Next, click Settings in the left sidebar, and select Workflow. The corresponding PKP documentation will guide you through this part of the setup process.
As noted in the PKP documentation, this section dictates the types of files that authors can upload to OJS as well as the order in which they appear and settings associated with each file type. If you are unsure of what customizations your journal may need, consider using the default settings and uploading test submissions to identify potential issues.
Journals should aim to make their Author Guidelines as detailed as possible but clearly stipulate expectations for submitted manuscripts vs. manuscripts accepted for publication. You may also wish to consider how you present this information. Charts can be very helpful, as you can see from the PLOS ONE submission guidelines. Journals should also consider creating templates to assist authors with formatting and making their documents accessible.
OJS includes a default submission checklist, which journals can modify as needed. You can also consider using the checklist in lieu of a separate author agreement (otherwise known as a license agreement). If you decide to do this, consider creating a PDF of the checklist and making it available to authors through the Publisher Library. For more information on author agreements, see the Submission section under Managing Your Journal in this guide.
The PKP documentation will guide you through the various peer review workflow settings. Be sure to include clear reviewer guidelines, which will be visible to peer reviewers when they log into OJS. Note that creating a review form is optional; you can simply request that peer reviewers upload their reports as separate files.
The Publisher Library can be very useful for storing files such as templates and author agreements and/or submission checklists. If you do so, you should also save previous versions of author agreements and submission checklists here, in the event that former authors have questions or concerns.
Like other journal management systems, OJS enables you to create email templates that can be sent from the dashboard. See the PKP documentation as well as the Email section of the PKP Administrator’s Guide for additional guidance.