In-country review tool

1. A memoQ TMS administrator or project manager creates new users and adds them to the In-country reviewers group. They can do that in memoQ or memoQweb.

   They can also add existing users to the group, but those users lose their membership in all other built-in groups in that memoQ TMS.

2. A project manager assigns in-country reviewers to documents in a project in memoQ or memoQweb.

   They can assign users manually or by using advanced assignment types such as FirstAccept, GroupSourcing, distribute documents, or auto-assign.

3. At this point, a project manager can create all the settings from scratch or select an ICR configuration from those already available on the server. Configurations are created and managed in the ICR configurations page on memoQweb.

4. When the project manager launches the project, in-country reviewers get emails with links to the documents they are assigned to.

   To open the assigned docs, they need to:

   • Click these links,

     OR

   • Sign in to the memoQ TMS and see the assigned docs on their My review tasks page.

5. They do the review in the ICR tool, one document at a time. The ICR tool saves progress in real time, so they can jump between different review tasks as needed.

6. When an in-country reviewer is ready done with a review, they deliver the document, and it goes to the next workflow step.

1. Sign in to memoQweb as an administrator or a project manager.

2. On the Active projects list, click a project.

3. At the top of the screen, click the Translations tab.

4. In a document's row, choose an in-country reviewer for the Reviewer 1 or the Reviewer 2 role. You can assign the same user for both roles.

   You can assign users manually or use advanced assignment types such as FirstAccept, GroupSourcing, distribute documents, or auto-assign.

5. The Select ICR configuration window opens.

   Click the dropdown and choose one of the ICR configurations (from those already available on the server) or create a new one in the ICR configurations page.

6. To confirm changes: Click Apply.

7. At the end of the document's row, click the More options  button.

8. In the menu's In-country review section, click Open in read-only mode .

   The In-country review tool opens, showing the assigned document in read-only mode.

You can also divide your document and assign created parts to different reviewers. In memoQ, these newly created parts are called slices.

1. You receive an email from your customer's memoQ TMS, usually with the New project assigned to you or New documents assigned to you subject. In the email, click a link in the In-country review links for assigned documents section.

   OR

   You receive a web address (URL) from your customer. Usually, this will look like https://memoq.mycompany.com/memoqweb/icr/projects/project-id/docs/document-id, where project-id and document-id are long identifiers made of numbers and letters. Open this address in a web browser.

   OR

   If you know the web address (URL) of the memoQ TMS where you need to work, and have your username and password, open that web address in a browser.

2. Sign in with the username and password you received from your customer.

3. The In-country review tool opens, showing the assigned document.

• For future projects:

  1. In the desktop app, click the Resource console  icon.

  2. Under Resources, choose Project templates .

  3. Select a project template and click Edit.

  4. In the Edit project template window, on the left, click People.

  5. On the Project users tab, click the Add user button.

     The Add users to project window appears.

  6. Under Add users in role, click the Reviewer 1 or Reviewer 2 radio button as needed. The list below will show the users you can add in that role.

     If you add an ICR user, and their language pairs match the source and any of the target languages in the project template, they will automatically appear on the Languages and roles tab in the correct row and under the correct role.

     You can't combine in-country reviewers and other users with matching language pairs in the same role.

  7. Select the ICR users you need, and click OK to confirm.

  8. To return to the People pane without changes: Click Cancel.

• For existing projects:

  1. On the Dashboard, double-click a project.

  2. In the memoQ online project window, on the left, click People .

  3. On the Project users tab, click the Add user button.

     The Add users to project window appears.

  4. Under Add users in role, click the Reviewer 1 or Reviewer 2 radio button as needed. The list below will show the users you can add in that role.

     If you add an ICR user, and their language pairs match the source and any of the target languages in the project template, they will automatically appear on the Languages and roles tab in the correct row and under the correct role.

     You can't combine in-country reviewers and other users with matching language pairs in the same role.

  5. Select the ICR users you need, and click OK to confirm.

  6. To return to the People pane without changes: Click Cancel.

1. Open an online project, and then open the Settings  pane.

2. Under the General tab, open the Project options section.

3. At the bottom of this section you can find:

Check here what ICR configurations will be used in the ICR project by default.

You should see here:

Reviewer 1: name of the ICR configuration set in project template for reviewer 1.

Reviewer 2: name of the ICR configuration set in project template for reviewer 2.

Here you can:

• Activate auto-assignment for ICR users - if you manually activated auto-assignment for your ICR project, you can easily have your ICR users available for auto-assign.

  

  In the Select ICR configuration pop-up window select an ICR configuration and click Apply.

• Auto-assign ICR users to documents - if you used the Auto-assign users to documents automated action in your project template, you can use the ICR configurations selected in the project template for the ICR users.

