Publications Custom Views

Objective

To establish a clear and efficient process for managing administrative reviews of publications, specifically tailored for the Cancer Prevention and Control program. This SOP aims to minimize misunderstandings and errors while maximizing productivity and accuracy in task execution.

Key Steps

1. Access the Publication Review System

   • Log in to the publication management system.

   • Navigate to the section labeled "Unreviewed Publications."

2. Create a Custom View

   • Click on the "Create View" button.

   • Name the new view (e.g., "Cancer Prevention and Control Program").

3. Edit Columns

   • Select the columns you want to display in your custom view.

   • Ensure the columns relevant to the Cancer Prevention and Control program are included.

4. Set Up an Advanced Filter

   • Click on the option to create an advanced filter.

   • Select the criteria to filter publications specifically for the Cancer Prevention and Control program.

   • Save the filter settings.

5. Refresh the List

   • Close the filter window to refresh your publication list.

   • Verify that only the publications relevant to the Cancer Prevention and Control program are displayed.

6. Utilize the Quick Review Process

   • Review the publications using the newly created custom view.

   • Take advantage of the auto-assign capability to streamline the review process.

Cautionary Notes

• Ensure that you have the correct permissions to create and edit views in the publication management system.

• Double-check the filter settings to avoid missing any relevant publications.

• Be aware of the data training cutoff (October 2023) and ensure that your information is up-to-date.

Tips for Efficiency

• Familiarize yourself with the publication management system's interface to navigate quickly.

• Regularly update your custom views as new publications are added or as program priorities change.

• Use keyboard shortcuts where possible to speed up the process of creating views and filters.

• Schedule regular reviews of the publication list to stay on top of administrative tasks and avoid backlog.

Link to Loom

https://loom.com/share/b06db18bffb74ec6a407209d3bd1580d?src=composer