The cAPI integration points are powerful tools to help customers transfer data to and from CTI applications, customer-owned applications, and third parties. Like many powerful tools, they can also cause damage if used in a way other than intended. cAPI integration points are meant for transferring data and are not intended to provide live production hosting of customer data for other third parties. The current CRM pricing levels established for cAPI are intended only for data transfer use.
The cAPI integration points are powerful tools to help customers transfer data to and from CTI applications, customer-owned applications, and third parties. Like many powerful tools, they can also cause damage if used in a way other than intended. cAPI integration points are meant for transferring data and are not intended to provide live production hosting of customer data for other third parties. The current CRM pricing levels established for cAPI are intended only for data transfer use.
LIMITS
The limits apply to unique endpoints. The client would be able to request the same Presentation 3 times per hour since the PresentationID is included in the GET Presentation endpoint.
Request Limits The limits are currently set to: 1. CREATES to 100reqs/1min 2. UPDATES to 1req/1min 3. GET to 3req/60min 4. DELETE to 3req/60min
This allows the API developers to pull all Sessions/Presentations 3 times per hour without running into a rate limit. If they try to pull the same Presentation more than 3 times in a single 60-minute period, they will get a 429 – Too Many Requests response.
For this reason, we recommend storing a local cache of the SessionType/ActivityType/Location data (Key and Name) to prevent unnecessary queries of the Program Setup endpoints.
This would allow the API user to pull Program Data as frequently as every 20 minutes without exceeding rate limits.
In cAdmin, nearly every record contains some variation of a “Date” field—whether it’s for collection start/end dates, session dates, creation and edit dates, meeting start/end dates, OnDemand dates, campaign expiration dates, or login dates. To simplify this, we’ve standardized all date and time formats as part of the August release.
In cAdmin, nearly every record contains some variation of a “Date” field—whether it’s for collection start/end dates, session dates, creation and edit dates, meeting start/end dates, OnDemand dates, campaign expiration dates, or login dates. To simplify this, we’ve standardized all date and time formats as part of the August release. The agreed-upon formats are as follows:
• Date – Mmm DD, YYYY • Datetime – Mmm DD, YYYY, HH:mm AMPM • Time – HH:mm AMPM
This update ensures consistency across all fields, helping to eliminate confusion when reviewing your data.
While the CTI Presentation Management Application is a cloud-based application, CTI can also provide hardware for onsite meetings. This includes laptops for the Speaker Ready Room (SRR), enabling speakers to upload, edit, and preview presentations, and laptops for the session rooms for speakers to access, navigate, and speak through their presentations.
The Portal is a user-friendly hub for managing abstract and speaker content across hybrid and in-person meetings. It offers personalized task lists, notifications, and engagement opportunities for participants, speakers, and organizers.
The Portal is a user-friendly hub for managing abstractand speaker content across hybrid and in-person meetings.
It offers personalized task lists, notifications, and engagement opportunities for participants, speakers, and organizers. Click on the link below to download a one-page Portal cheat sheet:
When importing new meeting data from an external source for Presentation Management or Virtual Meeting applications, time can be saved by importing the Sessions, especially for large meetings.
When importing NEW meeting data from an external source for Presentation Management or Virtual Meeting applications, time can be saved by importing the Sessions, especially for large meetings.
Please note that .CSV files with commas do not import correctly; therefore, Excel .XLS or .XLSX files are the preferred file format. Error checking and rules are applied to ensure that session data will be clean.
Administrators must follow these steps: 1. Click +Import. 2. Download the XLS (preferred) or CSVtemplate to view possible column fields to be added.
Minimum Import Requirements
1. You must at least fill in the “Title” and “Type” (Session Type)columns. 2. Session types must exist in the Session Types within cAdmin.
Other requirements for fields that are not required
XLSX: Dates and times must be in the following format: – Date: YYYY-MM-DD – Time: HH:MM:SS (AM or PM) – Duration: MM
– Session Dates MUST be in the meeting date range, or they will not import. – Location MUST exist in the Location/channel settings meeting data. – Do NOT use tabs: Any tabs in the file will shift cells around because it is a tab-delimited file. – SED fields: List items must exist before import, or the session will not import. – To ensure consistency, each numbered cell should be in “Text” format before importing.
Steps to Import the Excel File
1. Click “Browse” and choose the file to import from your local drive.
2. Verify that the Import Field Name matches the cOASIS Field Name. The checkboxes should autofill for columns with inputted information. Only checked boxes will be imported. If names do not match, optionally select the correct cOASIS Field Name to match, then click “VERIFY DATA.”
3. Click “CONFIRM.”
4. The following screen should confirm the number of files that were successfully imported. If you encounter any errors in the bottom two rows, click the “Conflicts” report and verify the formatting.
5. Use the Advanced search feature to search by the Title, Session type, or another field you imported in order to find the session:
Administrators can efficiently update existing session data on the Sessions dashboard by following a specific set of steps for seamless data management. These steps ensure that session information is kept up-to-date and accurate.
To efficiently UPDATE EXISTING session data on the Sessions dashboard, administrators must follow these steps:
1. Ensure that you have cleared any previously selected sessions by selecting “Clear all” under the three dots. Use the Advanced search to filter sessions, and choose individual sessions by selecting their checkboxes or utilize the “Select all” option by clicking the three dots.
2. Click on “Export” and then click “SESSION DATA“
3. The Key, Id, and Title are mandatory fields to export. You can also choose additional fields for updates by selecting their checkboxes (Type, Date, etc.).
4. Click “NEXT,” then “Close,” and open the downloaded file on your computer.
5. Open the file, but DO NOT modify the “Key” or “Id” fields. CTI’s system originally auto-generated these two fields to correctly identify the session. Also, please ensure that you save the file as an Excel XLSX file, as CSV file types may not always work, especially when dealing with commas. Make sure to adhere to the following formats before re-uploading: Date: YYYY-MM-DD Time: HH:MM:SS (AM or PM) Duration: MM
– Session Dates MUST be in the meeting date range, or it will not import (and will not show any validation error). – Session type – must exist in the Session Types within cAdmin. – Location MUST already exist in the Location/channel settings. – Do NOT use tabs – any tabs in the file will shift cells around because it is a tab-delimited file. – SED fields – list items must exist before import, or the session does not import. – To ensure consistency, each numbered cell should be in “Text” format before importing.
6. Once you have finished the updates, save the file as an Excel XLSX file, navigate to the Sessions dashboard, and click “Update.” Next, click “Browse.”
7. Select the Excel file and click “Open.”
8. Verify the Import Field Name matches the cOASIS Field Name, and then click “VERIFY DATA.”
9. Click “CONFIRM.”
10. The following screen should confirm the number of files that were successfully imported. If you encounter any errors in the bottom two rows, click the “Conflicts” report and verify the formatting.
