Create Review Forms

In order to submit their reviews, Reviewers access the Reviewer Recommendation and Comments page. The elements that appear on this page are configured in PolicyManager as review forms. Publications can create multiple review forms to tailor the settings to particular Article Types and/or Reviewer roles.

In addition to the elements described below, the Reviewer Recommendation and Comments page also includes recommendation terms (e.g., Accept, Revise, Reject). These must also be configured. For details, see Define Reviewer Recommendation Terms.

To Configure:

Go to PolicyManager > Reviewer and Editor Form Policies > Reviewer Recommendation Policies > Create/Edit Review Forms. Click the Edit link next to an existing form or click the Add button to create a new one.

The Add/Edit Review Form page includes the following settings:

Review Form Name: Enter a name for the form.

Hide: Check this box to make the review form unavailable for future use. (Deactivated review forms appear grayed-out on the main Create Review Forms page.)

Reviewer Instructions: Enter any customized instructions. These instructions may be helpful to explain the fields that appear on the Reviewer Recommendation and Comments page. If no text is entered, the Reviewer Instructions section will not appear on the Reviewer Recommendation and Comments page. (Note: It is recommended that publications include instructions for Reviewers, e.g., how to accept an invitation and/or respond to an assignment, how to access the submission to review, etc., in the email notification sent when a Reviewer accepts a review assignment. Reviewers require that information before they reach the Reviewer Recommendation and Comments page.)

Display Reviewer Instructions in popup: This box is checked by default. A Reviewer Instructions button appears on the form page that Reviewers may click to open the pop-up window. Uncheck this box to display the instructions directly on the Reviewer Recommendation and Comments page.

Enable ORCID Review Deposit: These settings relate to providing information for ORCID Peer Review Activity records. For details, see Configure ORCID Peer Review Deposit.

Authorization to Transfer Review: Use the checkboxes to select one or more questions to display on the Reviewer Recommendation and Comments page, requesting Reviewer authorization to transfer the review and additional information. The questions are editable (click the Edit Questions link).

Instructions for Transfer Authorization: When one or more transfer authorization questions are displayed, the instructions also appear to explain them. The instructions are editable (click the Edit Instructions link).

Custom Review Questions: Custom questions may be added to the Reviewer Recommendation and Comments page. These questions must be created before they can be associated with a review form. For details, see Create Custom Review Questions. To add questions to the form:

1. Click + Add Custom Review Question to open a pop-up window showing all available questions.
2. Check the box next to questions to add (or Select All).
3. Click the Save icon to close the pop-up window.

All selected questions appear in the list. Questions may be reordered using the grip tools () on the left. A question may be removed by clicking the Delete () icon.

For each question check the appropriate box(es):

• Required for Submission: A Reviewer must answer the question before submitting the recommendation.
• Visible to Reviewers: (For open peer review.) When checked, the question and response will be displayed to other Reviewers on the View Reviewer Comments pop-up window.
• Visible to Author: (For open peer review.) When checked, the question and response will be displayed to the Author on the View Individual Reviewer Comments pop-up window.

Display Comments to Author text box: Check this box to enable the Comments to Author field on the Reviewer Recommendation and Comments page. This text box allows the Reviewer to type comments that are shared with the Author. Default text may be entered, which appears in the field. Use the radio buttons to define how the comments entered by the Reviewer are handled when displayed:

• Merge into Editor Comments in Decision Chain
• Keep separate from Editor Comments in Decision Chain

Display Comments to Editor text box: Check this box to enable the Comments to Editor field on the Reviewer Recommendation and Comments page. This text box allows the Reviewer to type comments to the Editor. Default text (e.g., questions or prompts) may be entered, which appears in the field.

Order of sections: Enter the preferred numbered order in the boxes in the Order column and click the Update Item Order button. The order that appears here is the order the sections appear on the Reviewer Recommendation and Comments page.

When finished, click Submit.

After a review form is created, it must be associated with an Article Type(s) and Reviewer role(s). Go to PolicyManager > Reviewer and Editor Form Policies > Reviewer Recommendation Policies > Match Review Forms to Article Types and Reviewer Roles.

The Review Form and Manuscript Rating Configuration page displays all Article Types (left column) and all Reviewer roles (each in its own column).

For each Article Type, use the drop-down lists to select the appropriate review form for new and revised submissions for each Reviewer role.

In addition, each new submission review form can be configured to use defined manuscript rating questions. (Question selection and application can be done for all Reviewer roles/Article Types or individually.)

1. Go to one Article Type/Reviewer role box in the grid.
2. Click the Select link to open a pop-up window, which displays all configured questions.
3. Check the box next to a question to include it on the form. Use a radio button next to the question to define it as required or optional.
4. When finished, click Submit (to save the settings for the individual Article Type) or click Apply these Questions to All Reviewer Role/Article Types (to save the settings for all). When the button to apply to all is clicked, the main page refreshes to show the box checked for all roles/Article Types.
5. If the questions were not applied to all Reviewer Roles/Article Types, check the box next to the setting, Use Manuscript Rating Questions.
6. If desired, check the box next to the sub-setting, Display Responses to Author. (This can also be set for all Reviewer roles/Article Types by clicking the button above the grid. The main setting must be enabled for all before clicking this button; then the page refreshes to show the box checked for all roles/Article Types. This setting is for use with open peer review. For details, see Configure Open Peer Review.

When finished with all settings on the page, click Submit.

For details on ratings and questions, see Configure Manuscript Ratings and Questions.

 

 

 

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