This article explains the dynamics of allocating Vendors to Tasks. To learn about Accounts structure, please refer to this article: Accounts and Organizations
The process for allocating Tasks in a project is based on the Vendor links to Organizations and Organization Units. Thus, a Vendor will only be able to be allocated to a Task if it belongs to the Organization or Org Unit to which the project is linked, guaranteeing that there is no security problem characterized by the allocation of a Vendor that should not have access to that content.
Consider the example below to illustrate this dynamic:
In this example, following the hierarchical order, we have:
First tier: Organizations 1 and 2
Second tier: Organizational Units 1, 2, 3 and 4
Third tier: Projects 1, 2, 3 and 4, each with only one Task for simplification
- If Translator A is linked to Org Unit 1 and Organization 2, he can be allocated to Tasks 1, 3 and 4:
- If Translator B is only linked to Organization 2, it can be allocated to Tasks 3 and 4:
- If Translator C is bound to Org Unit 3, it can only be allocated to Task 3:
- If Translator D is linked to Org Unit 2 and Org Unit 4, it can only be allocated to Tasks 2 and 4:
So, let's validate this inside Bureau Works?
We know that, in Bureau Works, you assign tasks to translators through the project's panel. Differently from the diagrams above, where we have a flow in which we are "accessing" the translators to see which tasks are available to be assigned, in Bureau Works it goes the other way around: you must access the tasks to assign the translators that are eligible for the work.
So, to illustrate it even more, let's flip things a little bit and reproduce all four situations in the system.
We see that Task 1 is only available to the Translator A, since it's the only one linked to Org. Unit 1 and there's no other vendor associated with Organization 1 either.
Opening Task 1 in the System, we will notice that, in fact, the Translator A is the only one available.
Same goes with Task 2. Since Translator D is the only one associated with Org. Unit 2, and there are no other Translators associated directly with Organization 1, Task 2 it's only available for Translator D.
Opening Task 2 in the system, we see that Translator D is the only translator available too:
As for Task 3, we have that it's associated with Org. Unit 3, which is subordinate to Organization 2. This means that Translators associated with Org. Unit 3 or Organization 2 will be eligible for this task.
Opening Task 3 in the system, we have the following situation:
Finally, for Task 4, it will be eligible for every Translator associated with Org. Unit 4 or Organization 2.
Opening Task 4 on the system, there's the situation: