Configurations – CTI Meeting Technology knowledge base

Campaign Portal: Expert Configurations

In the latest release, we’ve streamlined cAdmin’s Campaign Portal Configurations to enhance user-friendliness. Key features include customizing Campaign Portal navigation labels, meeting details, directions, links, images, and the visibility of activities tailored to specific user personas, allowing for quicker and more efficient administration aligned with your campaign needs.

How to Configure Portal Campaigns and Tasks

1. In cAdmin, go to Configuration > Site Configuration, then click Campaigns. Only users with the roles of Association Administrator, Distributor Administrator, Association Team Leader, or Distributor Team Leader have access to the Configuration tab.

2. Scroll to DashBlockTemplate_Messages or DashBlockTemplate_Tasks and verify that at least one activity type is assigned. If these configurations are missing, click Add New Configuration, copy and paste one of the configurations mentioned above, and save it. This ensures that the Messages (Campaigns) or Tasks tabs are visible on the Portal for users with the assigned activity type.
• Note: Qualifier 1 represents the Campaign’s “Internal name,” which is hidden by default on the Campaigns dashboard. To display it, click the gear icon and enable “Internal name.” Do not add extra qualifiers for Messages or Tasks, as Qualifier 1 alone is sufficient.

3. Navigate to Settings > Workflow Applications > cPortal, and choose either the Tasks or Messages (Campaigns) tab to modify. Here, you can update the tab’s Navigation label, Instructions text (with links and images), and Sidebar content.

4. To update the fields displayed on the Portal card, return to Configuration > Site Configuration > Campaigns and navigate back to DashBlockTemplate_Messages or DashBlockTemplate_Tasks, and select one of the assigned activity types.
• Note: As mentioned, no additional qualifiers other than Qualifier 1 are necessary for Messages or Tasks.

5. Add the fields in the order in which you’d like them to appear on the portal. Use the following formatting in the Option Value field to display the desired information:

Example Fields with Formatting:
The dollar signs ($$) represent cAdmin fields pulled into the Portal, and the text between <propertyTitle> tags are custom labels that will appear on the Portal.

Header Example:
<header>#$$SessionNumber$$ - $$SessionTitle$$</header>

Field Example:
<property><propertyTitle>Session Date: </propertyTitle><propertyValue>$$SessionDate$$</propertyValue></property>

Full Example:

<header>#$$ControlNumber$$ $$PublishingTitle$$</header>
<property>
<propertyTitle>Your Role: </propertyTitle>
<propertyValue>$$Role$$</propertyValue>
</property>
<property>
<propertyTitle>Activity Type: </propertyTitle>
<propertyValue>$$RecipientActivityTypeName$$</propertyValue>
</property>
<property>
<propertyTitle>Session: </propertyTitle>
<propertyValue>$$SessionNumber$$ - $$SessionTitle$$</propertyValue>
</property>
<property>
<propertyTitle>Session Date: </propertyTitle>
<propertyValue>$$SessionDate$$</propertyValue>
</property>
<property>
<propertyTitle>Session Time: </propertyTitle>
<propertyValue>$$SessionStart$$ - $$SessionEnd$$</propertyValue>
</property>
<property>
<propertyTitle>Session Location: </propertyTitle>
<propertyValue>$$SessionLocation$$</propertyValue>
</property>
<property>
<propertyTitle>Presentation Time: </propertyTitle>
<propertyValue>$$SessionRoleStart$$ - $$SessionRoleEnd$$</propertyValue>
</property>
<property>
<propertyTitle>Presentation Number: </propertyTitle>
<propertyValue>$$PresentationNumber$$</propertyValue>
</property>
<property>
<propertyTitle>Poster Board Number: </propertyTitle>
<propertyValue>$$PosterboardNumber$$</propertyValue>
</property>
<property>
<propertyTitle>Program Status: </propertyTitle>
<propertyValue>$$ProgramStatus$$</propertyValue>
</property>
<property>
<propertyTitle>Session Role Status: </propertyTitle>
<propertyValue>$$SessionRoleStatus$$</propertyValue>
</property>
<property>
<propertyTitle>Campaign Response Status: </propertyTitle>
<propertyValue>$$CompleteStatus$$</propertyValue>
</property>
<property>
<propertyTitle>Campaign Response Value: </propertyTitle>
<propertyValue>$$ResponseAction$$</propertyValue>
</property>
<property><propertyTitle>Author Block: </propertyTitle><propertyValue>$$PresentationBlock$$</propertyValue></property>
<property><propertyTitle>Disclosure Block: </propertyTitle><propertyValue>$$DisclosureBlock$$</propertyValue></property>
<property><propertyTitle>Primary Author Name: </propertyTitle><propertyValue>$$PresentingAuthor$$</propertyValue></property>
<property><propertyTitle>Role Duration: </propertyTitle><propertyValue>$$PresentationDuration$$</propertyValue>  mins</property>
<property><propertyTitle>Submission Topic: </propertyTitle><propertyValue>$$ControlTopic$$</propertyValue></property>
<property><propertyTitle>Abstract Body: </propertyTitle><propertyValue>$$AbstractBody$$</propertyValue></property>

6. Test the configuration by selecting the Campaigns tab within cAdmin, choosing the configured campaign, and entering a test control number. Preview the changes in the Messages or Tasks tabs within the Portal by shadowing a test user. Refresh the Portal page after each cAdmin config update and adjust the fields to achieve the desired layout.

1 – New Portal Configurations

As a meeting organizer or configuration analyst, I frequently use cAdmin to adjust various settings within the Portal, including navigation labels, meeting details, directions, links, images, and the visibility of activities tailored to specific user personas. Previously, this task was more time-consuming due to the presence of many hidden options. However, with our latest release in May 2024, we’ve streamlined the process, significantly enhancing user-friendliness for administrators.

As a meeting organizer or configuration analyst, I frequently use cAdmin to adjust various settings within the Portal, including navigation labels, meeting details, directions, links, images, and the visibility of activities tailored to specific user personas. Previously, this task was more time-consuming due to the amount of options. However, with our latest release, we’ve streamlined the process, significantly enhancing user-friendliness for administrators.

New Portal Configurations Location in cAdmin

The configuration interface is organized under Settings > Workflow applications > cPortal, mirroring the layout of the Portal itself.

• The Meeting information tab serves as the homepage for the meeting Portal, with each field corresponding to a section on the Portal’s homepage. For instance, the Navigation label represents the tab name, and below are the Meeting information instructions, Meeting info page content, and Sidebar content for meeting info page.