Do you have questions about bulk updating cAdmin data? Check out our recorded training sessions to learn more about bulk updates across the cAdmin dashboards.
Do you have questions about bulk updating cAdmin data? Check out our recorded training sessions to learn more about bulk updates across the cAdmin dashboards:
To use the template meetings effectively in meeting creation, each distributor needs to create a “Template” association and personalize it with the meetings they create within.
To effectively use the meeting templates, each distributor needs to create a “Template” association and personalize it for the meetings they create.
1. Under Settings -> Associations, search for “Template” in the Advanced search under “Abbreviation.” The template meeting will use the word “Template” followed by your distributor name. Click the “Actions -> View Detail.” Click the “Meetings” tab and select “CREATE MEETING CONTRACT” to start creating your templated meetings.
2. Short name: This is the searchable meeting name that appears in the meeting toggle in the upper left-hand corner of cAdmin. Please fill in the example dates of the meeting, as an expired meeting can still be used as a template. Then, click “SAVE.” The meeting has now been “Authorized.”
3. Next, hover over the Action “Create meeting.”
4. Fill in the required fields. Display name: Match the Short name Dates of the meeting: Match the First and Last day of the meeting Location: Place where the template meeting will be copied from Location time zone: Template meeting time zone to be copied from
Add more templated meetings if necessary, following steps 1-4 again.
5. Navigate back to Settings -> Associations. Hover over an association Action and click “View Detail.”
6. Click the “Meetings” tab and select “Create Meeting Contract.”
7. Short name: Searchable meeting name that appears in the meeting toggle in the upper left-hand corner of cAdmin. Fill in the dates of the meeting (can be edited later). Click “SAVE.” The meeting has now been “Authorized.”
8. Next, hover over the Action “Create meeting.”
9. Fill in the meeting information, and at the bottom, “Copy configuration from” should allow you to choose from your list of templated meetings to copy from or a meeting from a previous year.
With the intuitive Session Scheduler drag-and-drop feature, you can easily arrange sessions and view the entire schedule at a glance, streamlining your session planning process while ensuring that session data is automatically updated in real-time throughout cOASIS.
With the Session Scheduler drag-and-drop feature, you can easily arrange sessions and view the entire schedule at a glance, streamlining your session planning process while ensuring that session data is automatically updated in real-time throughout cOASIS.
To effectively use the Session Scheduler, follow these steps:
1. Ensure session data exists, either submitted by users or added by admin staff. 2. Set up Rooms/Locations under Sessions -> Locations and associate them with specific times. 3. Customize session type names and colors under Sessions -> Session types. 4. To move a session, simply click and drag its title to your preferred day and time slot. 5. Sort sessions by session type or other filters using the left drop-down menu. 6. To change the session length, click the “View Session Details” button on the session to visit the session details page.
Administrators are seeking to assign Sessions to specific Presentation Management Session Organizers. These individuals will have the responsibility of reviewing (downloading) or editing (uploading and deleting) presentations within the Portal. Similar to presenters, this authorized role will have access to the presentations via the Portal to ensure quality control.
The following are the defined Session Role Status options:
Undefined: This status is set by the client to remove controls from module inclusion or display. Invited: The client designates this status before sending campaigns to ‘invite’ a presenter. It is typically used prior to the presenter ‘confirming’ their role. Primary: This is the default status when a presentation is created. Confirmed: This status indicates that the presenter has confirmed their participation in the meeting for this presentation. Alternate: Clients or end users can assign this status to alternates as backups for primary presentations (chairs/presenters). Non-Responsive: This status is used when an end user is not responding to communications regarding the confirmation of their presentation. Unable to Attend: This status is used to indicate that someone is unable to physically attend the meeting. It can also be used to set a ‘cover slide’ in cAttendee for presentations that are not uploaded. Declined: This status is applied when a presenter declines to participate in the meeting.
These Session Role Statuses apply not only to Abstract Submissions but also to any slotted control in any session type. In Campaigns, Session Submission, and Session Builder (Organizer) users can edit these statuses. However, it’s important to note that a Session Role Status cannot be attributed to controls that are not slotted in sessions.
It’s also important to mention that Session Role Status can be automatically set based on the configuration of a campaign step (accept/decline response).
Before your meeting starts, make sure to set up the meeting by providing the People data that an administrator would want to see in the analytics after the meeting (e.g., city, country, institution, registration code, etc.). If an attendee has only filled in their first/last name and email in the People dashboard, the analytics will only display that information for that individual after the meeting.
To set up the Analytics for cAttendee, go to Settings > Meeting information > Overview.
Click “Add Date Range” and fill out the following details:
Purpose: always “VirtualMeeting” for now, for cAttendee tracking. Instance/edition name: Meeting name (upper left-hand corner). Start date: Start of analytics data collection for cAttendee. Soft end date: Configured to match the Hard end date and is intended for future use. Hard end date: The deadline for concluding analytics data collection is the same as the Soft end date, which should be set two weeks after the closure of the cAttendee page.
This checklist provides a detailed guide for meeting and client setup using cOASIS. It covers determining customer status, creating meeting contracts, session types, activities, locations, and sandbox testing.
This checklist provides a detailed guide for meeting and client setup using cOASIS. It covers determining customer status, creating meeting contracts, session types, activities, locations, and sandbox testing. The checklist includes: – Media type and template creation – Automation flags – Configuring presentation portals – Campaigns for presenters – Setting up Speaker Ready Rooms (SRR).
It also includes server setup, pre-event testing, and onsite operational checklists for daily use, including syncing presentations, quality checks, and assisting speakers with navigation.
The time formats on this page use UTC, which stands for Coordinated Universal Time.
Use the image example to format your time standards for the “First day of meeting” and the “Last day of meeting.”
The “Last day of meeting” needs to be later than the latest session for your meeting and vice versa for the “First day of meeting,” or the session will not work correctly.
Pre-test and Post-test Forms feature a question builder that administrative users will find under the cAdmin navigation item called “Forms > Pre/Post test forms”. The Forms dashboard allows administrators to manage Forms that have already been created, report on data collected in Forms, and create new forms using “drag & drop” Form builder functions. The new feature allows pre-test and post-test forms to be used for sessions in cAttendee and PP8. Attendees attending a meeting will be able to take pre-tests and post-tests based on configured availability date/times (e.g., before a session) and configured registration limits (e.g., registration codes, ticketed sessions).
Pre-test and Post-test Forms feature a question builder that administrative users will find under the cAdmin navigation item called “Forms > Pre/Post test forms”. The Forms dashboard allows administrators to manage Forms that have already been created, report on data collected in Forms, and create new forms using “drag & drop” Form builder functions.
