EasyQLab

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Settings and review profiles

Choose what gets checked and how strictly: keep a profile per client, turn checks on and off, change their severity, upload your client's lists, authorise font substitutions and decide when a language is rejected.

Everything on this page lives in Settings, at the bottom of the menu. It has four tabs — Checks, Client lists, Typefaces and Traffic light — and, above them, the bar of review profiles.

Review profiles

A review profile is a set of settings: which checks run, with what severity, the font equivalences, the traffic-light thresholds and the sensitivity. Keep one per client or per kind of job, and pick which one measures each project.

Settings with the bar of review profiles above the tabs, and the Checks tab open
The profiles bar sits above the tabs. The highlighted profile is the one you are editing; the counter says how many your plan allows.
  1. Click a profile in the bar to edit it. Everything you change in the tabs applies to that profile.
  2. Click + Add to create a new one. It starts with the standard settings (every check on, standard severities, no font equivalences) and a number as its name.
  3. Click the pencil (Rename), or double-click the name, to call it something you'll recognise: the client's name, for example.
  4. Click Save changes at the top when you're done. The button then reads All saved, and a note confirms "Saved to "…"" with the profile's name.

What you'll see: the counter next to the bar, for example "2 / 3 configurations". The × next to a profile removes it (there is always at least one).

How many profiles you can have depends on your plan: 3, 10 or unlimited. When you reach the limit, + Add is disabled and says "Your plan allows 3 configurations".

Don't leave without saving. If you try to leave Settings with unsaved changes, EasyQLab asks: "You have unsaved changes", with Save and leave or Leave without saving.

Using a profile on a project

On a project's analysis screen, pick the profile next to Review profile before you click Analyse. Profiles belong to your organization, so a colleague can measure their project with the same one.

Saved analyses don't change. Each analysis records the settings it ran with — for example "Analysed at 60% sensitivity, with the "Client A" configuration and 45 checks." — and "Changing the configuration does not alter this run: to do that, run it again."

Checks

The Checks tab lists every check, grouped by category, with its code, its name, a one-line description and its severity. "Anything you switch off produces no findings."

The Checks tab: checks grouped by category, each with a switch, its code, name, description and severity, and the buttons Enable all, Disable all and Reset
Each row: the switch, the check code, what it looks for, and the severity it gives its findings.
  1. Use the switch next to a check to turn it on or off.
  2. Change its Severity in the selector on the right, from Sev 1 · acceptable to Sev 5 · critical.
  3. Click Save changes.

What you'll see: the counter at the top, for example "45 of 47 enabled". The severity you choose here is the one every finding of that check gets, and it is what the traffic light counts.

ButtonWhat it does
Enable allSwitches every check on.
Disable allSwitches every check off. Useful to start from zero and turn on only a few.
ResetSwitches them all back on.
Download texts as CSVThe code, category, severity, state, name and description of every check, in English and Spanish, as a spreadsheet: handy to send a client the list of what is checked.
Default configuration ⓘExplains where the standard settings come from.

The check code appears on every finding, in the report and in the annotated PDF, so you can trace a mark back to its rule. The three consensus checks are marked Needs three languages or more: they compare languages with each other and only run with three or more. What each check does is in What it checks.

Prefer lowering a severity to switching a check off. A finding at severity 1 or 2 still shows up for the reviewer but never changes the verdict.

Client lists

The Client lists tab takes a single CSV with your client's font equivalences, glossary, forbidden terms, non-translatables and brands.

The Client lists tab with Download example CSV, Upload CSV and Clear, and the explanation of how to build the file
Download the example, fill it in, upload it. How to build it explains the columns.
  1. Click Download example CSV and open it in a spreadsheet.
  2. Fill in one row per entry. The columns are below. Comma or semicolon separators both work.
  3. Click Upload CSV.

What you'll see: "Done: 12 rows loaded.", and how many entries of each type you have. Rows without a type or without an origin are skipped, and the message lists their row numbers. Uploading a new CSV replaces the lists; Clear removes them.

The first row holds the column names, as the screen explains under How to build it:

ColumnWhat goes in it
tipoOne of five words: fuente (font equivalence), glosario (glossary), prohibido (forbidden term), notraducible (non-translatable) or marca (brand). Required.
idiomaThe language the row applies to, in English (Spanish, Korean). Leave it empty for brands and non-translatables that apply to every language.
origenThe source term or font. Required.
destinoIts counterpart, where it applies: the replacement font, or the glossary translation.
notaA note for your team.

