_changelog OTM Update 5.1 – 2011-10-26

1) Customer e-mail wizard

The new e-mail wizard helps you organize multiple e-mail recipients on the side of the customer. The wizard is available everywhere e-mail is written to customers.

Any number of e-mail addresses can be set up for a customer and commented. The e-mail addresses of all contact persons for a customer can be imported with just a click.

The saved addresses can be inserted in the TO, CC or BCC field automatically or using a convenient selection dialog.

Moreover, general notes can be saved, which are displayed when writing e-mail to customers. This function is useful for showing notes which are not related to the e-mail configuration but which contain information to be considered in the relevant project.

The e-mail addresses and their settings are stored project specifically, i.e. changes in the settings of a project do not change the settings of existing projects. The last e-mail configuration in each case is used as a default for new projects of the customer.

An exception is when sending mail for invoices, partial invoices, payment requests and customer credit notes: the TO, CC and BCC fields must be filled in manually as required.

Here's an example of how it works:
The quotation is sent to the customer’s purchasing department. However, in the rest of the workflow, the original contact for the customer is responsible for matters. Moreover, one or more other persons are to receive CC or BCC copies of e-mail for the project. The invoice for the project is sent to the customer’s bookkeeping department.

2) Extended functionality of customer service pages
An administrator of customer service pages can archive projects of co-workers.

3) Bug fixes and a few improvements of details

OTM 5.0 – Changes for compliance with the EN 15038 standard

1. The sequence of services offered in the online request form now corresponds to the requirements of the EN 15038 standard.
   
2. “Proof correction” and “content correction” were added as new services under >Administration >Preferences >Project management settings.
   
3. If “professional translation” is selected as a service under >Administration >Preferences >Project management settings, a reminder is displayed that compliance with the EN 15038 standard requires that “complex review (source and target text)” be included as an option on the online request form.
   
4. No services are pre-selected in the online request form. (Previously, “professional translation” was selected by default.
   
5. Under >Administration >Standard texts >General terms and conditions for resources, for translators in particular a text passage must be added which obligates them to check their work in a second procedure prior to delivery. A note explains this.
   
6. A note regarding the requirements of the EN 15038 standard was added under >Administration >Standard texts >Service-specific text blocks.
   
7. All licensees intending to work in accordance with EN 15038 should ensure that “complex review (source and target text)” is marked under >Administration >Preferences >Project management settings if “professional translation” is offered. Even if no change is made, please click the “Save” button to ensure that the new sorting is applied to all relevant places in OTM.
   
8. Various minor improvements and bug fixes were made in the project management module.
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OTM 5.0 certified according to EN 15038

EN 15038 certificate

LSP.net has published OTM 5.0.  

The Online Translation Manager (OTM) is now the first commercial project management tool for the language industry to receive EN 15038 certification!

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OTM 5.0 coming in June

The OTM 5.0 update will be published in June 2011.
Besides some major usability impovements there will be exciting news for all LSPs which work (or like to work) in conformity with DIN EN 15038!

_changelog OTM Update 4.1 – 2011-02-28

Configuration for exporting data from the bookkeeping module

The data export for invoices and payable vouchers can be customized under >Bookkeeping >Bookkeeping export (configuration). The sequence of field contents, column delimiters and file format for the export (TXT or CSV) can all be configured as required.

Templates can be created and saved.  Saved templates can be changed. A template is selected as the default for export in each case.

The exports for selected documents can be performed under >Bookkeeping >Invoices or >Bookkeeping >Payable vouchers. The export files are UTF-8 encoded.

Bookkeeping data exported from OTM can be read into external accounting software (such as DATEV®, SAP®, Lexware®, SAGE® and others) and processed further in those environments.

Additional resource administration options

Under >Administration >Agency resources there are now filters for >Applicants and >Candidates that enable searches to be limited so that particular language combinations can be found more quickly, for example. The sort functions (column sort) were also expanded.

The list of candidates now shows which information is missing in the profile of a particular resource. A three-stage e-mail function has been added with which resources can be encouraged to complete the necessary data in their profiles. The text of the e-mail messages can be customized (in English, Spanish and German) in the administration module.

Please note: resources are available for job assignments only after all the required data are entered.

OTM currencies

The Israeli shekel (ILS) has been added as a currency.

