted in the original task request quickTerm 5 5 User Manual Desktop Client 27 28 General Concepts Social Terminology 1 7 1 7 1 Comments By selecting the Comment option a note is added to the respective task request The information requests and their responses and comments can be seen by everyone involved in the workflow To send questions or comments click on the Send button Live chat The Live chat function can be used to discuss tasks and requests with other quickTerm users Social Terminology Social terminology covers a range of functions that the terminologist can use to increase the attractiveness and hence the usage distribution and acceptance of the termbase As with websites topicality and the new factor are critical to generating a lasting interest in the informati
66. en the Previous quiz and the Next quiz German Neues Term Quiz Sortierung Titel der Frage Create new term quiz dialog A new quiz consists of one or more questions that must already have been defined see below You can add or remove questions here You can also change the order of questions in the quiz using the arrows on the right by first highlighting the relevant row quickTerm 5 5 User Manual Desktop Client 93 Terminologists Special Functions Term Quiz Questions Deutsch Englisch USA se Terminologie Quiz Welche ist die korrekte englische bersetzung von Augenschraube hole bolt tornillo con ojo eye bolt vis anneau eye bolt ist die einzige richtige bersetzung von Augenschraube nut een Create new question dialog If you want to create a new quiz question the following information is required Enabled Default language Right answer The term quiz is designed such that four possible answers are displayed but only one of them is correct Who Wants to be a Millionaire principle You also specify here which answer 1 2 3 or 4 to the question is the right one Localized details Here you can specify for each default culture the Title for the question the Question itself the four suggested Answers and an Explanation of the correct solution The explanation is shown instead of the question immediately after the web user selects the answer Click on
67. ent Master Approver Special Functions 1 0 Restarting Approval 10 6 Restarting Approval With this function the terminologist or master approver can restart an approval task from the beginning All votes that had already been cast are discarded and the voting process is restarted In addition to a message to the approver you can also enter the priority and the new deadline here in the same way as for other approval tasks quickTerm 5 5 User Manual Desktop Client 117 1 1 Specialist Special Functions Editing a Task Edittask Definition 3 id Type Task type ome Termbase Source language Target language Involved users Involved groups project number EER en Ea DC E Inprogress Kurzwahl Demo_qT German DE 02 09 2014 07 00 58 testspecialist 11 Specialist Special Functions As a specialist an entry or a term request can be assigned to you by the terminologist in the quickTerm Workflow in order for you to provide further information about the term The terminologist selects the additional fields you should complete on assignment You can collaborate with the other specialists via the comments function enter information and then approve your suggestion 11 1 Editing a Task C Question to Comment 2 4 Termbase Demo_q7 Subject Wahlfunktione E German Wahlfunktion bei Telefonnummer n drei Ziffern belegt dieses K rzels ur Wahlvorgangs wit gew hlt Kurzwahl Note_ Nicht verwe Schnellw
68. equest box In this case you have the option to specify a source and target language e Write a Message to the terminologist This is not stored in the termbase but provides the terminologist with additional information when processing the request f If the term request is in response to an unsuccessful search the term is automatically entered here However this will only work if the search screen and term request source languages are identical g Enter the required information in the available fields under Your request Please contact your terminologist for information about the meaning of these fields Some fields are text fields in which you can enter your own text However other fields provide a drop down list because there are only a limited number of possible values If the administrator has configured this these values may be shown in a tree structure in which case it is not possible only to select a heading Other fields may appear with a hyperlink icon which means you can save links here The hyperlink icons as well as the Add new term ll and Remove term buttons a can be enabled or disabled by the client administrator for each user group using the Enable advanced editor features setting When you click on the hyperlink icon a separate screen Edit cross links opens In this screen you can insert the text for three types of hyperlinks to another term to another entry and to an external object with http
69. erical values for Total Assigned to translator Closed Approving Approved Rejected by approver Rejected by translator Rejected request Waiting for requestor Request Waiting for terminologist Translator waiting for check and Master waiting for terminologist Export statistics The Export statistics button enables you to export the translation statistics to a csv file so that you can process the data separately e g in Excel quickTerm 5 5 User Manual Desktop Client 105 106 Approver Special Functions Giving Approval 9 Approver Special Functions 9 1 As the approver new or changed terms are assigned to you to approve in the quickTerm Workflow by the terminologist You are responsible for voting for or rejecting these entries Approvers are always members of an approval group which means they have to decide on the new entries jointly with their colleagues There are two types of approval groups Ina First wins group only one member of the group has to vote Their vote is cast for the group as a whole Ina Voting group there are two possibilities In contrast to the first win procedure the minimum approvals procedure requires a specific number of users in a group to approve an entry in order for the group s approval to be granted The minimum votes procedure dictates that a certain number of total votes has to be cast for each term before a decision agree or reject can be reached Abs
70. erm groups as mailing lists to send individual e mails e g on new entries to specific users quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Sending Batch E mails WD quickTerm 5 angemeldet als Terminologe eo e Jes Qj Empf ngergruppen Betreffzeile Name Rolle Sprachen a Y Y zg yY Text E CT Kommunikation Terminologe Bulgarisch D nisch Deutsch Englisch Estnisch Finnisch Franz sisch Griechisch Isl ndisch Italienisch Kroatisch Lettisch Litauisch mehrsprachig Niederl ndisch Norwegisch Polnisch Portugiesisch Rum nisch Russis E CT Recht Terminologe Bulgerisch D nisch Deutsch Englisch Estnisch Finnisch Franz sisch Griechisch slandisch talienisch Kroatisch Lettisch Litauisch mehrsprachig Niederlandisch Norwegisch Polnisch Portugiesisch Rum nisch Russis E cT wri Terminologe Bulgarisch D nisch Deutsch Englisch Estnisch Finnisch Franz sisch Griechisch Isl ndisch Italienisch Kroatisch Lettisch Litauisch mehrsprachig Niederl ndisch Norwegisch Polnisch Portugiesisch Rum nisch Russis El ct_technik Terminologe Bulgarisch D nisch Deutsch Englisch Estnisch Finnisch Franz sisch Griechisch Isl ndisch Italienisch Kroatisch Lettisch Litauisch mehrsprachig Niederl ndisch Norwegisch Polnisch Portugiesisch Rumanisch Russis A mcret Terminologe Bulgarisch D nisch Deutsch Englisch Estnisch Finnisch Franz sisch Griechisch Isl ndisch italienisch Kroati
71. g a Select the 7arget language in which you want to request a change b Below this select one of the terms in this entry as the Keyword c Specify whether the custom field should be aufofilled or enter the corresponding value Project in the screenshot d In the tree structure select the fields that need to be completed for this change request 54 quickTerm 5 5 User Manual Desktop Client Feedback to Terminologists Translation Request e You can also enter your own text in Request message f Then click on Send The change request is created The terminologist will action the request 6 5 Translation Request By clicking on the Request translation button you can request the translation of a term in a specific language and also submit a translation suggestion if you wish quickTerm 5 5 User Manual Desktop Client 55 Feedback to Terminologists Translation Request 4 A German ial 4 amp Definition 7 Source amp Note FP WorkflowCommen 4 TERM Augenschraube 4 P Context 2 Source 4 amp Definition SF Source Grammar Note Register Source Type Usage Usage_Product Usage_Client E E a a a a E 4 a Usage_Regional Translation request dialog a Select the desired term for this entry that you want translated under Key term b Select the Target language into which it is to be translated 56 quickTerm 5 5 User Manual Desktop Client Feedback to Terminologists
72. g on the respective button you can manually change the read state Apart from that the read state is automatically changed when you Select a task Edit a task except for adding a comment Open a task or Change the status of a task by completing a process step In addition you can filter the task lists according to the read status by clicking on Hide read tasks This allows you to better keep your to dos within sight Of course you can also deactivate the filter and see all tasks The list can be sorted by clicking on the header of the respective column This setting will be saved for the next time you open the list The list can also be filtered by typing a few letters of the desired content into the header The list will then only display those entries that contain the letters entered in the filter box A second filter option is available for columns containing default content e g status by selecting one or more options from a pre defined list Hide already closed tasks These tasks include approved and rejected tasks Editing a task To edit the task proceed as follows a Select the desired task from the list b Click on Open to open the details about the edit task The Edit task dialog box appears c Enter additional information in the fields displayed in red The other fields contain information that either the terminologist has already added to the termbase or the requestor has entered
73. ged as Rejected in the termbase This makes it possible to check that the correct terminology is being used Click on Set The Assign translation task dialog box appears quickTerm 5 5 User Manual Desktop Client 113 1 0 Master Approver Special Functions Providing Your Own Translation nn Main_Translator_ Main_Translator_ Assign translation task dialog f Select the relevant key term g Select the relevant target languages h Select a translator group for each language and also a master translator group if required i Edit the priority the custom field Project in the screenshot and the deadline if required j Add a remark for the translator k Click on Assign The translator will now receive a new translation task The current approval task will be closed As soon as the translator has made a new suggestion you will receive a new approval task 10 4 Providing Your Own Translation Caution 4 This function is only available if it is enabled in the user group configuration see General Group Settings chapter in quickTerm configuration 114 quickTerm 5 5 User Manual Desktop Client Master Approver Special Functions 1 0 Providing Your Own Translation To reject a translation suggestion and enter your own translation in the termbase a Select the entry from the list on the left b Click Provide own translation to enter your own translation The Edit translati