New Listing Template Fields for Portal Presentations, Tasks and Messages in Portal (dashblocktemplate)

Header text format example for cAdmin:

<header>#$$SessionNumber$$ - $$SessionTitle$$</header>

Field text format example for cAdmin:

<property><propertyTitle>Session Date: </propertyTitle><propertyValue>$$SessionDate$$</propertyValue></property>

New fields:
• Session # and Title – $$SessionNumber$$ – $$SessionTitle$$
• Session Date – $$SessionDate$$
• Session Start – Session End Time – $$SessionStart$$ – $$SessionEnd$$
• Session Location – $$SessionLocation$$
• Session Role Start & End Times – $$SessionRoleStart$$ – $$SessionRoleEnd$$
• Presentation Duration – $$PresentationDuration$$
• Presentation Number – $$PresentationNumber$$
• Poster Board Number – $$PosterboardNumber$$
• Control-level Topic1 – $$ControlTopic$$
• Author Block – $$PresentationBlock$$
• Disclosure Block – $$DislcosureBlock$$
• Primary Author Name – $$PresentingAuthor$$
• Submission Topic – TBD

Other currently available fields:
$$ControlNumber$$
$$FullControlNumber$$
$$PublishingTitle$$
$$CompleteStatus$$
$$ProgramStatus$$
$$ActivityName$$
$$SessionNumber$$
$$SessionTitle$$
$$SessionID$$
$$SessionRoleStatus$$
$$SessionLocation$$
$$SessionStart$$
$$SessionEnd$$
$$SessionRoleStart$$
$$SessionRoleEnd$$
$$PresentationDuration$$

Configuring Listing Template Portal Fields

1. Navigate to Settings > Workflow Applications > cPortal. Then, select the tab you wish to modify the display fields for, such as Presentations.

2. Locate the Listing template and input the desired Option Value:

<header>#$$ControlNumber$$ $$PublishingTitle$$</header>
<property>
<propertyTitle>Session: </propertyTitle><propertyValue>$$SessionNumber$$ - $$SessionTitle$$</propertyValue>
</property>
<property><propertyTitle>Location:</propertyTitle><propertyValue>$$SessionLocation$$</propertyValue></property>
<property><propertyTitle>Session Start/End: </propertyTitle><propertyValue>$$SessionStart$$ - $$SessionEnd$$</propertyValue></property>

Try It Yourself

For other cAdmin fields listed above, copy and paste one of the lines of code and replace the two field values with the appropriate placeholders, such as “Presenter:” for the label and “$$PresentingAuthor$$” to pull the cAdmin field:

<property><propertyTitle>Presenter: </propertyTitle><propertyValue>$$PresentingAuthor$$</propertyValue></property>

Old Site Config vs. New Portal Settings

For those familiar with the old configuration method, you’ll find all the updated Portal configurations listed in the table. If users try accessing the old Site Configurations from their prior location and click the Option Name link, they’ll be redirected to the new Portal Settings configuration page. However, it will only direct you to the first tab, irrespective of your original tab within Portal Settings, necessitating an additional click.

A configuration NOT listed in the table below is still accessible under Configurations > Site configurations.

Verify Staff Roles

To access the Site configurations page, cAdmin users must hold at least one of the specified staff roles:
• Association Administrator
• Association Team Leader
• Distributor Administrator
• Distributor Team Leader

Users with these roles in cAdmin can verify their own or others’ roles within their association by navigating to Settings > Association info & administration > Staff accounts.

Advanced Configuration Note

Starting May 2024, if you plan to apply an activity qualifier to any tab on the Portal, you must currently use the old configuration method in Site Configurations. This qualifier will overwrite the new field labels in the Portal Settings.

Portal Settings Tab	Old Site Configuration Category and Name	New field label
Meeting information	ADMIN / DashModuleDisplayName_Meetinginfo	Navigation label
	ADMIN / MeetingHeaderBackgroundColor	Portal header background color (meeting level)
	ADMIN / DashHideDisclosureLink	Hide the centralized disclosure link in the portal homepage
	ADMIN / DashSiteHeaderImage	Portal header image URL (meeting level)
	ADMIN / DashMsgText_MeetingInfo	Meeting information instructions
	ADMIN / DashMeetingInfoMainContentText	Meeting info page content
	ADMIN / DashRightNavText_MeetingInfo	Sidebar content for meeting info page
Submission	SUBMIT / DashModuleDisplayName	Navigation label
	SUBMIT / DashHideGraphs	Hide summary graphs
	SUBMIT / DashChartEntityName	Top-chart- label of completion status
	SUBMIT / DashHideDisclosureLink	Hide the centralized disclosure link in the submissions page
	SUBMIT / DashExcludeDisclosureCheckForActivities	Centralized disclosure NOT mandatory for these activities
	SUBMIT / BlockActivityDisplay	Hide activities
	SUBMIT / DashMsgText	Instructions text
	SUBMIT / DashRightNavText	Sidebar content
	SUBMIT / DashBlockTemplate	Listing template
Abstract Review	REVIEW / DashModuleDisplayName	Navigation label
	REVIEW / DashHideGraphs	Hide summary graphs
	REVIEW / DashChartEntityName	Top-chart- label of completion status
	REVIEW / DashHideDisclosureLink	Hide the centralized disclosure link in the review page
	REVIEW / DashExcludeDisclosureCheckForActivities	Centralized disclosure NOT mandatory for these activities
	REVIEW / DashMsgText	Instructions text
	REVIEW / DashRightNavText	Sidebar content
	REVIEW / DashBlockTemplate	Listing template
Session builder	SESSIONS / DashModuleDisplayName	Navigation label
	SESSIONS / DashHideGraphs	Hide summary graphs
	SESSIONS / DashChartEntityName	Top-chart- label of completion status
	SESSIONS / DashHideDisclosureLink	Hide the centralized disclosure link in the sessions submissions page
	SESSIONS / DashExcludeDisclosureCheckForSessionTypes	Centralized disclosure NOT mandatory for these session types
	SESSIONS / DashMsgText	Instructions text
	SESSIONS / DashRightNavText	Sidebar content
	SESSIONS / DashBlockTemplate	Listing template
Session submission	SUGGESTEDSESSIONS / DashModuleDisplayName	Navigation label
	SUGGESTEDSESSIONS / DashHideGraphs	Hide summary graphs
	SUGGESTEDSESSIONS / DashChartEntityName	Top-chart- label of completion status
	SUGGESTEDSESSIONS / DashHideDisclosureLink	Hide the centralized disclosure link in the sessions submissions page
	SUGGESTEDSESSIONS / DashExcludeDisclosureCheckForSessionTypes	Centralized disclosure NOT mandatory for these session types
	SUGGESTEDSESSIONS / DashMsgText	Instructions text
	SUGGESTEDSESSIONS / DashRightNavText	Sidebar content
	SUGGESTEDSESSIONS / DashBlockTemplate	Listing template
Session leaders	Portal setting for session leaders remains unchanged. Previously configurable here.
Presentation	SUBMIT / DashModuleDisplayName_Presentation	Navigation label
	SUBMIT / BlockActivityDisplay_Presentation	Hide activities
	SUBMIT / DashMsgText_Presentation	Instructions text
	SUBMIT / DashRightNavText_Presentation	Sidebar content
	SUBMIT / DashBlockTemplate_Presentation	Listing template
CME review	Portal setting for CME review remains unchanged. Previously configurable here.
Booth	Booth remains unchanged. Previously configurable here.
Notification – Tasks	NOTIFICATION / DashModuleDisplayName_Tasks	Navigation label
	NOTIFICATIONS / DashChartEntityName_Tasks	Top-chart-label of completion status
	NOTIFICATION / DashHideGraphs	Hide summary graphs (shared with Messages)
	NOTIFICATION / DashHideDisclosureLink_Tasks	Hide the centralized disclosure link in the tasks page
	NOTIFICATION / DashMsgText_Tasks	Instructions text (top of page)
	NOTIFICATION / DashRightNavText_Tasks	Sidebar content
	NOTIFICATION / DashBlockTemplate_Tasks	Listing template
Notification – Messages	NOTIFICATION / DashModuleDisplayName_Messages	Navigation label
	NOTIFICATIONS / DashChartEntityName_Messages	Top-chart-label of completion status
	NOTIFICATION / DashHideGraphs	Hide summary graphs (shared with Tasks)
	NOTIFICATION / DashHideDisclosureLink_Messages	Hide the centralized disclosure link in the messages page
	NOTIFICATION / DashMsgText_Messages	Instructions text
	NOTIFICATION / DashRightNavText_Messages	Sidebar content
	NOTIFICATION / DashBlockTemplate_Messages	Listing template