Display of the time zone selected by the user

The project manager interface now shows the time zone chosen by the user at the upper right of the main menu. Adjacent to it the difference from UTC is displayed.  Clicking the icon next to the time opens the external web page at www.timeanddate.com with comprehensive time zone and calendar information.
Previously the system time of the user’s computer was displayed at this location. This is usually shown by the computer anyway at the lower right of the screen.

Et cetera

The update to OTM version 4.1 contains more than 100 major and minor improvements.

Free OTM trial now expanded

The free OTM trial terms have also been upgraded to enable longer evaluation periods for those who need them to decide on a project management platform. A three month evaluation period is now available instead of the previous 30 days. This will facilitate better acquaintance with the features of the OTM environment for those with long decision processes or busy daily routines. Up to 5 projects can be managed in the trial period, allowing critical project scenarios to be evaluated thoroughly. Any number of users (project manager logins) can be set up during the trial period, so the evaluation can involve all potential users in a team or organization.

Those who have evaluated the software in the past are welcome to have a "second look" at the many new features which have been introduced in recent months, such as greater customizability of standard texts, more client interface languages, sophisticated invoicing options, additional archiving options, greater legal security with online proposal acceptance and more. Just contact LSP.net with your request, and your old trial account will be re-activated for another three month evaluation.

For contacting LSP.net with your request, please click here

_changelog OTM Update 4.0 – 2011-01-17

1) Saving line item templates and importing line item lists
Line item lists include the service, possibly the language pair, service-specific text blocks, rates, areas of specialization, etc., without references to files and quantities.
They are imported into current projects from other projects or templates which have been saved especially for this purpose. A saved template can be used as a “price list”.
(a) >Line items: line item lists are imported into current projects from other projects or from saved templates.
(b) >Manage templates: naming, renaming, deleting and releasing line item lists
(c) >Project management >Line item summary: saving a line item list as a template for use by other project managers in the same organization. (PM users with administrative or supervisory rights always see all of a company’s templates.)

2) Web interface for mobile access
Access is now possible via iPhone. Running OTM in the smartphone browsers enables you to handle basic administrative tasks for project management:
- View project requests and assign them for processing
- Block project management
- Read e-mail
- Read reports
- View customer profiles

3) “Copy file” function
>File repository
>Project documents
>Customer documents
It’s now easier to copy a file from one area to another. You can choose to save the file copy directly in the >File repository, >Project documents or >Customer documents.

4) >Project documents function upgraded
Additional information, functions and sorting options

5) Select user interface display time zone
Schedules and deadlines will be shown in the user interface for project managers and resources in the time zone selected by the user.

6) Date entry in ISO format
Dates and times (for example for deadlines) are now entered using the ISO format: YYYY-DD-MM hh:mm

7) Shortcut to the project summary
On the overview pages and the project summary box, an icon now appears before the project number. Clicking it takes you directly to the project summary without the need to use the dropdown menu for navigation.

8) >Job file functions now use AJAX
It is no longer necessary to refresh pages manually after changes are made, such as evaluating a results file or accepting a delivery file. The changed information is displayed immediately.

9) Warning if the default deadline for jobs is changed
If jobs are already saved in a project, after a project manager changes the default job deadline a warning appears indicating that jobs previously created are not automatically updated and may require manual attention.

10) >Order >Generate invoice function updated
The page for generating invoices (as well as payment requests, partial invoices and credit notes) was redesigned. An HTML preview of the PDF document is now included, and an editable e-mail message is now shown if the document is to be sent by e-mail.

11) Differentiated display of first and last names
It is not clear in all languages what the first and last name of a person is, for example when the name consists of more than two words altogether. Now last names are indicated by the use of bold type.

12) Delivery of certified documents
As of OTM 4.0 resources can no longer be searched globally by the criterion of being court-appointed. Instead, it is determined based on the service and language pair whether the criterion for the delivery of certified documents is relevant.
Since there is no uniform rules that apply internationally to this issue and the legal situation cannot be generalized, an additional query is made for qualifications and the agency which granted authorization.
Current resources who were listed as being sworn will be requested to provide more specific information when they log in to their service pages.

13) >Bookkeeping – Display of the posted amount instead of the remaining amount
Outgoing invoices which follow a payment request which has been settled will no longer show the unpaid amount remaining as “0” but instead will indicate the posted amount in the bookkeeping overviews.

14) Wizard for quantity unit differences between items in a quotation and the corresponding jobs
If a project uses quantity units for a job given to a resource that differ from those used in the quote or invoice for the customer, OTM offers assistance in conversion using factors or allows other amounts to be input manually.

15) Various other minor improvements were implemented.