editor assignment functionality

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Page 1: Editor Assignment Functionality
Page 2: Editor Assignment Functionality

Editor Assignment Functionality

A deep dive into assignment options

Steven Gain

Account Coordinator

[email protected]

Page 3: Editor Assignment Functionality

Editor Assignment Functionality

• Assign or Invite

• Standard Assignment

• Editor Chain Templates

• Direct-To-Editor

• Revisions

• Suggest Editor

• Assign, Unassign and Replace Editors

• Other Editor Assignment Options Permissions

• Merge Fields & Deep Links

Page 4: Editor Assignment Functionality

Assign or Invite Assign or Invite an Editor to handle a submission (RoleManager)

Page 5: Editor Assignment Functionality

Standard Assignment Assign or Invite an Individual Editor (New Submissions Folder)

Page 6: Editor Assignment Functionality

Standard Assignment Assign or Invite an Individual Editor (Assign Editor Window)

Page 7: Editor Assignment Functionality

Assign Editor Editor Assigned (Editor ‘To-Do’ List)

Page 8: Editor Assignment Functionality

Invite Editor Editor Invited (Editor ‘To-Do’ List)

Page 9: Editor Assignment Functionality

Invite Editor Editor Invited (New Invitations Folder)

When an invitation is accepted the submission moves to the New Assignments Folder

Page 10: Editor Assignment Functionality

Invite Editor Editor Invited (Decline Invitation)

When an invitation is declined the editor is asked to state a reason

Page 11: Editor Assignment Functionality

Editor Chain Templates Configurations (PolicyManager)

Page 12: Editor Assignment Functionality

Editor Chain Templates Configurations (PolicyManager)

Page 13: Editor Assignment Functionality

Editor Chain Templates Configurations (PolicyManager>Edit Article Types)

Page 14: Editor Assignment Functionality

Editor Chain Templates Assign Multiple Editors (Assign Editor Chain Window)

Page 15: Editor Assignment Functionality

Editor Chain Templates Multiple Editors Assigned (Details Page)

Page 16: Editor Assignment Functionality

Direct-To-Editor

Submissions sent directly to Editor (Bypassing New/Revised Submissions Folder)

Configured using Section/Category, Request Editor or Editor Rotation

Configured in Editor Assignment Options and Article Type

Submissions go to the Direct-To-Editor Folder

Page 17: Editor Assignment Functionality

Direct-To-Editor

Editor Assignment Options (PolicyManager)

Page 18: Editor Assignment Functionality

Direct-To-Editor

Editor Assignment Options – Section/Category (PolicyManager)

Page 19: Editor Assignment Functionality

Direct-To-Editor Section/Category (PolicyManager>Submission Policies)

Page 20: Editor Assignment Functionality

Direct-To-Editor Section/Category (PolicyManager>Submission Policies)

Page 21: Editor Assignment Functionality

Direct-To-Editor

Editor Assignment Options – Request Editor (PolicyManager)

Page 22: Editor Assignment Functionality

Direct-To-Editor Request Editor (PolicyManager>Set Request or Assign Editor)

Page 23: Editor Assignment Functionality

Direct-To-Editor

Editor Assignment Options – Assign by Rotation (PolicyManager)

Page 24: Editor Assignment Functionality

Direct-To-Editor

Editor Assignment Options – Set Editor Rotation (PolicyManager)

Page 25: Editor Assignment Functionality

Direct-To-Editor Direct-To-Editor (Editor ‘To-Do’ List)

Page 26: Editor Assignment Functionality

Direct-To-Editor Direct-To-Editor Folder

Page 27: Editor Assignment Functionality

Direct-To-Editor Direct-To-Editor Folder (Redirect to Other Editor)

Page 28: Editor Assignment Functionality

Direct-To-Editor Direct-To-Editor Folder (Redirect to Other Editor Window)

Page 29: Editor Assignment Functionality

Revisions

Editor Assignment Options (PolicyManager)

Page 30: Editor Assignment Functionality

Revisions

Editor Assignment Options – Revisions (PolicyManager)

Page 31: Editor Assignment Functionality

Revisions

Editor Assignment Options – Revisions – Allow Reassignment (PolicyManager)

Page 32: Editor Assignment Functionality

Revisions Allow Reassignment (Reassign Editors Window)

Page 33: Editor Assignment Functionality

Revisions

Editor Assignment Options – Revisions – First Assigned Editor (PolicyManager)

Page 34: Editor Assignment Functionality

Suggest Editor Enabled by your Account Coordinator

Uses classifications to match submissions with potential Editors

Primarily used when journal has an invited workflow with hundreds of Editors

Page 35: Editor Assignment Functionality

Suggest Editor RoleManager

Page 36: Editor Assignment Functionality

Suggest Editor

Page 37: Editor Assignment Functionality

Suggest Editor

Page 38: Editor Assignment Functionality

Suggest Editor Editors Invited – None Yet Assigned (Editor ‘To-Do” List)

Page 39: Editor Assignment Functionality

Assign/Unassign/Replace/Redirect Editor RoleManager

Page 40: Editor Assignment Functionality

Assign Editor Assign Editor – New Assignment Folder

Page 41: Editor Assignment Functionality

Unassign Editor Unassign Editor – New Assignment Folder

Page 42: Editor Assignment Functionality

Unassign Editor Unassign Editor – Modify Editor Chain

Page 43: Editor Assignment Functionality

Replace Editor Replace Editor – New Assignment Folder

Page 44: Editor Assignment Functionality

Replace Editor Replace Editor – Modify Editor Chain

Page 45: Editor Assignment Functionality

Replace Editor Replace Editor – Details Page

Page 46: Editor Assignment Functionality

Other Editor Assignment Options Permissions

Automatically Transfer Corresponding Editor Designation

Editor Assignment Options

Page 47: Editor Assignment Functionality

Merge Fields for Letters

%CORR_ED_FIRST_NAME%

%CORR_ED_LAST_NAME%

%CORR_ED_EDITOR_ROLE%

%EDITOR_NAME%

%EDITOR_ROLE%

%EDITOR_REPLACEMENT%

%UNASSIGNED_EDITOR_NAME%

%SUGGEST_EDITOR_DECLINE_REASON%

Page 48: Editor Assignment Functionality

Deep Links for Letters %EDITOR_DEEP_LINK%

This deep link is related to a specific submission. It carries out a full login and takes the Editor to a Search Results Page displaying the associated submission.

%EDITOR_MAIN_MENU_DEEP_LINK%

This deep link carries out a full login and takes the Editor to the Editor Main Menu.

%EDITOR_NEW_INVITATIONS_FOLDER_DEEP_LINK%

This deep link carries out a full login and takes the Editor to the New Invitations folder.

%EDITOR_NEW_ASSIGNMENTS_FOLDER_DEEP_LINK%

This deep link carries out a full login and takes the Editor to the New Assignments folder.

%EDITOR_REQUIRED_REVIEWS_COMPLETE_FOLDER_DEEP_LINK%

This deep link carries out a full login and takes the Editor to the Submissions with Required Reviews Complete folder.