Workflow Phases

The phase of the workflow is a grouping of workflow steps that collectively execute a particular well-known purpose. For example, you might have groupings for Translation, Review, DTP, QA, and so on.

Workflow phases enable you to more easily track task workflow and project progress by replacing obscure workflow step names with user-friendly workflow phases that they understand well. This is used in WorldServer for monitoring task progress.

To create a workflow phase, simply go to Management > Workflows > Workflow Phase, click Add, and supply a name and description, then click Save.

Human and automatic actions have a Workflow Phase attribute among the Advanced options, with which you can associate the step with a workflow phase. You can use the Workflow Editor to associate any human or automatic steps in the workflow with a particular workflow phase.

In the Task List screen (Assignments > Projects > Task List for Project: <project>), you can view the phase of each task in the project. You can also select a phase and view only the tasks in that phase.

To show how a workflow phase can be used in a translation and review workflow, consider the following workflow fragment:
Figure 1. Workflow with a Translate and an Edit step grouped as a workflow phase

In this workflow, the translated task goes into review and then corrections are done in the Edit step. The task loops inside the Review/Edit cycle until the review is completed. From an external user’s perspective both the Review and Edit steps are part of one phase—the "Review" phase. To achieve that result, both steps would have the same workflow phase, for example, Translation Review. This string is used to convey the state of the task to an outside user without exposing all the workflow details, and is assigned to both steps in the Advanced dialog in the Workflow Editor:

Figure 2. Selecting a workflow phase for a Human Step

The string "Translation Review" that appears here as a workflow phase was configured on the Management > Workflow > Workflow Phases: Add page.