Configuring Gates

The Gate option allows the submitter or project manager user to promote, demote, reset or progress the submission to the next phase of a workflow. This option will allow client PMs to intervene between steps in the workflow and make decisions based on different conditions. The four actions that can be executed when a gate is enabled for a project are as follows:

Demotion: This action will regress the selected batch or language back to previous workflow step. This is not a cancellation: just a step regression with notification going to the user who performed the previous step. Content uploaded previously for that step will still be attached and accessible after the demotion
Next: This action will progress the submission to the next phase in the workflow.
Skip: This action will skip the next phase and push it directly to the one after.
Reset: This action will undo all gate operation changes made during a session (i.e., since the dialog box was opened).

Note:

Configuring a gate for a workflow within a project will only apply for that workflow in that project and not for that same workflow used in other projects. Gate can also be configured by organization users if the Project Process policy is selected for that role.

To configure a gate:

Open the Project Director Administration dashboard and click Projects folder.
The Projects page appears.
Select a project and click Edit Project.
The Project Details dialog box appears with the information for the selected project.
Click on the Workflows tab.
The existing workflows appear.
Identify the workflow for which you want to enable gate and click next to the workflow.
The Gate Configuration dialog box appears.
Check the Enable Gate checkbox for the phases where the project manager should be given the opportunity to decide the next workflow action.
The example screenshot above is for a workflow that includes four phases: translate, proof, QM and QM2. Gate can be enabled for each step by clicking on the corresponding phase tab.
Once gate is enabled, select one of the following:
- Always: This option will require the project manager to choose an action to progress the submission to the next phase.
- Only for: This option will ensure the submission will be available in the gate only for the hours entered in this field. The Gate expires after this time and the submission will automatically progress to the next phase in the workflow.
Select the Role(s) that can carry out this action.
Click Apply to all phases to apply the gate configuration for the currently open phase tab to all phases.
Click OK to save the gate configuration.
Click Apply if you want to continue editing details in other tabs or click OK.