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Vendors that have not created an account on the Vendor Portal

Introduction

If you don’t have a Vendor Portal account, you can use the Job Manager to work on the jobs they are assigned to. In a nutshell, Job Manager is a space on the Vendor Portal that has limited functionality but still allows the vendors to see all the necessary details about the job and download or upload the files.

How to get to

check the work details and upload the ready files.


Access the Job Manager

After a vendor is assigned project manager assigns you to a job, they you receive an e-mail with some job details and a link to this job in the Job Manager.

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This link will direct the vendor you to this job’s page in the Job Manager.

How to work in the

Job Manager page

First of all, select the desired language version of the Job Manager from the drop-down list in the right-hand corner of the top menu bar.

On the job page, you can:

  • In the Instructions card, check the job-related notes and instructions.

  •  In the Received Files card, download the source files.

  •  In the Delivered Files card, upload the ready files after processing them.

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  • To upload a file:

    • Drag and drop the file to the DROP FILES HERE area, or

    • Click the Add Files button and select the file on your local machine, or

    • (If the project manager enables this option) Click the Add Links button and provide a link to the ready file.
      (warning) You cannot upload files whose filenames contain the following characters: < > : ; " / \ | ? *

  • After uploading a file:

  • Select its Category

  • Select the file’s Languages

  • (Optional) In the last drop-down list, select whether this file is already Verified, Needs corrections, or No need to verify.

    For details, see the Upload files to the Vendor Portal guide.

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  • In the Notes card, leave your notes for the project manager and (optional) for other vendors.

  • At the top of the right-hand panel, check the job status.

  • In the Overview card on the right, download the purchase order, change the assignees, or write an e-mail to the project manager.

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  • (Optional) In the Time Tracking card, you can check how much time is estimated for this job, the time you have already logged by clicking the I Completed Part of the Job button, and the time remaining.

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  •  In the Communication card, you can open the XTRF Chat to contact the project manager about this job.
    Note: (info)To be able to use the XTRF Chat, you need to be invited to a specific workspace.

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Info

To use the Vendor Portal's full functionality, we recommend you create a vendor account. To learn how to do this, see the Create a new vendor account article. To learn more about the Vendor Portal, see the Vendor Portal section of the XTRF Knowledge Base. https://help.xtm.cloud/xtrf/vendor-portal/?lang=en.

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