The new feature allows pre-test and post-test forms to be used for sessions in cAttendee and PP8 (Program Planner). Attendees attending a meeting will be able to take pre-tests and post-tests based on configured availability date/times (e.g., before a session) and configured registration limits (e.g., registration codes, ticketed sessions). These forms are fully customizable by administrators as well as reporting.
To create a pre-test form: 1. Go to Forms -> Pre/Post test forms 2. Click “Add form” and select “Session pre test” 3. The “Name” is the internal name (e.g., Session 199 Pre-test). The “Display Name” is the name attendees will see (e.g., Pre-test). Click “Add” 4. Find the pre-test Name, and on the right under “Actions,” click “Edit form” to create the pre-test. Use the How-to’s on the left side of the page to help set up the questions and formatting 5. Go to the Sessions dashboard 6. Select the session details you’d like to add a pre-test 7. Select “Add Form” under Pre-test forms – Select the Form Name – Optionally add Reg Code(s), so only those attendees with the Reg Code(s) see the form with no spaces separated by commas (e.g., NURSE,888,111) – Select an Open date either with a preset or a “Custom time” for when an attendee is allowed to take the pre-test – Select a Close date either with preset or a “Custom time” for when the pre-test will become unavailable
8. When the form is complete, we want to check the two flags “Ready” and “Is Public” to activate the test by clicking the “Edit” action. Make sure the test is completely set up correctly before checking the flags, as once it is public, it will negatively affect the results. To edit the pre-test again, click the “Edit” icon and unselect the two boxes
Creating a post-test form is similar to a pre-test form with an optional pre-test dependency mentioned in step 4: 1. Go to Forms -> Pre/Post test forms 2. Click “Add form” and select “Session post test” 3. The “Name” is the internal name (e.g., Session 199 Post-test). The “Display Name” is the name attendees will see (e.g., Post-test) 4. Select a “Dependent form” if you would like the attendee to either: – Successfully take a pre-test before taking the post-test – Complete a numeric score above a certain number (e.g., Value = 7) before taking the post-test. For example, there are 10 questions. If an administrator sets the “Value” number at 7, it means the attendee must score an 8 or higher on the pre-test in order to take the post-test – Complete a numeric score below a certain number before taking the post-test. With the example above, the attendee must score a 6 or lower in order to take the post-test. 5. Find the post-test Name, and on the right under “Actions,” click “Edit form” to create the post-test. Use the How-to’s on the left side of the page to help set up the questions and formatting 6. Go to the Sessions dashboard 7. Select a session details 8. Select “Add Form” under Post-test forms – Select the Form Name – Optionally add Reg Code(s), so only those attendees with the Reg Code(s) see the form with no spaces separated by commas (e.g., NURSE,888,111) – Select an Open date either with a preset or a “Custom time” for when an attendee is allowed to take the post-test – Select a Close date either with preset or a “Custom time” for when the post-test will become unavailable
9. When the form is complete, we want to check the two flags “Ready” and “Is Public” to activate the test by clicking the “Edit” action. Make sure the test is completely set up correctly before checking the flags, as once it is public, it will negatively affect the results. To edit the post-test again, click the “Edit” icon and unselect the two boxes
Leave blank unless an administrator wants to restrict the media content to only the registration codes listed in all caps, comma-separated format (e.g., 235,432,KIOSK1)
Calendar view shows session search results pages that offer the option of List view and/or Calendar view along with the popular and powerful filtering functionality. As more meetings become hybrid, especially where sessions and presentations are not solely on-demand, attendees can use the calendar view to quickly see conflicts across several locations and better plan which sessions to watch in person and which to attend on-demand. Clicking on the session goes to the session page.
Many calendars can be created within a given meeting – as quickly as one sets up a search results page. For example, an administrator could set up a separate calendar for different channels (e.g., Channel 1). The layout of session results within the calendar are controlled by results cards, similar to how list results are controlled. The Calendar view option is available on any page with search results.
To set up the Calendar view, follow the steps below:
1. Hover over Settings -> Virtual / hybrid meeting applications -> cAttendee. 2. Then click “Navigation & Lobby Content” in the upper right-hand corner. 3. Click the tab (or cAttendee page) you would like to display the calendar view. In the example above, it is a session search page. Click Add New Content. 4. The “Type” dropdown is “Search.”
5. Choose the content you would like displayed in the calendar. The example above shows sessions. 6. Choose if you would like both the list view and calendar view as options for the user and the default view. The example at the top checks both list view and calendar view so the user can switch back and forth. 7. The Search filter will usually be set to “date” or “days.” This filter controls the title of the columns for the calendar view. The date format will vary by association (e.g., Monday, 11-10-23, 11/10/23) which is set up under Settings -> Virtual / hybrid meeting component -> Search & filters. 8. “Calendar zoom” sets the time intervals for the sessions. We would suggest 30 minutes, but 60 or 15 would also work. Clicking the magnifying glasses on the calendar view in cAttendee “zooms” in or out by this set time interval. 9. Once the meeting is set up or during setup, an administrator will want to clear the calendar cache by going to Settings -> Virtual / hybrid meeting component -> Search & filters. Click “Indexed search fields” shown below. 10. Select “Regenerate Session Cards.” This will force the cAttendee system to “refresh” or regenerate the calendar data an administrator has uploaded.
*Clicking the “Show empty rooms” icon shows the rooms that have no sessions in the room. This may be useful for administrators setting up the meeting.
We can now generate streaming keys by meeting location instead of every session to reduce the number of keys an administrator needs to manage. Generating streaming keys by meeting location instead of every session will save administrators time and costs. Location-based streaming keys are generated by using the bulk actions on the Location dashboard.
We can now generate streaming keys by meeting location instead of every session to reduce the number of keys an administrator needs to manage. Generating streaming keys by meeting location instead of every session will save administrators time and costs. Location-based streaming keys are generated by using the bulk actions on the Location dashboard.
Before we start, there needs to be a streaming vendor set up in Settings > Vendors. 1. Go to Settings > Meeting set-up > Locations/channels. 2. Select locations with the checkboxes in the leftmost column. 3. Click the “Integrate” icon on the upper right to request streaming key setup. 4. Select “Request Vimeo Streaming Keys,” then Continue.
You’ll see the following message: “This action will request a new streaming key for all selected Locations. This will over-write the streaming setup information for Locations that already have one assigned. Please click Confirm to proceed or click Cancel.”
Please note: 1. The process will complete asynchronously and update the streaming key field based on the number of locations selected. The user does not need to wait on this page. A future version will notify the user once the process completes. 2. Anyone with the corresponding streaming key/link can access streams for that location.
