Merck Library Quick Reference Guide (QRG) November 2014

Transcription

1 Merck Library Quick Reference Guide (QRG) November 2014

2 Topics Covered Login and Submit Menu Submission Form Submission Instructions Reviewing a Quote Edit a Submission Downloading Translated Files 2

3 Login and Submit Menu Login to Project Director From the Active menu, on the submit tab, click Add Submission. 3

4 Submission Form The Manual Submission form will display: 4

5 Submission Instructions Fill in the General Settings: Name: Enter a Name for the submission Project: Select the corresponding Project Due Date: Enter your requested Due Date Claim Level: Leave set to Language Priority: Leave set to Normal Quote Required: Leave checked for Quote; remove if quote not required Project Manager: Select team member(s) who need to receive notifications for the Submission if applicable Custom Fields: Deliver To: From the drop down menu, select the person to whom the article is to be delivered. Area: From the drop down menu, select the desired Area. Optional: Add Instructions Add Project Background 5

6 Submission Instructions (cont.) Complete the Language Details: Translate From: Select the translate from language Translate To: Default language is English (United States) Source Files Upload From the menu, Uncheck the Extract Zip option then choose Browse to locate and upload the zip file containing the PDF file and click Open. Notes: Alternatively, you can Uncheck the Extract Zip and then Drag & Drop the file(s) to the designated location. 6

7 Submission Instructions (cont.) Add to Batch: Once all files appear in the file area, click the Add to Batch button. The files will be added to the Batch section. Optional: You can add Reference Files to the batch; these will not be translated but will be provided as a reference only Saving the Submission: Click Save, this will trigger Automatic Notifications: To the Approver/Submitter that a new submission has been Saved To TransPerfect that a request for translation has been submitted. 7

8 Reviewing a Quote You will receive an notification when a quote is awaiting your approval. Login to Project Director On the Active menu and the submit tab, select the submission for the list below that has a quote to be reviewed and click Review Quote. 8

9 Reviewing a Quote (cont.) The Jobs Selection will display. Check See all languages in one page and click Proceed. Review Quote Check the box to Select all quotes Expand each quote to review by clicking the arrows in the right corner Click Accept Quote It is not necessary to enter a PO in the PO Number field. Submitter/Approver and TransPerfect will be notified of the approval and will proceed to translation. TransPerfect will start translating the file(s). When the translation process is completed, a notification is sent to the submitter/approver that the file(s) are ready for download. Note: You can download a PDF copy of the quotes for offline review by clicking Download All Quotes. 9

10 Edit a Submission Login to Project Director Edit a Submission: From the Active menu on the top, on the submit tab, choose the submission from the list that you want to edit and click Edit Submission. 10

11 Edit a Submission (cont.) Edit the Submission: At this point you can edit any of the fields prior to submission completion, when edits are complete click Save. Examples: To edit the Deliver To or Area click Custom Attributes in the lower left hand corner. To edit the instructions click Edit Instructions/Background in the lower left hand corner. To add reference files click the Reference Files button in the lower right hand corner. 11

12 Downloading Translated Files You will receive an notification indicating that a Submission has been Completed. Login to Project Director From the top, click the Completed menu, select the manage tab. 12

13 Downloading Translated Files (cont.) 3 Select the completed submission you want to review, from the top menu choose Download Deliverable. 13

14 Downloading Translated Files (cont.) 4 Download Deliverables Select the completed submission languages you want to download. Click OK. 5 Download A pop-up will appear in the bottom right corner of the display with a link to click to retrieve the translated content. 14