It can happen that:

• The auto-assign feature tries to assign ICR and non-ICR users to the same role on the same documents. In such a case, memoQ TMS displays this error message in the server log - “You can't combine in-country reviewers and other users in this assignment type or the same role."

• The ICR configurations are not found in the template during auto-assignment. In such a case, memoQ TMS displays this information message in the server log -“Couldn’t find the configurations selected in the project template. As a result, we used the default ICR configuration.”

• You are a cloud server user and don't have access to the server log. In such a case, contact our support team for guidance.

Read more about automated actions.

You can add ICR configurations to an online project template from the desktop app. To do that, you can use a newly created project template, a cloned one, or edit an already existing template. To do so:

1. In the desktop app, click the Resource console  icon.

2. In the Resources list, click Project templates .

3. In the list, select an online project template (one that has a server address in the Path/URL field) and click Edit.

4. Then, on the left, click the Online project settings section.

5. At the bottom of the Workflow settings  tab you can see two dropdowns, for Reviewer 1 and Reviewer 2.

6. Choose an ICR configuration from the available options. For a new template, memoQ displays the default configuration in both dropdowns.

   If you can’t find a configuration for a role, choose Default. It is possible that the template was imported from another memoQ TMS and contains an ICR configuration that existed only in that memoQ TMS.

7. To create new or edit existing configurations in memoQweb: Click Manage configurations in memoQweb. You will be automatically logged in the ICR configurations page.

8. To confirm: Click OK.

9. To return to the Resource console window without changes: Click Cancel.

Find the project you created on the Active projects list.

Here you can:

• Change selected reviewer – hover over the field under reviewer 1 or reviewer 2. Click the Edit assignment  icon. memoQweb displays a list of available reviewers in a dropdown menu. Choose a new reviewer and click the Assign button. If you don’t want to change the reviewer, click Cancel.

• Change selected configuration - select one or more projects from the list and click Change ICR configuration above the list. From the dropdown list select Reviewer 1 or Reviewer 2. memoQweb displays the Select ICR configuration window. Select new configuration from the dropdown list or click Manage configurations to manage your configurations in memoQweb.

• At the end of the document's row, click the More options  button and select:

  • Open in read-only mode  - to check if the instructions, settings and resources are working as expected.

    If not, go back to the project in memoQ or memoQweb, clear the assigned ICR user, then assign them again to the same review role. This way you can choose the correct settings in the configuration.

  • Copy URL to Clipboard  - to send a direct link to the project to the reviewer.

  • Change config for R1  - to change the selected ICR configuration for the reviewer 1 in the Select ICR configuration window. This option is displayed only if you have R1 already configured.

  • Change config for R2  - to change the selected ICR configuration for the reviewer 2 in the Select ICR configuration window. This option is displayed only if you have R2 already configured.

If you want to check your ICR project template configurations in memoQweb:

1. On the Projects page, find your project and click its name.

2. Then, from the top menu, select Settings.

3. On the next page, click Template .

4. In the Template settings section, click the template's name.

   In the settings list, click Workflow settings.

5. At the bottom of this section, look at In-country review configurations.

You can check all the review tasks assigned to you on the My review tasks page.

To get there, click the back arrow   next to the document name in the top left corner of the ICR page.

Or, use the memoQweb login page if provided by your project manager.

Here you can:

• Click Help  to find additional instructions and help. This documentation page opens, providing more information and guidance.

• Under Options :

  • Change the display mode - you can choose from System, Dark, or Light.

  • Select the Display language - you can choose from 8 available languages. English is set as a default.

  • Auto-switch to Focus on row tab - decide if you want to automatically switch to the Focus on row tab. This option is turned on by default, but you can also set it to be on only for a specific user. We recommend turning it off when, for example, you want to focus on the All comments section only.

    If the auto-switch option is on, the sidebar will automatically switch to the Focus on row tab if you:

    • click a different row on the grid,

    • applied a filter, and the currently active row is not part of the filtered view (in that case, the closest row becomes active),

    • click any comment or issue icon on the grid (including the active row),

    • click the Add comment tooltip on the grid (the one that appears when you select text inside the target segment).

• Check all the necessary information about your ongoing review tasks: document name, project name, language pair, status, deadline, and file size.

  All the review tasks are sorted by the deadline – the most urgent ones are at the top of the list. To sort them according to your needs, click the arrow in the selected column header.

• Check the task set as a FirstAccept type - you can accept them or reject them. To do that, click the correct icon at the end of the task row.

• If you were assigned to a task as a reviewer 1 and 2, you can open the document using one of the available roles, depends where you want to start.