The same above process is also available for sessions in the Session dashboard. This will update the streaming key field to be used by session.
An administrator can determine whether an activity should be incorporated into the session role’s start and end time auto-recalculation. Checking flags includes the activity and session role status in the presenter time calculations in Session details.
An administrator can determine whether an activity should be incorporated into the session role’s start and end time auto-recalculation under: 1. cAdmin > Sessions 2. Session types 3. Session type details (Time calculation is at the bottom).
Checking flags includes the activity and session role status in the presenter time calculations in Session details. Leaving flags unchecked means the session role times will be “display only” – allowing you to set times for those session roles manually (e.g., Chair, Moderator) that will not affect the calculated presentation times.
Start and End Times outside of the Session Start/End Time will turn red (image above), alerting the administrator of an issue. To correct the problem, either manually change the Start/End time by clicking and changing or, if the administrator sets up the Time calculations explained above, selecting “Recalculate Start/End Times.”
(If available, you may need to contact your CTI Project Manager.)
1. (If available, you may need to contact your CTI Project Manager) Go to Configuration > Record Import > Template Document 2. Download and fill out the Excel sheet Template Document with all possible columns which consist of Submitters, Authors, Presentations, and Sessions 3. Click Import Data
(If available, you may need to contact your CTI Project Manager.)
1. (If available, you may need to contact your CTI Project Manger) Go to Configuration -> Record Import -> Template Document 2. Download and fill out the Excel sheet Template Document with all possible columns which consist of Submitters, Authors, Presentations, and Sessions 3. Click Import Data 4. QC data before proceeding to record import on production
At this point, you will need to copy a backup version of this meeting which we call “Sandbox.” The “Sandbox” version of the meeting allows clients and CTI to add or edit parts of the meeting without affecting the production (or final) meeting.
After setting up your Locations, you will need to copy a backup version of this meeting which we call “Sandbox.” The “Sandbox” version of the meeting allows clients and CTI to add or edit parts of the meeting without affecting the production (or final) meeting.
1. To create the Sandbox copy, click the following link: http://www.abstractsonline.com/admin/dashboardreports/maint/syncmeetingdb.aspx 2. Select the event 3. Select the “Sandbox” location (no Sandbox version needs to exist and others will be overridden) 4. Check the box if you would like to be email notified when the copy is complete 5. Click “Go” (this may take 10-15 minutes to complete)
6. To go to the copied Sandbox event, enter “sandbox.” into the URL as shown below:
Administrators can determine whether an activity should be incorporated into the session role’s start and end time auto-recalculation.
Checking flags includes the activity and session role status in the presenter time calculations in Session details.
Leaving flags unchecked means the session role times will be “display only” – allowing you to set times for those session roles manually (e.g., Chair, Moderator) that will not affect the calculated presentation times.
To view Time Calculations, go to Settings > Sessions > Hover over a Session type and click the details arrow.
Review the Exhibit D statement of work in the agreement contract you signed to confirm integration, import, and module assumptions. Please resolve any differences with task orders.
All media types must be created in cAdmin or the presenter will not be able to upload that specific file in their Portal. For example, if an MP3 file is not created as a possible media type upload, presenters will not be able to upload MP3 files. This streamlines the uploading process for presenters and weeds out any unwanted files.
At the top, name the media type (e.g., PPTX). Add an optional Description (e.g., Oral Presentation). Next, choose an icon the presenters will see in the Portal for the media type (e.g., a laptop for a presentation).
PowerPoint or PPTX has the most File Type extension (or convert) options including HTML5, IMG, MP4, and Video On Demand. File Type extensions are an OPTIONAL media type conversion each association may choose if they have very specific needs (not necessarily needed).
– PPTX to IMG: This option is for large 1-page ePosters converted to a high resolution – PPTX to MP4: If the PPTX is video-heavy, this may be a good option – PPTX to Video On Demand: This option allows attendees to consume the video on a player after the presentation – PPTX to HTML5: This is an option, but it is not recommended. The conversion process is long and some elements in PPTX don’t always convert to HTML5
After PPTX, the options are PDF, MP4, MP3, and IMG. – PDF IMG (hi-resolution) converts to a high-resolution image (mainly for ePosters) – MP4 Video On Demand allows attendees to watch the video at any time
If checked, the Conversion Success flag gives the administrator more information about how the file is converted. Save when finished.
NOTE: Admins can create multiple media file types to accommodate the meeting (e.g., one media type may be a PPTX, and another media type might be a PDF handout).
What is a CTI Meeting Technology media item? Media items (or types) are the technologies speakers use to present their presentations (e.g., PPTX, MP4, PDF).
CTI provides 5 main media items
– PPTX: files are used in Microsoft PowerPoint, a presentation program used to display content in a slideshow format. Each slide can contain graphics, formatted text, videos, music, animations, and more – PDF: stands for the Portable Document Format, used to display documents in an electronic form independent of the software, hardware, or operating system they are viewed on – MP4: a standardized video file format; almost all video players support MP4 – MP3: MP3, M4A – IMG: PNG, JPEG
In summary, presenters can upload the following file types: PPTX, PDF, MP4, MP3, M4A, PNG, and JPEG files.
To learn about statistics for calendar sponsorship opportunities, watch from 5:04 to the end below:
To view sponsorship statistics:
Go to Analytics > Dashboard
Click “Export Data” in the top right-hand corner
Click Sponsorship Clicks and Continue
Here you’ll see multiple sponsorship statistics and most notably:
1. The booth clicked in association with the sponsorship (BoothName). Remember a booth must be associated with a sponsorship for the booth to be created 2. Type of sponsorship clicked (BoothSponsorshipTypeName) 3. The ReportingName is set up by the administrator under Sponsorship Assignments in either “Onsite->Sponsorship assignments” or “Onsite->Booths & sponsors and clicking on the booth where the sponsorship assignment is set up.” The ReportingName (below) is valuable for administrators to give sponsorships unique naming conventions for the statistics reports
4. The link that was clicked (BannerLinkUrl) 5. What time the link was clicked (DTStamp) 6. Who clicked the link (LastName, FirstName)
Arranging these 6 main categories into a pivot table will give administrators valuable data as to the most popular sponsorships.
Here you’ll see multiple booth statistics and most notably:
1. The booth that was clicked (BoothName) 2. The type of link in the booth that was clicked (BoothLink) 3. The title of the link clicked in cAttendee (BoothLinkTitle) 4. What time the link was clicked (DTStamp) 5. Who clicked the link (LastName, FirstName)
Arranging these 5 main categories into a pivot table will give administrators valuable data as to the most popular booths and links inside.
