# Project Manager Guide

> **You are a Project Manager (PM).** You are the final quality gate and client relationship owner. You approve deliverables before they go to the client, manage client accounts and briefs, upload glossaries, and track overdue or stuck jobs.

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## Your Sidebar

| Item | What it does |
|------|-------------|
| 🏠 Dashboard | Home — Final Review count, KPI tiles, Overdue/Stuck widgets |
| 📋 All Jobs | Full list of all jobs |
| 📤 Upload Video | Upload videos on behalf of clients |
| ✅ Final Review | Jobs awaiting your final approval (badge count) |
| 🏢 Clients | Client accounts and glossary management |
| 📄 Briefs | Brief creation and approval |
| 📋 Audit Log | Platform-wide action history |
| 📖 Help | This guide |

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## 1. Your Dashboard

![PM Dashboard](/help-screenshots/project-manager/01-dashboard.png)

The PM dashboard shows:

| Widget | What it means |
|--------|--------------|
| **Final Review count** (green tile) | Jobs waiting for your approval. **Left-click** to jump to Final Review queue. |
| **In QC Review count** (amber tile) | Jobs currently being reviewed. **Left-click** to see the QC queue. |
| **New Job** (blue tile) | Quick shortcut to upload a video. **Left-click** → Upload Video page. |
| **Overdue** (red tile) | Jobs past their deadline. **Left-click** to see only overdue jobs in All Jobs. |
| **Stuck >24h** (yellow tile) | Jobs with no status change in over 24 hours. **Left-click** to see them. |

> **Overdue** jobs appear with a ⚠ warning icon in the jobs list. If the tile is red, take immediate action.

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## 2. Final Review Queue

Your primary working area. All jobs that have been approved in QC and are ready for your final decision appear here.

**Step 1.** In the sidebar, **left-click** **Final Review** (✅). The badge number shows how many jobs are waiting.

![Final Review Queue](/help-screenshots/project-manager/02-final-list.png)

The queue shows two sections:
- **Pending Final Review** — jobs waiting for your decision.
- **Recently Completed** — the 10 most recently completed jobs.

Each row shows: status badge, job title (as a link), language count, MP3 indicator, source filename, duration, requested languages.

**Step 2.** **Left-click** any job row in the Pending section to open its **Final Detail** page.

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## 3. Performing Final Review

The Final Detail page is where you make the delivery decision.

![Final Detail page](/help-screenshots/project-manager/03-final-detail.png)

### What to check

1. **Asset Validation Summary** — the top panel shows ✓ Passed (green) or ✗ Failed (red). If failed, expand the errors list — missing files must be resolved by Production before you can approve.

2. **Video Review Player** — play the accessible video in the language(s) you are approving. **Left-click** the language selector to switch between languages.

3. **Language Asset Cards** — for each language, check:
   - **Translation type** badge (Original, Transcreated, Translated)
   - **QA notes** — if red notes are present, a Linguist or Reviewer flagged an issue. Read them carefully.
   - **VTT content** — you can read the captions and audio descriptions inline. As a PM, you can also edit them if needed.
   - **Audio player** — **left-click** ▶ to listen to the audio description MP3.

### Approving for delivery

**Step 1.** After reviewing all languages, scroll to the **Final Review Decision** section.

**Step 2.** **Left-click** the **Approve for Client Delivery** radio button.

**Step 3.** **Left-click** **Confirm**.

![Approve for Client Delivery decision panel](/help-screenshots/project-manager/04-approve-decision.png)

The job status changes to **Completed**. The client receives a notification with download links.

### Returning to QC

**Step 1.** **Left-click** the **Return for Quality Control** radio button.

**Step 2.** Type your feedback in the **Review notes** textarea. Be specific — explain what needs to be fixed.

**Step 3.** **Left-click** **Confirm**.

The job is returned to the QC stage and the Production team is notified.

### Bulk approval

If you need to approve or return multiple jobs:

**Step 1.** In the Final Review queue, **left-click** checkboxes next to jobs, or **left-click** **Select All**.

**Step 2.** In the **Action** dropdown, **left-click** **Complete Selected** or **Return to QC**.

**Step 3.** Enter notes if returning.

**Step 4.** **Left-click** **Apply**.

---

## 4. Managing Clients

**Step 1.** In the sidebar, **left-click** **Clients** (🏢).

![Client list](/help-screenshots/project-manager/05-clients.png)

**Step 2.** **Left-click** any client row to open their **Client Detail** page.

The Client Detail page shows:
- Client name and contact details
- Associated jobs
- Glossaries for this client

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## 5. Managing Glossaries

Glossaries ensure consistent terminology in translations and captions.