Field labels such as “Allow QR code access key login” can be found in the Glossary on the left side of the Portal Settings page.

Save Configurations in the Library for Later Use

To save configurations for future use, especially around meeting deadlines or future meetings, follow these steps:

1. Copy the appropriate old configuration name from the chart above that matches the new Portal name.
2. Navigate to Configuration -> Site configuration.
3. Select the correct tab (e.g., SUBMIT). Click on ADD NEW CONFIGURATION.
4. Paste the old configuration name (e.g., DashMsgText_Presentation_DeadlineSOON).
5. In this example, the suffix “_DeadlineSOON” will save this configuration in the library, allowing you to copy and paste it later during the meeting.

Simplified Association Portal Configuration for cAdmin

As a meeting organizer or configuration analyst, I frequently use cAdmin to adjust various settings within the Portal, including navigation labels, meeting details, directions, links, images, and the visibility of activities tailored to specific user personas. Previously, this task was more time-consuming due to the amount of options. However, with our latest release in May 2024, we’ve streamlined the process, significantly enhancing user-friendliness for administrators.

The Portal Association configuration interface is organized under Settings > Association info & administration > Association information > cPortal, mirroring the layout of the Association Portal itself.

Below, you’ll find all the updated Association Portal configurations listed in the table. An association Portal configuration NOT listed in the table below is still accessible under Configurations > Site configurations > Association-Level Module Configuration Editor. Remember that only users with the roles of Distributor Admin, Distributor Team Leader, Association Admin, and Association Team Leaders can access and view the previous configurations menu.

For those familiar with the old method, the table below displays the former configuration category and option name alongside its corresponding new term and location within cAdmin.

Site Settings	Old Site Configuration Category and Name	New field label
cPortal Base settings	DASHBOARD / SiteHeaderImage	Portal header image URL (association level)
	DASHBOARD / SiteHeaderBackgroundColor	Portal header background color (association level)
	DASHBOARD/LoginWelcomeText	Login welcome text
	DASHBOARD / HomeMsgText	Homepage top (boxed) area content
	DASHBOARD / HomeMainContentText	Homepage main content
	DASHBOARD / HomeRightNavText	Homepage sidebar content
	PORTAL / profile-page-instruction-text	Profile page instructions text
cPortal security settings	DASHBOARD / ExcludeMeetingsFromDashboard	Meetings restricted to use the portal (comma separated meeting IDs)
	DASHBOARD / SSOCloudWebserviceURL	SSO client URL
	DASHBOARD / SSOClaimsIdentityProvider	SSO claims identity provider
	DASHBOARD / SSOLogoutURL	SSO logout URL
	DASHBOARD / BlockCreateAccount	Do not allow creation of new accounts
	DASHBOARD / EmailNewAccountFromText	Email From field – for new account created
	DASHBOARD / EmailNewAccountSubject	Email Subject field – for new account created
	DASHBOARD / EmailNewAccountBody	Email body – for new account created

Session Builder (Organizer) Setup v1.0

Session Building, also known as Session Organizing, is the process where a volunteer from an organization (such as a member of the program committee or a member of the meeting faculty) creates Sessions by combining Abstracts (which will later become presentations) and appointing other essential roles like Chairs and Invited Speakers. In the CTI system, individuals responsible for Session Building are referred to as “Sessioners,” although they may also be called Session Organizers, Organizers, Slotters, or other names preferred by the client.

View setup documentation:

Session-Builder-Setup-v1.0 Download

Credit Cart Locking

CTI has implemented a credit cart locking feature in the Program Planner to prevent participants from modifying their cart after generating certificates. This optional feature ensures the accuracy and integrity of their participation records.

Configuring Locked Cart Certificates
As an administrator, I need to configure one or multiple certificates to lock the credit cart. The credit cart will only lock if at least one item inside the cart is designated to trigger the locking mechanism when the cart is created. If no certificates within the credit cart are set to initiate the lock when the cart is created, then the cart will remain unlocked.

Step 1: Accessing Configuration
1. Administrators can configure certificates to lock the cart by navigating to cAdmin -> Settings -> Virtual/Hybrid Meeting Applications -> cPlanner -> Attendance/Credits.
2. Toggle the “ON” switch to enable optional enforcement of zero credits when a session has not yet begun, displaying the requirements screen once all prerequisites are met, and printing the header, footer, and certificate together.

3. Administrators also have the option to customize the default warning messages for both locking (cPlanner) and unlocking (cAdmin) the credit cart.

Step 2: Customizing Certificates
1. Click on the “Certificates” tab at the top of Planner (PP8) Settings.
2. Choose the certificate(s) you want to use for locking the credit cart.
3. Add the following code at the end of the HTML:

, “cartlocking”:”yes”}

4. Copy and paste this code into the HTML of one of the certificates under the “Certificate list.” This action will trigger the credit cart warning message for the client.

Optional: Unlocking the Credit Cart
Administrators can unlock the Credit Cart by going to cAdmin -> Onsite -> Certification dashboard and clicking on the dedicated row action “Unlock” next to their name:

Important: Changing the value of “, “cartlocking”:”yes”}” to “yes” for a single certificate will lock all certificates in the cart when that specific certificate is clicked. However, if an admin unlocks any certificate from the cAdmin -> Onsite -> Certification dashboard, all certificates will be simultaneously unlocked.

Session Organizer Setup for Presentation Management

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.

