Customize Editorial Document Status Terms

Editorial Manager tracks the events related to a manuscript's status as it moves through the editorial workflow. These events (actions performed by users) are listed in ActionManager. Events may or may not change a document's status.

Some document statuses are defined in ActionManager. Others can be created by the publication; these can reflect the terminology used in the editorial office. These status terms appear on the ActionManager Document Status page in the New Document Status column.

In addition, publications may enter alternate text to display to Authors for any or all editorial status terms. This text appears in folders where the Author has visibility to the editorial status of a submission. If no alternate text is entered, the Author sees the primary editorial status term. (The Author role must be given permission to see the status.)

For example, most publications are configured with an editorial status "Required Reviews Complete" (or something similar). Allowing Authors to see this status may lead to Author queries about the decision before one has been made. Alternative text such as "Under Review" can be displayed to Authors while the status term "Required Reviews Complete" appears to Editors.

TO CONFIGURE:

Go to PolicyManager > Status Policies > Edit Document Statuses. The Edit Document Statuses page contains a list of all the configured status terms. EM-configured terms are editable (except for NO CHANGE).

To create a term, click the Add New Status button.

On the Add/Edit Document Status page, enter the following information:

Editorial Document Status: This is the term to be displayed to Editors (and to Authors, if no alternative text is entered and the Author role has permission to see the status).
Alternative Text for Authors: This is the term to be display to Authors (if different from the Editorial Document Status). This field is optional.
New Status Role Family: This is the Role family that will be responsible for the document when it has this status.

When finished, click Submit.

Authors must have permission to see a submission's status. To set the permission, go to RoleManager > Author Role. On the Edit Role Definition page, check the box next to the permission, View Current Status. When finished, click Submit.