Drop-in session Wednesday 6 July 2022

• Automated reminders, reports and task tracking -- Download slides

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Drop-in session Wednesday 15 June 2022

• Central management of proposals from authors to conduct new reviews -- Download slides

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Drop-in session Wednesday 11 May 2022

• Licence for publication forms -- Download slides

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Drop-in session Wednesday 30 March 2022

• Handling new submissions

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Drop-in session Wednesday 16 March 2022

• Registering new titles

Drop-in session Wednesday 2 March 2022

• Inviting authors to submit / Menus and folders

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Drop-in session Wednesday 16 February 2022

• Copy edit and publication (production)

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Drop-in session Thursday 25 November 2021

• Copy-editing and publication (production)

Drop-in session Thursday 18 October 2021

• Assigning an editor
• Automated reminder emails to authors and other contributors

Drop-in session Thursday 28 October 2021

• Asking an Editor to check peer review comments
• Returning peer review comments to authors in the EM decision email

Drop-in session Thursday 21 October 2021

• Running custom reports
• Setting up an email schedule for reports
• Amending Convey DOI lists when authors are added post-submission

Drop-in session Thursday 7 October 2021

• Assigning and responding to Information Specialist tasks (co-hosted with CIS Support)

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Drop-in session Thursday 23 September 2021

• Importance of using Assign to Myself as a first step for every submission
• Sharing notifications if you have multiple MEs in a group
• Title registration 
• Review templates

22 September 2021

• Convey: send reminders to authors to complete CoI form
• Reports: search for Article Type
• How to locate title when running a Simple Search
• Using Details link, History link, & Flags to see the status of a review
• Discussion versus Peer reviewer versus Assign Editorial Task to complete a task
• How to change Handling Editor, e.g., when the Managing Editor is the Corresponding Author
• Forward emails sent outside of EM and save in History

• Use Discussion to communicate with CIS. 
• How CIS uploads search files to File Inventory.
• How to check a reviewer’s role before assigning task.
• How to uninvite reviewers.
• After inviting a reviewer, see how they respond to an invitation.
• How to deal with collated PR comments.
• If a review title is not yet onboarded, Initiate Proposal and add files while waiting for draft to be submitted.

• ME Reports & how to filter them.
• Use Send Email link for CIS to attach search results to authors.
• Check correct CIS role is assigned, i.e., Information Specialist Editorial Staff.
• Ad Hoc emails available.
• Explanation of differences between the tabs i.e., Editorial, Proposal, Task.
• Explanation of Due Date on reviewer invitation letter.
• Using Discussion during the editorial process. Editor Consultation versus Review Consultation. Discussion Topics template Type.
• How to deal with title change between submissions.

13 October 2021

• How to edit emails to remove the spaces and (weird) returns.
• How to withdraw a duplicate proposal (before and after an author has been invited).
• Unable to find Article Type for onboarded titles
• CIS roles & related permissions.
• Deep link not ‘live’ in task email.
• Using a group email address if a CRG has multiple MEs (Handling Editors).
• Authors can edit their own contact details in EM.
• Explanation of author contact details in EM versus RevMan. When co-authors names added to a submission, they receive an email to verify their authorship. If they don’t already have a Cochrane account, the verification process has them create a Cochrane account.
• Explanation of Send Reminder Letters.

20 October 2021

• Change submission date for a resubmission
• Can we streamline Initiate Proposal in a CRG with multiple MEs working in EM?
• How notify authors their revised draft is ready for peer review.
• How to submit a RevMan file to EM after editing it, before sending out for peer review.
• Creating a fake Editor account so CRG with multiple MEs log into one ‘joint’ account.
• How to deal with CoI forms in Convey if co-authors have not been added to first submission. 
• Explanation of colour-coding in Editor’s Menu

27 October 2021

• ME is an author but receives notification that draft has been peer reviewed by a [named] reviewer. How to resolve?
• Responses inserted in the tick boxes in PR comments form are not included in the collated reply at the bottom of the form.
• PR forms should be updated next month to improve the forms. 
• Consumer reviewer form is designed differently to peer reviewer form. Consumer reviewer comments are collated under each question.
• How to Edit Reports and understand them.
• Where to view the questions on the peer reviewer form.

10 November 2021

• Editing Status Report
• How to proxy as peer reviewer to submit comments received outside of EM on their behalf.
• How to change the Handling Editor in View All Assigned Proposals.
• How to remove incomplete submissions

1 December 2021

• How to save Searches commonly used and save the search to your Dashboard.
• Opening multiple tabs to view multiple screens.
• Sending the Details screen URL to send to other people to view Details screen, e.g., to prompt people to view a particular paper.
• Other tips to work in EM, e.g., set Reviewer preferences.
• Explanation of ‘Search Similar Articles in MEDLINE’ quick link when in Reviewer selection Summary view.
• Add notes to a person’s record using ‘Person Classifications’
• Reports available on Tasks Menu.
• Explanation of what sits in My Pending Assignments in Editorial Menu.
• NMA review type – how to send PR comments to authors when comments already received outside of EM.
• Copy-edit process.
• Under what circumstances are attachments auto saved in File Inventory?