Editors with appropriate permissions may be able to reassign a batch of submissions from one editor to another in Editorial Manager (EM). This is intended to be used when one editor is changing to a new Editor Role or leaving the journal. For a submission to be included in a batch transfer, the following must be true:

• The 'Old' Editor and the 'New' Editor have the same Editor Role.
• The 'Old' Editor has been assigned and not yet submitted a decision.
• The 'Old' Editor has not saved any Automated Reminders
• In journals with Editor invitation, the Old Editor must have accepted the invitation.
• The submission is not currently in Edit mode by any editor.

How

1. Go to the 'View All Submissions Being Edited' folder of your Main Menu.

   • If any submissions are in progress here, they cannot be reassigned.
   • Follow up with the listed editor(s) before proceeding, or contact your Journal Manager or Editorial Office.
2. Go to 'Search People' and search for the Old Editor, the one the assignments will be transferred away from.
3. Click the Old Editor's name in to open the 'Search People - Update Information' Screen.
4. In the 'User Information' section, click the Transfer Editor Assignments button, located under the Editor Role and Description. If the button does not appear, you do not have permission.
5. If you get the warning "Feature is not available for this editor", check the details on the screen.

   • If no other editor has the same role, then no batch transfer is possible, as shown in this screenshot. Instead see How can I unassign or reassign Editors in Editorial Manager? to reassign each submission individually.
   • If the editor has no current assignments, there will be nothing to reassign.
   • If the editor has any saved Automated Reminder Reports, they must be deleted before proceeding. You could proxy as the editor and remove the reports, or contact your Journal Manager or Editorial Office to take this action if you do not have the required permission.
6. The Select Assignments for Transfer screen appears, listing all current assignments of the Old Editor.
7. Tick to select one or more assignments to be transferred to a single New Editor.

   • There are Check All / Clear All buttons at the top and bottom.
   • To sort, click the arrows on the column headings.
   • Rearrange columns by clicking and dragging the column heading.
   • Click the settings icon at top right of the table to hide or reveal columns.
8. Click 'Proceed' when ready to continue.
9. Complete the 'Select New Editor' section as shown in this screenshot.

   • Select the 'Editor Notice Batch Unassignment' letter for the Old Editor, or tick Do Not Send to skip sending a letter to the outgoing editor.
   • Select a New Editor from the drop-down list.
   • Select the 'Editor Notice Batch Assignment' letter for the New Editor.
   • Note the letter names may be customized for a journal; if either letter is missing, cancel and contact your Journal Manager or Editorial Office.

   Note: It is recommended to always send a letter to the New Editor, so they are alerted to the new assignments.

10. If you choose, click Customize for either editor to preview and make changes to the letter.

    • Be sure you do not remove the merge code for the list of reassigned submissions:

      %BATCH_EDITOR_ASSIGNMENT_MS_LIST%

11. At the bottom of the screen, verify once more that all the chosen submissions should be reassigned.
12. Click 'Proceed' to reassign as selected.

When a batch reassignment is completed:

• The selected letters are sent to the two editors.
• The selected assignments are moved from the Old Editor to the New Editor, at the same point in the editor assignment chain for each submission.
• History will appear as if all previous actions involved the New Editor.
• Letters opened in the History will show the original editor's name and details as when the letter was sent.