You can track the progress of an assignment via the Planner and the Dashboard. If you have enabled email notifications in the Assignment Settings, you will receive emails when an assignment starts and ends.
The assignments are color-coded in the Planner:
-
Blue blocks for started translation and translation review assignments.
-
Purple blocks for started review assignments.
-
Gray blocks for started contribution assignments.
-
Semi-transparent blocks for finished assignments (either as approved or needs more work)
-
Clear / gray outline blocks for draft assignments. These are set to begin in the future and will switch to started on the start date.
The assignments are color-coded in the Assignments Panel:
-
Drafts are shown as grayed out entries with the line "The assignment is still a draft and has therefore not started yet."
-
Started are shown in color and include information about when the assignment's deadline. You can see assignments allocated to you on the For you tab and assignments you allocated to other users on the By you tab.
-
Finished are shown in color in the Done tab. This is where you can find assignments that are finished and the content is approved and also assignments that are finished but the content needs more work.
Tip
To learn more about each state in the workflow, see Assignment Workflow and States.
The Planner is a built-in project planning tool, much like a Gantt chart for planning your technical documentation assignments. It is a convenient view for creating assignments and monitoring them. The Planner has two sections that contain information about your assignments: the Assignment planner and the Workload summary.
-
Select Planner in the top menu.
-
-
Filter settings to limit the information shown. Select assignment type, assignee, language and status.
-
Time period selector to adjust the time range for the information shown.
-
Assignment Tools - Create or delete assignments.
-
Options to enlarge the table view, show today in the table and access the Assignment Settings.
-
List of topics or publications included in assignments.
-
Calendar / Gantt view showing the assignments, their timescales, assignees and status. Hovering over an assignment will show a popover with an assignment summary.
-
Workload widgets showing the amount of assignments allocated to each user. They are organized by assignment type.
-
Your Dashboard is displayed when you first log in to Paligo and it contains a summary of the activity in your Paligo instance. It also contains information about assignments.
To display the Dashboard:
-
Select Dashboard in the top menu.
-
Two places on your dashboard show assignment information:
-
-
The Assignments Panel. For an assignee it only shows your unfinished assignments. But, if you are an author, it will all show all available assignments divided in three tabs:
Assignments that are assigned to you are shown in the For You tab.
Assignments that you created are shown in the By You tab.
Assignments that have been completed are shown in the Done tab. All completed assignments appear here, including those that require the writer to do more work on the content (the assignment is complete but the content is not approved).
-
There are several ways to change the status of an assignment, depending on your user permissions. It is necessary to end an assignment by changing status, otherwise, the author will not receive a notification that you are done with your assignment.
There is an avatar for each assignee, and it has an icon to show the assignee's response.
|
|
Question mark |
The assignee has not responded yet. To be able to remove a former status, choose Reset my status. |
|
|
|
Green checkmark |
The assignee has finished the assignment and set the content to Approved. Set the status to Update to approved. |
|
|
|
Red Minus symbol |
The assignee has finished the assignment and set the content to Needs work. Set the status Update to needs work. For translation assignments, "Needs work" is replaced by "Declined". |
Usually, you would go into the assignment content to set the status. But you can also set the status from the Assignments Panel on the Dashboard.
-
Select the Dashboard tab from the top menu.
-
Select the Menu icon in the bottom-right corner of the Assignments Panel.
-
Choose Update to approved, Update to needs work or Reset my status.
To be able to reach Planner, you need to have to be an author or administrator.
When working on an assignment, you can change the status inside the Contributor Editor.
-
Select the assignment in the Assignments Panel.
The view that opens varies, depending on the Assignment Types.
Tip
For alternative ways to open an assignment, see Different Ways to Open Assignments.
-
Select the Assignment button.
-
Select a Status for the reviewed content (Approved, Needs work or Reset status).
The assignment is finished and the author receives a notification that you are done.
Comments
0 comments
Article is closed for comments.