Configure Unassign Editor or Replace Editor (Modify Editor Chain)

Editors (with permission) may unassign an Editor, i.e., undo the Editor assignment. This enables a user to remove an Editor from the chain and/or replace an Editor assignment anywhere in the chain.

The submission's Details page tracks any changes made to the Editor chain.

For Editor use instructions, see Unassign Editor or Replace Editor (Modify Editor Chain).

Many publications also grant Editors the permission to unassign themselves. This permission is particularly important when the editorial office practices little oversight over Editors, or when no editorial office exists. If a publication uses Direct-to-Editor functionality, this permission should be enabled for all Editors who have Direct-to-Editor folders.

To configure:

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

1. Assign Editor: Allows Editor role to assign Editors (including him/herself).
   1. Allow Batch Assignment: Allows Editor role to assign a batch of submissions to a recipient in a single action.
2. Unassign Other Editors: Allows Editor role to undo the assignment to a submission of other Editors.
3. Unassign Myself: Allows Editor role to undo his/her own assignment to a submission. Two sub-permissions allow further flexibility in modifying Editor chains:
   1. Unassign Subordinate Editors: Allows Editor role to remove the assignments of lower-level Editors.
   2. Replace Editor: Allows Editor role to switch his/her own assignment, or that of a lower-level Editor if the user also has the sub-permission Unassign Subordinate Editors, to another Editor.

Different combinations of these permissions allow Editors to accomplish different actions:

• Assign Editor and Unassign Other Editors: Allows users to unassign and replace unassigned Editors with new Editors. Editors with this permission do not need to be in the Editor chain.
• Unassign Myself and Replace Editor: Allow users to remove their own assignment and replace themselves with another Editor.
• Unassign Myself and Unassign Subordinate Editors: Allows users to remove their own assignment and assignments of Editors below them in the chain.
• Unassign Myself and Unassign Subordinate Editors and Replace Editor: Allows users to remove their own assignment and assignments of Editors below them in the chain and replace the unassigned Editors with new Editors.
• Search People and Assign Editor and Unassign Other Editors: Allows users to make batch reassignments.
• Search People and Assign Editor and Replace Editor (sub-permission of Unassign Myself): Allows users to batch reassign their own assignments to new Editors.

To customize instructions, go to PolicyManager > Editor Assignment Policies > Edit Instructions on Modify Editor Chain Page. Enter instructions in the text box and click Submit. (Click the applicable link to view or revert to default instructions.)

Create letters to notify Editor roles of modifications to Editor assignments.

For single Editor assignments

Letters may be configured to notify the Editor being unassigned and to notify other Editors.

Go to PolicyManager > Email and Letter Policies > Edit Letters.

1. Letter Family: Invite/Assign/Unassign Editor

Merge field recommendations:

1. %UNASSIGNED_EDITOR_NAME% inserts full name (or preferred name from user record) of the unassigned Editor.
2. %EDITOR_REPLACEMENT% inserts the names of the Editor being replaced and the replacement Editor.

To associate letters with ActionManager events, go to ActionManager > Editor Letters. In the Editor Assigned section, use the drop-down lists to match a letter as configured above with each of these events (as needed):

• Editor Unassigned: Use this event for notifying the Editor being unassigned.
• Editor Unassigned Notification: Use this event for notifying other Editors of the change.

For details on letter configuration, see Create Letters.

For batch assignments

Letter configuration is slightly different. For details, see Configure Batch Editor Assignment.

 

For related information, see:

Options for Editor Assignment

Allow Editors to Terminate Editor and Reviewer Assignments

 

 

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