Batch Assign Submissions to Editor
Editors with permission are able to select multiple submissions and assign them all simultaneously to one Editor. Batch assignment capability is available both for initial assignment or invitation by the Special Relationship Editor and for Editors in
the decision chain.
A Batch Assign to Editor button appears in the folders through which an Editor can make individual assignments. Depending on role permissions, the button is available in:
- New Submissions Requiring Assignment
- Revised Submissions Requiring Assignment
- New Assignments
To make a batch assignment:
- Go to the applicable folder.
- Click the Batch Assign to Editor button to open the Batch Assign to Editor – Select Submissions pop-up window.
- Check the box in the Select column next to each submission to be included in the batch.
- Click the Proceed button to open the Assign Editor for Selected Submissions pop-up window.
- Select the Editor. The selection option is the same as that for single assignment (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.
- Send notification letter. The letter may be customized before sending.
- Click Send Custom Letter to select from all available letters and to customize the text. (This page may also provide the option to assign the submissions without sending a letter.)
- Click Send Default letter to trigger the default letter configured for this notification.
- The system displays a message confirming the number of submissions and the name of the Editor to whom they have been assigned.
Editors receiving the batch of submissions may be invited or assigned to handle them (based on RoleManager configuration for their role). Assigned Editors will see the batch of submissions in their New Assignments folder. Invited Editors will see the
batch of submissions in their New Invitations folder. Invited Editors must use the applicable Action link to accept or decline the invitation for each submission.
Multiple submissions may also be reassigned from one Editor to another. For information, see Unassign Editor or Replace Editor (Modify Editor Chain).