74. guages to which you have access rights and for which there is not a foreign language equivalent Depending on the configuration it is either permitted or forbidden for you to provide translation suggestions for entries that already have a translation In this case a warning message appears if the foreign language equivalent has already been approved Select OK you will then receive a message confirming that the approval process has been restarted d Enter the details of the translation suggestion If you want to suggest more than one term use the Add new term button e g for synonyms e Define the priority and edit the custom field autofill or enter manually where applicable 122 quickTerm 5 5 User Manual Desktop Client Translator Special Functions 1 2 Editing Translation Tasks f If you want to initiate the approval process for the relevant approver check the Start approval task checkbox This option is not available if your language is defined as one that absolutely must be approved or does not need approval In the event of the former your suggestion will be automatically sent for approval or for the latter it will be granted approval immediately Translation suggestions that are sent for approval are always cascaded as the master approver is also the final approver g Click on the paper clip icon if you want to attach a file h Under the task assignment define the master translator group If you choo
75. hat all entries with the workflow status New and that also contain at least one preferred term and at least one explanation or definition are sent for approval The respective groups etc to which the approval task has to be sent can also be configured Automatically start translation tasks Tasks such as automatically starting translation tasks can be defined in quickTerm Tools These tasks can then be started automatically using Windows Scheduler but can also be started manually Parameters can be defined that determine which conditions an entry has to meet before it can be sent for translation For example the system can be configured so that all entries with the workflow status Final in the source language and that also contain at least one preferred term and at least one explanation or definition should be sent for translation A threshold value can also be defined to specify the number of applicable entries that has to be reached before a translation project is started The respective groups etc to which the translation task and subsequent approval task have to be sent can also be configured Import Term Requests This option enables term requests from external systems to be imported into quickTerm For example terms suggested by the content quality checking system Acrolinx can be transferred to quickTerm Instead of importing old data from Excel lists directly into MultiTerm it is possible to import term requests into
76. he translation task quickTerm automatically starts an approval task Disabled If this option is set it is not possible for an approval task to be assigned In this case you should configure the translation suggestion dialog so that the approval value is also written directly to the termbase 2 The voting process is identical to that of the source language approval process 3 As soon as all the approvers for a language have approved an entry the master approver must either give his final approval edit the translation and finally approve it suggest an alternative translation and finally approve it or request a new translation suggestion from the translator Approval for the translation is independently assigned by quickTerm as required so unlike approval tasks for terminologists you cannot manually select which approver groups should be included By default all approver groups that are assigned the relevant language are included If you want to involve other approver groups for different types of entries you can configure this so that it is implicitly linked to specific criteria i e toa department or specialist area For example the system can be configured so that every entry allocated to department X can only be approved by approvers from that department Approval Methods Approval can be carried out in three ways In contrast to the two voting procedures only one member of a group has to grant approval
77. hecking this box or enter the information manually here Using the screenshot as an example Project Please check how this has been configured with your terminologist g Comment You can enter a comment here that will then appear as the first comment in the comments list quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Approvals 8 4 2 Overview of Ongoing Approval Tasks Switch to Request management to see an overview of ongoing approval tasks In Assigned tasks you can filter by approval task or you can go straight to the Approval tasks tab Only terminologists have access to this area The dialog box lists all current approval processes Id Entry ld Language Status Term Termbase Creator Assigned users Assigned groups Project name new pprover_1_DE Approve Notes gt Open Prio 7 Z 7 z ay z z Creation date z z 7 Enalish m 54 at 27 08 2014 08 22 43 by P Istvan Approver imag net Fritz Approver ae ya A Restart approval aa _ 144 20 German In progres test ZZ_Helena lt deleted gt 08 09 2014 09 3 Se hake u SS DE P fas 14 German Inprogres Abbrennweg ZZ_Helena deleted gt 8 2014 10 1 Bad _ 144 3 English In progre nmammm ZZ_Helena INTERNAL eua 26 08 2014 14 2 we _ mw 3 English In progre ttttt ZZ_Helena INTERNAL eua 26 08 2014 14 2 aan _ 139 400 German Allappro haus ZZ_Helena Helena 22 08 2014 18 4 J Hide already closed tasks Show all ta
78. her the groups are taken into account or not These statistics can show the total figures since starting to work with quickTerm or cover individual reporting periods e g monthly statistics and be distributed automatically by e mail Term request statistics This tab shows the development of term requests filtered by language and date as a chart Approval statistics The Dashboard can also display statistics on the ongoing approval tasks by user language etc Translation Statistics Finally the Dashboard allows statistics on all ongoing translation tasks to be displayed by user language etc 1 8 3 quickTerm Tools quickTerm Tools is installed on the quickTerm server as part of the quickTerm server installation package It performs the following three tasks quickTerm 5 5 User Manual Desktop Client 31 32 General Concepts Administrative Functions 1 8 3 1 1 8 3 2 1 8 3 3 Automatically starts approval tasks Automatically starts translation tasks Imports term requests from XML or CSV files Automatically start approval tasks Tasks such as automatically starting approval tasks can be defined in quickTerm Tools These tasks can then be started automatically using Windows Scheduler but can also be started manually Parameters can be defined that determine which conditions an entry has to meet before it can be sent for approval For example the system can be configured so t
79. his button Statistics list The Source language Target language Total Inserted Rejected and In progress columns are populated Export statistics The Export statistics button enables you to export the term request statistics to a csv file so that you can process the data separately e g in Excel 8 11 6 Approval Statistics QuickTerm 5 logged in as Global admin Terminologist Current client klaus ZZ_Klaus lt All languages gt lt All users gt r r Language N name Pen see Sopes notvoea ove English EN Approver1 Approver English EN Mainapprover Main Approver German DE Approveri Approver German DE Mainapprover Main Approver Q 2 KJ ka a amp a Export statistics Dashboard Approval statistics This is a comprehensive analysis tool relating to the approval process The approval statistics can only be retrieved for each fermbase individually Language Here you can select ndividual languages All languages or All languages aggregated The latter means that the Language column is omitted from the list 102 quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Dashboard User The same as language so ndividual users All Users and All users aggregated can be selected The latter means that the Fu name column is omitted from the list Group by date If checked the Date column will also be listed
80. hout finalizing The status is then Initial translation provided The task is also marked as read This enables the first translator to hide the task using both the read view and the status filter The second translator can set up a status filter so that only the entries with the status Initial translation provided are shown Your colleague can now log in edit your data and then also click on Save without finalizing Assign to master translator a If you have defined a master translator and you would like to delegate the translation suggestion to a master translator before approval click on Send to masters The master translator can now log in and edit then save the translation Assign to approver a If you would like to have the translation approved click on the Assign approval task checkbox This option is not available if your language is defined as one that absolutely must be approved or does not need approval In the event of the former your suggestion will be quickTerm 5 5 User Manual Desktop Client 125 126 Translator Special Functions Editing Translation Tasks automatically sent for approval or for the latter it will be granted approval immediately Translation suggestions that are sent for approval are always cascaded as the master approver is also the final approver b Click on Save and Finalize gt quickTerm enters your translation suggestion in the termbase quick
81. i aY 7 Ja blabla Demo_Klaus 2 29 05 2013 08 26 44 SHORE 1 Bis 2 Von 2 Term of the week You can edit existing terms of the week by clicking on Open or Delete as well as Creafe new terms of the week 90 quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Term of the Week Demo_Klaus z 99 W Test 1772 x Q HKoalajpg a Eintrag der Woche 38 2013 Koala Beuteltier a Vorkommen Name Zusatzfeld 4 Australien Tasmanien a 4 Wert Verbreitung Name Zusatzfeld 5 Tropische und subtropische s a Klimabereiche Wert Create new term of the week dialog Bildnachweis Sydney amp Co Ltd To create a new term of the week specify the following information quickTerm 5 5 User Manual Desktop Client Termbase Select one of the available termbases Entry ID D of the new term of the week Enabled The term of the week is displayed If several terms are active at the same time the user can switch between the individual terms using Previous term of the week and Next term of the week Default culture f the GUI is available in several languages you can specify here which culture should be used if a localized version is not available in one of the cultures Stylesheet Here you can select one of the stylesheets that the client administrator has configured in the server settings under Configuration of quickTerm Web 91 Termino
82. ifies that when the application is closed not when the user logs out quickTerm is minimized and the user is not logged out If this box is not checked quickTerm will close and the user will be logged out automatically If it is checked the application will be minimized to the system tray and continue to run in the background it can be reactivated by pressing one of the hotkeys To then close the application right click on the symbol in the system tray and select Exit Remember me on this computer If you check the Remember me box at login quickTerm automatically logs in the current user every time the client is started You can disable auto login by unchecking the box here If you check the box quickTerm automatically logs in the current user every time the client is started Save personal settings By clicking this button the settings are saved on the server and you are logged in Auto update When you start the application your client automatically compares the client version with the version held centrally on the server You may get a message that you are working with an old version of the client In this case quickTerm will attempt to perform an auto update Depending on the system you may need administrator rights to do this It is not possible to work with an older version of the client quickTerm 5 5 User Manual Desktop Client The quickTerm User Interface 3 The quickTerm User Interface The quick