View the full setup documentation below:

Session-Organizer-Setup-for-Presentation-Management-v1.1 Download

Program Planner

The following conditions must be met for a session/presentation to appear in the planner:
A session is only searchable if…
Session Status is ‘Active’
-AND-
The session has a Start Date/Time

A presentation is only searchable if…
Session Status is ‘Active’
-AND-
The session has a Start Date/Time
-AND-
The Session Role is slotted into a session
-AND-
Session Role Status is among: ‘Unable to attend,’ ‘Confirmed,’ or ‘Primary’
-AND-
Program status is among: ‘Accepted,’ ‘Withdrawn’ — hide withdrawn via configuration
-AND-
Presentation Times should be entered at the control level (while not strictly required, it’s considered best practice)

Session Role Status

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).

Control Complete Status

Control Complete Status: This asks the question, “Has the submission met all the submission requirements?”

Incomplete: This is the default status when a control is created.

Complete: This status is automatically set when the control meets the submission’s minimum requirements.

Deleted: This status is available for an end user to apply in cSubmit if configured.

Finalized: This serves as the final status if the ‘finalized’ feature is configured in cSubmit and/or cAdmin, similar to the Session Locked status.

Session Rule Status

Session Rule Status: Primarily used via session submission or session builder.

Incomplete: This is the default status when a session is created in session submission.

Complete: This status is automatically set when the session meets the module’s minimum requirements. Alternatively, an administrator can set it via cAdmin.

Deleted: This status is used when an end user or administrator changes the status based on a ‘withdrawal’ request.

Locked: This serves as the final status if the ‘finalized’ feature is used in session submission.

Program Status

“Program Status” refers to the current state of a Submission. It indicates whether the Submission has been assigned to a Session and is ready to be included in the program. The following are the defined Program Status options:

Undefined: This is the default status assigned to a Submission when it is initially created in the system.

Accepted: This status is set by the administrator (cAdmin) when a Submission has been accepted for presentation (session assignments finalized).

Withdrawn: If an end user requests to withdraw a Submission, the status can be changed to “Withdrawn” by an administrator in cAdmin. This status is also used for resolving duplicate submission cases, where one of the duplicate submissions is withdrawn.

Rejected: Assigned by an administrator using cAdmin when a Submission is not accepted for presentation (session assignments finalized).

Removed by Staff: Used by administrators in cAdmin to indicate that a Submission should be removed from reporting or other program-related modules.

UseCentralizedDisclosureAssignmentForm

Option Name	UseCentralizedDisclosureAssignmentForm
Where is this configured?	Admin
Why is this configured?	Generally used with the recap notification process (now defunct because of contributor portal/campaigns)
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default
Example Meeting	ACC 18
Special Considerations	CD needs to be implemented for the event
Standard Checklist?	No
Validated?	Yes

ShowDisclosureEmail

Option Name	ShowDisclosureEmail
Where is this configured?	Admin
Why is this configured?	Should the control’s email address display in CD popup?
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Control’s email address doesn’t display in CD popup.
Example Meeting	Diabetes: 81st
Special Considerations	Centralized disclosures need to be implemented for the event
Standard Checklist?	No
Validated?	Yes

ShowDisclosureControlLookup

Option Name	ShowDisclosureControlLookup
Where is this configured?	Admin
Why is this configured?	Do you need to see the disclosure control lookup?
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	No disclosure lookup for controls.
Example Meeting	ACCii 65th Annual Scientific Sessions
Special Considerations	Disclosures need to be setup for all relevant actiivty types.
Standard Checklist?	No
Validated?	Yes

DisclosureTriggeredStatusUpdateExclusion

Option Name	DisclosureTriggeredStatusUpdateExclusion
Where is this configured?	Admin
Why is this configured?	Should the complete status of a record remain static/unaffected by COI after a submission deadline?
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Complete status of a record could change based on the COI status of a user account.
Example Meeting	DAA: Chicago ’19
Special Considerations	Centralized disclosure must be enabled.
Standard Checklist?	No
Validated?	Yes

DisclosureReviewPopup

Option Name	DisclosureReviewPopup
Where is this configured?	Admin
Why is this configured?	Need a centralized disclosures popup in the author step?
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	No centralized disclosures popup within author step.
Example Meeting	Diabetes 2018
Special Considerations	Default is No. Turns on CD in Control Summary. Must configure to show and along with Admin/CentralDisclosureReviewConfig.
Standard Checklist?	No
Validated?	Yes

CentralizedDisclosureReviewConfig

Option Name	CentralizedDisclosureReviewConfig
Where is this configured?	Admin
Why is this configured?	Is CD configured, and would you like a popup view for each author in admin?
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	No CD popup view.
Example Meeting	Diabetes 2018
Special Considerations	Requires Centralized Disclosures to be setup for the meeting/activity types. Must configure to show and along with Admin/CentralDisclosureReviewConfig. Must have at least c4aServiceEndpoint attribute configured. ShowEmail, ShowAllAuthors, ShowStatus all default to ‘No’.
Standard Checklist?	No
Validated?	Yes

AllowDisclosureUpdateInAuthorEdit

Option Name	AllowDisclosureUpdateInAuthorEdit
Where is this configured?	Admin
Why is this configured?	Display popup to confirm if disclosures should update for all matching authors?
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	No popup confirmation
Example Meeting	ISHLT 2022
Special Considerations	If in use (OptionValue = “YES”) along with the Submit DisclosureGrid config, the StepAuthorEdit page in Admin will display a confirmation message about updating disclosures for all matching Authors in the meeting (matching on AuthorFirstName, AuthorLastName, ContactEmail)
Standard Checklist?	No
Validated?	Yes

PaperNumberWebserviceURL

Option Name	PaperNumberWebserviceURL
Where is this configured?	Admin
Why is this configured?	Need this URL if paper auto-#ing is to occur
Option Value	URL
Example Option Value	https://qa.spe.org/jws/rs/x/ppms/paperNumber
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Paper #ing won’t occur
Example Meeting	SPE: Training
Special Considerations	Defines the URL of the Paper Numbering web service
Standard Checklist?	No
Validated?	Yes

PaperNumberProposal

Option Name	PaperNumberProposal
Where is this configured?	Admin
Why is this configured?	Do you want specific activity types to be eligible for paper #ing?
Option Value	Activity Name(s)
Example Option Value	Proposal
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	None
Example Meeting	SPE: Training
Special Considerations	Defines the activity types allowed for proposal Paper Numbering jobs
Standard Checklist?	No
Validated?	Yes

PaperNumberProgramStatus

Option Name	PaperNumberProgramStatus
Where is this configured?	Admin
Why is this configured?	Defines the program statuses that are allowed for Paper Numbering jobs
Option Value	Program Status or Program Statuses (if multiple, separate by commas)
Example Option Value	Accepted
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Paper #ing won’t occur.
Example Meeting	SPE: Training
Special Considerations	None
Standard Checklist?	No
Validated?	Yes

