In Localization Workflow, sync modes define the relationship between a master document or questionnaire and its copies.
With Do Not Sync selected, there is no centralized reading/completion task status reporting available from the master document or questionnaire. This means that reading/completion status for a localized copy can only be viewed in that localized copy's Overview and in management reports that include that localized copy.
In addition, owners of localized copies are able to freely add and edit questionnaires in their copies. If the master is a document that includes a questionnaire, or if the master is a stand-alone questionnaire, the master's questionnaire content will also be included in each localized copy. However, localized copy owners can freely edit, add, and delete questions and other content from the questionnaire.
With Sync selected, the status information for reading/completion tasks, including questionnaire results, will be centralized in the master document or questionnaire, in addition to being available from within the localized copies. Reading/completion status for all of the master's localized copies can be viewed in the master's Overview tab and in management reports that include the master.
Important: In a report that includes only the master and none of the copies, only finished reading/completion tasks for synced copies appear in that report. In other words, incomplete reading/completion tasks from synced copies are not rolled up to the master. See Running Localization Workflow Reports.
This mode also limits localized copy owners to editing or translating questions and answers in a questionnaire—whether it is in a document or a questionnaire—inherited from the master. They will not be permitted to add or delete questions or change most questionnaire settings.
This mode includes the same functionality as the Sync mode. It also checks the Language selection for each assigned assignee and automatically assigns each the localized copy with that language selected. If there is no localized copy for an assignee's selected language, that assignee is given the master document/questionnaire. With this mode selected, all copies inherit the master's assignees but also allow copy-specific assignees.
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Important: With the Sync & Auto Assign mode selected, we highly recommend syncing the publication dates of the master document/questionnaire and its localized copies so that all localized copies are available at the time the document/questionnaire is published and reading/completion tasks become active. You can do this by setting the same future publication/start date for the master and each of its localized copies (see Syncing Master and Copy Publication/Start Dates). If a localized copy does not exist in an assignee's language at the time the master is published but later becomes available, the assignee receives two reading/completion task notifications—one when the master is published and another when the localized copy is published. If the assignee has already completed the reading/completion task for the master, that assignee will not be required to read/complete the localized copy. If the assignee has not marked the master document as read or completed the master questionnaire before the localized copy is published, the assignee will only be required to read/complete the localized copy. The original task to read/complete the master will be hidden in My Tasks and marking the localized copy as read or completing the localized copy also completes the reading/completion task for the master. |
In addition to the functionality of the Sync & Auto Assign mode, this mode forces all copies to use the master's recurrence interval, if it is set.