83. in Studio Click on Delete to delete a specific task This also removes the task for the translators Click on View entry to display the selected entry in the dialog box Possible statuses for translation tasks and what they mean Initial checking A new translation request has been created and assigned to the initial checker Initial checker waiting for requestor Initial checker has asked the requestor for information Request The request is assigned to the terminologist if an initial checker is not involved or if the initial check has been completed Rejected request The initial checker or terminologist has refused the request Terminologist waiting for requestor The terminologist has asked the requestor for information about a request Terminologist waiting for initial checker The terminologist has asked the initial checker for information about a request Assigned to translator The terminologist has converted the request into a task and assigned it to the translator Rejected by translator The translator has rejected the task for some reason Initial translation provided The translator has processed the task and provided a translation Waiting for terminologist The translator has asked the terminologist for information quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Terminology Feedback Translator waiting for check The translator has
84. in other languages quickTerm checks the workflow status in quickTerm and in the termbase as this information may differ Notification of New or Changed Approved Entries When an approval process starts all groups that have subscribed to these notifications automatically receive an e mail informing them that an entry has been sent for approval regardless of whether the entry is new or one that has already been approved Likewise at the end of the approval process all groups that have subscribed to these notifications will automatically receive an e mail informing them that an entry has been approved quickTerm 5 5 User Manual Desktop Client General Concepts 1 Tasks 1 5 2 Edit Task Change Definition Edit task workflow There are two types of edit tasks in quickTerm Definition The terminologist can send term requests or existing entries to specific user groups to fill any information gaps e g to obtain a definition of a concept It is for this reason that this type of task is also called a Definition task even though it is not always a definition that is required Change The terminologist can either of his own volition or in response to a change request send existing entries to specific user groups to check the change and where applicable make their own suggestions quickTerm 5 5 User Manual Desktop Client 23 24 General Concepts Tasks The recipients of such tasks could be a
85. in the approval group and their votes You can thus check what your colleagues voted and who voted for or against the entry The first checkbox in an expanded group or the only checkbox in a collapsed group shows you the status of the entire group For instance if a set number of voters in a voting approval group have approved or rejected an entry it will get a green or a red checkmark When you select the Expand all option at the bottom of the screen this is equivalent to checking every plus symbol for every approval task When you remove the checkmark all the approval processes will be collapsed By clicking on Show vote times at the bottom you can display the actual time and date when each approver cast their vote You can always enlarge a column by dragging or double clicking on the right hand side of the column heading You can also click directly in the various checkboxes next to your own approver user in order to approve an entry To avoid accidental changes you must still click on the small floppy disk icon 2h on the far left to save the change Approving an entry By clicking on Show details in the right hand pane you can show the current entry to see which information you need to approve You can also see comments from your colleagues at the bottom You can add new comments or make subsequent changes to your own comments The terminologist can also see these comments and if applicable respond to informa
86. in the termbase using pre defined filter criteria A prerequisite for this is that a filter tree has been configured For more details see the Filter Trees chapter in quickTerm configuration Every branch selected in the filter tree first displays the number of hits If there is a large number of hits you can always refine the search within these hits even further in the search field When you want to return to searching the entire termbase go back to Search a Switch to the Filter tree view The filter tree is displayed through which you can navigate Filter tree Demo Filter Tree De E amp By Product Dialing Devices gy Fastening devices Y Bolts Y Nails Glues a Processes y By Division Y Fastening division Dialing division E 5 By Workflow Status E 7 German Y New In progress Y Unapproved 4 Other languages Y New Y In progress 7 Unapproved Navigating through the filter tree b Expand the tree until you can see the desired filter c Click on the filter you require The list of filtered entries is displayed below 44 quickTerm 5 5 User Manual Desktop Client Search 4 Navigating using the Filter Tree d Click on the desired entry in the results list The entry is displayed on the right quickTerm 5 5 User Manual Desktop Client 45 Request Management 46 5 Request Management The list can be sorted by clicking on the header of the respective col
87. inition Wahlfunktion die zur raschen Anwahl einer zuvor Parca Nummer dient Die gew nschte lefonnummer wird einer einzelnen Taste des fen aut chess dnet und kann dann durch l ngeres Dr cken au Si erntaste direkt angew hlt werden Language 1 E Deutsch zumal gt en Term 1 Verwendung STANDARD Kunden Nokla Kurzwahl S Verwendung STANDARD Kunden Sony ae Direktwahl ie lt lt u Verwendung Sys aba Quelle Einzelhandel Schnellwahl me Verwendung Sirene abo Sachl Anmerkung Siehe auch Schnelle Term 2 Synonym Term 3 Synonym Term 4 Synonym Englisch SDR Language 2 speed dial nn a n a Verwendung STANDARD Term 1 Sprachgebiet USA quick dial Verwendung STANDARD Term 2 Synonym MultiTerm Entry Structure As you can see a MultiTerm entry has three levels a concept level on which can be found all the information that is always valid for the concept the thing in every language one or more language levels in which one or more terms have been entered term level Additional information can be entered for each term so as to be able to distinguish more clearly between the terms and in particular to clarify the differences in use 8 quickTerm 5 5 User Manual Desktop Client General Concepts 1 The quickTerm Workflows Term ACLA Ar ATA Additional Info Schematic Entry Structure 1 3 The quickTerm Workflows quickTerm
88. inology databases and other search providers from Windows applications as well as web browsers and smartphones Establish a solid foundation within an enterprise for the development and coordination of terminology Extend the scope of the terminology to all relevant languages with a global collaborative workflow Raise awareness of and keep the termbase constantly in the minds of colleagues through regular light hearted tactics such as recommended entries entry of the week term quiz etc quickTerm achieves its objectives by Providing terminology quickly from any Windows application by pressing a hotkey only when the quickTerm Client is used Enabling terminology to accessed easily via a web browser from tablets quickTerm Web or smartphones quickTerm Mobile Allowing new terminology to be suggested feedback on existing entries to be provided change and translation requests to submitted Allowing the approval process to take place virtually and collaboratively online on a smartphone or in the quickTerm Client Allowing edit tasks to be managed by the relevant specialists Supporting translation processes including reviewing and approval loops quickTerm 5 5 User Manual Desktop Client General Concepts 1 Brief Terminology of Terminology To optimize space and text flow this document will use the masculine form Linguistic Note only References to individual user types such as Terminologi
89. is displayed under the message field If you check this box this term is exported to Acrolinx as a non term In contrast to the MultiTerm workflow in which rejected terms are only saved in quickTerm with Acrolinx rejected term requests can be do not have to be saved as non terms in Acrolinx This should prevent rejected terms being extracted again as potential new terms at the checking stage This decision must be made for each individual rejection of a term request e Click on OK The request is now rejected and the requestor informed 8 2 2 Creating a Term Request in the Termbase To add a submitted term request to the termbase proceed as follows a Highlight the relevant term request in the list b Click Create in termbase to add the term request to the termbase immediately or click Open to check the term request The term request is shown together with the information entered by the requestor c In the fields list deselect those fields you do not want to add to the termbase d Edit the contents of the completed fields as required e Click Show not used fields to show all fields you have access to in the termbase gt All the fields you have access to in quickTerm are now shown in the dialog box You can now enter further information here When adding further information the box to the left of the relevant field is checked so that it is taken into consideration when saving f You can also
90. ll tasks from mastered termbases checkboxes Filter by Status quickTerm 5 5 User Manual Desktop Client 87 88 Terminologists Special Functions Sending Batch E mails 8 8 Possible statuses for feedback and what they mean In progress Assigned to the terminologist waiting for his assessment Waiting for information The terminologist has asked the requestor for information Closed The terminologist has dealt with the feedback and it is now closed In this dialog box you can do the following Read feedback by viewing the comments in the feedback column or by clicking on Open to view the whole text You can also see the text at the top right in the entry view under Message Ask for information only enabled if the requestor is not an anonymous end user or respond by clicking on the relevant button Close feedback and add a message that will then appear next to the closed feedback in the Note column Export all currently selected feedback in the list as a csv file Delete feedback by clicking on Delete Mark the feedback as read or unread The feedback function in quickTerm is a one way street This means you can either receive collate and implement feedback or not Either way this will take place directly in the termbase However you are able to send queries to the person who submitted the feedback via quickTerm Sending Batch E mails This function allows terminologists that use quickT
91. logists Special Functions Term Quiz mage Select an image to be displayed in the term of the week Attachment This allows you to attach a document to the term of the week Localized details Here you can specify a Title Term Term 2and Note for each default culture A further five additional fields with values are available where you can enter your own text All these details will then appear in the term of the week in the layout for each selected stylesheet Click on OK to close the newly created term of the week An existing term of the week can be edited in the same way by clicking on Open 8 10 Term Quiz A separate tab is available in Request management for terminologists to create term quizzes You can add questions and their correct answers and put together several questions to create a quiz Two tabs are available for this purpose Quizzes and Questions Quizzes RW quickTerm 5 angemeldet als Terminologe lee Sortierung Aktiviert Titel Y Y r Y 5 Ja 1772 Term Quiz 1 Bis 2 Von 2 Quizzes 92 quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Term Quiz Each quiz has its own Title the quiz can be enabled or not and the order in which web users see quizzes can be sorted You can Open quizzes for editing or De ete them You can also Create a new quiz If several quizzes are active at the same time the user can switch betwe
