In order to log in as a consultant, you will need to input a password. This is assigned to you by the Configure role, and they can change your password for you. If you do not know your password, contact the person with the Configure role on your project. If you want a specific password, see the How to: Assign a Password article to see the options, and then request that the Configure person change your password accordingly.

Below is a sample Consultant Set List page -- it displays a list of any sets that have completed all steps to get to consultant check.

1. Home button

2. Set list a. Yellow circle: needs to be reviewed
A. Blue circle: suggestion has been sent along to team
B. Gray circle: set is being worked on by another consultant
C. Check: set has been passed
3. Back translation selector
4. Review button

At any time during your consultant check, you can click the Home button (1) and it will bring you back to your Home page. The Set list (2) shows you all of the sets that have gotten to consultant check. You can see that the first set is selected, as it is dark blue. You can see the status of your sets to the left of the Set list. The yellow and blue dots left of the set titles indicate a set that is still in working progress. The yellow circle (2a) next to Set 1 indicates that you have translation work that needs to be reviewed. The blue circle (2b) next to Set 4 and Set 2 shows that you have suggested a revision for the team to make, but the team has not responded yet. The check mark (2c) next to Set 3 means that you have reviewed the set and have passed it. We’ll talk more about how to suggest a revision or pass a set in a bit.

If you have both types of back translation turned on, you will see a back translation selector (3) at the bottom left of the page. This allows you to select either Retell or Breath Pause as your default back translation that will be loaded on your Consultant Check Review page. When you have selected a set in the list by clicking on it, it will turn dark blue and the Review button (4) will become active.

Once you choose a Set to for Consultant Check, Render will bring you to the Consultant Review screen:

Above is a screen with no work from the Consultant (similar to what the screen will look like the first time Consultant Check is used). When the Consultant has reviewed the set, suggested a revision, and received a new translation draft from the translation team, the screen will look similar to this:

1. Home button
2. Set title listen
3. Reference audio tab
4. Transcribe tab
5. Select dropdown for sets
6. Selectable set player
7. Select dropdown for notes
8. Note player
9. Suggestion record box
A. Record/Append button
B. Play button
C. Delete button
     D. Undo button

     E. Move selection arrows
10. Approve button
11. Submit button
12. Close button

As before, you can click the Home button to go back to your Home page (1). If you would like to return to the Set Review page, click on the Cancel button (12).

The upper right hand corner of the page has a Set Listen button (2). You can press play here and listen to a short description of the set. You also have access to the reference audio (3) that the translation team used to translate this set. If you have decided to use the Transcribe feature, you will be able to see all transcriptions by clicking on the Transcribe button (4).

At the top, there are two drop-down boxes. By pressing the plus button on the left box (5), you can see all translation iterations of this set, including any back translations if applicable. When you select a translation or back translation, it will show up in the selectable player below (6). This player is split up into passages that can be selected. The lower recorder (9) will be attached to the selected passage on the player (6). On the right side there will be a history of notes as you send suggestions to the team and they respond. You can choose one of these notes by pressing the blue plus button (7) on the dropdown. Once you select a note, it will show up in the player below (8).

With each set, you will need to decide if you want to approve the set (10) or send it back to the team (11) with one or more notes. If you approve the set, you will no longer have the ability to make suggestions to the team. If you want the team to consider re-recording their translation, you can suggest a revision in the record box (9). To record notes, you can use the record/append button (9a). You can also play your note (9b) or delete it (9c). If you want to move your note, you can select it by clicking on it and click on the left and right white arrows (9e) to change the placement of the note.

Reference Audio Tab:

On the right side of your page, you can press the headphones button to listen to the entire set in the source(s) that the team used. It will look like this:

This tab has the entire set in one or more languages for your reference. You can open this tab at any time to reference the entire set reference audio. To close this page, press the Hide button or click on the headphones tab again.

Transcribe Tab:

If you have Transcribe turned on for your project, you will see another tab with a notebook and pencil. If you click on the Transcribe tab, your page will look like the following:

1. Reference Audio tab
2. Transcribe tab
3. Back translations transcription box
4. Back translations transcription dropdown
5. Notes transcription box
6. Notes dropdown
7. Font size buttons
8. Export Set transcriptions button
9. Export Project transcriptions button
10. Export Note transcriptions button

On the left, you can see both the Reference Audio tab (1) as well as the Transcribe tab (2). You can close this tab by pressing the Transcribe tab again.

On the left side of the page is the Back Translations Transcriptions box (3), which is the written text of both Retell and Breath Pause Back Translate (if you have both of them turned on for your project). You can select which back translation, as well as which iteration (draft) you would like to see with the dropdown below (4).

On the right side is the transcription of the notes (5), both from the team and from you, the consultant. You can select which note you would like to see below in the dropdown (6).

In the middle of the transcribe boxes, you have two arrows (7). These allow you to adjust the font size for your viewing—the up arrow makes the font bigger; the down arrow makes the font smaller.

There are three different options for exporting transcriptions (8, 9, 10), which will allow you to save the transcriptions to your personal device. Click any of the Export buttons and choose where you would like to save the file.


Let’s take a look at the dropdown box on the left side of the page. The first time you go into a set to check, there will only be one draft from the translation team. However, as you send the translation team notes and they refine and re-record their translation, you will have more translation drafts in this dropdown box to select. Each draft and corresponding receptor language translation and back translations are listed in reverse order with the most recent draft at the top of the list. Below is an example of a dropdown with multiple drafts of the set.

As you can see from the dropdown, there are two drafts, with the newest at the top. The draft titles are in gray and the drafts are dark blue, bright blue or yellow. Bright blue indicates the selected draft. Yellow means that there is a new back translation that has not yet been reviewed. Your back translation preference (as selected on your Consultant Set List page) will be the default back translation and is automatically loaded in the player. Here we chose Breath Pause Back Translate as our default back translation and that is why it is selected blue. All of the dark blue boxes are drafts or back translations that can be selected and are available for your reference. Once you click on a draft, it will fill the waveform player below so you can listen to it.

The player will always be filled with an entire set. If the set has multiple passages, these passages will be split up by thin gray vertical lines. This waveform player is selectable—meaning that you can click on a passage in the player and it will turn bright blue.


The first time you check a set, the note dropdown and player will be inactive as there are no notes to display. After you have sent a note to the translation team and they have responded, the right side of the Consultant Check Review page will become active. As the team continues to listen to your notes and modify their translation, you will have more and more notes in this dropdown box. Below is an example the dropdown box where you can select a note.

In this example, there are currently three drafts, with the newest at the top. The passage and draft titles are in gray and the draft notes are colored with the title explaining the note’s author. Dark blue notes are notes that can be listened to for reference if needed. A bright blue note means that it is selected; it has been clicked on. A yellow note indicates a new note that has not yet been listened to. Every new passage draft will have a yellow note attached to it and if the translation team revised more than one passage, you will have more than one yellow note in the dropdown. If there is a new note, it will automatically be filled into the player.

The dropdown organizes each note by its corresponding passage, the draft of the passage, and the note’s author—you (the consultant) or the translator. When you select a note, the dropdown box will have the title of the note with all of this information for your reference. Remember, a note is attached to the passage. This is different than the left player that is filled with the entire set, split up into passages.

Continue the Consultant Check process with Passages & Sets or Steps of Consultant Check.