### Viewing glossaries

**Step 1.** **Left-click** **Clients** in the sidebar → **left-click** a client → **left-click** **Glossaries**.

![Glossary list](/help-screenshots/project-manager/06-glossary-list.png)

**Step 2.** **Left-click** any glossary row to view its terms.

### Uploading a new glossary

**Step 1.** From the Glossaries list, **left-click** **Upload Glossary** (top-right button).

![Glossary upload page](/help-screenshots/project-manager/07-glossary-upload.png)

**Step 2.** **Left-click** the file upload area and select a CSV file, or **drag** the CSV file onto the upload area.

**Step 3.** Fill in the glossary name and language pair.

**Step 4.** **Left-click** **Upload** to save.

### Editing glossary terms

**Step 1.** Open a glossary from the list.

**Step 2.** **Left-click** any term row to edit it inline. Type the corrected term and press **Enter** to save.

---

## 6. Brief Management

You review and approve briefs submitted by clients.

**Step 1.** **Left-click** **Briefs** (📄) in the sidebar. The badge shows how many briefs are awaiting approval.

**Step 2.** **Left-click** a brief row to open it.

**Step 3.** For a brief with **Submitted** status:
- **Left-click** **Approve Brief** (green) to approve it — the client is notified and can upload their video.
- Or reject by returning notes (if needed — contact the client directly; there is no in-app rejection button for PMs).

You can also create briefs: **left-click** **New Brief** (blue), fill in the form, and **left-click** **Create Brief**.

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## 7. EN-First Translation Pipeline

All translations are generated from the **approved English master VTT** after English QC is complete. You do not need to trigger this manually — it happens automatically when English is approved.

**Pipeline flow visible to you:**
1. Job arrives in QC → English-only content available
2. Reviewer or linguist approves English
3. Translations are dispatched automatically → target languages become active
4. Linguists review each language → you perform Final Review

If a language shows the red **⚠ video-native** badge in QC Detail, its translation was generated directly from the video (legacy behaviour) and its cue structure may differ from English. Production or Admin can use the **↺ Re-translate from EN** button to regenerate it from the approved English master.

![QC Detail showing origin badge, EN-gate amber banner, and Re-translate button](/help-screenshots/project-manager/08-qc-detail-en-first.png)

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## 8. Uploading on Behalf of a Client

As PM, you can upload videos the same way Production does. See **Production Guide §2** for the full upload walkthrough.

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## 9. Audit Log

The Audit Log records all platform actions for compliance and troubleshooting.

**Left-click** **Audit Log** (📋) in the sidebar.

Use the tab navigation to switch between **All Events**, **Security Events**, and **User Activity**. Use the filter controls to narrow by action type, severity, or date.

**Left-click** any row to expand and see full event details: actor, IP, resource, timestamp, and JSON payload.

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## 10. Tracking Overdue and Stuck Jobs

### From the dashboard

- **Left-click** the **Overdue** tile → opens All Jobs filtered to overdue jobs (past deadline, not yet completed).
- **Left-click** the **Stuck >24h** tile → opens All Jobs filtered to jobs with no status change in 24+ hours.

### From All Jobs

In the jobs list:
- Jobs with a red ⚠ icon in the deadline column are overdue.
- **Left-click** any overdue job row to open it.

From the Job Detail page you can escalate to Production by using the job URL and sending it directly, or use the **Escalate** button (if present) to open a pre-filled email.

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## 11. Mouse Interactions Reference

| Action | Where | What happens |
|--------|-------|--------------|
| **Left-click** Overdue tile | PM Dashboard | Jumps to overdue jobs in All Jobs |
| **Left-click** Stuck >24h tile | PM Dashboard | Jumps to stuck jobs in All Jobs |
| **Left-click** Final Review tile | PM Dashboard | Opens Final Review queue |
| **Left-click** job row | Final Review queue | Opens Final Detail page |
| **Left-click** language selector | Video review player | Switches video language |
| **Left-click** ▶ | Audio player | Plays the AD MP3 |
| **Left-click** Approve radio | Final Decision section | Selects Approve decision |
| **Left-click** Return radio | Final Decision section | Selects Return to QC decision |
| **Left-click** **Confirm** | Final Decision section | Applies the decision |
| **Left-click** job checkbox | Final Review queue | Selects job for bulk action |
| **Left-click** **Apply** | Bulk actions bar | Applies bulk Approve/Return |
| **Left-click** client row | Client list | Opens Client Detail |
| **Left-click** glossary row | Glossary list | Opens glossary term list |
| **Left-click** glossary upload area | Glossary upload page | Opens CSV file picker |
| **Drag** CSV file | Glossary upload area | Drops file into uploader |
| **Left-click** term row | Glossary detail | Opens inline term edit |
| **Left-click** Audit Log row | Audit Log table | Expands event details |

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## 12. Common Issues

| Issue | Cause | Fix |
|-------|-------|-----|
| Asset Validation failed | Missing VTT or MP3 | Return to QC with a note for Production to re-render |
| No jobs in Final Review | QC not yet complete | Check the QC Review list — languages may still be In Progress |
| Overdue tile is red | Jobs past their deadlines | Open the tile, review each job, escalate to Production |
| Brief badge keeps growing | Clients submitted briefs without approval | Open each brief and approve or action |
| Cannot see Client detail | Client not added to your org | Contact Admin to add the client to your organisation |