92. lying Completed Additional Information Once all groups have approved an edit task you can apply the information provided to the termbase entry or the term request gt You have selected the desired edit task in the list a Click on Open The Edit task dialog box opens 82 quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Edit Tasks Edit task dialog b If the edit task has already been approved click on mport changes to apply the additional information shown in red to the termbase or the term request The information is incorporated directly into the termbase or applied to the term request Alternatively you have the option of changing or deleting the entered values and resetting all votes cast to date This will restart the task 4 Applying the changes It is possible to apply the changes directly from the list without opening the edit task dialog To do so click on Import changes in the list of buttons next to the details view quickTerm 5 5 User Manual Desktop Client 83 Terminologists Special Functions Workflow for Edit Tasks 8 5 4 Applying a Change Task Terminologists also have the option of immediately accepting an edit task without having assigned it to a specialist beforehand This is for situations where the change task is so obvious that it can simply be applied without further processing To do so click on Import changes 8
93. m Requests Dialog Box Assign edit task When you click on Assign edit task a dialog box opens in which you can define requested fields from specialists and choose which specialist group to assign the task to You can also specify here whether or not the custom field should be autofilled set a deadline and the priority and include a message For further information see Research Assign approval task quickTerm 5 5 User Manual Desktop Client 67 68 Terminologists Special Functions Workflow for Term Requests If the request was created in the termbase you can go straight to the Assign approval task dialog box and complete the required entries there Assign translation task If you require a translation click this button to open the Assign a translation task dialog box in which you can select the relevant languages translator and if applicable the master translator as well as a deadline and priority You can also specify whether or not the custom field should be autofilled and add a remark By clicking on Export you can export the requested entries in CSV format e g for MS Excel By clicking on Delete you can permanently delete a term request from the list of open and closed term requests You can only edit or delete your own term requests if the administrator has enabled this for you in User management The Hide already closed tasks checkbox allows you to specify whether to display only
94. mal exact search does not return any results you can perform a fuzzy search In contrast to a normal search a fuzzy search finds all terms that are similar but not identical to the highlighted text To enable fuzzy searches select the Fuzzy option under Mode An additional checkbox ABC will then be displayed If you check this box the fuzzy search results will be sorted alphabetically rather than in descending order by relevance Exact search results are always sorted alphabetically If you search for less than three characters an exact search is performed automatically otherwise too many similar results will be found Full text search A full text search searches termbases for the specified search text wherever it appears in the entries not just in the term field Filtered search If filters have been defined for you you can restrict the area of the search For example to search only within specific subject areas in the termbase Filters can be defined for each termbase in the drop down list since these may differ depending on the termbase As a consequence the format is slightly unusual with multiple radio buttons one per termbase If no filter has been selected for one of the termbases quickTerm will perform an unfiltered search in this termbase Remember to define filters for all termbases where they are required Filters must always be specified BEFORE performing a search The Search results The sea
95. mpt asking whether you really want to log out A blank login screen is then displayed You can also switch the quickTerm client language here The languages that are available will depend on the client localization German and English are available as standard As on the login screen the number of the currently installed version of quickTerm is displayed quickTerm 5 5 User Manual Desktop Client 39 The quickTerm User Interface Sending error reports If an error occurs in the system there is the option in quickTerm to notify the administrator by e mail To send the text of the error message together with an individual description directly to the administrator click the Send feedback to quickTerm administrator button in the error message dialog 40 quickTerm 5 5 User Manual Desktop Client Search 4 Search In quickTerm Client there are two ways you can perform a terminology search 1 From any application just highlight the term you are looking for and press the designated hotkey see Personal settings 2 From within quickTerm itself just enter the search term in the search field If the quickTerm client is hidden you can display it again by right clicking on the quickTerm icon in the system tray and selecting Show or simply pressing the hotkey Search from any application gt Requirement You have already started the quickTerm client and logged in You have specified the appropriate source language
96. n Like Delete all Logged term management Convert to term request Delete all Export Main window Batch e mail Dashboard Control Shift Back Alt Control Back Alt Divide Alt Add lt none gt Alt Return Alt Subtract Control Z Alt C Control Shift X Alt Return Shift Delete Alt C Shift Delete Control Shift X Alt Control E Alt Control D gt Shortcut key settings Approval management Final approval AC Open Alt Return Request retranslation Control T Restart approval Fr Dashboard Assign approval task AltA Assign translation task At r Batch approval Alt B Export list Control Shift X Personal settings Shortcuts 14 5 In this tab you can define your personal shortcut settings A description of how to configure these settings can be found under Shortcuts Settings Hitlist Settings If you have the right to do so you can change the way the hits in the termbare are shown in the hitlist A description of how to configure these settings can be found under Hitlist Settings quickTerm 5 5 User Manual Desktop Client 133 Bi Glossary Approval Glossary In quickTerm approval is the process that a term must pass through before it is accepted by all decision makers In the final stage the term is subjected to a last check and final approval from the terminologist After this the entry is considered to be approved Approval task The terminologist or translator can send
97. n approval task Batch approval sap api v Nicht zu verwechseln mit Ringschraubel t This is the context Export list Daumenschraube Usage Rejected Ay French FR French F N vis anneau French F a 4 Entry 3 Ay German DE German Kurzwahl German of Entry 65 Note Das ist ganz was Anderes Updated 06 09 2013 em Spanish Created 06 09 2013 W atus In progress Notes Deadline expired tornillo con ojo Created 06 09 2013 Updated 06 09 2013 Updated 06 09 2013 Updated 06 09 2013 Created 06 09 2013 English te Notthe same as a ring bolt S s In progress Nic lotes Deadline expired eye bolt Source DIN444 Usage Standard Dashboard Snapshots From this results view the terminologist can also send some or all of the entries for approval again send them to the translators to check or even reset a term language entry or the entire termbase back to a certain state Where terminologists are concerned access statistics are only available for those termbases that the administrator has assigned to him in the group configuration quickTerm 5 5 User Manual Desktop Client 95 96 Terminologists Special Functions To compare two snapshots against each other Setting the options a Select the desired termbase b Select the base revision and target revision for the snapshot comparison c Define which types of changes you want to take into account
98. ned tasks quickTerm 5 5 User Manual Desktop Client 123 124 Translator Special Functions Editing Translation Tasks This tab contains all the translation tasks assigned to you and the translation suggestions that you can process Other possible task types are Edit task Feedback Approval task Term request Task type Assignment Change Definition Request Suggestion All my tasks This tab contains the tasks assigned to you and any other tasks that are relevant to you even if there is no action required of you at the moment for example the term requests you have submitted as a translator You can track the status of approvals here All tasks in the task list will originally be in status unread Two buttons on the bottom of the screen allow you to change the state manually Mark read and mark unread Depending on the current task read status one of these buttons is always grayed out Unread tasks are always displayed in bold like in Outlook By clicking on the respective button you can manually change the read state Apart from that the read state is automatically changed when you Select a task Edit a task except for adding a comment Open a task or Change the status of a task by completing a process step In addition you can filter the task lists according to the read status by clicking on Hide read tasks This allows you to better keep your to dos within sight Of course you can also deactiv
99. ner to the term of the week the terminologist can also publish a term quiz on quickTerm Web A term quiz is a set of questions asked in sequence Each question has four possible answers one of which is correct These questions are written in quickTerm and collated as quizzes The user is presented with a choice of four possible answers for each question After he has selected an answer he is told whether he was right or not The quiz ends with a set of statistics showing how many questions the user got right and how many were wrong There is only ever one term quiz active at a time though users can scroll back through old quizzes 1 7 4 Searching in Other Sources quickTerm also permits other search providers to be configured in addition to MultiTerm and Acrolinx These are displayed in the results list alongside the actual MultiTerm or Acrolinx matches and can be selected just like the entries in the termbase While it is primarily search providers such as Leo Linguee Pons IATE Wikipedia etc that were considered for this function company internal search engines like Sharepoint text search can also be configured as search providers Naturally this can provide a significant boost to quickTerm s qualities as a reference program and therefore the usage of the termbase quickTerm 5 5 User Manual Desktop Client 29 30 General Concepts Administrative Functions 1 8 1 8 1 1 8 2 Administrative Functions
100. ng on the exclamation mark icon on the left opens Request management What you are able to see and do in this area depends on your role If you are an end user you can view and edit your Assigned tasks and All my tasks If you are an approver the Approval tasks tab is also available where you can view more detailed information about approval tasks You can expand individual tasks to check how your colleagues have voted Terminologists are also able to do the following Manage and confirm received term requests mono or multilingual and create the terms in the termbase quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Track the approval process and perform final approvals Manage edit tasks change and definition requests Manage translation tasks Manage feedback on terms Workflow for Term Requests Export logged terms for statistical processing or create term entries from logged terms Manage the social media functions for quickTerm Web Term quiz Delete liked entries Term of the week Revoke recommended entries 8 2 Workflow for Term Requests Switch to the Request management screen In Assigned tasks you can filter by term request or you can go straight to the Term requests tab In this list you can see the currently pending term requests i L T i I bi 1d Ey ay San Source expression Tp e
