Publication Review Settings for Leadership

Objective

To provide a clear and concise guide for team members on how to configure the publication review settings before sending out solicitations to Leadership for their review. This SOP aims to minimize misunderstandings and errors, ensuring a smooth and efficient publication review process.

Key Steps

1. Access Leadership Review Settings

   • Navigate to the Leadership Review section in the system.

   • Click on the "Settings" option to access the configuration page.

2. Enable Shared Resources Review (if applicable)

   • Locate the option labeled "Include Shared Resources Review."

   • Change the setting to "Yes" if you want Leadership to indicate Shared Resources Utilization.

   • If not required, leave this setting as "No."

3. Set Instructions for Shared Resources Review

   • If you enabled Shared Resources Review, provide specific instructions for Leadership on how to utilize this feature.

   • Ensure the instructions are clear and concise.

4. Personalize the Solicitation Email

   • In the settings page, find the email configuration section.

   • Set the subject line for the email that will be sent to Leadership.

   • Personalize the email content by including placeholders for the recipient's first name and last name.

   • Draft a simple and clear message that outlines what is expected from the Leadership in the review process.

5. Save Settings

   • After making all necessary adjustments, click the "Save Settings" button to apply the changes.

6. Send Solicitation to Leadership

   • Once the settings are saved, you are ready to send out the solicitation email to Leadership for their publication review.

7. Verify Publication Review Page

   • After sending the email, check the publication verification page to confirm that Shared Resources are included in the review process (if applicable).

Cautionary Notes

• Double-check all personalized fields in the email to avoid sending incorrect information.

• Ensure that the instructions for Shared Resources Review are clear to prevent confusion among Leadership.

• Make sure to save all settings before exiting the configuration page to avoid losing changes.

Tips for Efficiency

• Use templates for the email content to save time on future solicitations.

• Keep a checklist of settings to ensure all necessary adjustments are made before sending out the email.

• Regularly review and update the instructions for Shared Resources to ensure they remain relevant and clear.

• Schedule periodic training sessions for team members to familiarize them with the SOP and any updates to the process.

Link to Loom

https://loom.com/share/9565dbdc526a44f2b62c328b3ef70f6e?src=composer