The Administrator can set up the whole booth, or delegate most of the work to an exhibitor. The Admin must at least create the booth, name the booth, and assign booth representatives (i.e., exhibitors).
View the video below to learn how to set up a booth from the administrator’s perspective:
After media types are created, we can create the template(s) from the media type(s), which mainly controls how many files and whichfile typescan be uploaded for presentations. This template setup controls what presenters will be able to upload to their Portal.
Only one collection template needs to be assigned for each session type.
The example below shows an onsite location setup. We named our locations after the onsite hall or area and added all of their sessions to a location.
The middle columns are optional, and you can see at the end, that # of sessions automatically adds up how many sessions you have added to that location on cAdmin.
Use the +Import Locations button to download a template to fill out. Click the downloadable CSV Template or XLS Template. The only required field for importing locations is “Name.”
Then use the Browse button to upload your Excel or CSV file to Locations.
The example above shows a virtual meeting setup. We called our Locations “Channels” (i.e., TV channels). An attendee could click on the different channels on the website to take them to that virtual room. The middle column, Color, is optional for cAdmin organizational purposes. You can see at the end, that # of sessions automatically adds up how many sessions you have added to that location.
The Locations tab is also a quick way to compare session counts per location so you don’t overuse one location over another.
Use the +Import Locations button to download a template to fill out. Click the downloadable CSV Template or XLS Template. The only required field for importing locations is “Name.”
Then use the Browse button to upload your Excel or CSV file to Locations.
Lists are where administrators can create pre-defined options/sets that will be used to configure workflow-based modules to collect data in a structured manner based on the meeting’s needs and specifications.
For example, when a submitter is classifying their scientific abstract from a list, or a submitter is identifying their area of expertise – the options for these can be based on the client’s pre-defined list. These lists can be custom-built by administrators as they will be different for every association. Lists are found under Settings > Lists.
For associations creating a new event copy for the following year, lists copy automatically to the next event.
By default, author search lookup is not configured for meetings when adding authors to submission activities because each meeting or association has different authors and people. View the video below to learn how to configure this handy search tool. The search tool saves time from entering each author’s information manually.
By default, author search lookup is not configured for meetings when adding authors to submission activities because each meeting or association has different authors and people.
View the video below to learn how to configure this handy search tool. The search tool saves time from entering each author’s information manually.
Suppose an ePoster file is not playing audio on cAttendee. In that case, you need to convert the ePoster file with no audio to an mp4 by going to the presentations tab on cAdmin, searching for the specific control number, downloading the file, converting it to an mp4, and replacing the old file. Please see the outline below:
1. On the attendee page, go to the specific poster and copy the control number at the end of the URL:
2. Go to the admin backend, navigate to “Presentations,” and search for the specific control number:
3. Go to the file, you will see the information regarding the uploaded file
4. Download the existing file via the download option, convert it to MP4 on your device
5. Replace the existing file with the new mp4 using the replace icon. Choose the file and upload it
6. It will upload, and you will be able to see it on the platform:
7. Once uploaded, you can play the audio on the platform:
Now we are creating the meeting event within the association as illustrated on the banner above.
To create the event in cOASIS go to Configuration > Create Meeting
1. Choose your association and fill in the Meeting Display Name. This name can always be changed under Settings > Meeting info & setup 2. The Meeting Reference Name is the Short name under Settings > Meeting info & setup, and can also be edited 3. Fill in the rest of the dates and times
4. Initial Control Number for the meeting – usually starts at 1 unless an association has a preferred number to start at. The control number is the unique ID given to every role in cOASIS
5. Copy configuration from current meeting? If this is a carried over event from a previous year, it carries over the previous custom configurations
This step is only needed if the client association does not exist on the association list under the user’s My staff account. Clients might not be able to do the following. Please contact your project manager.
Create an association by going to:
1. Settings > Meeting info & setup 2. Click Information & setup (highlighted below)
3. Click “Other associations” in the top right corner shown below
Click ADD ASSOCIATION. Enter the information required and click Save: – Short name: Abbreviated longer name of the association (e.g., ISA) – Association name: Name of association – Website: Association website
1. An administrator can determine if the client is a cOASIS customer by looking up the client in cAdmin. 2. Go to your profile name and click Staff account.
3. Scroll through the association list and make sure the client (or association) is checked if they exist. If the client does not exist on this list, you must create a new cOASIS association and event.
Use the following method to set the presentation Portal instructions for the speaker ready room which includes the Session Room Preview button so presenters can view their presentations like they will be seen by attendees.
Use the following method to set the presentation Portal instructions for the speaker ready room which includes the Session Room Preview button so presenters can view their presentations like they will be seen by attendees.
1. Go to Settings > Blocks and terms 2. Under System Terms, search Group Name “portal” and Term Name “agent”
3. Under “Association Override,” enter the instructional text you would like to see in the blue box on Portal. We do have a default text, but anything entered into Association Override will override the default value
4. Make sure the Agent is downloaded to the computer that you will be using. To find the download, search the Knowledge Base for “agent download” 5. Go to Portal > Presentations to view the instructions in the blue box
CTI provides a couple of different 2d virtual meeting wireframes as visual guides to how your website might look. Below, one wireframe includes a sponsor banner at the top, and the other does not. Download the wireframes and start designing your 2d landing page virtual meeting template.
CTI provides a couple of different 2d virtual meeting wireframes as visual guides to how your website might look. Below, one wireframe includes a sponsor banner at the top, and the other does not. Download the wireframes and start designing your 2d landing page virtual meeting template.
To improve meeting planner communication with attendees during the planning, on-site, and post-meeting phases of a conference, cPlanner has been updated to allow Terms within Session and Presentation details pages to replace the date, time, and location with a specified term the customer is using for “on-demand”.
Hybrid meetings create new programming options for meeting planners, with the ability to incorporate on-demand virtual sessions with in-person physical sessions. Last-minute changes in speaker participation could change a previously planned in-person physical session to an on-demand virtual session and vice versa. Hybrid meeting planners have also become more comfortable with the concept of post-meeting on-demand virtual sessions as the standard for previously recorded physical sessions.
To improve meeting planner communication with attendees during the planning, on-site, and post-meeting phases of a conference, cPlanner has been updated to allow Terms within Session and Presentation details pages to replace the date, time, and location with a specified term the customer is using for “on-demand”.
