1. Creating a Glossary

• On the Bureau Works Index page, click on Context and then in Glossaries

• Click on Add Glossary

• Fill in all the necessary information and click on Create

1. Name: Glossary name

2. Organization: Owner of this Glossary

3. Languages: All languages that need a reference

4. Notes: The notes can address information about the Term, such as use or origin

5. Domain: Domain to which the Glossary belongs – marketing, legal, medical, etc.

6. Subdomain: a subcategory of the Domain – for example Digital (in Marketing)

7. Custom Attributes: Allows you to set up custom attributes that will be used for classifying your terms, making it easier to filter and manage them. 
   
                                                        

How to set Custom Attributes: By clicking on the button, you are able to set the attribute name (1) and type (2). When finished, clicking on the ' + ' sign (3) will add the custom attribute to classify your terms. This way, when you add a new term to the glossary, you will also be able to define those specific attributes you've created to serve as metadata for filtering and classification.

Note: It is not possible to alter the foundational creation details of assets, such as the parent organization of a glossary. Bureau Works does not support the transfer or movement of these data elements to ensure the utmost protection of user data and assets. This policy aligns with our commitment to maintaining a secure environment, adhering to the highest standards of data integrity, and complying with SOC 2 Type 2 certification requirements.

2. Managing a Glossary

• After being created, the Glossary has the following structure:

1. Concepts Total: Quantity of Glossary Terms

2. Last Import: date of the last upload

3. Created By: Glossary creator name

4. Creation Date: date of glossary creation

      5. To add terms to the Glossary, you can upload .tbx files

      6. Clicking on Actions, you can edit, export, clear or delete the Glossary information

7. By clicking on Add Term (a), it is possible to add new terms to an existing glossary. It is also possible to add a translation to an existing term/concept clicking directly on + (b), as shown below:

3. Linking a Glossary to an Organizational Unit (Account Admin)

Click on Organizations and then Organizational Units. Select the desired Organizational Unit.

In Organizational Units configurations, you can link the Glossary that must be used on the Projects.

• In the Organizational Units initial screen, click on Glossaries

• Click on Add and choose the Glossary you want to link to the Organizational Unit

• When the Default option is marked, the Glossary will be automatically chosen to be used in the projects of the Organizational Unit

4. Linking a Glossary to a Project

• When creating a new project, in Step 2, it is possible to link a Glossary to the project. If there is a Default Glossary, this field will be filled automatically.

• On the Project page, click on Context to view which Glossary is linked to the Project

If any questions were not answered in this article, please don't hesitate to contact our support team at help@bureauworks.com.