Configure Details Page

For each submission a Details page (accessed via the Details link displayed in most folders) displays information about the submission as well as links to additional information. The contents and format of the Details page layout can be customized.

Custom Details pages can be created for use with the regular editorial workflow, the proposals workflow, and for production tracking (for publications using ProduXion Manager).

Depending on feature configurations and the user's RoleManager permissions, the user may be able to enter and save information on the Details page.

To configure:

Go to PolicyManager > General Policies > Define Details Page Layouts.

The Details Page Layouts page includes several default layouts (Editorial, Proposals, Production), which can be copied and edited to create a custom user-defined layout. 

To create a new layout, click the Copy link next to the chosen default layout or click the Add New Layout button.

On the Add/Edit Details Page Layout page:

Layout name: Enter a name for the layout in the text field.

Page title: Use the radio buttons to select a method for designating the page title for a submission's Details page.

• Use standard identifiers (Manuscript Number and Title). Example page title: Details for Manuscript Number: PUBX-D-18-0010 "Paper Title"
• Use identifiers selected in "Configure Identifiers Displayed in Production Tracking." (This setting can be found in PolicyManager > ProduXion Manager.)

Select items: Use these links to select section headers and individual items to display on the Details page. (See steps to select items below.)

• Select Section Headings to Display: Using section headings visually organizes the page.
• Select Items to Display: Select which data items appear on the page.

Layout order: Headings and items selected in step 3 appear in this list.

• To reorder the list, enter the preferred number order in the boxes and then click the Update Order button.
• To display a section heading or item as a link at the top of the Details page (useful for frequently used items), check the box next to it (in the "Show link to this item" column).

When finished, click Submit.

Select items and headings to display

Each of these links opens a new page. The two pages function similarly:

For section headings: Click the link to go to the Select Section Headings page. This page shows a list of defined headings.

1. Click the Edit List button to add/edit/remove items from the list. This button opens the Edit Section Headings List page. On this page the defined headings appear in alphabetical order. Each has two links next to it: Remove and Edit.
   • Use the Remove link to delete a heading.
   • Use the Edit link to change the name of a heading.
   • Use the Add New Section Heading button to create a new heading (type the name into the text box and then click the Save button).
2. When finished editing, click the Done button to return to the Select Section Headings page.
3. On the selection page, check the box next to a heading to add it to the Details page layout. Select as many headings as needed.
4. When finished, click the Save Selection button to return to the Add/Edit Details Page Layout page. All headings selected in the previous steps should appear in the list on this page.

For information items: Click the link to go to the Select Items to Display page. The types of information on this page is organized into categories:

• Links
• Information submitted by Author
• General manuscript information
• Proposal-specific information
• Additional manuscript details
• Key workflow dates and status information
• Information for Invited Article Types
• Assignments and invitations
• Publishing and production information

Items marked with an asterisk (*) are related to RoleManager permissions; this means that only users with the associated permission will be able to view the item.

1. Check the box next to an item to add it to the Details page layout. Select as many items as needed.
2. When finished, click the Close button to return to the Add/Edit Details Page Layout page. All items selected in the previous steps should appear in the list on this page.

After custom Details page layouts are configured, access to them is given to Editor and Publisher roles in RoleManager. Go to RoleManager > Editor (or Publisher) Role. Select the appropriate role and click Edit. On the Edit Role Definition page:

• Go to General Viewing and Searching > Use Editorial Details Layout. Select the applicable layout from the drop-down list.
• Go to Proposals/Commentaries > User Proposals Details Layout. Select the applicable layout from the drop-down list. (This setting applies to Editor roles only.)
• Go to ProduXion Manager > Use Production Details Layout. Select the applicable layout from the drop-down list and check the box next to the permission, View Production Details. (These settings apply only for publication sites using ProduXion Manager.)

For related information, see:

Configure Manuscript Notes and Field Flag

Additional Manuscript Detail Field

Configure Production Notes Field

 

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