101. nge Request Translation Request Initial Checker Special Functions Terminologists Special Functions Request Management Workflow for Term Requests Rejecting a Term Request Creating a Term Request in the Termbase Merging Multiple Term Requests Permanently Assigning Term Requests Other Features in the Term Requests Dialog Box Workflow for Specialists Closing Term Requests Workflow for Logged Terms Workflow for Approvals Assigning Approval Tasks Overview of Ongoing Approval Tasks Giving Final Approval quickTerm 5 5 User Manual Desktop Client Table of Contents ea 37 41 44 46 47 48 52 53 54 55 58 60 60 61 62 63 66 67 67 68 68 69 70 70 73 76 E Table of Contents 8 4 4 8 5 8 5 1 8 5 2 8 5 3 8 5 4 8 6 8 6 1 8 6 2 8 7 8 8 8 9 8 10 8 11 1 8 11 2 8 11 3 8 11 4 8 11 5 8 11 6 8 11 7 9 1 10 10 1 10 2 10 3 10 4 Answering an Info Request Workflow for Edit Tasks Assigning an Edit Task Overview of Ongoing Edit Tasks Applying Completed Additional Information Applying a Change Task Workflow for Translation Initiating Translation Overview of Ongoing Translation Processes Workflow for Terminology Feedback Sending Batch E mails Term of the Week Term Quiz Dashboard Snapshots Timeline Entry Statistics Access Statistics Term Request Statistics Approval Statistics Translation Statistics Approver Special Functions Giving
102. ny of the user groups e g the approver groups All that needs to be configured is the option that allows the group to receive definition or change requests In both cases the terminologist can select specific fields that the specialists must complete on a task by task basis They then have to enter the data in an Editor window If the task is sent to a group with several members these may then follow the same voting procedures as used for the approvals workflow As soon as a decision has been made the information is returned to the terminologist who can then either update the term request or termbase entry or reject the decision and request that the task be repeated quickTerm 5 5 User Manual Desktop Client General Concepts 1 Tasks 1 5 3 Translation Task Ye No e No Yes No Translation task workflow There are different ways to add multilingual terms to a termbase For linguistic reasons the search for foreign language equivalents in quickTerm is always referred to as translation quickTerm 5 5 User Manual Desktop Client 25 26 General Concepts Tasks 1 5 4 Multilingual Term Requests In addition to monolingual term requests translators can also submit multilingual term requests These term requests are first processed by the terminologist just like monolingual term requests As soon as the terminologist has created the term request in the termbase they can send it for approval
103. o your Request management screen quickTerm 5 5 User Manual Desktop Client Master Approver Special Functions 1 0 Granting Final Approval for an Entry MI QuickTerm 5 logged in as Master approver SE Id Entry id Language Status Term Termbase Crestor gt Assigned users Assigned groups Project Approver Appraver Approve Term fier lt no fiter 7 iv Y z izy 7 7 SSPE AE ee v 7 Engish German Spanish om a Termbase ZZ Klaus SHOP apih v Ask for information er Wahlfunktionen German inition Wahlfunktion die zur raschen Anwahl einer 4 12 Notes Date 28 04 2013 18 20 14 Entries page 20 X 1 To 4 From 4 Y Hide already closed tasks E Expand ali 7 Show vote times amp Master approver overview You can limit the scope of the approval tasks list as follows By checking the Hide already closed tasks option By filtering if filtering according to status it is also possible to select multiple values from Rejected Closed All approved In progress and None 10 2 Granting Final Approval for an Entry To grant final approval for an entry a Select the entry from the list on the left b Click on View entry to check the entry and view the notes entered by your colleagues c Click on Final approval to approve the entry The Term usage status dialog box appears quickTerm 5 5 User Manual Desktop Client 111 1 0
104. on data dialog box appears c Enter the desired translation for the entry including as much of the additional information as you wish d Click on Save without finalizing if you do not want to approve your own translation yet for some reason this means that apart from the key term neither the relevant approval task nor the term usage status will be changed or Save and finalize If you click the latter final approval is granted and the Term usage status dialog box will then appear The correct translation will be automatically entered into the termbase by default The current approval task will be closed quickTerm 5 5 User Manual Desktop Client 115 1 0 Master Approver Special Functions Editing and Approving a Translation ion data Termbase Demo_Klaus 4 A French 4 Definition oF Source oF Note_ 2 WorkflowNotes A WorkflowCommen sa TERM a Context_ Source 4 5 Definition Source amerikanische Grar OMOMOMORO 4 De WW testmasterapprover Save without finalizing Save and finalize Edit translation data dialog 10 5 Editing and Approving a Translation This is performed in the same way as Provide own translation The only difference is that here you can edit a translation that already exists instead of rejecting it and entering a new translation Apart from that the dialog box and buttons are identical 116 quickTerm 5 5 User Manual Desktop Cli
105. on in the termbase among the user community The social terminology features are only available in quickTerm Web and include Recommended and liked entries Term of the week Term quiz Live chat Recommended and liked entries The terminologist is able to recommend individual entries These are displayed as a separate list in quickTerm Web Thus frequently misused entries or entries with a particular topicality can be actively promoted Users can click on these entries and view them in the entry window The terminologist can also remove recommendations from the recommended entries list Every user can like an entry The likes are counted and the corresponding entries are shown in the liked entries list While the terminologist has no direct access to individual entries in the likes list he is able to completely reset the entire list How far back in time the system looks to find likes can also be defined quickTerm 5 5 User Manual Desktop Client General Concepts 1 Social Terminology 1 7 2 Term of the week The terminologist can prepare a piece on special entries and publish them in quickTerm Web as Term of the week In quickTerm these are managed using special information fields linked to an entry and can be published using different style sheets There is only ever one term of the week active at a time though users can scroll back through old terms of the week 1 7 3 Term quiz In a similar man
106. on multiple picklist fields this means that only one value in the list can be selected are always overwritten i e the new field value always wins Keep existing Retains the existing fields in the termbase The fields in the term request that are already available are rejected Merge with existing For picklist fields the sum of all values is written to the field For text fields both sets of contents are written to their own field i e two fields are created You can also use the Add new fields checkbox to specify whether additional fields i e fields that exist in the term request but do not yet exist in the termbase entry should or should not be added For non multiple text fields the text is always attached to the original contents separated by a semicolon When you click on Merge the option you selected is implemented Saving an entry If you have finished editing an entry but do not yet want to create it in the termbase simply click on Save changes This saves the changes to the term request without creating an entry in the termbase Merging Multiple Term Requests Sometimes several users send term requests that need to be merged in a single entry This is often the case where there are several translators working in different languages If at least one term is identical in multiple requests quickTerm will automatically merge these in a single entry anyway To merge several entries manually
107. ontent of the custom field and the assigned terminologist group for the approval task Approval task details Termbase ZZ_Helena Language German Keyword Abbrennstrom v Potty Deadline 03 10 2014 fs Project name new Responsible terminologist group lt none gt v Approver groups 2b Approver_2_DE amp Main Approver DE amp MainApprover_DE amp 5 Approver_1_DE A Approver_DE_1C amp Approver_DE_1A u Approver_DE_1B Apply Cancel Approval task details dialog Actions Final approval If an entry has been approved by all groups you can issue your final approval after a final check See Giving Final Approval Restart approval You can enter a special message here and change the priority and deadline e g for overdue approval tasks When you click on this button the existing approval process is deleted and recreated Assign retranslation task You can redefine the usage status here By clicking on Delete you can delete an approval process You will then no longer be able to issue final approval via quickTerm quickTerm 5 5 User Manual Desktop Client 75 76 Terminologists Special Functions Workflow for Approvals 8 4 3 By clicking on Show details you can display the current entry in this dialog box You can see comments from your colleagues at the bottom You can add new comments or make subsequen
108. option has been enabled for these users quickTerm 5 5 User Manual Desktop Client 11 1 General Concepts Requests 1 4 1 Term request Term request workflow 12 quickTerm 5 5 User Manual Desktop Client General Concepts 1 Requests Every user who has had the option enabled may submit a term request in quickTerm The information that the user can or must fill in when submitting a term request can be configured for each user group Term requests may be monolingual or bilingual depending on the user authorization Depending on the configuration term requests are first sent to the initial checker who if applicable forwards the term request to the terminologist or are sent straight to the terminologist The terminologist decides whether the request should in principle be added to the termbase The terminologist can delegate the request to a specialist for actioning or create the entry in the termbase and then send it for approval As soon as the term request is created quickTerm checks whether this term already exists in the termbase or has been previously submitted as the subject of a term request including requests that have been rejected This prevents duplicate term requests from being filed An e mail is sent to the requestor to inform them of the outcome of the request 1 4 2 Change request Change request workflow quickTerm 5 5 User Manual Desktop Client 13 General Concepts 1 Requests
109. propriate status in the termbase and quickTerm Participants in the process and all groups that have subscribed to notifications about approvals are notified 8 4 4 Answering an Info Request If the symbol appears in a row this indicates that an info request is pending 8 5 Workflow for Edit Tasks Terminologists can use edit tasks definition or change to retrieve additional information from one or several configured specialist groups Edit tasks can be started both for term requests and for termbase entries During the process you specify which fields specialists need to complete quickTerm 5 5 User Manual Desktop Client 77 Terminologists Special Functions Workflow for Edit Tasks The specialists then vote on the content of the selected fields and eventually approve them As the terminologist you can then apply the information directly to the termbase and or the term request Alternatively edit tasks can be assigned to just one terminologist group This process is also known as temporary delegation 8 5 1 Assigning an Edit Task As the terminologist you can assign an edit task both for an existing termbase entry and for a term request Note_ Subject Wahlfunktionen WorkflowNotes Class_Funct Class_Product Material_nr Project_nr German I T77T 707 try try e T ey try try A 4 4 testmasterapprovers Approver testmastertranslators Translator IV testspecialists End
