Redesigned Dashboard - Review Assignment Views

[jardakotesovec]

Issue: Reviewer Dashboard Views and Submission Statuses

Description

This ticket outlines the different dashboard views a reviewer sees and the submissions that appear in each view based on their status. The goal is to ensure that submissions are correctly categorized and that reviewers can take the appropriate actions at each stage.

---

Dashboard Views & Submission Statuses

1️⃣ Dashboard View: Action Required by Me

Submissions appear here when immediate action is required by the reviewer.

Scenario	Status	Action
Request to review sent	Please accept or decline this request by 2023.04.18	Respond to request
Review request response deadline passed	Deadline for responding has passed. Please accept or decline at the earliest.	Respond to request
Request to review accepted	Please complete this review by 2023.04.21	Finish Review
Review due date missed	Deadline for completing this review has passed. Please complete at the earliest.	Finish Review
Review started but not completed (this will be dealt as a part of 3.6 efforts)	Review in progress. Deadline is 2023.04.15	Finish Review

---

2️⃣ Dashboard View: Completed

Submissions appear here when the review process has been completed or the submission has progressed to the next stage.

Scenario	Status	Action
Review completed	Review submitted on YYYY-MM-DD	View
Submission moved to copyediting	Review Submitted on YYYY-MM-DD	View
Submission moved to production	Review Submitted on YYYY-MM-DD	View

---

3️⃣ Dashboard View: All Assignments

This view includes all submissions assigned to the reviewer or actively managed by the editor or reviewer, excluding declined, published, or archived submissions, as no further action is required for them.
Even after moving to copyediting or production, the reviewer remains associated since they submitted the review, and the editor can bring it back to review if needed. However, if the reviewer declined the request, the submission was published, or the review was left incomplete, the reviewer can no longer take any action.

Scenario	Status	Action
Request to review sent	Please accept or decline this request by 2023.04.18	Respond to request
Review request response deadline passed	Deadline for responding has passed. Please accept or decline at the earliest.	Respond to request
Request to review accepted	Please complete this review by 2023.04.21	Finish Review
Review due date missed	Deadline for completing this review has passed. Please complete at the earliest.	Finish Review
Review started but not completed	Review in progress. Deadline is 2023.04.15	Finish Review
Review completed	Review submitted on YYYY-MM-DD	View
Submission moved to copyediting	Review Submitted on YYYY-MM-DD	View
Submission moved to production	Review Submitted on YYYY-MM-DD	View

---

4️⃣ Dashboard View: Published

Submissions appear here when a reviewed submission has been published.

Scenario	Status	Action
Submission the reviewer has provided a review on is published	Review Submitted on YYYY-MM-DD	View

---

5️⃣ Dashboard View: Archived

Submissions appear here when the review is incomplete, but the submission has already moved forward. (complete submission is considered in context of this ticket as review which is submitted, regardless whether it was confirmed)

Scenario	Status	Action
Submission is in copyediting or production, but the review is incomplete	Incomplete	All actions disabled
Submission is published, but the review is incomplete	Incomplete	All actions disabled

---

6️⃣ Dashboard View: Declined

Submissions appear here when a reviewer declines the review request, regardless of the submission’s final status.

Scenario	Status	Action
Reviewer declines the review request	Request declined on YYYY-MM-DD	No action will be shown here

🔹 Note: The submission remains in this view even if it is later published.

---

More Edge Cases

These edge cases apply to incomplete reviews, where the submission will not be moved to the Archived view for the reviewer:
a. The review is incomplete, but a new review round is created.
b. The review is incomplete, but the submission advances to the next review stage (OMP).
c. The review is incomplete, and the submission is moved back from copyediting to review.

🛠 Other Considerations for Development

1️⃣ Handling Multiple Review Rounds

• If a reviewer is reassigned to a second round of review, their dashboard resets to reflect only the current round.
• However, they should always have access to their previous round's recommendations (as per Issue In OJS, a reviewer cannot access his/her recommendations from a previous round. #9453).

2️⃣ Ensuring Correct Transitions Between Views

• Verify that submissions appear in the correct dashboard views when their status updates.
• Prevent duplicate entries across multiple views where necessary.

[Vitaliy-1]

PR pkp-lib: #10989
tests OJS: pkp/ojs#4694

[Vitaliy-1]

Merged but requires testing, not closing for now

[Vitaliy-1]

PR: #10997
tests OJS: pkp/ojs#4699