What each type does

TypeWhat EasyQLab does with it
fuenteAdded to the profile's font equivalences: that substitution in that language is not reported.
marcaA brand that must reach the translation as is. It helps pair paragraphs, and it is reported if it's missing from the translation.
notraducibleTreated like a brand: a term or code that has to appear unchanged in the translation.
prohibidoFeeds check C30 Forbidden terms: the term is flagged wherever it appears in a translation.
glosarioGiven to the AI review of the translation as the client's required renderings.
Glossary and terminology checks are not available yet: a glossary term translated differently is not flagged as its own finding. Some counts on this tab carry the note "waiting for linguistic" for that reason.
The lists are kept in this browser. Font equivalences go into the profile, but the rest of the lists stay in the browser where you uploaded them and apply to every profile. On another computer, or for a colleague, upload the CSV again.

Typefaces

The Typefaces tab holds the Font equivalences: "Which font may replace which, per language." A substitution you authorise here doesn't raise a finding in C3 Typefaces and substitutions.

The Typefaces tab: font equivalences listed per language, and the fields to add a new one
One line per equivalence: language, original font → allowed replacement(s).
  1. Type the language in English (the placeholder shows Korean).
  2. Type the original font (OpenSans) and the font or fonts that may replace it (NotoSansKR). Separate several replacements with commas.
  3. Click Add, then Save changes.

What you'll see: the new line in the list, "Korean · OpenSans → NotoSansKR". The × at the end of a line removes it. Without custom equivalences, the screen says "No custom equivalences: the profile table is used."

Use the font names as they appear in the PDF's font list. Most non-Latin languages need a different font from the English original, so this is usually the first thing to fill in for a new client.

Traffic light

The Traffic light tab — "When it is rejected and when it needs review" — decides the verdict of each language from how many findings of each severity it has.

The Traffic light tab with the four thresholds and Back to the standard values
The four numbers decide every verdict. Lower them for a stricter client; raise them for draft rounds.
SettingDefault
Rejected at this many critical (5)3
Rejected at this many high (4)12
Needs review at this many high (4)1
Needs review at this many medium (3)8

Any critical finding below the rejection threshold also means "Needs review". Everything else is approved. Back to the standard values restores the defaults. Each number goes from 1 to 99.

The new thresholds apply to new analyses; a saved run keeps the ones it had. The Summary of every analysis prints the cut-off it was measured with. Worked examples are in The traffic light.

Sensitivity

Every finding carries how sure EasyQLab is about it, as a percentage. Findings below the sensitivity are not counted, don't change the traffic light and don't reach the PDF; the list says how many are hidden and lets you show them.

Depending on your plan, the sensitivity is fixed and the tab simply tells you its value ("Your plan's sensitivity is 60% and cannot be changed."), or it can be moved with two sliders under the thresholds. Where it can be moved, it belongs to the profile and applies to new analyses only: "an approved project does not change verdict because someone moved this slider".

The translation review switch

This one isn't in Settings: it is on the analysis screen, next to Analyse, and it's called AI review of the translation. The AI reads the translation either way, and it costs the same.

The Show translation review switch on the results header, on and off
On the results screen, Show translation review (N) does the same after the fact.

On the results screen, Show translation review (N) switches it after the analysis: N is how many translation findings there are. The choice is saved with the project. When it's useful: layout-only QA.

Worked example: a profile for a client

Say your client is an insurer that sends a member guide in eight languages every year. Their brand guide allows Noto fonts in Asian and Arabic languages, bans one informal word in Spanish, and they reject anything with even one critical error.

  1. Create the profile. In Settings, click + Add and rename it "Insurer – member guide".
  2. Adjust the checks. In Checks, raise C4 Bold to Sev 5 · critical (the guide's bold terms are legal), and lower C13 Spacing to Sev 1 · acceptable (DTP fixes spacing at the end anyway).
  3. Add the font substitutions. In Typefaces: Korean, OpenSans → NotoSansKR; Arabic, Lexend → NotoSansArabic; Simplified Chinese, OpenSans → NotoSansSC.
  4. Upload the client's lists in Client lists (example below).
  5. Make the traffic light stricter. In Traffic light, set Rejected at this many critical (5) to 1.
  6. Click Save changes.
  7. On the next project for this client, pick "Insurer – member guide" next to Review profile before you analyse.

The CSV for step 4, in a spreadsheet:

tipoidiomaorigendestinonota
marcaNorthbridgeNever translated
notraducibleMyBenefits PortalProduct name
prohibidoSpanishaseguranzaUse "seguro"
glosarioSpanishdeductiblededucibleClient term
glosarioFrenchdeductiblefranchise

What you'll see on the next analysis: no typeface findings for the authorised Noto fonts; a finding wherever "aseguranza" appears in Spanish or "Northbridge" is missing from a translation; and a language rejected as soon as it has one critical finding.