An example of using the new TERMS functionality on cPlanner to display “Hybrid On-Demand” for appropriate Presentation details and Sessions details pages is as follows:
1. In Settings -> Blocks & Terms, find the System Terms related to the Planner
2. Edit the Meeting Override value for the Term Name “planner-on-demand-label” to “Hybrid On-Demand”
3. Go to Sessions, select all the sessions, and click “Bulk data change.” Select “OnDemand” and verify the change shown below. You can also choose On-Demand “On” for individual sessions
4. Below is the cPlanner Presentation details page with the “Hybrid On-Demand” displayed removing the dates and times
CTI’s Presentation Management application is a scalable, cloud-based SaaS application allowing presenters to upload presentation files via the internet, make final updates and practice in an on-site speaker ready room, and then present from a local computer in a session room. In venues with stable, high bandwidth internet connections the onsite presentation management installation will only require hardware for session room computers and speaker ready room computers. In venues with unstable or insufficient bandwidth internet connections, an on-site caching server is available.
CTI’s Presentation Management application is a scalable, cloud-based SaaS application allowing presenters to upload presentation files via the internet, make final updates and practice in an on-site speaker ready room, and then present from a local computer in a session room. In venues with stable, high bandwidth internet connections the onsite presentation management installation will only require hardware for session room computers and speaker ready room computers. In venues with unstable or insufficient bandwidth internet connections, an on-site caching server is available.
The Presentation Management application supports streaming to overflow rooms and streaming to 3rd party content distribution platforms.
The Presentation Management application supports recording of streams to allow content to be edited and re-purposed. Editing tools are available in the application and 3rd party video editing tools may be used as well.
Please refer to the application Knowledge Base for current Presentation Management documentation, network estimation tools, set-up guides and related API documentation.
To improve meeting planner communication with attendees during the planning, on-site, and post-meeting phases of a conference, cPlanner has been updated to allow Terms within Session and Presentation details pages to replace replacement of date, time, and location with a whatever term the customer is using for “on-demand”.
Hybrid meetings create new programming options for meeting planners, with the ability to incorporate on-demand virtual sessions with in-person physical sessions. Last-minute changes in speaker participation could change a previously planned in-person physical session to an on-demand virtual session and vice versa. Hybrid meeting planners have also become more comfortable with the concept of post-meeting on-demand virtual sessions as the standard for previously recorded physical sessions.
To improve meeting planner communication with attendees during the planning, on-site, and post-meeting phases of a conference, cPlanner has been updated to allow Terms within Session and Presentation details pages to replace replacement of date, time, and location with whatever term the customer is using for “on-demand”.
On the Session details, Presentation details, and Media Items pages, we introduced a new button for administrative users to “Replace” an existing file, therefore, deleting the old file automatically. This button will save administrators time in deleting the old file and make the process of uploading a new file more automated.
On the Session details, Presentation details, and Media Items pages, we introduced a new button for administrative users to “Replace” an existing file, therefore, deleting the old file automatically. This button will save administrators time in deleting the old file and make the process of uploading a new file more automated.
There are certain periods of the workflow, especially early in the session building process when session organization is fluid – and then again once presentation notifications are open, where automatic recalculation could have unintended consequences for a meeting. The ability to control automatic session recalculation addresses these use cases.
There are certain periods of the workflow, especially early in the session building process when session organization is fluid – and then again once presentation notifications are open, where automatic recalculation could have unintended consequences for a meeting. The ability to control automatic session recalculation addresses these use cases.
A second feature gives administrative users a session-by-session override of that master switch, a “Recalculate Start/End Times” function for Session Roles. Visible as a new button in the Session Roles area of the Session Details page. This function will recalculate session role start and end times based on the session’s start time, the roles’ order, and the duration assigned to each role – and will do so even if the meeting-level master switch is off.
As cAdmin has evolved, it has become a tool for clients, CTI staff, and distributor partners to offer reliable, user-friendly, and timely access to relevant content resources for your educational meeting. View the video below for an introduction to navigating cAdmin.
The Presentation fields available in this card are the same as the fields available in the Presentation dashboard – all presentation attributes such as Presentation ID, start time, session roles status; presentation media items such as the number of uploads and presentation review statuses; related session information such as Session ID, Session Type & Title; and related control information.
In keeping with the goal of a “single pane of glass” view of a person’s involvement with a meeting, we’ve added a new card in Person details called “Presentations,” which shows a card populated with any Presentations the user has. The Presentation fields available in this card are the same as the fields available in the Presentation dashboard – all presentation attributes such as Presentation ID, start time, session roles status; presentation media items such as the number of uploads and presentation review statuses; related session information such as Session ID, Session Type & Title; and related control information.
The card allows an administrative user to view this data, select different visible fields from the gear, and click a row action arrow to go to the Presentation details page.
Customers and Client Services teams have appreciated the efficiencies gained by the functionality added, allowing Term labels on the CTI Virtual Meeting application to be adjusted via Settings. A single change within Settings->Blocks & Terms can translate to hours of time saved editing virtual meeting pages. This functionality has been used to allow administrators to create language support for a German-language meeting.
Functionality has been added to allow the Term labels on the CTI Virtual Meeting application to be adjusted via Settings. A single change within Settings->Blocks & Terms can translate to hours of time saved editing virtual meeting pages. This functionality has been used to allow administrators to create language support for a German-language meeting.
Terms currently available in the Blocks & Terms settings menu are pre-defined “system” terms. With this update, functionality has been added to allow users to create their own customized terms. While the first use of these new custom terms is planned for within Campaign Notifications, customized terms will ultimately be used in instruction text and workflow modules configurations.
The new functionality appears as in the image below and allows the creation and management of new Custom Terms:
These custom terms are used to support Terms within Campaigns:
There’s a new way to create revenue opportunities in your virtual meetings, along with the sponsorship of banners, pages, congress-bag inserts, and more. With sponsoring company self-management and state-of-the-art analytics, we’re already helping customers recover a portion of revenues lost due to pandemic disruption. With the functional expansion now on production, we have started to add the components to allow sponsorship of specific sessions and presentations via the Virtual Meeting search results pages.
There’s a way to create revenue opportunities in your virtual meetings, along with the sponsorship of banners, pages, congress-bag inserts, and more. With sponsoring company self-management and state-of-the-art analytics, we’re already helping customers recover a portion of revenues lost due to pandemic disruption. With the functional expansion now on production, we have started to add the components to allow sponsorship of specific sessions and presentations via the Virtual Meeting search results pages.
The first step was to add two new types of sponsorship opportunity types that you will find in the “Add Sponsorship opportunity” section – one for sponsorship banners overlaying a session on the calendar search results page, and one for sponsorship banners overlaying session (and ultimately presentation) details on the list search results page.
The next step was to connect the sponsorship banner to the calendar search result view, highlighted below:
This sponsorship opportunity image can be placed on the Calendar View connected to a specific session date and time. As with other CTI Virtual meeting sponsorship opportunities, these banners can contain more than one link, allowing sponsors to decide if the end-users will (1) click into the session, (2) click to an external website (often the website of the sponsor), or (3) click to a PDF file – or some combination of all three.
