Configure Follow-on Task Assignment

This option is for workflows that use manual task assignment.

A task can be configured to allow a user who is completing that task to assign the next task in the workflow. Follow-on tasks must be configured to be assignable by the Role/user submitting the current task.

Configurations for two tasks must be set up compatibly: the follow-on task (B) and the task that comes before it in the workflow (A).

When the user submits task A, the system will display the Assign a Follow-on Task page. The user can then select and assign task B as the follow-on task.

TO CONFIGURE:

Access the task configuration page via PolicyManager > ProduXion Manager > Configure Submission Workflows and Production Tasks.

Click the Edit link next to the applicable workflow. This opens the Configure Submission Workflow page.
Click the Edit link next to the task to configure. This opens the Edit Submission Production Task page. (Or click Add New Task Type to create a new task.)
Make configurations described below.
When finished, click Submit.

Task A, the task that precedes the follow-on task:

Can be Assigned to: Selected Editor/Publisher roles only. Confirm that this option is set (a task assigned to a Corresponding Author only cannot be configured for follow-on task assignment.)
Use the multi-selector tool to choose Editor and/or Publisher roles that this task can be assigned to.
Allow follow-on Task Assignment: Check this box to display the Assign a Follow-on Task page after this task is submitted.

Note: The settings Allow follow-on Task Assignment and End Production Automatically when this task is Completed cannot both be enabled for a task. The configuration page will not allow both to be enabled.

Task B, the follow-on task:

Can be Assigned by: Use the multi-selector tool to choose Editor and/or Publisher roles that will be allowed to assign this task. (At least one role configured in step 2 for the task above must be selected here.)
Automatically Select Files for Assignment: Configuring automatic selection directs the system to pre-select submission files when a user manually assigns this task as a follow-on task. Check this box to activate the multi-selector tool below it.
Use the multi-selector tool to choose submission item types that will be pre-selected for assignment when a submission includes a matching type.

For details on task configuration, see Configure Submission Production Tasks or Editorial Tasks.