PaperNumberPresentedAs

Option Name	PaperNumberPresentedAs
Where is this configured?	Admin
Why is this configured?	Need specific field values?
Option Value	PaperPresentedAs field values
Example Option Value	Paper Options
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	No specific field values.
Example Meeting	SPE: Training
Special Considerations	Defines which PaperPresentedAs values are eligible for Paper Numbering jobs
Standard Checklist?	No
Validated?	Yes

PaperNumberInvitedPresenter

Option Name	PaperNumberInvitedPresenter
Where is this configured?	Admin
Why is this configured?	Defines activity types allowed for invited presenter Paper Numbering jobs
Option Value	Activity Name(s)
Example Option Value	Invited Presenter
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	NONE
Example Meeting	SPE: Training
Special Considerations	NONE
Standard Checklist?	No
Validated?	Yes

AllowMemberLookup

Option Name	AllowMemberLookup
Where is this configured?	Admin
Why is this configured?	Need to ping an external data source (not cOASIS Account tables) for account lookup?
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	The default is that this functionality is unavailable.
Example Meeting	ASH 60th Annual Meeting (2018)
Special Considerations	Requires technical assistance via ticket to enable feature.
Standard Checklist?	Yes
Validated?	Yes

AllowCreateAccount

Option Name	AllowCreateAccount
Where is this configured?	Admin
Why is this configured?	Need to ping an external data source (not cOASIS Account tables) for account creation?
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	The default is that this functionality is unavailable.
Example Meeting	ASH 60th Annual Meeting (2018)
Special Considerations	Requires technical assistance via ticket to enable feature
Standard Checklist?	Yes
Validated?	Yes

AccountEditDisable

Option Name	AccountEditDisable
Where is this configured?	Admin
Why is this configured?	Should account editing be disabled when searching non-cOASIS account tables?
Option Value	Yes/No
Example Option Value	No
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Account editing is enabled.
Example Meeting	ASH 60th Annual Meeting (2018)
Special Considerations	Non-cOASIS account tables must be setup for the meeting/association.
Standard Checklist?	Yes
Validated?	Yes

SSOLogoutURL

Option Name	SSOLogoutURL
Where is this configured?	Association-Level
Why is this configured?	Is SSO enabled?
Option Value	Variable
Example Option Value	@
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	SSO isn’t enabled.
Example Meeting	ATS ’22
Special Considerations	SSO must be enabled.
Standard Checklist?	Yes
Validated?	Yes

SSOCloudWebserviceURL

Option Name	SSOCloudWebserviceURL
Where is this configured?	Association-Level
Why is this configured?	Is SSO enabled?
Option Value	Variable
Example Option Value	OasisPerson
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	SSO isn’t enabled.
Example Meeting	ATS ’22
Special Considerations	SSO must be enabled.
Standard Checklist?	Yes
Validated?	Yes

SSOClaimsIdentityProvider

Option Name	SSOClaimsIdentityProvider
Where is this configured?	Association-Level
Why is this configured?	Is SSO enabled?
Option Value	Variable
Example Option Value	https://login.thoracic.org/idp/shibboleth
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	SSO isn’t enabled.
Example Meeting	ATS ’22
Special Considerations	SSO must be enabled.
Standard Checklist?	Yes
Validated?	Yes

SSOAccountMatchLevel

Option Name	SSOAccountMatchLevel
Where is this configured?	Association-Level
Why is this configured?	How should the cOASIS match the account against the client’s AMS?
Option Value	Variable
Example Option Value	* or ELF (perhaps other variables are possible as well)
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	All fields used to match, or error is thrown.
Example Meeting	SfN ’21
Special Considerations	SSO must be enabled. Any combinations of E, L, and F will work. For example, ELF is the same as *. And EL will match email and last name. No default. Note always matches memberspecification first. And if matching memberspecification failed, this config option will be used if configured.
Standard Checklist?	Yes
Validated?	Yes

DashHideModules

Option Name	DashHideModules
Where is this configured?	Admin
Why is this configured?	Want modules to be hidden in portal?
Option Value	Comma separated list of modules to suppress from portal
Example Option Value	https://www.call4abstracts.com/ats20/index.php
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Modules, if configured, are available in portal.
Example Meeting	SfN ’21
Special Considerations
Standard Checklist?	Yes
Validated?	Yes

CentralizedDisclosureSSOLink

Option Name	CentralizedDisclosureSSOLink
Where is this configured?	Association-Level
Why is this configured?	Necessary if CD via SSO is used for contributor portal.
Option Value	URL
Example Option Value	https://www.call4abstracts.com/ats20/index.php
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Error.
Example Meeting	ATS ’22
Special Considerations	Need to have CD developed/configured for SSO.
Standard Checklist?	Yes
Validated?	Yes

CentralizedDisclosureEndpoint

Option Name	CentralizedDisclosureEndpoint
Where is this configured?	Association-Level
Why is this configured?	Necessary if CD via SSO is used for contributor portal.
Option Value	URL
Example Option Value	https://www.call4abstracts.com/ats20/services/build_request.php?usr_mem_id=
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Error.
Example Meeting	ATS ’22
Special Considerations	Need to have CD developed/configured for SSO.
Standard Checklist?	Yes
Validated?	Yes

MeetingHeaderBackgroundColor

Option Name	MeetingHeaderBackgroundColor
Where is this configured?	Admin
Why is this configured?	Should the background color be modified, at the meeting level, in portal?
Option Value	Color hex code
Example Option Value	#FFFFFF
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Grey
Example Meeting	ISHLT ’21
Special Considerations	Must use a valid color hex code.
Standard Checklist?	Yes
Validated?	Yes

DashSiteHeaderImage

Option Name	DashSiteHeaderImage
Where is this configured?	Admin
Why is this configured?	Should the banner/logo be modified, at the meeting level, in portal?
Option Value	Valid image URL
Example Option Value	https://files.abstractsonline.com/SUPT/345/10408/new.jpg
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	No banner/logo.
Example Meeting	ISHLT ’21
Special Considerations	Must use a valid/hosted image URL.
Standard Checklist?	Yes
Validated?	Yes

DashModuleDisplayName_Tasks

Option Name	DashModuleDisplayName_Tasks
Where is this configured?	Campaign
Why is this configured?	Should the tab be renamed in portal for the tasks tab?
Option Value	Text
Example Option Value	RENAME MODULE NAME IN TABS For Meeting Info tab Module: Admin Config Name: DashModuleDisplayName_MeetingInfo For Submit, Review, Session-Builder, Session Submission, Presentation tabs Module: Respective_module_name Config Name: DashModuleDisplayName For Tasks tab Module: Notification Config Name: DashModuleDisplayName_NotifyTasks For Messages tab Module: Notification Config Name: DashModuleDisplayName_NotifyMessages Values:
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	A generic name is used for the tasks tab in portal.
Example Meeting	ISHLT ’21
Special Considerations	This option’s valid for these modules: submission, review, session builder, structured sessions, notifications, presentation (please see Jira ticket – https://ctimeetingtech.atlassian.net/browse/OAS-8639).
Standard Checklist?	Yes
Validated?	Yes

