Manage Schedule Groups

A Schedule Group is a collection of submissions that share a publication schedule. A Schedule Group can be used to manage the submissions assigned to a journal issue. A Schedule Group can also be used for books processing. If a publication site is configured for books processing, the site may be configured to display book-specific terminology (e.g., Schedule Group = Book). For books processing, labels of pages, buttons, headers, etc. may be different from the terms used below.

Users with Editor and Publisher roles may have permission to manage Schedule Groups. When this permission is enabled, the user will see a Scheduling section on the Production Tasks menu. The section includes three links: Manage Schedule Groups, Add Schedule Group, and Closed Schedule Groups. Links within each folder may depend on additional permissions.

Manage Schedule Groups

This link opens the Manage Schedule Groups folder that contains all active Schedule Groups. (Role must have the permission, Manage Schedule Groups.) Action links are available for each Schedule Group.

• Assign Production Task: Opens Assign Production Task for Schedule Group page. (Role must have the permission, Assign Schedule Group Production Task.) For details, see Assign or Reassign Schedule Group Task.
• Edit Group Details: Opens the Schedule Group metadata page. See Edit Schedule Group Details.
• Production Status Grid: Opens the Production Status Grid page that lists all the submissions in the Schedule Group. (Role must have the permission, View Production Status Grid.)
• History: Opens page that displays Schedule Group task history and Schedule Group correspondence history. (Role must have one or both permissions, View Schedule Group Production Task Assignment History or View Schedule Group Production Correspondence History.)
• File Inventory: Opens the file inventory for the Schedule Group. See Schedule Group File Inventory.
• Copy Group: Copies the metadata from an existing Schedule Group to create a new Schedule Group (then the user adds submissions). Steps are similar to Add Schedule Group steps below. Additional permission allows the user to copy metadata or the Schedule Group table of contents (submissions and headers) or both to the new Schedule Group. (Role must have the permission, Copy Contents when Copying a Group.)
• Close Group: Closes the Schedule Group and moves it to the Closed Schedule Groups folder. Any open tasks must be cancelled or submitted before the Schedule Group can be closed.

Add Schedule Group

This link launches the process to add a Schedule Group. Follow the steps below:

1. Schedule Group Family: Select from the drop-down menu (Issue or Book) to open the applicable Add Schedule Group metadata page.
2. Add Schedule Group page: Enter metadata as needed.
3. Click the Submit and Add Submissions to Group button. Alternatively, submissions can be added later.
4. Add Submission to [Schedule Group] page: This page lists all manuscripts currently in production. Check the box next to one or more submissions (or use the Check All link) to select submissions.
5. Click the Add to Schedule Group button to open the Edit Schedule Group Details/Add Submissions page. For more information, see Add Submissions to a Schedule Group.
6. Added manuscripts appear in the Table of Contents (TOC) section of the page. Headers can be added to the TOC and TOC order can be changed in this section.

Closed Schedule Groups

This link opens the Closed Schedule Groups folder. Action links are available for each Schedule Group:

• Re-open Group: Changes the status of the Schedule Group back to open. This is used if the Schedule Group was closed in error or if additional submissions need to be added to it. The Schedule Group is moved to the Manage Schedule Groups folder.
• Production Status Grid: Opens the Production Status Grid page that lists all the submissions in the Schedule Group.

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