Underused Features. Steven Gain, Account Coordinator,

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2 Underused Features Steven Gain, Account Coordinator,

3 Agenda Required Reviews Reset Default Revision Letter Templates for Reviewers Editor Chain Templates Comments to Author Text Box Reviewer comments appear individually on the Editor Form Merge Fields for comments Review Questions and Responses Grid on Editor Form Merge Fields for Review Questions and Responses Detailed People Notes Assign Reviewer Number when Review is submitted Restricted File Types URL Submission Items

4 Required Reviews Reset Change status from Required Reviews Complete to Under Review Automatically moves submission to the correct folder(s)

5 Required Reviews Reset

6 Required Reviews Reset

7 Required Reviews Reset

8 Required Reviews Reset ActionManager>Document Status

9 Default Revision Letters for Reviewers Templates for new reviewers and previous reviewers Available for Reviewer Invited, Reviewer Assigned, Reviewer Agree and Promote Alternate Reviewer Events in ActionManager

10 Default Revision Letters

11 Default Revision Letters ActionManager>Reviewer Letters

12 Default Revision Letters ActionManager>Reviewer Letters

13 Editor Chain Templates Assign multiple editors at the same time Editors can be added/removed from the template during editor assignment Multiple Templates can be created and associated with different Article Types

14 Editor Chain Templates

15 Editor Chain Templates

16 Editor Chain Templates

17 Editor Chain Templates

18 Editor Chain Templates

19 Editor Chain Templates

20 Editor Chain Templates PolicyManager>Define Editor Assignment Chain Templates

21 Editor Chain Templates PolicyManager>Define Editor Assignment Chain Templates

22 Editor Chain Templates PolicyManager>Define Editor Assignment Chain Templates

23 Editor Chain Templates PolicyManager>Define Editor Assignment Chain Templates

24 Editor Chain Templates PolicyManager>Edit Article Types

25 Comments to Author Individual text fields for the editor and each reviewer Ability to edit and exclude entire reviewer response Cleaner layout for lengthy reviews

26 Comments to Author

27 Comments to Author

28 Comments to Author

29 Comments to Author

30 Comments to Author Merge Fields %COMMENTS_TO_AUTHOR% o Inserts editors comments entered in the Comments to Author Text field %INDIVIDUAL_REVIEWER_COMMENTS_TO_AUTHOR% o Inserts reviewer comments entered in the Comments to Author Text field on the Review Form

31 Comments to Author PolicyManager>Create/Edit Review Forms>Edit a Review Form

32 Comments to Author PolicyManager>Create/Edit Review Forms>Edit a Review Form

33 Review Questions and Responses on Editor Form Grid Displayed on Editor Form listing Review Questions and Responses for each Reviewer Ability to exclude reviewer answers to each questions Review Questions can be configured to not be merged into the decision letter

34 Review Questions and Responses

35 Review Questions and Responses

36 Review Questions and Responses Merge Fields %REVIEW_QUESTIONS_AND_RESPONSES% Inserts Review Questions and Responses into Decision Letter %RESPONSES_AND_INDIVIDUAL_COMMENTS_TO_AUTHOR% Inserts Review Questions and Responses and individual Reviewer comments into the Decision Letter %REVIEWER_RESPONSES_AND_INDIVIDUAL_COMMENTS_TO_AUTHOR% Inserts Review Questions and Responses and individual Reviewer comments into Reviewer Invitation/Assignment Letters

37 Review Questions and Responses PolicyManager>Create Editor Forms>Edit Editor Form

38 Review Questions and Responses PolicyManager>Create/Edit Custom Review Questions>Edit a Question

39 Detailed People Notes Keep a record of the operator and date of each note Ability to delete Detailed People Notes With permission Detailed People Notes will be displayed when inviting reviewers Share Detailed People Notes across portal-linked sites

40 Detailed People Notes

41 Detailed People Notes

42 Detailed People Notes

43 Detailed People Notes

44 Detailed People Notes

45 Detailed People Notes

46 Detailed People Notes

47 Detailed People Notes RoleManager>Editor Role>Edit a Role

48 Detailed People Notes Portal Share AdminManager>Share People>Set Detailed People Notes Sharing Policy

49 Detailed People Notes Portal Share AdminManager>Share People>Define People Sharing Group

50 Detailed People Notes Portal Share RoleManager>Editor Role>Edit a Role

51 Assign Reviewer Number when Review is submitted Helps keep reviewer numbers in order Reviewer maintains the reviewer number that is assigned when they submit their first review

52 Assign Reviewer Number when Review is submitted

53 Assign Reviewer Number when Review is submitted

54 Assign Reviewer Number when Review is submitted

55 Assign Reviewer Number when Review is submitted

56 Assign Reviewer Number when Review is submitted

57 Assign Reviewer Number when Review is submitted PolicyManager>General Policies>Set Reviewer Preferences

58 Restricted File Types Prohibit certain file types from being uploaded by authors Allow Editor to override the restricted file type setting Each Submission Item can be configured differently Initial Submission and Revised Submissions can have different settings

59 Restricted File Types

60 Restricted File Types

61 Restricted File Types

62 Restricted File Types PolicyManager>Submission Policies>Edit Submission Items RoleManager>Editor Role>Edit a Role

63 URL/URI Submission Items Authors upload files to an external location Link built into PDF for users to access the item Required or Optional Setting

64 URL/URI Submission Items

65 URL/URI Submission Items

66 URL/URI Submission Items

67 URL/URI Submission Items

68 URL/URI Submission Items

69 URL/URI Submission Items

70 URL/URI Submission Items

71 URL/URI Submission Items

72 Thanks for coming to EMUG!