110. quickTerm they can be systematically processed and will only appear in MultiTerm once they have been checked quickTerm 5 5 User Manual Desktop Client General Concepts 1 Administrative Functions 1 8 4 Automatic Client Update quickTerm supports a server based rollout of client updates Not only is the client updated to a newer version but customization updates e g new icons language flags etc are also supported The updates are released as a client package that is installed on the server Once quickTerm is restarted the new version is entered into the database On every startup each client compares its version number with the version number on the sever quickTerm 5 5 User Manual Desktop Client 33 Login 2 Login When the client is first started the login screen appears Login quickTerm Kaleidoscope INTERNAL IV Log in with different user User name terminologe Password o u u u s Server lt Default gt v Login screen The number of the currently installed version of quickTerm is shown in the top right corner of the Login screen By default quickTerm attempts to log in with the current Windows user You can also choose to specify another user a If you do not wish to log in with your Windows user name click on Log in with different user The dialog box expands so that you can enter another user name b Enter the new user name and password c If you
111. quickTerm Dashboard the terminologist is able to compare the terminology in the individual snapshots against each other This allows him for example to find changes over a certain period of time or to find out when a specific change was made quickTerm first lists all the entries that were changed within the selected period The terminologist can then filter the results by language or change type He will then be able to drill down in the results list until only the change he is interested in is displayed quickTerm 5 5 User Manual Desktop Client General Concepts 1 Administrative Functions From this results view the terminologist can also send some or all of the entries for approval again send them to the translators to check or even reset a term language entry or the entire termbase back to a certain state Termbase Development Alongside this precise change history feature the terminologist is able to review the development of the termbase over time on a chart showing the total number of entries entries per language terms etc as trend graphs Entry statistics This tab shows the development of entries filtered by language and date on a chart Access statistics Precise access statistics can also be viewed via the Dashboard Exact figures are recorded showing the number of successful and unsuccessful searches and how many entries were displayed for each termbase and language The terminologist can choose whet
112. quickTerm can be configured to provide the terminologist with a range of administrative functions These include version management of the termbase and the ability to compare versions A task summary can also be viewed and even automated using quickTerm Tools in the Reports area of quickTerm Multi Tenancy quickTerm is a client compatible system This is of particular interest in hosting scenarios quickTerm can be configured completely differently for each client right down to a dedicated theme in quickTerm Web Different termbases can of course be included on a client specific basis and different users and groups created The single restriction is that only one MultiTerm server can ever be accessed by each quickTerm server It is perfectly feasible for any client with their own MultiTerm account to access the termbase to prevent entries in the termbase of client A appearing in the configuration of client B New clients are created by a Global administrator The Client administrators have no access to this function and can only configure their respective clients It is therefore also possible in the hosting scenario to grant the customer administrator functions that are restricted to just their clients Dashboard Change Management Versions and History Version comparison Depending on the configuration on the server itself quickTerm can record a snapshot of the current data in the termbase at regular intervals In the
113. rch results displayed depend on the contents and structure of your termbase as well as on the selected stylesheet Please refer to your terminologist for information about the meaning of the fields contents colors hyperlinks etc Depending on the configuration there is the option to display the contents using multiple stylesheets In this case a drop down box with the available stylesheets is shown at the top of the entry screen For more details see the Stylesheets chapter in quickTerm configuration quickTerm 5 5 User Manual Desktop Client Search Depending on the configuration there is the option to restrict the content of an entry to specific terms In this case a drop down box with the available term filters is shown at the top of the entry screen This filter only applies to the display of entries that have already been found and not to the search itself For more details see the Term Filters chapter in quickTerm configuration The Hitlist The maximum number of terms to be displayed in a search and the maximum number of terms per screen in the hitlist can be defined in the Personal settings depending on the user authorization If a search returns more results than can be displayed on a single page the page number is displayed below the list This allows you to switch between the results pages using the right or left arrow The hitlist order is set by the administrator in the server settings under Search provide
114. rs and Client settings Sort alphabetically by relevance then by termbase OR sort by termbase then alphabetically by relevance For further information see Client Management This setting will now be applied in fuzzy search mode it is sorted by relevance or alphabetically if the ABC box is checked The hitlist order in the personal settings under search providers may differ from the order configured in the server settings and will then have priority when the results are displayed For further information see Search Providers The fields information and color codes shown in the hitlist may have already been defined for you by the administrator or you can define these yourself in the personal settings Update entry en You can update the display by clicking on the Update entry icon at the top of the entry screen Print entry Any entry can be printed in the appropriate layout using the Print current entry icon 5 at the top of the entry screen quickTerm 5 5 User Manual Desktop Client 43 4 Search Navigating using the Filter Tree The fields information and color codes shown in the hitlist may have already been defined for you by the administrator or you can define these yourself in the personal settings See also Search Providers gt 132 4 1 Navigating using the Filter Tree As an alternative to carrying out a search for a specific term you can also use the filter tree to navigate
115. ry Votes Procedure 21 Q qTTools 31 R Recommended and liked entries 28 Request management 27 Requests 9 Restart approval process 16 S Search Providers 29 Social terminology 28 Synonym 7 135 Fag T Task Box 17 Tasks 10 Term 7 Term level 8 Term of the week 29 Term quiz 29 Term request 9 13 Term request statistics 31 Termbase development 31 Translation request 9 15 136 Translation statistics 31 Translation Suggestion 122 Translation suggestions 26 Translation task 10 84 125 Translation tasks 26 U User Defined Task Category 27 V Version comparison 30 quickTerm 5 5 User Manual Desktop Client
116. s Maximum hit count 100C Page length 100 Tar 7 K ca ra a a r a Ic v2 el i Personal settings Search settings You can define the following settings here Source language This setting defines the language in which you normally search a termbase The search results will also be shown in this language first and then in the target languages The languages available are the languages contained in the termbases and approved by the administrator You can also change the source language at any time within quickTerm Client If you are unable to select all the languages then the administrator has limited the number of available source languages Primary hotkey This setting defines which key combination is used to launch quickTerm To call up quickTerm highlight text in any application and enter the key combination This launches quickTerm and automatically starts searching in the currently set source language If no text is highlighted quickTerm starts without performing a search and you can enter a search term in the search field The hotkey can consist of any letter in combination with the Windows key or the ALT key Please note that fixed combinations such as WINDOWS E or WINDOWS D are defined in the system and that quickTerm 5 5 User Manual Desktop Client 129 130 Personal Settings Search Settings most applications already use ALT combinations quickTerm checks
117. sch Lettisch itauisch mehrsprachig Niederl ndisch Norwegisch Polnisch Portugiesisch Rum nisch Russis E T1 Kommunikation Endbenutzer E T1 Recht Endbenutzer oO E71 Technik Endberizer it wer Endbenutzer E T2 Kommunikation Endbenutzer E T2 Technik Endbenutzer Brwi Endbenutzer E T3 Kommunikation Endbenutzer E T3 Recht Endbenutzer El T3 Technik Endbenutzer Dnw Endbenutzer E terminotogist Terminologe Bulgarisch D nisch Deutsch Englisch Estnisch Finnisch Franz sisch Griechisch Isl ndisch italienisch Kroatisch Lettisch Litauisch mehrsprachig Niederl ndisch Norwegisch Polnisch Portugiesisch Rum nisch Russis E testadmins Mandanten Admin ar bg Deutsch en GB Englisch en US Franz sisch Italienisch ja ko mehrsprachig Niederl ndisch Norwegisch Portugiesisch Russisch Schwedisch Spanisch Tschechisch zh zh CN zh TW E testapprovers Freigeber Deutsch Englisch Franz sisch Italienisch mehrsprachig Niederlandisch Norwegisch Portugiesisch Russisch Schwedisch Spanisch Tschechisch E testapprovers123 Freigeber Deutsch Englisch Franzosisch Italienisch mehrsprachig Niederl ndisch Norwegisch Portugiesisch Russisch Schwedisch Spanisch Tschechisch ltestendusers Endbenutzer Bulgarisch D nisch Deutsch Englisch Estnisch Finnisch Franz sisch Griechisch Isl ndisch Italienisch Kroaltisch Lettisch Litauisch mehrsprachig Niederlandisch Norwegisch Polnisch Portugiesisch Rumanisch Russis E testinitisicheckers Erstpr fer Deutsch
118. se lt none gt here you can then finalize the translation suggestion by clicking Save and finalize If you select a master translator group the Send to masters button appears instead of the Save and finalize button By clicking on it the translation suggestion is forwarded to the master translator group The buttons Cancel and Save without finalizing are also available for you to select in either case i Clicking on Save and finalize does the following gt quickTerm enters your translation suggestion in the termbase quickTerm starts the approval process if required If you enter a translation suggestion for an entry that was also a translation request from the terminologist you will be notified of this and can thus close the translation request at the same time Approvers for target languages Target language approval only works if at least one approver group is defined for each language quickTerm will therefore notify you of an error both in group configuration and when sending an approval task if an approver group has not been assigned You can forward this error to the administrator 12 2 Editing Translation Tasks The terminologist can assign individual entries to you for translation You will be notified by e mail and have an overview of these tasks in your task box where you can also process them Switch to your task box Request management screen This screen contains two tabs Assig
119. sed with each displayed on just one row You can also make the following selections in the list heading By Type Definition or Change By Status Possible statuses for edit tasks and what they mean Initial checking When an end user requests a change it is assigned to the initial checker Request If an end user requests a change and an initial checker has not been defined OR if the initial checker has completed his check the change request is assigned to the terminologist Rejected request When a terminologist or initial checker rejects the request submitted by an end user i e the request is not converted into a task quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Edit Tasks Terminologist waiting for requestor When a terminologist asks the requestor for information before converting the request into a task Terminologist waiting for initial checker When a terminologist asks the initial checker for information before converting the request into a task Initial checker waiting for requestor When the initial checker asks the requestor for information In progress When the terminologist creates a new edit task either a completely new task or by converting a request into a task Closed As soon as the terminologist uses an edit task i e the changes are written to the entry or term request j QuickTerm 5 logged in as Global admin Client
