Author Review Solicitation Settings

Objective

To provide a standardized procedure for setting up author validation for publication solicitations, ensuring that all necessary settings are configured correctly to facilitate a smooth review process.

Key Steps

1. Access Author Review Settings

   • Navigate to the Author Review settings within the administrative panel.

2. Configure Shared Resources Review

   • Locate the option for shared resources review.

   • Set the value to "Yes" to enable the shared resources review feature.

   • Optionally, input specific instructions that you want to present to the investigators during their review.

3. Save Settings

   • Click the "Save" button to apply the changes made to the shared resources review settings.

4. Reload the Settings

   • Refresh the settings page to ensure that the changes are reflected.

   • Verify that investigators now have the option to select specific shared resources for the publication.

5. Set Email Notification Preferences

   • Navigate to the email settings section.

   • Customize the email subject line that will be sent to investigators.

   • Personalize the email body using dynamic fields (e.g., including the investigator's first name).

   • Ensure that the email body contains any necessary information and instructions for the review process.

6. Review Email Content

   • Confirm that the email body includes a link to the individual review queue at the bottom of the message.

   • Make any final adjustments to the email content as needed.

7. Finalize and Test

   • Review all settings and configurations to ensure accuracy.

   • Consider sending a test email to verify that the email content and links function correctly.

Cautionary Notes

• Double-check all settings before saving to avoid errors that could lead to miscommunication with authors.

• Ensure that the personalized fields in the email are correctly formatted to prevent errors in the email body.

• Be mindful of the instructions provided for shared resources; they should be clear and concise to avoid confusion.

Tips for Efficiency

• Create a checklist based on these steps to streamline the process and ensure nothing is overlooked.

• Document any common issues encountered during the setup process and their solutions for future reference.

• Schedule regular reviews of the settings and processes to ensure they remain effective and up-to-date with any changes in publication protocols.

Link to Loom

https://loom.com/share/f0875bd4873340379b68057174564738?src=composer