Watch the video above or use the following steps below to set up a sponsorship opportunity for a session: 1. Go to Settings > Booths and Sponsorship 2. Click Sponsorship Opportunities and select “Create New Sponsorship Opportunity” 3. Choose Calendar block and click Next 4. Name the sponsorship (i.e., what is the image or link name?) – The Max Size, Width, and Height are auto-filled to recommended settings – “Max # of Links” is the max number of links an attendee can click. The max is unlimited, but we suggest three. Only the links and labels that are uploaded will show. 5. Go to Onsite > Booth/sponsor dashboard 6. Either create a new booth for the sponsorship opportunity or choose an existing booth 7. In the Booth details under Sponsorship assignments, click “Add Sponsorship Assignment” 8. Choose the Sponsorship opportunity we created in steps 3-4.
9. Click the “Edit Content” button under Sponsorship assignments next to the sponsorship
– Switch “Type” to “Links” (below image) – “Label” is the name of the link shown on cAttendee – URL is the link you want to showcase (e.g., https://www.ctimeetingtech.com) Make sure to include the “https://” before the link starts. This is the link the attendee will click for the website. If no link is uploaded here, the participant will be taken to the session that is sponsored. – “Icon” indicates whether you want the link to open on the same page or a new window
10. Upload an image using the “Upload” button
*The green examples below show you suggested image sizes in cAdmin (about a 9/4 ratio) and how they look in cAttendee:
11. The “Reporting Name” column is the word that describes the booth after the name. Change to the desired name by clicking on the word (e.g., Calendar)
12. Assign the Sponsorship opportunity to a session – Go to the Sessions dashboard and choose a session to assign the opportunity – In Session details, find the dropdown “Sponsorship For Calendar” and choose the Booth/sponsor we added for the sponsorship opportunity (i.e., Booth name “AstraZeneca” followed by Reporting Name “Calendar”)
13. Check the calendar sponsor of a session in cAttendee
Note: If only one link is added to the sponsor opportunity, clicking the image goes to the website link. If you add two or more links, the link “Labels” show up below the image. In the example above, two links were added. To add more links, go back and do step 9 again. Also, remember when the sponsorship opportunity was created in steps 3-4 to set the max links higher than what you expect to use.
Similar to our other virtual meeting sponsorship opportunities, statistics and tracking are already available to track the success of these calendar marketing sponsorships. It is imperative to name the sponsorship opportunity and link labels distinctly from other booths and sponsorships within the meeting to make the data clear when an admin downloads the analytics.
An admin can view the Calendar Sponsorship of a Session analytics data by: 1. Going to the Analytics > Dashboard 2. Clicking “Export Data” 3. Selecting “Sponsorship Clicks” and clicking “Continue.”
Standard templates called “Starter Reports” are standard templates that have been automatically created for all meetings to help give clients a “starting point” on what data to report for each card. In addition, any new meeting created will have these Starter Reports in Report Builder.
Standard templates called “Starter Reports” are standard templates that have been automatically created for all meetings to help give clients a “starting point” on what data to report for each card. In addition, any new meeting created will have these Starter Reports in Report Builder. Below is an image of the first four Starter Report cards:
An admin cannot delete or edit the actual Starter Report but can “Save As” a copy to add and subtract fields as needed. Starter Reports is an ongoing effort, and we will continue adding more over the next few weeks. We believe these templates will give clients a head start for gathering and reporting data within the cAdmin system.
The People dataset in Report Builder includes all the standard fields you see below in the Person details “Personal information” card. Additional people information will allow admins to run more detailed reports about the people in the meeting.
The People dataset in Report Builder includes all the standard fields you see below in the Person details “Personal information” card. Additional people information will allow admins to run more detailed reports about the people in the meeting.
Current Available Fields for People dataset below:
One of the long standings market-leading capabilities of the CTI products is the ability of administrative users to extend their data management beyond the Standard Fields available for People, Submissions, Reviewers, Sessions, Session Builders, Presentations, and Registrants. These “Extra fields” allow clients to manage and report on data custom to their circumstances without development support. With this update, those data fields can be quickly changed with a bulk action.
One of the long-standing market-leading capabilities of the CTI products is the ability of administrative users to extend their data management beyond the Standard Fields available for People, Submissions, Reviewers, Sessions, Session Builders, Presentations, and Registrants. These “Extra fields” allow clients to manage and report on data custom to their circumstances without development support. With this update, those data fields can be quickly changed with a bulk action. Combined with the support for Extra fields in Advanced Search we deployed last week, an admin can quickly search for particular fields, select all the items in the advanced search, and bulk change entire specific lists.
For example, let’s create the field “CME Credits” for Sessions in Settings > Meeting set-up > Fields & sections.
Staying with our example above, an admin user can go into the Sessions dashboard and bulk change the “CME Credits” to the desired number: 1. Bulk actions are activated after checking the boxes on the left or selecting all of the boxes 2. Select the action ribbon “lightning bolt” icon 3. Choose the bulk action data change 4. Enter the value to bulk change the data
These bulk changes to extra data fields are available for the People, Presentations, Sessions, Registration, and Forms tabs in cAdmin using the same process shown above.
The video meeting card shown below informs admins at a glance of the video meeting provisions such as: Provisioned room, Host assigned, and Maximum capacity.
The video meeting card shown below informs admins at a glance of the video meeting provisions such as: – Provisioned room – Host assigned – Maximum capacity
Note: The Video Meeting Room card will only show up for meetings set up for video meetings.
Rather than requiring presenters to share their login credentials with these other people, permissions for roles other than the presenter have been added to cAdmin. Like a presenter, permitted roles can authenticate through Portal and have access to specific sets of presentation files. Permissions can be enabled to view only, or view and edit.
Several common use cases (especially) at on-site meetings require a person other than the actual presenter to have view, upload or edit access to a presentation: – Busy presenters often send a coauthor, colleague or assistant to the Speaker Ready Room to upload or make last minute changes to a presentation. – Audio-Visual partners are often called on to perform pre-session quality assurance checks, which are best performed by viewing (occasionally editing) the presentation files, session by session from Portal. – Medical meetings may assign volunteers to check for CME compliance of the individual presentations by granting them access to specific sessions in Portal.
Rather than requiring presenters to share their login credentials with these other people, permissions for roles other than the presenter have been added to cAdmin. Like a presenter, permitted roles can authenticate through Portal and have access to specific sets of presentation files. Permissions can be enabled to view only, or view and edit.
