Assign or Invite Editors

When a new or revised manuscript is submitted to a publication, the Editor/publication staff (with proper permissions) assigns an Editor to handle the submission, thereby introducing the submission into the editorial workflow. The workflow often includes the assignment of a series of Editors (also called an assignment chain or Editor chain).

Alternatively, a publication site can be configured for autonomous Editor assignment. This is useful for publications that do not have editorial office staff. For details, see Direct-to-Editor Feature.

Editors may be given responsibility for a submission in two ways:

• Assignment: Editors are assigned to a submission, without being given the opportunity to decline the assignment. The submission appears in the Editor's New Assignments folder.
• Invitation: Editors are sent an email invitation, asking them to take on an assignment. The submission appears in the Editor's New Invitations folder. The Editor must agree or decline to take the assignment. Once the invitation is accepted, the submission moves to the Editor's New Assignments folder.

Note: Invited Editors are considered by the system to be the Handling Editor as soon as they are invited, but they can take no action on a submission until they agree to take on the assignment.

The process to assign or invite an Editor is the same. The folder in which a submission is accessed depends on the assigning Editor's permissions and position in the Editor chain. Editors with applicable permission may assign themselves.

To assign or invite an Editor:

1. Click the Assign Editor link top open the Assign Editor pop-up window.
2. Select the Editor. The selection option depends on publication configuration:
   • Select Editor list: The page displays a list of all Editors with roles that may handle assignments. Use the radio button to select an Editor.
   • Editor Search option: Perform a search and then use the radio button to select an Editor from the results list. (This option is useful for publications with many Editors.)
3. Send notification letter. Choose one of these options:
   • Click Send Default letter to trigger the default letter configured for this notification.
   • Click Send Custom Letter to open the Confirm Selection and Customize Letters page. (This page may include a checkbox option to assign a submission without sending a letter.)
     1. Optional: Use the drop-down menu to select a different letter template as needed.
     2. Click the Customize link to edit the letter before sending. When editing is complete, click Save to return to the previous page.
     3. Click Confirm Selections and Proceed to trigger sending of the selected letter.

Batch assign Editor

Editors with permission to assign other Editors may also have permission to select multiple submissions and assign them all simultaneously to a specific Editor. This batch-assignment capability is available both for initial assignment/invitation by the Special Relationship Editor and for Editors in the decision chain. Users with this permission see a Batch Assign to Editor button in the folders through which they can make individual assignments. For details on making batch assignments, see Batch Assign Submissions to Editor.

Assign an Editor chain

Publications may configure Editor chain templates to streamline the Editor assignment process. When a submission's Article Type is configured to use an Editor chain template, the Assign Editor link opens the Assign Editor Chain pop-up window. For details on working with Editor chain templates, see Assign Submission to Editor Chain.

Unassign an Editor

Editors may also be unassigned. For details, see Unassign Editor or Replace Editor (Modify Editor Chain).

 

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