tologo Creating client jobs

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Client jobs can be created in the following areas of TO3000, Version 9.0:

A: Tree tab of Project window.

- by right-clicking the tree view and selecting New Client Job

- by clicking New Client Job button at the top of the tree view.

B: Client Jobs tab of Project window by clicking New button.

 

New Client Job window

Code - unique code of client job is created automatically along with the job itself. The first character "J" indicates that this is a job code, letters afterwards are client code, and the number is the value of client job counter for this client. Each client has independent code counter for this code.

Client Ref. - client reference can be maximum 20 characters long.

Client PO - number of client purchase order, can be maximum 40 characters long.

Client PM - one of the client's contacts, responsible for this job on the client side. Client PM name can be automatically included in invoice containing this job. By default this is the Client PM selected for this project. Client jobs of the same project can have different client PMs. See Contacts List topic for details on adding and editing options for Client PM field.

Name - name of client job will appear in invoices where this job will be included (usually this is the name of document being worked with). This name does not need to include language pair or service name, since this data is being added separately.

Group - group of services. All services in TO3000, Version 9.0 are broken down by groups.  You can select any of the groups of services available. To add or edit a group of services please open menu Settings > Business, and select Groups of Services section.

Service - each group of services contains a separate list of services. Before selecting a service, select group of services first.  To add or edit a service please open menu Settings > Business, and select Services section.

Volume - job volume can be indicated in a number of units (characters, words, lines, hours and so on). To add custom units please open menu Settings > Business, and select Volume Units section.

You can also use built-in AnyCount or CATCount tools to quickly count the job file, or calculate CAT text volumes (100% match, fuzzy match, and so on). You can also import Trados and Logoport logs with the help of CATCount tool to quickly enter required volume. See AnyCount and CATCount topics for details.

Price - price can be entered manually or copied from client's individual price-list. To copy price from price-list click <=Price button.  Price for matching service, group of services and units will be copied. Click => button to copy the price to this client's price list. You can set a fixed price on for client job (which will not be multiplied by job volume) by selecting flat fee option in the drop-down list next to the price field. Select free option in the same drop-down list to set job total to zero. Price and volume in free job must not necessarily be zero.

Project Folder - when creating client jobs it is often necessary to work with project files (for example you may need to count project file for exact volume). Once the folder has been created, its contents can quickly be accessed on the  Project Folder tab of New/Edit Client Job window.

Timeline - timeline of a client job in TO3000, Version 9.0 includes assigned, deadline dates and the date when the client job has been actually completed. Deadline and Completed values are taken into account when the program determines status of client jobs (like due today, overdue and so on).

Optional Status - these are used when client job needs to be put on hold, or when you create planned (or potential) jobs. Jobs with on hold status have their  deadlines undetermined, thus on hold jobs cannot become overdue. Jobs with planned status cannot be set as completed, since planned status assumes that work has not yet started.

Instructions - any instructions or comments of client regarding a client job can be entered here in the form of plain text note.

Work Notes - staff notes can be entered here. It is recommended to enter client notes and staff notes separately.

Custom Fields - client jobs information can be customized by adding custom fields for additional information not foreseen by default controls.

You can save client job data in a printable file or print it with the help of RTF templates. To make this option available click Apply button first to save new entry in database of client jobs.

Templates for printing project data can be edited with the help of menu Settings > Personal. Click Templates section to quickly access all template folders. Templates for printing client jobs are saved in \AIT\Translation Office 3000 V9\Templates\CLIENTS\Jobs\ folder.

 

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See also:

File manager

AnyCount

CATCount

Client Jobs Template Variables