DashModuleDisplayName_Messages

Option Name	DashModuleDisplayName_Messages
Where is this configured?	Campaign
Why is this configured?	Should the tab be renamed in portal for the messages tab?
Option Value	Text
Example Option Value	RENAME MODULE NAME IN TABS For Meeting Info tab Module: Admin Config Name: DashModuleDisplayName_MeetingInfo For Submit, Review, Session-Builder, Session Submission, Presentation tabs Module: Respective_module_name Config Name: DashModuleDisplayName For Tasks tab Module: Notification Config Name: DashModuleDisplayName_NotifyTasks For Messages tab Module: Notification Config Name: DashModuleDisplayName_NotifyMessages Values:
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	A generic name is used for the messages tab in portal.
Example Meeting	ISHLT ’21
Special Considerations	This option’s valid for these modules: submission, review, session builder, structured sessions, notifications, presentation (please see Jira ticket – https://ctimeetingtech.atlassian.net/browse/OAS-8639).
Standard Checklist?	Yes
Validated?	Yes

DashModuleDisplayName_MeetingInfo

Option Name	DashModuleDisplayName_MeetingInfo
Where is this configured?	Admin
Why is this configured?	Should the tab be renamed in portal for the event’s homepage?
Option Value	Text
Example Option Value	RENAME MODULE NAME IN TABS For Meeting Info tab Module: Admin Config Name: DashModuleDisplayName_MeetingInfo For Submit, Review, Session-Builder, Session Submission, Presentation tabs Module: Respective_module_name Config Name: DashModuleDisplayName For Tasks tab Module: Notification Config Name: DashModuleDisplayName_NotifyTasks For Messages tab Module: Notification Config Name: DashModuleDisplayName_NotifyMessages Values:
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	A generic name is used for the event’s homepage in portal.
Example Meeting	ATS ’22
Special Considerations	This option’s valid only for the event’s homepage in portal (please see Jira ticket – https://ctimeetingtech.atlassian.net/browse/OAS-8639).
Standard Checklist?	Yes
Validated?	Yes

DashModuleDisplayName

Option Name	DashModuleDisplayName
Where is this configured?	Multiple
Why is this configured?	Should the tab be renamed in portal for the specific module?
Option Value	Text
Example Option Value	RENAME MODULE NAME IN TABS For Meeting Info tab Module: Admin Config Name: DashModuleDisplayName_MeetingInfo For Submit, Review, Session-Builder, Session Submission, Presentation tabs Module: Respective_module_name Config Name: DashModuleDisplayName For Tasks tab Module: Notification Config Name: DashModuleDisplayName_NotifyTasks For Messages tab Module: Notification Config Name: DashModuleDisplayName_NotifyMessages Values:
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	A generic name is used for the specific tab in portal.
Example Meeting	ATS ’22
Special Considerations	This option’s valid for these modules: submission, review, session builder, structured sessions, notifications (please see Jira ticket – https://ctimeetingtech.atlassian.net/browse/OAS-8639).
Standard Checklist?	Yes
Validated?	Yes

DashHideGraphs

Option Name	DashHideGraphs
Where is this configured?	Multiple
Why is this configured?	Should graphs be suppressed in the portal tabs?
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Graphs aren’t suppressed in the portal tabs.
Example Meeting	SfN ’21
Special Considerations	This option’s valid for these modules: submission, review, session builder, structured sessions, notifications.
Standard Checklist?	Yes
Validated?	Yes

DashChartEntityName_Tasks

Option Name	DashChartEntityName_Tasks
Where is this configured?	Campaign
Why is this configured?	Want to modify the text label for the chart, for the tasks tab in portal?
Option Value	Text
Example Option Value	Graph
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	The text label for the chart, for the tasks tab, just reads “Chart”.
Example Meeting	TAA: t.mejudhon
Special Considerations	The word “status” is hardcoded, and the graphs must not be configured as hidden).
Standard Checklist?	Yes
Validated?	Yes

DashChartEntityName_Messages

Option Name	DashChartEntityName_Messages
Where is this configured?	Campaign
Why is this configured?	Want to modify the text label for the chart, for the messages tab in portal?
Option Value	Text
Example Option Value	Graph
Qualifier 1	None
Qualifier 2	NONE
Qualifier 3	NONE
Default	The text label for the chart, for the messages tab, just reads “Chart”.
Example Meeting	TAA: t.mejudhon
Special Considerations	The word “status” is hardcoded, and the graphs must not be configured as hidden).
Standard Checklist?	Yes
Validated?	Yes

cPortal Settings -> Tasks (DashBlockTemplate_Tasks)

Option Name	DashBlockTemplate_Tasks
Where is this configured?	Settings -> Workflow applications -> cPortal -> Tasks -> Listing template
Why is this configured?	Should the content block in portal, for the tasks tab, display specific content?
Option Value	Pre-defined property values from data fields (specific to campaigns)
Example Option Value	#$$ControlNumber$$ – $$PublishingTitle$$ Session: $$SessionNumber$$ – $$SessionTitle$$ Your Role: $$RecipientActivityTypeName$$ Status: $$CompleteStatus$$
Qualifier 1	Notification Template
Qualifier 2	NONE
Qualifier 3	NONE
Default	The content block in portal, for the tasks tab, doesn’t display specific content
Standard Checklist?	Yes
Validated?	Yes

cPortal Settings -> Messages (DashBlockTemplate_Messages)

Option Name	Notification – Messages (DashBlockTemplate_Messages)
Where is this configured?	Settings -> Workflow applications -> cPortal -> Messages -> Listing template
Why is this configured?	Should the content block in portal, for the messages tab, display specific content?
Option Value	Pre-defined property values from data fields (specific to campaigns)
Example Option Value	#$$ControlNumber$$ – $$PublishingTitle$$ Session: $$SessionNumber$$ – $$SessionTitle$$ Your Role: $$RecipientActivityTypeName$$ Status: $$CompleteStatus$$
Qualifier 1	Notification Template
Qualifier 2	NONE
Qualifier 3	NONE
Default	The content block in portal, for the messages tab, doesn’t display specific content.
Special Considerations	This option’s valid for the messages tab in portal (please see Jira ticket – https://ctimeetingtech.atlassian.net/browse/OAS-8639).
Standard Checklist?	Yes
Validated?	Yes

