With Moksha, you have powerful controls over the workflow of incoming submissions using the “New Submission Forwards” feature. You can:
- Assign new submissions to a reader, or a series of readers in a round-robin (circular) fashion.
- Assign new submissions with a particular status, e.g. “claimed.”
- Email new submissions to readers when they arrive with or without the submission as an attachment.
- Add one or more tags to submissions when they arrive.
For example, say you have two readers, Reader A and Reader B. You can automatically assign submissions to these readers in an alternating fashion (e.g. Reader A then Reader B, then Reader A then Reader B, etc.) as well as assign different tags depending on which reader the submission is assigned to.
How To Configure New Submission Forwards
- To configure new submission forwards, visit your Submission Type page and click the “Edit” button at the top right.
- From there, click on the “Workflow” tab.
- Under the option “New Submission Forwarding” you can control how new submissions are handled in Moksha.
- Click the “+ Add New Submission Forward” button to add a new submission forwarding rule.
- Chose the correct options, then click “Add”.
- You can control the order by dragging and dropping the rows into the order you like.
- The black arrow to the left of the row shows which rule is scheduled to run next.
- To set a row to go next, click on the black arrow next to the row.
- Changes are automatically saved.
Have a look at this example:
In the above example, the following rules apply:
- The next submission to arrive will be assigned to “Matthew Kressel” and the status set to “claimed.” Matthew will receive an email without an attachment. The submission will be assigned the tags “Tag A” and “Tag B”.
- The next submission to arrive will be assigned to no one (“none”) and the status set to “needs second opinion.” No emails will be sent. The submission will be assigned the tag “Tag C”.
- The next submission to arrive will be assigned to “Paul Smith” and the status set to “needs second opinion”. Paul will receive an email with an attachment. The submission will be assigned the tag “For Paul”.
- The next submission to arrive will repeat rule (1), etc.
In this way, you have powerful controls over how submissions move through Moksha, and you can automate repetitive tasks more easily.