120. sks from mastered termbases v Hide read tasks Approv Approver Hubert Approver Hans Approver Erik Approver Klaus Approver Anna Approver Claudia Approver Erik Approver Klaus Approver Anna Approver Kiaus Gil Approver Tom Approver Hans Approver Fritz Approver Istvan Approver Wolfgang Approver Hans Approver Istvan Approver Entriesipage 20 r p Question to Mark as read Comment nn Stylesheet lt Default gt a Termbase ZZ_Helen on Welding tech Approver_1_EN E German Approver_2_EN D a Definition Strom Main Approver EN j Abbren prCEN finition Strecke w hrer Approver_2 EN Abbren Main Approver Source prCEN En Workflow_Status_ Approver_1_EN Abbrennweg Validity Standard Main Approver Context skdj gaa DE itic Approver_1_DE Main Approver 17020From42 gt gt Expand all Show vote times E Overview of approval tasks In this dialog box you can do the following Restrict the approval process display To do so use the checkboxes at the bottom left Hide already closed tasks and Show all tasks from mastered termbases f you are configured as the master terminologist with responsibility for several termbases you can control how the approval processes are displayed here Color codes If the deadline for an approval task has passed the task is highlighted in red closed approval tasks are highlighte
121. st or Approver will always mean the entire user group as these roles may obviously by carried out by several different people 1 2 Brief Terminology of Terminology To make it easier for you to work with quickTerm it would be helpful to briefly explain the entry structure concept used in MultiTerm This is generally accepted in terminology theory and is referred to as being concept oriented and term independent It is important to familiarize yourself with the notion of concept language and term if you want to be able to filter entries or terms and also understand approval and translation workflows Concept In the terminology an entry always describes a specific thing or a function This can usually be described or defined in a language neutral way In the terminology this abstract thing is referred to as a concept Language Different designations can exist in different languages for each concept Not all languages are not available all the time Term If the designations are in written form i e they are words they are referred to in the terminology as terms If there are multiple terms associated with a language in an entry these are also referred to as synonyms For example chair and seat could be synonyms An example quickTerm 5 5 User Manual Desktop Client 7 General Concepts Brief Terminology of Terminology Entry level Graphic Entry level Def
122. t changes to your own comments The terminologist can also see these comments and if applicable respond to information requests You can also send targeted questions to individual groups You can copy the comment text in quickTerm Client place the cursor in the comments area and right click Giving Final Approval Once all approvers for a language have approved an entry the terminologist is notified by e mail The terminologist can always see the progress of approvals in the approval list By selecting the All approved filter option in the Status column the list will only show those entries that have received final approval To give final approval for an entry a Highlight the relevant entry in the list of currently pending approvals b Click on Openand check the approvals c Click on Final approval to give final approval A term usage status comments area will open quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Approvals N Le English EN Insert a comment into the MultiTerm entry testmasterapprover restart Terms lipstick collector Accepted Rejected Giving Final Approval d You have the option of entering a comment in the field or copying the entire comments trail using the small icon on the left and then editing this if necessary e Define the usage status for each term The entry is given final approval quickTerm sets the ap
123. t does not exist in the termbase and would like the term to be added to the termbase Term requests go to the central terminology team that decides which terms are to be created in MultiTerm and how they are to be created This is followed by the approval of the entry Translation Suggestion A translator can suggest a new foreign language equivalent for an existing entry This is referred to as a translation suggestion Translation task A terminologist can assign a new entry toa translator so that the foreign language equivalent to the source language term can be researched This is referred to as a translation task quickTerm 5 5 User Manual Desktop Client Index A Abstention from voting 21 Access statistics 31 All my tasks 27 Approval statistics 31 Approval task 10 Approval task source language 15 Approval task target language 15 Assigned tasks 27 Auto logging 15 C Change request 9 14 Client administrator 30 Concept 7 Concept level 8 E Edit task 10 enforced First Wins 21 Entry 7 Entry statistics 31 Entry structure 7 F Filtered search 42 First Wins 20 fuzzy search 42 quickTerm 5 5 User Manual Desktop Client ro G Global administrator 30 Groups 10 L Language level 8 Life cycle management 6 Log terms 9 M Main translator 26 Minimum Agreement Procedure 21 Multilingual term requests 26 Multi Tenancy 30 N Necessa
124. t have already been translated and approved This automatically starts a new approval process Feedback All authorized users can provide feedback on terms This feedback is collated in the terminologist s task list quickTerm 5 5 User Manual Desktop Client General Concepts 1 Tasks 1 5 5 Request Management In the Request management area the tasks concerning the user currently logged into quickTerm are divided into three areas 1 Assigned tasks Lists all the tasks currently assigned to this user for processing For a terminologist these may be term requests feedback final approvals etc A translator may see translation tasks etc 2 All my tasks Lists all the tasks in which the user is involved regardless of whether they are currently assigned to him For example these could be all term requests including those that the user himself has initiated approval tasks including already closed ones etc 3 User specific tasks After the first two standard tabs a series of user specific tabs list individual tasks by type e g all term requests all approval requests etc There may also be additional functions available that are applicable only to these task types 1 5 5 1 User Defined Task Category quickTerm allows a user specific field to be incorporated into every task Possible uses of this function can be to filter tasks by specialism or to select tasks by project number etc This field can
125. tead If an initial checker has NOT been configured the request is sent straight to the master terminologist responsible z Term request details termbase ZZ_Helena Select the fields for the entry to be created gt M Division Solar electronics Show not used fields 4 A M German E ar M Definition Das ist ein Schreibwerkzeug Show not used fields Ey IV Workflow_Status_qu Pw O Show not used fields a Brestir Created by an EL Show not used fields Priority Normal gt Crested by am Entry dass Unspecified z Responsible terminologist group Helena_Terminologists Initial checker group Project name new a amp Merge with existing entry gt gt Create in the termbase Save changes Cancel 4 Initial checker s check When the initial checker has completed the check he sends the request task to the terminologist responsible by clicking the Send to terminologist button The relevant request task is removed from the initial checker s task list quickTerm 5 5 User Manual Desktop Client Initial Checker Special Functions quickTerm 5 5 User Manual Desktop Client 59 Terminologists Special Functions Request Management 8 Terminologists Special Functions As the central authority for the terminology workflow the terminologist has some additional functions For this reason the quickTerm search window contains some extra buttons A q
126. tentions are not counted The administrator specifies whether an approval group is to use the first wins or voting procedure to approve entries under Approval settings in User management Approvers may also have edit tasks assigned to them in the role of specialist If an action is required from approvers they can find this information on the Assigned tasks tab The All my tasks tab shows all tasks for the approver including those in which they are involved but do not yet need to action This includes their own feedback edit and translation tasks and term requests Giving Approval Switch to your task box Request management screen Here you will see all tasks that are currently assigned to you You can find a detailed list of approval tasks on the Approval tasks tab These are the same tasks but shown in more detail quickTerm 5 5 User Manual Desktop Client Approver Special Functions Giving Approval ber Freigeber Mark as unread PIE w 4 German Clo Augenschraub Demo aT terminologe 23 09 2014 12 4 en 7 E freigeber Freigeber i E wo oa nglish Ch o_aT inolox 3 09 2014 12 4 C Question to English Closed Demo_ai terminologe 23 09 2014 12 tei ie eat it re ewe win G assioni Assigned groups Custom feld Freige Notes Engls sHeIOP OPH v Termbase Demo_qT bject Wahlfunktionen E German Definition Wahlfunktion die zur raschen Anwahl
127. termbase Neither is it necessary to install MultiTerm locally on the approver s PC Nevertheless the exact approval processes can still be viewed in the termbase As soon as all the approvers for a language have approved an entry a master approver can optionally grant final approval or reject the entry The status is then All approved If the master approver has also voted the terminologist receives a notification via e mail and can either correct the entry in the respective language and restart the approval loop or give final approval to the entry directly in his quickTerm task box quickTerm 5 5 User Manual Desktop Client General Concepts 1 Tasks 1 5 1 3 Target Language Approval Workflow Target language approval task workflow The approval workflow for the target language s comprises a three stage process quickTerm 5 5 User Manual Desktop Client 19 20 General Concepts Tasks 1 5 1 4 1 A translator makes a translation suggestion This is either initiated by the translator or occurs as a result of a translation task The translation process itself may be broken down into several stages with a translator reviewer and main translator It is possible to configure the approval process following translation see Field Access Settings Optional When finalizing the translation task the translator can decide whether to start an approval task Obligatory When the translator finalizes t
128. the number of language groups and the number of terms in chronological order quickTerm 5 5 User Manual Desktop Client 97 Terminologists Special Functions Dashboard This view is particularly useful for tracking activity in the termbase and also for internal marketing purposes The graph is scaled automatically to cover the range over which the snapshots were taken If there are no snapshots the graph will be blank 8 11 3 Entry Statistics A QuickTerm 5 logged in as Terminologist Main approver Elle lt Acrolinx gt lt All languages gt Date Language Entry count Language group count Term count Q ala A amp Export statistics Dashboard Entry statistics In the Entry statistics area you can examine how the termbase has grown over various report periods It shows the number of new entries per date range If there are no snapshots no figures will be shown The entry statistics can only be retrieved for each termbase individually Language Here you can select ndividual languages All languages or All languages aggregated The latter means that the Language column is omitted from the list From date To date For restricting the time period under consideration Group by subject f checked the Custom field will also be listed List The corresponding list will only be created after clicking this button Statistics list The Language Custom field Entr