AbstractLayout

Option Name	AbstractLayout
Where is this configured?	Review
Why is this configured?	Would you like something different from the default for the Abstract Layout?
Option Value	XML
Example Option Value	See attached file below.
Qualifier 1	Activity Type
Qualifier 2	NONE
Qualifier 3	NONE
Default	ControlNumber, PublishingTitle, TopicKey1, AbstractBody
Example Meeting	ATS ’22
Special Considerations	See attached file below.
Standard Checklist?	Yes
Validated?	Yes

AbstractLayout Download

cPortal Settings -> Submission, Abstract Review, Session Builder, or Session Submission (DashBlockTemplate)

Option Name	DashBlockTemplate
Where is this configured?	Settings -> Workflow applications -> cPortal -> (Submission, OR Review, OR Session builder, OR Session submission) -> Listing template
Why is this configured?	Should the content block in Portal, per module/tab, display specific content
Option Value	Pre-defined property values from data fields (module-specific)
Example Option Value	#$$SessionNumber$$ $$SessionTitle$$ ID (for reference): $$SessionID$$ Status (for reference): $$CompleteStatus$$
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	The content block in portal, per module/tab, doesn’t display specific content.
Special Considerations	This option’s valid for these modules: submission, review, session builder, structured sessions, notifications (please see Jira ticket – https://ctimeetingtech.atlassian.net/browse/OAS-8639).
Standard Checklist?	Yes
Validated?	Yes

Login Welcome Text

Option Name	LoginWelcomeText
Where is this configured?	Portal, Association level
Why is this configured?	Do you want welcome text as the user signs into the Portal?
Option Value	HTML/Text
Example Option Value	Welcome to the Contribution Portal On this page, please find all the navigation links and notifications related to your participation in upcoming DAA meetings. Many thanks again for your important contribution to these events.
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Blank
Example Meeting	DAA Chicago ’19
Special Considerations	This configuration option is only relevant if the new Portal has been implemented
Standard Checklist?	Yes
Validated?	Yes

Home Right Nav Text

Option Name	HomeRightNavText
Where is this configured?	Portal, Association level
Why is this configured?	Should the Portal’s “Tasks” tab include right-side content such as links?
Option Value	HTML/Text
Example Option Value	Society Resources Call for Abstracts Key Dates Registration Housing Membership Information
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	No HTML/Text
Example Meeting	SfN ’21
Special Considerations	This configuration option is only relevant if the new Portal has been implemented
Standard Checklist?	Yes
Validated?	Yes

Home Msg Text

Option Name	HomeMsgText
Where is this configured?	Portal, Association level
Why is this configured?	Configure main page instructions
Option Value	HTML/Text
Example Option Value	Please click the 9 squares in the upper left hand corner and select the meeting you need to complete steps.
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	No HTML/Text
Example Meeting	SfN ’22
Special Considerations	This configuration option is only relevant if the new Portal has been implemented
Standard Checklist?	Yes
Validated?	Yes

Home Main Content Text

Option Name	HomeMainContentText
Where is this configured?	Portal, Association level
Why is this configured?	Configure a main page welcome message
Option Value	HTML/Text
Example Option Value	Society Information Welcome to the Society User Portal powered by cOASIS. This Online Abstract Submission and Invited Speaker Portal will provide you with all of the resources needed to complete your meeting requirements. Please return to this page frequently to follow the status of your submissions. Support Information If you have question or issues with the portal, please email sfn@support.ctimeetingtech.com or call 1-217-398-1795.
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	No HTML/Text
Example Meeting	SfN ’22
Special Considerations	This configuration option is only relevant if the new Portal has been implemented
Standard Checklist?	Yes
Validated?	Yes

Dash Right Nav Text Tasks

Option Name	DashRightNavText_Tasks
Where is this configured?	Portal, Campaign
Why is this configured?	Should the Portal’s “Tasks” tab include right-side content such as links?
Option Value	Text and/or HTML
Example Option Value	Task Resources Key Dates
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Blank
Example Meeting	SfN ’22
Special Considerations	Valid only if the Portal’s “Task” tab is enabled
Standard Checklist?	Yes
Validated?	Yes

Dash Right Nav Text Messages

Option Name	DashRightNavText_Messages
Where is this configured?	Portal, Campaign
Why is this configured?	Should the Portal’s “Messages” tab include right-side content such as links?
Option Value	Text and/or HTML
Example Option Value	Message Resources Key Dates
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Blank
Example Meeting	SfN ’22
Special Considerations	Valid only if the Portal’s “Messages” tab is enabled
Standard Checklist?	Yes
Validated?	Yes

Dash Right Nav Text Meeting Info

Option Name	DashRightNavText_MeetingInfo
Where is this configured?	Portal, Admin
Why is this configured?	Need custom links for an event’s main page in Portal?
Option Value	Text and/or HTML
Example Option Value	Meeting Resources Key Dates
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Blank
Example Meeting	DAA: Chicago ’19
Special Considerations	This option’s valid for the event’s main page in Portal
Standard Checklist?	Yes
Validated?	Yes

Dash Right Nav Text

Option Name	DashRightNavText
Where is this configured?	Portal, Multiple
Why is this configured?	Need custom instructions for each module within a meeting’s Portal?
Option Value	Text and/or HTML
Example Option Value	Important Links Faculty Instructions Deadline Dates Program Registration Hotel Reservation
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Blank
Example Meeting	DAA: Chicago ’21
Special Considerations	This option’s valid for these modules: Submission, Review, Session Builder, Structured Sessions, Notifications
Standard Checklist?	Yes
Validated?	Yes

Dash Msg Text Tasks

Option Name	DashMsgText_Tasks
Where is this configured?	Portal, Campaign
Why is this configured?	Should the Portal’s “Tasks” tab have instructions?
Option Value	Text and/or HTML
Example Option Value	Task Instructions To view and complete a notification below, click on the top link of each tab. All items with a green sidebar are complete and all items with a gold sidebar need attention.
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Blank
Example Meeting	SfN ’22
Special Considerations	Valid only if the contributor Portal’s “Tasks” tab is enabled
Standard Checklist?	Yes
Validated?	Yes

Dash Msg Text Messages

Option Name	DashMsgText_Messages
Where is this configured?	Portal, Campaign
Why is this configured?	Should the contributor portal’s “Messages” tab have instructions?
Option Value	Text and/or HTML
Example Option Value	Message Instructions To view a notification below, click on the top link of each tab. All items with a green sidebar have been viewed and all items with a gold sidebar need to be read.
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Blank
Example Meeting	SfN ’22
Special Considerations	Valid only if the contributor Portal’s “Messages” tab is enabled
Standard Checklist?	Yes
Validated?	Yes

Dash Msg Text Meeting Info

Option Name	DashMsgText_MeetingInfo
Where is this configured?	Portal, Admin
Why is this configured?	Do you want special instructions for each module within an event’s main page in Portal?
Option Value	Text and/or HTML
Example Option Value	Welcome to your meeting home. Use the navigation above to click your relevant modules.
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Blank
Example Meeting	DAA: Chicago ’19
Special Considerations	This option is valid for the event’s main page in Portal.
Standard Checklist?	Yes
Validated?	Yes