To help with set-up, we’ve provided a method to bulk assign permissions by Session type and role. These controls can be found on the Session tab in Settings > Portal. There are two permission tables: 1. Session view permissions: allows the role to preview and download files on the Portal (e.g., useful for reviewers) 2. Session edit permissions: allows the role to preview, download, upload, and delete files on the Portal.
The table row headers show the Session types. The column headers show each role or activity type that can be assigned the permission. To assign a Session type to an activity type, toggle the flag icon in the cell. To flag all, click the multi-filled flag icon in the Actions column. To deselect, click the multi-unfilled flag icon. NOTE: Roles assigned edit permissions do not have to be assigned view permissions, too.
Administrators can view and edit a presentation to roles other than the presenter. Like a presenter, permitted roles can access the presentation through the Portal to check for quality control. Another level of edit permission enables them to make changes to the presentation as well.
Administrators can view and edit a presentation to roles other than the presenter. Like a presenter, permitted roles can access the presentation through the Portal to check for quality control. Another level of edit permission enables them to make changes to the presentation as well. This functionality has been commonly requested by on-site presentation management customers and is beginning to be requested by customers organizing hybrid and virtual meetings as a tactic to reduce the cost of external A/V labor.
The following functions are made available for connecting registrations into a CTI event. This API helps add new user registrants and registration codes within CTI. The latest version is below.
The following functions are made available for managing personal data of association’s users within CTI applications via the CTI API. This API also provides a process to merge accounts within CTI. The latest version, including ORCIDiD is below.
The following functions are made available for retrieving evaluation data for an event based on requested filters. This API is helpful if a client wants to pull the CME credit activity data from CTI into their system quickly and efficiently. The latest version is below.
The following functions are made available for retrieving updates made on the credit cart for an event during a given date range. This API is helpful if a client wants to pull the CME credit activity data from CTI into their system quickly and efficiently. The latest version is below.
The following functions are made available for retrieving session information for requested CTI-Id. This API helps a client manage their session data within CTI. The latest version is below.
The following functions are made managing event-level entities with a CTI meeting. This includes entities like sessions, activities, and locations. The latest version is below.
The following functions are made available for retrieving presentation information for requested CTI-Id. This API helps a client manage their presentation data within CTI. The latest version is below.
Click on an activity arrow to see the details and set activity information that flows down to the presentation level within each Activity details page.
One new field that will help presenters and session leaders keep track of the files involved with a presentation is the “Label” field in cAdmin and cAttendee. The editable Label field will sync the additional presentation files to the cAttendee website and put presenters in control of naming those files.
One new field that will help presenters and session leaders keep track of the files involved with a presentation is the “Label” field in cAdmin and cAttendee. The editable Label field will sync the additional presentation files to the cAttendee website and put presenters in control of naming those files.
The “Label” field is editable in cAdmin (on the image below) by clicking on the field in the Presentation details. Any changes will sync to the cAttendee website (on the top image). Additional support files are below the main presentation file and currently allow attendees to click and ‘View’ the resource.
Since different files may be needed for onsite and remote attendees, we’ve added two additional options for each presentation file: 1. Select the Additional file flag to show on the cAttendee website. 2. Select the Session room flag, so the file will be included with all the files that can be accessed onsite.
With Blocks & Terms, clients can configure the site to change default Term names that participants, client staff, and attendees see in their respective User Interfaces. This has now been extended to more Terms. While onerous, we can now also apply labels to these extended editable terms in languages other than English.
With Blocks & Terms, clients can configure the site to change default Term names that participants, client staff, and attendees see in their respective User Interfaces. This has now been extended to more Terms. While onerous, we can now also apply labels to these extended editable terms in languages other than English.
The changes are made in Settings > Blocks & terms on the Terms tab. There you will see the Group Name label used to describe where the Term Name is used. The Term Name used by our application, the Default Value for the term that appears by default, and the two columns that can be edited with in-line editing: The Association Override and the Meeting Override for that term.
The Association Override changes the term for all the association’s meetings while the Meeting Override changes the term for just the specific meeting. This means the term only needs to be changed at the Association Override level unless it is for a specific meeting.
An important part of this process is to know the exact name with spelling and punctuation (e.g., hyphens or no hyphens) as it’s embedded in the code for cATTENDEE. We have now developed a Terms Identifier tool for this purpose. To use the tool, take the following steps:
1. Enter the Virtual meeting as the Shadow of a Registered Attendee; 2. Go to a page with terms you would like to change; 3. As an Admin, you will see a Gear icon in the upper left-hand corner of the page.
When you click on the gear, the popup will give you the following options:
1. Highlight term with field – highlights the “Term Name” column in cAdmin. Allows you to view what term you are changing 2. Highlight term with value – highlights and now changes the term to be the “Default Value” (unless it’s been overridden by another term in the Association or Meeting Override columns) 3. Normal – nothing highlighted or changed. You can use this to see how your term looks after making your changes to the Term(s).
We are seeing more need to involve co-author participation with uncertainty about which author can attend or present at onsite, hybrid, or virtual meetings.
We are seeing more need to involve co-author participation with uncertainty about which author can attend or present at onsite, hybrid, or virtual meetings.
We now have a switch in Settings > Portal Settings on the Presentation Tab that permits all Co-authors associated with a control record to upload and edit the media items associated with a Presentation.
Many meetings require information or consent from abstract co-authors, mainly when asking them to complete disclosure. Often, co-authors are imported into cOASIS without email addresses, so they cannot be quickly contacted with a notification campaign.
Many meetings require information or consent from abstract co-authors, mainly when asking them to complete disclosure. Often, co-authors are imported into cOASIS without email addresses, so they cannot be quickly contacted with a notification campaign.
The Record Import tool has now been updated so that all authors must have an email address, or their names cannot be imported. The error notice will specify each author with incomplete information.
Click on an individual session to see the session details. On the details page, click on the session type in the left navigation bar. In the “Edit” pop-up screen, use the drop-down for Session Type to change the Session type for this specific session.
To add/delete a session location, hover over “Sessions” section of toolbar to see drop down options. Click “Locations.” To add a location, enter the location/room info, capacity and click “Add Location” button. To delete, scroll down to see list of locations and click on the orange trash can icon (in the Actions column).
Find session to edit and click pencil icon in the actions column to edit session. In the top right corner, you can select “Simple” (to edit a single field at a time) or “Form” (helpful when editing multiple fields). Make changes and click anywhere outside of the data field to save changes.
Use search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon. Choose a role or activity and assign the session organizer.
Use search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon. Choose a role or activity and assign the session organizer.
Use the search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon and select “Session.” Choose a session and an initial role status. Choose a program status and assign to the session.
Use the search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon and select “Session.” Choose a session and an initial role status. Choose a program status and assign to the session.
