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You can find the Meeting Key and Meeting ID on the cAdmin Home Screen (homepage) of each meeting under the Portal and virtual meeting links.
You can find the Meeting Key and Meeting ID on the cAdmin Home Screen (homepage) of each meeting under the Portal and virtual meeting links.
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.
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.
For further details:
Explore our self-paced Trainual course on Analytics for Clients.
For login credentials, start with “Forgot password?” If additional assistance is needed, contact e.eisenmann@ctimeetingtech.com
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.
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.
Click the link to view an example of the cOASIS Agreement Template Exhibit D.docx statement of work.
Fill out the cOASIS Meeting Request Form
*More information on setting up a meeting in our Trainual course: Presentation Management Content Collection & Executing Virtually
After you create your new meeting, click the waffle and search for the new meeting
*More information on setting up a meeting in our Trainual course: Presentation Management Content Collection & Executing Virtually
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
*More information on setting up a meeting in our Trainual course: Presentation Management Content Collection & Executing Virtually
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
*More information on setting up a meeting in our Trainual course: Presentation Management Content Collection & Executing Virtually
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.
*More information on setting up a meeting in our Trainual course: Presentation Management Content Collection & Executing Virtually
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.