Click on notification template to edit. On the next screen, click “Email template” icon/text towards the top right side of the screen. From there, all the email fields can be edited. Once edits are made, click “Save.” Changes will be updated and screen will then show all individuals who have previously received that notification.
Author: Hillel Levin
Preview Notification Landing Page
On the Campaign Recipients page, scroll down to view all recipients. From the list of recipients, hover mouse pointer over the “Actions” column and click paper icon to “Go to Landing Page.” The recipient’s landing page will open in a new tab. When done reviewing, close tab to be taken back to Campaign Recipients page.
Preview Notification Email
The campaign recipients page lists all the individuals who received that particular notification email. Click on the “Preview Email” icon in the actions column of any individual. The notification email they received will then appear in a new screen. Review message, then click “X” in top right corner to close.
Export List
Click on a notification campaign. The next screen will show all individuals who received that notification. To export list to excel, select names of individuals and click “export” icon.
Remove/Un-assign Notification
Click on the name of the notification campaign in which 1 or more people need to be removed. Select from the list of recipients and then click the ellipses to “Change Status.” Select “Remove/Unassign.”
Expire Notification
Click on a specific campaign and then select the individual(s) whose notification deadline needs to be expired. Click on the ellipsis to “Change Status” and select “Expire Now.” Click “Confirm” to complete the notification expiration.
Email via System Account
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Edit Campaigns
Find campaign to edit and click pencil icon under the “Actions” column to “Edit campaign.” On the next screen, click “Email Template” icon to make changes to the template. Changes to the text, merge fields, etc. can be made here. Click “Save” after editing to save any changes made.
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, 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.
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.
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 reviewers using 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 reviewers using specific criteria, if needed). Exported list will then appear at the bottom of the screen saved as a csv file.
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: Simple, Advanced
To find Reviewers by Reviewer 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 Reviewers by Reviewer 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.
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.
Email via System Account
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Email via Notification Campaign
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Add Keywords
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On the submission details page, scroll down to the “Keyword(s)” data field and click “Add/Edit Keywords(s).” From there, you can edit/add up to 5 keywords from a drop down list. Click the “Save Changes” button when finished.
Add Topics
Edit Details
Click on name of submission to edit. On the next screen, click on “Add/Edit” link for each section (TRACK, TOPIC, PRESENTATION PREFERENCE, etc.) to edit that information. Click the “Save” icon in the top right corner of each screen to save changes.
Hide/Show Details
Click on a submission. On the top right side of each data section, click the caret-down icon (˅) to hide the details of that section. When details are hidden, the icon will then point to the left. To show details again, click ˂ icon to expand that section.
Export Submission Lists
Use search box to find individuals, if necessary. Click to select name(s) then click “Export” icon. Click Okay, and select the downloaded file.
Use search box to find individuals, if necessary. Click to select name(s) then click “Export” icon. Click Okay, and select the downloaded file.
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 submissions by Control #, 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 submissions by Control #, 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, 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.
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.
Email Authors via System Account
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “System Email.” Write and send email.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “System Email.” Write and send email.
Email Authors via Notification Campaign
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Assign Submissions to Reviewers
Use search box to find individuals, if necessary. Click to select name(s) then click “Assign” icon and select “Reviewer.” Choose a role or activity and assign the Reviewer.
1. Assigning Submissions to Reviewers
Before the review process can begin, you’ll need to assign submissions to specific reviewers in cAdmin. Follow these steps to ensure that each submission is reviewed by the appropriate individuals.
Steps to Assign Submissions:
1. Navigate to the Submissions Dashboard in cAdmin.
2. Clear any pre-selected boxes before proceeding. Then, select the submission(s) you want to assign by checking the box(es) on the left. You can either bulk Select All submissions or choose them individually.
3. Assign Reviewers:
• Click Assign to… REVIEWER. Filter by name, control number, category, or activity. Select the individual(s) best suited to evaluate the submission.
• You may assign one or more reviewers to each submission depending on the review requirements.
4. Confirm Assignment: Once the submissions have been assigned, click “Save” to finalize the assignment.
After assigning submissions, these will appear on the cAdmin Reviewers dashboard, allowing them to access and start the review process. It’s important to ensure that the correct reviewer is assigned based on their expertise or the type of submission (e.g., oral presentation, manuscript, video, etc.).
2. Overview of Submission Assignments
As an administrator, to ensure everything is set up correctly, you can shadow your own or other reviewers’ work to confirm that the submissions assigned in cAdmin are reflected in the Portal.
• Navigate to the Reviewer’s Dashboard to check the assigned submissions. Click the action Access to… -> Portal to verify the changes.
3. Working with the Reviewers Dashboard
The Reviewers dashboard is an essential tool for tracking the progress of submission reviews. It works in tandem with the Submission’s Dashboard, where submission records and controls are displayed.
• Submission dashboard: Displays all submissions and details.
• Reviewers dashboard: Displays all reviewer types, grouping similar reviewer controls (e.g., manuscript reviewers, video reviewers, oral poster reviewers).
To view submissions assigned to your reviewers:
1. Use the search feature to find the name or filter by relevant fields.
2. Review the list of assigned submissions. Optionally export this list to share with staff externally.
Columns in the Reviewers dashboard will show:
• Number of submissions assigned
• Percentage of submissions scored
• Progress of each submission review
4. Generating Reports
To export data for yourself or to share with others, the Reviewers dashboard allows you to generate a CSV report. This report can be customized and sorted to suit your needs.
Steps to Export Reviewer Data:
1. Search for reviewer data using filters or search by name.
2. Export: Click the export option in the dashboard. A .csv file will be generated, which can be opened in Excel.
3. GDPR Considerations: Before exporting, you’ll be reminded of any GDPR-sensitive data, such as email addresses and phone numbers, that may be included.
This exported data can be shared with staff who may not have access to cAdmin but still need to review the submission progress in real-time.
5. Unassigning Submissions
If any submissions were incorrectly assigned, you can easily unassign them in the Submissions dashboard.
1. Select Submissions: Use the checkboxes to select one or multiple submissions you need to unassign.
2. Unassign: Click Unassign, select the reviewer(s) and click Preview and Continue.
For example, if a reviewer specializes in one area (e.g., brain research) but was mistakenly assigned submissions from another area (e.g., heart research), you can unassign those submissions and reassign them to the correct reviewer.
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 as Reviewer
Click on an individual. In person details page, click on “Invite” icon and select “Reviewer.” Select applicable role, topic and notification campaign to send, then click “Preview.” Any potential conflicts will be displayed. Click “Continue” to complete assignment (or “go back” if conflict exempts this person).
Email via System Account
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Invite Reviewers
Click checkbox next to name of individual(s). Click “Invite” icon and select “Reviewer.” Select role and campaign (if necessary) and click “Preview.” Any potential conflicts will appear. If OK to assign, click “Continue” to complete (or “Go Back” to select another reviewer).
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.
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).
Hide/Show, Move Columns
Click on “Actions” gear to see list of column options. To “hide” a column, click on the column name to remove highlight. To “show” a column, click column name to highlight. To MOVE a column, click on the name of the column, then drag and drop in the preferred position.
Hide/Show Charts
Click on gear icon to “Show/Hide Charts.” The available charts will appear in a drop down. Click highlighted chart name to “hide.” Dashboard will automatically update with your selections. To “show” chart, click on name of chart again to highlight.
Email from System Account
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.