129. the read state is automatically changed when you Select a task Edit a task except for adding a comment Open a task or Change the status of a task by completing a process step In addition you can filter the task lists according to the read status by clicking on Hide read tasks This allows you to better keep your to dos within sight Of course you can also deactivate the filter and see all tasks The list can be sorted by clicking on the header of the respective column This setting will be saved for the next time you open the list The list can also be filtered by typing a few letters of the desired content into the header The list will then only display those entries that contain the letters entered in the filter box A second filter option is available for columns containing default content e g status by selecting one or more options from a pre defined list quickTerm 5 5 User Manual Desktop Client 107 108 Approver Special Functions Giving Approval Hide already closed tasks 4 These tasks include approved and rejected tasks You can also see the following information on the Approval tasks tab A checkmark cross or minus symbol shows you which groups have already approved green checkmark or rejected red crossed out box which entries and those that have abstained from voting You can expand an approval request by clicking on the p us symbol This shows you all other colleagues
130. the request to a specialist for actioning Created The request has been created in the termbase but is not yet closed Exported The request has been exported and transferred to another system Closed The request has been closed Terminologist waiting for requestor The terminologist has asked the requestor for information Initial checking The request is at the initial checking stage before allocation to the terminologist Initial checker waiting for requestor The initial checker has asked the requestor for information Terminologist waiting for initial checker The terminologist has asked the initial checker for information Transferring The terminologist has allocated the request to another master terminologist who has not yet accepted the request Rejected The terminologist or initial checker has refused the request 8 2 1 Rejecting a Term Request To reject a submitted term request proceed as follows a Highlight the relevant term request s in the list b Click on Reject Acomments area will open c You have the option of entering a message for the requestor here This 62 is sent by e mail to the requestor and added to the term request as a note quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Workflow for Term Requests d If you are using Acrolinx as the terminology type an additional checkbox with the text Export terms as non term
131. tion requests You can also send targeted questions to individual groups quickTerm 5 5 User Manual Desktop Client Approver Special Functions Giving Approval You can copy the comment text in quickTerm Client place the cursor in the comments area and right click This is how you approve or reject an entry a Select the entry from the list on the left b Click on Opento check the entry and view the notes entered by your colleagues c Click on Approve entryto approve an entry OR Click on Reject entry to reject it Particularly in the latter case you also need to indicate the reason for rejecting the entry so your colleagues or the terminologist can adapt it accordingly OR Click on Abstain from voting if you want to register do not mind or do not know The entry is now approved not approved or edited If you have not approved the entry and your colleagues are in agreement with you the terminologist will revise the entry and resubmit it to you for approval Additional buttons Depending on what type of task you received Approval tasks your own or assigned edit tasks and your own feedback term requests and translation tasks and the fask type change request definition main task subtask suggestion assignment some or all of the following buttons may also be available Details Delete You can also filter by these types in the list quickTerm 5 5 User Manual Desktop Client 109 110
132. tistics screen is opened for a prolonged period of time 100 quickTerm 5 5 User Manual Desktop Client Terminologists Special Functions Dashboard 8 11 5 Term Request Statistics f A QuickTerm 5 logged in as Terminologist elle Termbase ZZ_quickTerm_Test Language German DE Pa chess 01 04 2014 en 15 05 2014 Group by date Group by custom field SPID LIe Statistics Source language Target language Y Y Total Inserted Rejected In progress German DE German DE 1 0 0 1 Export statistics Dashboard Term request statistics This area shows how many term requests have been submitted within a certain time period how many of them have become entries how many have been rejected and how many are still in progress The term request statistics can only be retrieved for each termbase individually Language Here you can select ndividual languages All languages or All languages aggregated The latter means that the Source language and Target language columns are omitted from the list From date To date For restricting the time period under consideration Group by date f checked the Date column will also be listed Group by custom field f checked the Custom field will also be listed quickTerm 5 5 User Manual Desktop Client 101 Terminologists Special Functions Dashboard List The corresponding list will only be created after clicking t
133. tworks you will receive the following message Welcome You are logging in to quickTerm for the first time Please agree to your user information being saved on the server a Click on Yes You will then receive the following message Please check and update your personal settings b Click on OK You then have the option of making changes to your settings by clicking on the Personal settings icon User name Full name and E mail address This information is required for e mail notifications accompanying term requests as well as to log the person initiating the request in the case of logged entries If you have already been created as a user in the domain this information is already loaded New password and New password again These fields are only displayed to quickTerm users not to Windows users This option allows you to set a new password Reset password This button is only displayed to quickTerm users It allows you to automatically generate a new password and have it sent by e mail Minimize on startup This option specifies that the client should be automatically minimized after the user has logged in The client will then be hidden but will still be running To restore the screen press the hotkeys or right click on the quickTerm symbol and choose Show Minimize on closing the application window quickTerm 5 5 User Manual Desktop Client 35 Login 36 This option spec
134. uickTerm 5 angemeldet als Terminologe Modus Normai vw Augenschraube Daumenschraube Direktwahl Kurzwahl Ringschraube Schnellwahl semiidiotisches Dreieck semiotisches Dreieck Zielwahl Zw g m 5 amp o Abmelden v 5 3 0 52 Termbase ZZ_Klaus y ID 1 ubject Schrauben Project_nr 4711 German Workflaw_Status Final tes Started on 15 04 201 3Started 15 04 201 3Rejected on 29 04 2013 by Mainapprover Approved on 29 04 2013 by TerminologistApproved on 29 04 2013 by Terminologist Final approval on 29 04 2013 by Terminologist Augenschraube Usage Standard Source DIN444 Siehe Wikipedia Normenliste DIN 1 bis 999 Note Nicht zu verwechseln mit Ringschraubel Context This is the context Daumenschraube Usage Rejected Note Das ist ganz was Anderes je Spanish tornillo con ojo Sr English Note Notthe same as a ring bolt Workflow_Status In progress eye bolt Source DINS44 Usage Standard hole bolt Usage Rejected Ausgangssprache Zielsprachen ELMA damne y l Suchen s Stylesheet klaus x Benennungs Filter lt Ohne Fitter gt EJ Benennung protokollieren Feedback senden Termantrag stellen nderungsantrag stellen Ubersetzungsantrag stellen Bearbeitungsaufirag zuweisen Freigabeauftrag zuweisen Ubersetzungsauftrag zuweisen Main window for the terminologist 60 8 1 Request Management Clicki
135. umn This setting will be saved for the next time you open the list The list can also be filtered by typing a few letters of the desired content into the header The list will then only display those entries that contain the letters entered in the filter box A second filter option is available for columns containing default content e g status by selecting one or more options from a pre defined list Hide already closed tasks These tasks include approved and rejected tasks If you want to select more than one row in the task list you can do this using the standard Windows functions select a number of rows using the Shift or Control key or all rows using Ctrl A Used in combination with the filter function this makes it easy to edit the task list For example you can delete the selected rows using the Delete key Deleting rows Individual rows will be deleted without prompting you to confirm that this is really what you want to do All tasks in the task list will originally be in status unread Two buttons on the bottom of the screen allow you to change the state manually Mark read and mark unread Depending on the current task read status one of these buttons is always grayed out Unread tasks are always displayed in bold like in Outlook By clicking on the respective button you can manually change the read state Apart from that the read state is automatically changed when you Select a task
136. xpression Termbase s Ez language come ee Egg ost force closing ne 195 In progress Mantis 2247 ZZ_Helena German German lt deleted gt 05 09 2014 12 21 19 188 Defining bearbeitungsauftrag statustest ZZ_Helena Bulgarian Bulgarian lt deleted gt 28 08 2014 15 08 48 186 Vv 102 Created Termantrag2 ZZ_Helena German German lt deleted gt 25 08 2014 08 27 14 lt deleted gt 25 08 2014 08 27 47 178 Defining edit test ZZ Helena German German lt deleted gt 13 08 2014 12 24 21 Pr 148 In progress Mailbenachrichtigung Test 1a ZZ_Helena German German qtweb 14 07 2014 15 21 07 134 Defining _termantrag de en 1 term request di ZZ_Helena German Greek atweb 09 07 2014 13 37 26 as 133 In progress termantrag 4 ZZ_Helena German German atweb 09 07 2014 13 36 33 132 In progress termantrag 3 ZZ_Helena German German qtweb 09 07 2014 13 36 17 Pr 131 v 77 Created termantrag 2 ZZ Helena German German qtweb 09 07 2014 13 36 03 lt deleted gt 09 07 2014 13 43 20 130 Defining _ termantrag 1 ZZHelena German German atweb 09 07 2044 13 35 37 lt 120 In progress Welt ZZ_Helena German German qtweb 03 07 2044 17 15 04 12 52 Created Quark ZZ Helena German German Helena 23 04 2014 18 07 04 Helena 23 04 2014 18 09 46 10 9 51 Created Atom ZZ_Helena German German Gil Specialist 23 04 2014 18 00 57 Helena 23 04 2014 18 05 52 en 109 ye Created Akkubohrer ZZ_Helena German German Gil Specialist 18 04 2014 16 29 15 Helena 18 04 2014 16 42 08 108 49 Created L tkolben ZZ_
137. y count Language group count and Term countcolumns are populated Export statistics The Export statistics button enables you to export the entry statistics to a csv file so that you can process the data separately e g in Excel 98 quickTerm 5 5 User Manual Desktop Client 8 11 4 Access Statistics Terminologists Special Functions Dashboard A QuickTerm 5 logged in as Global admin Current client klaus r T Group counters Group Termbase Source language Search Search with hits Search without hits Displayed entries Search Total Search with hits Total Search without hits Total Displayed entries Total Y Y Y Y Y Y Y Approver ZZ_Klaus German DE 0 0 0 37 0 0 0 37 Approver ZZ_Klaus Spanish ES 0 0 0 1 0 0 0 1 Enduser ZZ_Klaus German DE 28 27 1 96 28 27 1 96 Main Approve ZZ_Klaus English EN 0 0 0 1 0 0 o 1 Main Approve ZZ_Klaus German DE 0 0 0 54 0 0 0 54 Main Approve ZZ_Klaus Spanish ES 0 0 0 2 0 0 0 2 Specialist ZZ_Klaus German DE 3 3 iy 15 3 3 0 15 Terminologist Demo Klaus other lant German DE A1 7 6 1 14 7 6 1 14 Terminologist ZZ_Klaus English EN 4 3 1 15 4 3 1 15 Terminologist ZZ_Klaus German DE 80 75 5 310 80 75 5 310 Terminologist ZZ_Klaus Spanish ES 0 0 0 14 0 0 0 14 Translator ZZ_Klaus German DE 0 0 o 24 0 0 0 24 Aggregated counters Termbase Source language Search Search with hits Search without hits

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