Record Import to Production

(If available, you may need to contact your CTI Project Manager.)

1. (If available, you may need to contact your CTI Project Manager) Go to Configuration > Record Import > Template Document
2. Download and fill out the Excel sheet Template Document with all possible columns which consist of Submitters, Authors, Presentations, and Sessions
3. Click Import Data

Record Import to Sandbox

(If available, you may need to contact your CTI Project Manager.)

1. (If available, you may need to contact your CTI Project Manger) Go to Configuration -> Record Import -> Template Document
2. Download and fill out the Excel sheet Template Document with all possible columns which consist of Submitters, Authors, Presentations, and Sessions
3. Click Import Data
4. QC data before proceeding to record import on production

Copy to Sandbox

At this point, you will need to copy a backup version of this meeting which we call “Sandbox.” The “Sandbox” version of the meeting allows clients and CTI to add or edit parts of the meeting without affecting the production (or final) meeting.

After setting up your Locations, you will need to copy a backup version of this meeting which we call “Sandbox.” The “Sandbox” version of the meeting allows clients and CTI to add or edit parts of the meeting without affecting the production (or final) meeting.

1. To create the Sandbox copy, click the following link: http://www.abstractsonline.com/admin/dashboardreports/maint/syncmeetingdb.aspx
2. Select the event
3. Select the “Sandbox” location (no Sandbox version needs to exist and others will be overridden)
4. Check the box if you would like to be email notified when the copy is complete
5. Click “Go” (this may take 10-15 minutes to complete)

6. To go to the copied Sandbox event, enter “sandbox.” into the URL as shown below:

Cards for Presentations in Person details

The Presentation fields available in this card are the same as the fields available in the Presentation dashboard – all presentation attributes such as Presentation ID, start time, session roles status; presentation media items such as the number of uploads and presentation review statuses; related session information such as Session ID, Session Type & Title; and related control information.

In keeping with the goal of a “single pane of glass” view of a person’s involvement with a meeting, we’ve added a new card in Person details called “Presentations,” which shows a card populated with any Presentations the user has. The Presentation fields available in this card are the same as the fields available in the Presentation dashboard – all presentation attributes such as Presentation ID, start time, session roles status; presentation media items such as the number of uploads and presentation review statuses; related session information such as Session ID, Session Type & Title; and related control information.

The card allows an administrative user to view this data, select different visible fields from the gear, and click a row action arrow to go to the Presentation details page.


Starter Reports for Report Builder

Standard templates called “Starter Reports” are standard templates that have been automatically created for all meetings to help give clients a “starting point” on what data to report for each card. In addition, any new meeting created will have these Starter Reports in Report Builder.

Standard templates called “Starter Reports” are standard templates that have been automatically created for all meetings to help give clients a “starting point” on what data to report for each card. In addition, any new meeting created will have these Starter Reports in Report Builder. Below is an image of the first four Starter Report cards:

An admin cannot delete or edit the actual Starter Report but can “Save As” a copy to add and subtract fields as needed. Starter Reports is an ongoing effort, and we will continue adding more over the next few weeks. We believe these templates will give clients a head start for gathering and reporting data within the cAdmin system.

Expansion of People dataset in Report Builder

The People dataset in Report Builder includes all the standard fields you see below in the Person details “Personal information” card. Additional people information will allow admins to run more detailed reports about the people in the meeting.

The People dataset in Report Builder includes all the standard fields you see below in the Person details “Personal information” card. Additional people information will allow admins to run more detailed reports about the people in the meeting.

Current Available Fields for People dataset below:

Extra Data Fields Bulk Actions

One of the long standings market-leading capabilities of the CTI products is the ability of administrative users to extend their data management beyond the Standard Fields available for People, Submissions, Reviewers, Sessions, Session Builders, Presentations, and Registrants. These “Extra fields” allow clients to manage and report on data custom to their circumstances without development support. With this update, those data fields can be quickly changed with a bulk action.

One of the long-standing market-leading capabilities of the CTI products is the ability of administrative users to extend their data management beyond the Standard Fields available for People, Submissions, Reviewers, Sessions, Session Builders, Presentations, and Registrants. These “Extra fields” allow clients to manage and report on data custom to their circumstances without development support. With this update, those data fields can be quickly changed with a bulk action. Combined with the support for Extra fields in Advanced Search we deployed last week, an admin can quickly search for particular fields, select all the items in the advanced search, and bulk change entire specific lists.

For example, let’s create the field “CME Credits” for Sessions in Settings > Meeting set-up > Fields & sections.

Staying with our example above, an admin user can go into the Sessions dashboard and bulk change the “CME Credits” to the desired number:
1. Bulk actions are activated after checking the boxes on the left or selecting all of the boxes
2. Select the action ribbon “lightning bolt” icon
3. Choose the bulk action data change
4. Enter the value to bulk change the data

These bulk changes to extra data fields are available for the People, Presentations, Sessions, Registration, and Forms tabs in cAdmin using the same process shown above.

Presentation Details Display Fields

One new field that will help presenters and session leaders keep track of the files involved with a presentation is the “Label” field in cAdmin and cAttendee. The editable Label field will sync the additional presentation files to the cAttendee website and put presenters in control of naming those files.

One new field that will help presenters and session leaders keep track of the files involved with a presentation is the “Label” field in cAdmin and cAttendee. The editable Label field will sync the additional presentation files to the cAttendee website and put presenters in control of naming those files.

The “Label” field is editable in cAdmin (on the image below) by clicking on the field in the Presentation details.  Any changes will sync to the cAttendee website (on the top image). Additional support files are below the main presentation file and currently allow attendees to click and ‘View’ the resource.

Since different files may be needed for onsite and remote attendees, we’ve added two additional options for each presentation file:
1. Select the Additional file flag to show on the cAttendee website.
2. Select the Session room flag, so the file will be included with all the files that can be accessed onsite.