Configure Flags for Submission Records

Publications may configure customized graphical flags for use with submissions. Users with Editor or Publisher roles may be granted permission to view flags and to turn flags on or off. Users with search permission may use flag names as search criteria.

Flags attached to submissions and the icon to set flags are displayed next to Details and Manuscript Details links. Submission flags and icon may also be configured to appear on custom Details pages.

Submission flags for use with production tracking

Submission flags may also be used on publication sites using production tracking. Flags attached to submissions and the icon to set a flag are displayed next to the Production Details link.

Publication sites using both editorial and production workflows can define flag types as editorial only, production only, or for use on both sides of the system.

For details on using submission flags, see Flags for Submission Records.

For more information, see the video on submission flags.

To configure:

Go to PolicyManager > General Policies >Create Customized Submission Flags.

To create a new flag or edit an existing flag:

1. Click the Add button or the Edit link to open the Add/Edit Customized Submission Flag page.
2. Flag Icon: Click on an available graphic icon in the grid to select. (Icons already in use are grayed out.)
   • Original Flag Icon: When editing a flag, the existing graphic icon displays here after a new selection (displayed as Flag Icon) is made.
3. Flag Name: Enter a name for the flag.
4. Flag Type: Check the applicable box(es): Editorial and/or Production. (This option appears only if the publication site is using production tracking.)
5. Associate with AMD Field: Use the drop-down list to associate the flag with the appropriate Additional Manuscript Detail field (the default is None). For information on AMD fields, see Additional Manuscript Detail Field.
6. Display in History: Check the box to display the history of the use of this flag on the Submission Flags pop-up window.
7. Optional for existing flags:
   • Hide: Check the box to make flag unavailable to set. (Uncheck the box to make the flag available.)
   • Turn off flag throughout the system: Check the box to detach the flag from all records. (The flag remains available for future use.)
   • To remove flag from all records and make it unavailable to reset, check both boxes.
8. Click Submit.

The Create Customized Submission Flags page lists all configured flags. The order they appear on this page determines the order in which they appear in the Submission Flags popup. The order can be changed by renumbering the items and clicking the Update Item Order button.

Remove: A flag can be removed from the list if it is not currently displayed on any records. (Use "Turn off flag throughout the system" described above to detach a flag from all records.)

The Create Customized Submission Flags page also indicates flags that are associated with AMD fields and with custom submission questions, including a link to the question.

For details on using submission flags with custom questions, see Questionnaires.

Submission flags and the ability to set them may be included on custom Details pages. See Configure Details Page.

Go to RoleManager > Editor or Publisher Role. Grant permissions to the applicable roles. 

• View Submission Flags: Allows user to see flags.
• Turn On Submission Flags: Allows user to set flags via the Submission Flags pop-up window. (User must also have the View permission in order to see flags next to links.)
• Turn Off Submission Flags: Allows user to turn off flags via the Submission Flags pop-up window. (User must also have the View permission in order to see flags next to links.)
• View Submission Flag History: Allows user to see Submission Flag History on the Submission Flags popup.

 

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