• Click the Filter by and look for dropdowns to find a status and a project you want to work on:

  

• To open the review project you want to work on: Click its name.

• To check how your document will look after translation or where the content of the rows will appear in the document: Click Show preview .

  To close the preview and work only with the translation editor: Click Hide preview .

• To check and download your reference files: Click Reference files . A slider panel appears showing the list of reference materials that your project manager uploaded to the project.

• To find additional instructions and help: Click Help , then click a menu item:

  • My review task details - a pop-up window appears showing the message from the project manager, your deadline, and what you can do as a reviewer.

    

  • Open tutorial - a brief walkthrough introduces the basic ICR functions.

  • Keyboard shortcuts - a pop-up window appears with the essential shortcuts you can use when working in ICR.

  • Help - this documentation page opens, providing more information and guidance.

• Under Options :

  • Change the display mode - you can choose from System, Dark, or Light.

  • Select the Display language - you can choose from 8 available languages. English is set as a default.

  • Auto-switch to Focus on row tab - decide if you want to automatically switch to the Focus on row tab. This option is turned on by default, but you can also set it to be on only for a specific user. We recommend turning it off when, for example, you want to focus on the All comments section only.

    If the auto-switch option is on, the sidebar will automatically switch to the Focus on row tab if you:

    • click a different row on the grid,

    • applied a filter, and the currently active row is not part of the filtered view (in that case, the closest row becomes active),

    • click any comment or issue icon on the grid (including the active row),

    • click the Add comment tooltip on the grid (the one that appears when you select text inside the target segment).

• To format text: Use Bold, Italic, Underline, Toggle case, Superscript, or Subscript options.

  You can also Undo or Redo your changes.

• Under Tags  you can switch between short and long tags. Their default look is configured by the PM.

• Click Copy next tag sequence  to insert the tags visible on the source side into the target side.

• Click Tracked changes  to view changes made in your review and decide which changes you want to see - all of them, made only by you, or the final ones. Their default look is configured by the PM.

• Click Check spelling   to check spelling and get suggestions. This option is switched on by default.

  To check grammar, you need the memoQ TMS desktop app.

  When the Check spelling setting is turned on, ICR underlines the suspect words and phrases:

  

  Right-click the red underline, and choose an option from the menu. If you want to keep the word as it is, simply ignore the red underline or click Skip all to ignore all suggestions for underlined word. If you want ICR to use and accept a specific translation for all the occurrences of the word in the future, click the selected example from the list.

  If you can't see red underlines, there are two options: Either all words are spelled correctly (congrats), or the spell checker is not configured for your target language. If you think you should see red underlines, contact your project manager.

• Under Jump to row , enter the row number you want to go to directly. The selected row number can’t be higher than the number of rows in the document. Press Enter to confirm and go to the row.

  If the row you are looking for is not available because it’s hidden or a filter is applied, ICR will show a warning message and redirect you to the next available row.

  If you scroll away from the row you are working on, you can easily jump back to the active segment by pressing the Ctrl+Alt+G shortcut. When in an active segment, you will see a blinking cursor.

• Filter for rows that contain a specific text or wording. All the results are highlighted in orange.

  Here you can use:

  • The radio buttons under the text field - to filter by source or target language. The target language option is set as default.

    You can also hide locked rows not to include them in the search. Hidden rows will be marked with the lock  icon.

  • The dropdown list next to the text field - to choose if you want to filter in all rows, rows only with your comments, or rows only with your changes. Filtering in all rows is set as default.

  To confirm: Click Apply filter.

  To clear text field and filter for another term: Click the Clear filter button above the dropdown list.

• Find and replace  text in the source or target language.

  Here you can:

  • In the Find what field: Enter the text you are looking for, decide if you want to search in the source or target language, and click Find. This field is case-insensitive.

    All the results are highlighted in orange. You can jump between them by clicking the Up/Down arrows.

  • In the Replace with field: Enter the text you want to use to replace the current text and click Replace. This field is case-insensitive.

    To undo this action press Ctrl+Z.

    If your Project Manager decides you can use the comment-only option, you can’t replace text either on the source or target segment. But if you can both edit and comment on the text, you can change target segments but not the source ones.

  Above the Find button, you can see the cloud icon . It means that your changes are automatically saved on the server.

Click the row you want to focus on. ICR shows all the important information about the selected row.

Here you can check:

• Terms - all the terms and non-translatables in this specific row. These come from the term bases and non-translatable lists that your PM selected for this review task.

  

  Under the selected term, you will find its metadata.

  • "Regular" terms are highlighted in blue in the translation editor and in the term list.

  • Non-translatables are highlighted in gray.

