The BeLazy dashboard consists of four large work areas:
- Red flags. Red flags mean that there is some irregularity with one project or connection that needs to be resolved. It requires quick action from you.
- Approvals pending. Here you see all the incoming projects from all your connections, and you can approve or reject them. It requires action from you.
- Deliveries pending. Once you approve a project, and the full automation process starts, the monitored project will appear here. Projects will disappear from here if you close them in your business management system.
- Connections. You see a list of all your automated and not automated connections, and you can also see your customer instructions and a list of the done projects - projects from Deliveries pending move down here. There's no action needed, it is for reporting only.
Red flags appear if there was an issue with a certain project. These can be:
- Connection issues:
- User/password is wrong or user does not have the right
- Communication with one of the systems failed
- Mapping issues:
- Origin system's value is not mapped to destination system's value (a new value has been added to origin system)
- Origin system's rate is not mapped to destination system's rate (a new value has been added to origin system)
- The mapped value no longer exists in the destination system (deleted after mapping)
- Incoming project issues:
- Project has been suspended or deleted since last sync
- Unexpected data or currency, or XTRF multiple payables (unsupported project type)
- Project creation issues in the business management system:
- Could not create project in destination system
- Created project in destination system but certain fields could not be transferred
- Simply information about contact persons:
- New contact has been added in the destination system
- Or, unfortunately, BeLazy-related internal issues.
Some of these red flags, like mapping-related flags, or user/password issues can be resolved on the spot. Others require that you get in touch with the vendor portal owner.
If the automation fails, you can always do two things: retry or create the project manually and just forget about the project in BeLazy.
Click on the description of the red flag or the three dots next to the connection name to get more details on e.g. which projects are affected, when did a system not work, etc. Resolve them by clicking on the instruction. After a resolution, the system will try syncing or creating the project again.
Tip: Always start your work resolving any red flags. Keep the number of red flags down to zero.
Approvals pending lists all the data of all the projects coming from all your connections. One line is one project. It's a very flexible list that you can group, sort and filter. You can also change the order of the columns.
For example, use grouping to see all projects by language pair. Keep the Language Pairs header item to the filter and group bar at the top of the list (where you usually see Connection and Language Pairs), and remove the Connection grouping condition. Now add the Specialization condition, and experiment what happens if you change the order of the conditions.
In order to see the most immediate projects, sort by Deadline. Sort by Volume clicking once or twice on the header to see the smallest or the largest projects at the top of the list.
Use the Search bar to filter for any text.
Next to each project, on the left, you can click on the downward pointing arrow to see more details about the project, those things that did not make it into the list but come from the vendor portal.
Tip: Use the Approve button to approve the project in the vendor portal and create it in your business management system.
Using the Ignore button removes the project from the list, but does not reject it in the vendor portal. Some systems allow the project manager to put a project immediately into Confirmed status, without asking for your help. Therefore we show every project we can retrieve from the other system here. You can use the Ignore functionality for projects that are already manually created in your system, or those that are not available anymore.
If you see a yellow triangle, it means that there are pending red flags that you need to resolve that relate to the project. The project will be approved after the resolution of these issues.
After you approve a project and get it created in your business management system, it will appear here if full project automation is available for the connection. There's not much to do - this is just an indication of what projects BeLazy is monitoring in your business management system. Actions taken in these projects can trigger actions also in the vendor portal or translation management system where these projects were sent. If you don't want to see a project here, you can click Ignore, or you can remove all manual projects with the button on the header of this section. Manual projects are usually those that BeLazy cannot handle anymore, because you dismissed a red flag.
Every connection has its own box in this area of the dashboard. The status next to the connection name gives information about what's up with the connection, whether it's automated or not, whether it can be automated, whether it is paused, whether there are problems, and so on. Only the header of the Connections area has buttons: click the Filter favorites button to select which connections you would like to handle projects from. By default every user in the organization can manage every connection, this hides the irrelevant connections from the screen if you are only responsible for some customers. Click the Add button to add a new connection.
Under each connection, click the downward pointing arrow to see the customer instructions or a complete list of projects that went through it. This list also includes a column for the price, what we charged for the given project. Otherwise it works the same way as the list under Approvals pending.
You can decide to go through the onboarding process again if you click Edit automation. By default, BeLazy synchronizes your connections every 30 minutes.
Tip: In most cases, you don't have to pay attention to this area.