Merck Learning and Development. Quick Reference Guide (QRG)

Transcription

1 Merck Learning and Development Quick Reference Guide (QRG) February 2016

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: Set to Normal by default, change as needed. Project Manager: The submitter is added by default, Select any team member(s) who need to receive notifications for the Submission, if applicable. Custom Fields: *Department: Required Field make a selection *Type of Project: Required Field make a selection *Review: Required Field Choose whether or not review is required *PO#: Enter a PO# or NA if not yet available *Project A : Internal Use - disregard Optional: Add Instructions Add Project Background 5

6 Submission Instructions (cont.) Complete the Language Details: Translate From: Select language Translate To: Select desired language(s) Source Files Upload From the menu, choose Browse to locate and upload the desired files. 6

7 Submission Instructions (cont.) Add to Batch: Once all files to be translated appear in the file area, click the Add to Batch button. The files will be added to the Batch section. Verify the file count in the batch matches the desired number of file(s) uploaded. Optional - Upload Reference Files: 1 Click the Reference Files button 2 Click Browse to locate your files 3 Select the reference files you wish to upload and associate with the submission 4 Click Open to upload the files Note: These files will not be translated but will be provided as a reference only. 7

8 Submission Instructions (cont.) Associate the Reference Files: If you are uploading a zip file, uncheck Extract Zip from the top right corner. Once all the reference files have been uploaded, click Add To Level and choose Submission or a specific language from the available options to associate the file to. The reference files will then be added, click Save. Save the Submission: To save the submission, after all files have been uploaded and the form completed, click the Save Submission button. 8

9 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. 9

10 Edit a Submission (cont.) Edit the Submission: At this point you can edit any of the fields, Edit Instructions/Background, and add/update Reference Files prior to submission completion. When the edits are complete, click Save 10

11 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 Translations.com 11

12 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 Translations.com 12

13 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. 3 Select the completed submission you want to retrieve, from the top menu choose Download Translated Files. 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