This feature allows you to copy an existing session (all data fields/info will carry over to the cloned session–EXCEPT any presentations/roles that have been scheduled in the original session). It will also be assigned a new session number. To clone, click on the session to copy and click on the “Clone” button.
Tag: Session Building
Set Default Time for Session Types
To set the default time for specific session types, click on the “Settings” tab. Then click “Sessions” and select the “Session Types” tab. Enter in the default time (in minutes) for that session type. Click anywhere outside of that field to save the default time.
Add New Campaign
1. Click ADD CAMPAIGN
2. Campaign Name is an internal name only admins see in cAdmin.
3. Display Name will be seen by the participants in the Portal. These names can be the same, or you can make them different for internal naming convention.
4. Default Expiration Date is when the campaign will expire, meaning after the expiration date, the recipient (or presenter) will no longer have access. For example, an admin does not want to make the review site available to abstract reviewers if the review site has already closed.
5. Campaign Type:
Email Only: This category includes just the email (nothing else).
Informational: This category includes the email and a link within the email body. Clicking the link directs the recipient to a landing page via a unique URL generated within the email body. There are no specific actions or steps involved.
Action Only (No Steps): This category is the same as the Informational category, but it includes action buttons such as Accept, Decline, or Continue, without any additional steps.
Action with Steps: This category is similar to Action Only (No Steps), but it also includes steps such as editing the author block, changing the presentation title, uploading files, and more.
6. Default Campaign: Provides the opportunity to clone an existing template to save admin time. For example, many campaigns may have similar verbiage or structure.
Invite to a Session Role
Click checkbox to select sessioner(s) then click “Invite” icon and select “Invite as Session Role.” On the next screen, select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.
Click checkbox to select sessioner(s) then click “Invite” icon and select “Invite as Session Role.” On the next screen, select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.
Search: Simple, Advanced
To find a sessioner by name, type search criteria in search bar and hit enter. Toggle the Advanced Search button to “On” for advanced search criteria. Hit enter after typing in search criteria. When search is complete, click “X” to remove search filters in place.
To find a sessioner by name, type search criteria in search bar and hit enter. Toggle the Advanced Search button to “On” for advanced search criteria. Hit enter after typing in search criteria. When search is complete, click “X” to remove search filters in place.
Add/Delete Session Location
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).
Change Order of Session Roles
Click on the session title. Scroll down to “Session Roles” section. To change the order, click on the 3 dots (to the left of the title associated with the role to be moved) and drag and drop role into new slot. The new order is automatically saved after the role is dropped in new slot.
Hide/Show Details
Edit Sessions
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.
Export Lists
Click names to build list of individual records to export to excel and then click “Export” icon (Can also do a search to find specific criteria, if needed). Exported list will then appear at the bottom of the screen saved as a csv file.
Click names to build list of individual records to export to excel and then click “Export” icon (Can also do a search to find specific criteria, if needed). Exported list will then appear at the bottom of the screen saved as a csv file.
Add Sessions
View the GIF below to learn how to add sessions.
View the GIF below to learn how to add sessions.
Pin, Filter Search Results
When searching people/records, you can “pin” one or more search results to save it as you continue to search. Click on the person/record and click the pin icon to “pin” that record. To “un-pin,” simply click the pin icon again (and be sure to also remove any other filters in place when done searching).
Search by Chart Parts
On the dashboard, the information listed (People, Sessions, Reviewers, etc) can be searched/sorted by clicking on any of the chart segments. Simply click the part that corresponds with the information needed and the data will be sorted by that chart part. To view all data again, click “X” to remove that search filter.
Search: Simple, Advanced
To find a session by Session Title, type search criteria in search bar and hit enter. Toggle the Advanced Search button to “On” for advanced search criteria. Hit enter after typing in search criteria. When search is complete, click “X” to remove search filters in place.
To find a session by Session Title, type search criteria in search bar and hit enter. Toggle the Advanced Search button to “On” for advanced search criteria. Hit enter after typing in search criteria. When search is complete, click “X” to remove search filters in place.
Hide/Show, Move Columns
Click on Actions gear to see list of column options. To hide/show a column, click on column name to remove/add highlight. To move a column, click on column name and drag and drop in preferred position.
Hide/Show Statistics
Click on the line items icon on the far right of the screen to switch from chart view to statistics view. The dashboard will now switch to statistics view. To hide statistics, click on the charts icon.
Hide/Show, Change Charts
Click on the gear icon to “Show/Hide Charts.” The available charts will appear in a drop down. The highlighted charts are the ones currently displayed in dashboard. Click on a highlighted chart(s) to “hide” and close drop down box. Dashboard will automatically update to reflect changes made.
Move Location
Click the checkbox next to the session(s) to move and then click on the “Move Location” icon. Select the new room location for the session(s) and click “Preview.” Follow the prompts to confirm selection. Session details page will automatically be updated to reflect new location for this session(s).
Assign to 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 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.
Invite to Session Role
Click checkbox to select reviewer(s) then click “Invite” icon and select “Invite as Session Role.” On the next screen, select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.
Click checkbox to select reviewer(s) then click “Invite” icon and select “Invite as Session Role.” On the next screen, select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.
Assign to 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.
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.
Invite Roles for Sessions
Use search box to find individuals, if necessary. Click to select name(s) then click “Invite” icon and select “Session Role.” Choose a Session Role and assign.
Invite Session Organizers
Use search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon and select “Organizer.” 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 and select “Organizer.” Choose a role or activity and assign the session organizer.