  • Forbidden terms are crossed out. You can't use them in the review or insert them as regular terms.

  To insert a term into the segment, do one of the following:

  1. Press Ctrl and the number of the term you want to use (from 1 to 9). You don’t have to select a specific word or phrase.

     OR

  2. Double-click the term's row.

     OR

  3. Click the term's row, then click the Insert item  icon.

• Comments - the list shows all the comments added to this row. In the translation editor, the commented text is highlighted in green.

  

  Here you can:

  • Add a comment about a whole row - click its Add/view comment  icon.

  • Add a comment about a part of the row - hover over the text and use the Add comment tooltip or select the text and click the Add/view comment  icon assigned to this row. A comment field appears with information about the content you want to comment on.

  • Add comments to already commented rows. The comments list shows how many comments you and others added to each row (your comments are in darker green).

    You can also click the Add/view comment  icon. The ICR tool will open comments added to the row you are checking. The number under the icon shows the number of comments for the selected row.

  • Edit  a comment - you can edit only your own comments.

  • Delete  a comment - you can delete only your own comments.

• Issues - the QA warnings and errors mentioned for the selected row.

  

  Here you can check:

  • Errors marked in red

  • Active warnings marked in yellow

  • Ignored warnings marked in gray

Depending on your permissions, you can either edit and comment on your review project or comment only. Permissions are granted by the PM. The rows you can edit are white; the ones you cannot edit are gray. If you are not sure what kind of permission you have, go to Help > My review task details and check under the As a reviewer: section.

Click the All comments tab. The list shows all the comments added to the document. In the translation editor, commented text is highlighted in green.

Here you can:

• Add a comment about a whole row - click its Add/view comment  icon.

• Add a comment about a part of the row - hover over the text and use the Add comment tooltip or select the text and click the Add/view comment  icon assigned to this row. A comment field appears with information about the content you want to comment on.

• Add comments to already commented rows. The comments list shows how many comments you and others added to each row (your comments are in darker green).

  You can also click the Add/view comment  icon. The ICR tool will open comments added to the row you are checking. The number under the icon shows the number of comments for the selected row.

• Edit  a comment - you can edit only your own comments.

• Delete  a comment - you can delete only your own comments.

The All issues tab shows all the QA warnings and errors added to the document.

To make your review easier, click the View options  icon and decide how you want to filter and group your issues. Your choice will appear next to the icon even if you close the selection window.

Here you can decide if you want to:

• View all issues, only errors, or only warnings.

• Group them by:

  • row - display all issues identified for a specific row in one card. This option is set as default.

  • the issue type - display dropdowns with identified issues like consistency, numbers, or punctuation and whitespace.

• Show ignored warnings - this option is switched off by default. Switch it on to restore already ignored warnings.

During your work, ICR can display:

Active warnings marked in yellow 

If you decide to group your warnings by row, in the top-left corner of the card, ICR will show you the row number, then the issue type and its description. For example, in row number 1, there's an issue with punctuation and whitespace.

If you decide to group by issue type, in the top-left corner of the card, ICR will show you the identified issue type, then the row number, and its description. For example, there’s an issue with consistency in row number 10.

To ignore a warning, hover over its field and click the Ignore icon  in the top-right corner of the field. The field and its icon will change color to gray and will be marked as an ignored warning.

Ignored warnings marked in gray 

By default, ignored warnings are not visible in the All issues tab. To make them visible, click the View options  icon and switch on the Show ignored warnings slider.

If you decide to group by row, in the top-left corner of the card, ICR will show you the row number, then the issue type and its description. For example, in row 1, there's an issue with punctuation and whitespace.

If you decide to group by issue type, in the top-left corner of the card, ICR will show you the identified issue type, then the row number, and its description. For example, there’s an issue with punctuation and whitespace in row number 1.

To make your warning visible again and take it into consideration during your work, hover over its field and click the Restore icon  in the top-right corner of the field. The field and its icon will change color to yellow, and will be marked as an active warning.

Errors marked in red 

Errors can't be ignored. You can deliver a review with errors only if the PM set such option during the configuration process.

If you decide to group your errors by row, in the top-left corner of the card, ICR will show you the row number, then the issue type and its description. For example, the second row can contain extra numbers.

If you decide to group by issue type, in the top-left corner of the card, ICR will show you the identified issue type, then the row number, and its description. For example, you can have problems with numbering in row number 2.

1. In the top right corner, click the Deliver button. A confirmation window opens.

2. Check the Yes, I reviewed each segment and made the necessary changes check box.

3. To confirm: Click the Deliver button.

   Sometimes delivery can fail because the PM set a configuration that does not allow delivery with errors. In such a case, the reviewer will return to the translation grid.