Dash Msg Text

Option Name	DashMsgText
Where is this configured?	Portal, Multiple
Why is this configured?	Do you want custom instructions for each module within a meeting’s Portal?
Option Value	Text and/or HTML
Example Option Value	June 6, 2018 @ 5pm ET Submission Deadline
Qualifier 1	None
Qualifier 2	NONE
Qualifier 3	NONE
Default	Blank
Example Meeting	DAA: Chicago ’19
Special Considerations	This option is valid for these modules: Submission, Review, Session Builder, Structured Sessions, Notifications
Standard Checklist?	Yes
Validated?	Yes

Email New Account Subject

Option Name	EmailNewAccountSubject
Where is this configured?	Portal, Association level
Why is this configured?	Should Portal users receive an email upon creating a new account?
Option Value	Text
Example Option Value	Hi, You have a new account.
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Portal users won’t receive an email upon creating a new account
Example Meeting	SAE: SETC ’18
Special Considerations	Valid only if contributor portal is enabled
Standard Checklist?	Yes
Validated?	Yes

Email New Account from Text

Option Name	EmailNewAccountFromText
Where is this configured?	Portal, Association-level
Why is this configured?	Should Portal users receive an email upon creating a new account?
Option Value	Valid Email Address
Example Option Value	a.knowles@ctimeetingtech.com
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Portal users won’t receive an email upon creating a new account.
Example Meeting	SAE: SETC ’18
Special Considerations	Valid only if contributor portal is enabled
Standard Checklist?	Yes
Validated?	Yes

Email New Account Body

Option Name	EmailNewAccountBody
Where is this configured?	Portal, Association Dashboard
Why is this configured?	Should Portal users receive an email upon creating a new account?
Option Value	Text and/or HTML
Example Option Value	Hi, You have a new account.
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Portal users won’t receive an email upon creating a new account.
Example Meeting	SAE: SETC ’18
Special Considerations	Valid only if contributor portal is enabled.
Standard Checklist?	Yes
Validated?	Yes

Exclude Meetings from Dashboard

Option Name	ExcludeMeetingsFromDashboard
Where is this configured?	Portal
Why is this configured?	If you want to exclude an event or events from the association’s Portal
Option Value	Meeting ID/Meeting IDs
Example Option Value	9024,9025,9026
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	All meetings are available in the Portal for the particular association
Example Meeting	TAA: t.mejudhon
Special Considerations	If multiple meetings are excluded, the Option Value must use comma-separated values (no spaces)
Standard Checklist?	Yes
Validated?	Yes

Block Create Account

Option Name	BlockCreateAccount
Where is this configured?	Portal
Why is this configured?	To restrict non-SSO Portal users from creating accounts
Option Value	Yes/No
Example Option Value	Yes
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Non-SSO Portal users are able to create accounts
Example Meeting	TAA: CS-US, t.mejudhon
Special Considerations	Applies only for non-SSO Portal events; useful for invited roles, reviewers, etc.
Standard Checklist?	Yes
Validated?	Yes

Session Date (ShowSessionDateInSubmitReview)

Do you want to show the Session Information on the Submit Site Review My Work page so users can see this after the submission process?

Option Name	ShowSessionDateInSubmitReview
Where is this configured?	Submit
Why is this configured?	Do you want to show the Session Information on the *Submit Site Review My Work* page so users can see this after the submission process?
Option Value	Yes
Example Option Value	Do not use in conjunction with SummaryLayout or it will not work.
Qualifier 1	Activity
Qualifier 2	Activity
Qualifier 3	Activity
Default	NONE
Special Considerations	DO NOT USE in conjunction with SummaryLayout or it won’t work. SummaryLayout should not be configured.
Example Meeting	CCC 2010
Standard Checklist?	No
Validated?	Yes

Abstract Image Files Allowed (AllowedImageFileTypes)

Restrict types of image files uploaded in abstract/abstract2 steps?

Option Name	AllowedImageFileTypes
Where is this configured?	Submit
Why is this configured?	Restrict types of image files uploaded in abstract/abstract2 steps?
Option Value	Image file type extension(s)
Example Option Value	JPG,BMP
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	All file types can be uploaded in Abstract/Abstract2.
Example Meeting	DAA Chicago 2018
Special Considerations	Option values should be comma-separated.
Standard Checklist?	Yes
Validated?	Yes

Example screenshot:

Abstract Graphics Allowed (AbstractGraphicsAllowed)

Does meeting permit image uploads and, if so, does the meeting want to limit # of image uploads? N/A if meeting doesn’t permit image uploads (works similar to AbstractTablesAllowed config).

Option Name	AbstractGraphicsAllowed
Where is this configured?	Submit
Why is this configured?	Does meeting permit image uploads and, if so, does the meeting want to limit # of image uploads?
Option Value	Numerical value
Example Option Value	3
Qualifier 1	Activity
Qualifier 2	NONE
Qualifier 3	NONE
Default	5
Example Meeting	ORS 2015
Special Considerations	N/A if meeting doesn’t permit image uploads (works similar to AbstractTablesAllowed config)
Standard Checklist?	Yes
Validated?	Yes

Example image below:

Portal Users Email Subject from New Account Creation (EmailNewAccountSubject)

Option Name	EmailNewAccountSubject
Where is this configured?	Association Dashboard
Why is this configured?	Should Portal users receive an email upon creating a new account?
Option Value	Text
Example Option Value	New Account for CTI Portal
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Portal users won’t receive an email upon creating a new account.
Example Meeting	SAE: SETC ’18
Special Considerations	Valid only if Portal is enabled.
Standard Checklist	Yes
Validated	Yes

Portal Users Email Address from New Account Creation (EmailNewAccountFromText)

Option Name	EmailNewAccountFromText
Where is this configured?	Association Dashboard
Why is this configured?	Should Portal users receive an email upon creating a new account?
Option Value	Valid Email Address
Example Option Value	e.eisenmann@ctimeetingtech.com
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Portal users won’t receive an email upon creating a new account.
Example Meeting	SAE: SETC ’18
Special Considerations	Valid only if Portal is enabled.
Standard Checklist	Yes
Validated	Yes

Portal Users Email Body from New Account Creation (EmailNewAccountBody)

Option Name	EmailNewAccountBody
Where is this configured?	Association Dashboard
Why is this configured?	Should Portal users receive an email upon creating a new account?
Option Value	Text/HTML
Example Option Value	Hi, You have created a new CTI Portal account.
Qualifier 1	NONE
Qualifier 2	NONE
Qualifier 3	NONE
Default	Portal users won’t receive an email upon creating a new account.
Example Meeting	SAE: SETC ’18
Special Considerations	Valid only if Portal is enabled.
Standard Checklist	Yes
Validated	Yes