STEP Workflow. STEP workflow projects are localization projects that involve Excel,.XML, Quark, and the STEP system.

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1 Intro STEP Workflow This document describes how Agilent and its Localization Service Providers ( vendors ) use Cloudwords to manage localization projects that follow the STEP workflow. STEP workflow projects are localization projects that involve Excel,.XML, Quark, and the STEP system. Overview 1. Project Requestors request a project. 2. Localization approves the request and createsa project, attaching.xml as source. 3. Localization selects a vendor to execute the project. 4. delivers translated Excel. 5. reviews the Excel file. 6. either requests revisions or indicates the vendor can proceed to the next step. 7. If changes are requested, repeat steps 4-6 until the Excel is accurate. 8. delivers translated XML. 9. reassigns the Review Task to the Project Owner (Localization ). 10. In STEP, Localization converts the XML to Quark. 11. Localization requests a revision, and attaches the Quark files in a.zip file. 12. delivers fully laid-out PDF. 13. reviews the PDF. 14. either requests revisions or indicates the vendor can proceed to the next step. 15. If changes are requested, repeat steps until the PDF is accurate. 16. uploads a.zip containing all final files. 17. reassigns Review Task to the Project Owner (Localization ). 18. Localization verifies that the.zip file contains all files. 19. Localization clicks Approve. 20. uploads new or changed translation memory associated with this project. 21. closes the project. 1

2 Project Requestor requests project creates project sends project out for quote downloads TM & native-format source files delivers project quote Agilent reviews & approves quote uploads translated Excel downloads & reviews clicks Request Revision (RR) Does Excel need changes? In RR, gives feedback. In RR, says Excel is accurate. uploads XML reassigns Review task to Agilent converts XML to Quark (STEP) Request Revision (RR) In RR, attaches Quark files in ZIP uploads PDF clicks Request Revision (RR) Does PDF need changes? In RR, gives feedback on changes. In RR, says PDF is accurate. uploads.pdf & final files. reassigns Review task to confirms all files in ZIP clicks Approve Translations uploads project TM closes project Agilent uploads PDF to elibrary & CMS Agilent uploads native format files to XXX. 2

3 Review Translated Content When the vendor delivers content translated into a language, Cloudwords s your project associated with that language. Other project followers are also ed, except for s who are associated with other languages. For example, let s say you have a Catalog Project going from English to Korean, Japanese, and Chinese. The vendor uploads the Korean deliverable into Cloudwords. Cloudwords notifies Kiwan Kim, the associated with Korean, not Masako Ashida, the associated with Japanese. Review Excel 1. : Click the link in the to launch Cloudwords. 2. : Click to download the translated content. 3. : Review the Excel file. 4. : Click. If the Excel file needs changes, describe the changes and/or attach a document (.ZIP format) that contains your changes. The vendor will make the changes, upload a new Excel, and you ll repeat steps 1, 2, and 3 as needed. If the Excel file looks accurate, click and in the text of the request, tell the vendor to proceed to the next step. 5. : Accept the Revision Request, proceed to convert the Excel back to XML, and click to upload the XML. Reassign the Review Task to the Project Owner 6. : Click the link in the to launch Cloudwords. 7. : Click the link in the notification you receive, or go to the project page. Click Project Details in the left navigation panel. Take note of the name of the Owner. 3

4 8. : Click Tasks in the left navigation panel. Then click your review task. 9. : Click Edit. 4

5 10. : Use the Assign To list box to re-assign the task to the Owner whose name you discovered on the Project Details screen. This will generate an to the project owner that the language deliverable is ready for her approval. Download XML, convert to Quark 11. Project Owner: Click the link in the to launch Cloudwords. 12. Project Owner: Click to download the translated XML. 13. Project Owner: Use STEP to convert the XML files to Quark files. 14. Project Owner: Compress the Quark files into a single.zip file. 15. Project Owner: Click. Attach the.zip file that contains the Quark files to the Revision Request. 16. : Accept the Revision Request. Proceed to lay out the Quark files into PDF. Click to upload the.pdf in a single.zip file. 5

6 Review PDF 17. : Click to download the translated content. 18. : Review the PDF file. 19. : Click. If the PDF needs changes, describe the changes and/or attach a document (.ZIP format) that contains your changes. The vendor will make the changes, upload a new PDF, and you ll repeat steps 1, 2, and # as needed. If the PDF looks accurate, click and in the text of the request, tell the vendor to proceed to the next step. 20. : Accept the Revision Request. Click to upload the.pdf and all native format files in a single.zip file. Reassign the Review Task to the Project Owner 21. : Click the link in the notification you receive. 22. : Click Tasks in the left navigation panel. Then click your review task. 23. : Click Edit. 6

7 24. : Use the Assign To list box to re-assign the task to the Owner whose name you discovered on the Project Details screen. This generates an to the project owner that the language deliverable is ready for her approval. Confirm all final files are present 25. Project Owner: Click the link in the to launch Cloudwords. 26. Project Owner: Click to download the translated content.zip file. Confirm the.zip file contains all necessary files. Tip: Another quick way to ensure the files are in the.zip is to click the Deliverables link in the left navigation bar, then hover over the looking glass icon. 7

8 27. Project Owner: Click. 28. Project Owner: Upload the PDF to the elibrary and CMS. Upload the native format files to Agilent s repository. 29. : Once all languages are approved, upload the TM associated with this project, and close the project. 8

9 For More Help For more help, click Help in the upper right corner. Alternatively, you can contact your Customer Success Manager, Geoff Mock, at To provide feedback about Cloudwords, type in the box provided at the bottom of every page of Cloudwords. 9