To validate Proposed terms or term entries with the Validate TD button

About this task

To validate a Proposed term or term entry with a validation project using the Validate TD button, you must have an appropriate workflow set up. When you click Validate TD, you are prompted to supply the following:

A project name (actually, this name applies to a project group, because projects are created for each locale).
A description of the project.
The validation workflow to use.
The workgroup.
Whether to validate terms or term entries.

If you chose to validate terms, when you click OK, terms in your terminology database that need approval are sent through your validation workflow, which creates a project for each language. Effectively, you have created a project group. A project is created for each language, and tasks are created for each individual term. When a term needing approval is approved during the workflow process, its status will change to Approved. In a typical validation workflow, linguists assigned to the relevant locales are assigned relevant terms.

If, instead, you chose to validate term entries, when you click OK, term entries in your terminology database that need approval are sent through your validation workflow, which creates a project with tasks for each entry, and each entry can contain multiple terms.

Your workflow can be as simple as the following:

Figure 1. Simple Validation Workflow

Be sure that the User Type for the Workflow Role or specific user to whom the Review step is assigned has Can modify TD and Can validate terms and term entries privileges. When an assigned user with these permissions selects a task in the Task List and clicks Edit, the View Term dialog box displays for the term and the user can approve the term by selecting Activate > As Approved or Activate > As Preferred. The user can also choose to Reject the term or Deactivate it As Deprecated. The term viewer, when opened in this mode, only allows changes or validation for the term being viewed. You cannot pop open other term viewers to manipulate other terms. Also, you cannot add or delete other terms in this term viewer.