Configure Technical Check
The Technical Check feature allows editorial staff to ensure that an incoming submission conforms to the standards set by the publication and that it includes all the information required. Submissions that do not pass technical check can be sent back to the Author.
For Editor use information, see: Technical Check.
Note: The Technical Check feature is not available for use with Direct-to-Editor functionality.
The Editor Main Menu (for roles with related permissions) displays four folders for incoming submissions. Article Type configuration determines which folder receives a submission:
- New Submissions: Article Type is configured for a technical check upon new submission.
- New Submissions Requiring Assignment: Article Type is not configured for a technical check upon new submission. (New submissions with completed technical check move to this folder.)
- Revised Submissions: Article Type is configured for a technical check upon submission of a revision.
- Revised Submissions Requiring Assignment: Article Type is configured for a technical check upon submission of a revision. (Revised submissions with completed technical check move to this folder.)
TO CONFIGURE:
Go to RoleManager > Editor Role. Grant permissions to the applicable Editor roles:
- Receive New and Revised Submissions
- Perform Technical Check
Multiple technical checklists can be configured. A checklist can be associated with one or more Article Types, and technical checklists can be set separately for new and revised submissions. To configure a checklist and associate it with an Article Type:
- Go to PolicyManager > Submission Policies > Configure Technical Check.
- Click + Add Technical Checklist.
- Enter check list name and instructions.
- Click Save icon.
- Go to PolicyManager > Edit Article Types (or Edit Multiple Article Types) page and select Article Type.
- On the Edit Article Type page, go to Technical Check section. Use the drop-down menus for New Submission and Revised Submissions to select the technical check list.
- Click Submit. For details on Article Type configuration, see Configure Article Types.
Notes and comments entered into text fields on the Technical Check page may be included in letters using merge fields:
- Comments to the Author: Use %TECHNICAL_COMMENTS_TO_AUTHOR% merge field in Send Back to Author letter.
- Notes to Editors: Use %TECHNICAL_NOTES% merge field in emails to Editors assigned to the submission.
For details on letter configuration, see Create Letters.
Technical Check link may be included on custom Details pages. See Configure Details Page.