Reviewers might need to print abstracts, and attendees can print sessions, presentations, or their entire itinerary from the Program Planner or cAttendee. We’ve recently updated and refined the print versions, ensuring that no matter what you’re printing from Program Planner or cAttendee, you’ll receive professional, clean, and easy-to-read handouts with enhanced layouts.
Reviewers might need to print abstracts, and attendees can print sessions, presentations, or their entire itinerary from the Program Planner or cAttendee.
We’ve recently updated and refined the print versions, ensuring that no matter what you’re printing from Program Planner or cAttendee, you’ll receive professional, clean, and easy-to-read handouts with enhanced layouts.
To view an example of the new print layout, search for a session in the Program Planner and click on it.
Once on the session page, select “Print Page” to generate the updated version for printing.
This guide provides effective search techniques for using the Program Planner and cAttendee search functions, including Google-style searches. Learn how to optimize your searches with keyword variations, exact matches, and field-specific weighting to find the most relevant results.
Ways to Search Program Planner & cAttendee
• The search is a “Google-style” search. • Search terms may be enclosed in double quotes to ensure they match “exactly as entered”. • Up to five search terms may be used with either a “+” (AND) or “-” (AND NOT) before the terms to create better search specifics. For example, This+is+the+Title+Presentation
Searching for an Individual
• Last Name+First Initial (e.g., Smith+M)
Add Some Power to Your Search Queries
You can use up to five search terms, each preceded by either a “+” or “-” (without quotes) for more precise results. The first term does not require a “+”, as it is implied. Additionally, any search term can be enclosed in double quotes to ensure an exact match, and you can also use “+” or “-” in front of double-quoted phrases.
Examples:
• Lake Michigan – finds all occurrences of either ‘Lake’ or ‘Michigan’ • Lake +Michigan – finds all occurrences of ‘Lake’ which also contain ‘Michigan’ in them • Lake -Michigan – finds all occurrences of ‘Lake’ which do not contain ‘Michigan’ in them • “Lake Michigan” – finds all occurrences of the words ‘Lake’ and ‘Michigan’ used together
Note: The search is case-insensitive, so capital or lowercase letters will be found regardless of how they are typed into the search box. Spaces between words do not affect the search results.
Keyword Search
Keyword searches can be tailored to various needs, including author searches, topics, keywords, categories, or a combination of these. The keyword search feature is user-friendly and includes an autofill function to complete the rest of the word as you type, as demonstrated in the example below.
Search Field Relevance
The search algorithm assigns different weights to each field to prioritize certain types of information:
1. Session Titles and Categories: These receive the highest weight and are searched first. 2. Abstract Titles: These have a slightly lower weight and are considered next. 3. All Remaining Fields: These have the lowest weight and are searched last.
To provide clarity, here is a table listing the search fields and their respective weights from highest (100) to lowest (10):
Search Example in Program Planner
For the search term “toolkit”:
1. The search returns 3 sessions, with the word appearing in the 2nd session title.
2. Click the “Presentations” tab to see the AbstractTitle listings.
3. “toolkit” does NOT appear in the AbstractTitle or Presentation titles above, but click on the first result and search within the content for “toolkit”, and it appears twice:
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.
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.
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)
• Administrators now have the option to login to the Program Planner and Participant Portal from an individual’s Person Details page.
From the Person Details page, administrators now have the
option to login to the Program Planner and/or the Participant Portal as that
specific user. This new function allows admin staff to “shadow” the end user and
perform all available actions in the Portal and/or Program Planner. Any actions
will be logged as “Administrator” actions.
• Meeting participants will now have the option to upload a profile photo & biography information through their portal profile page; photo and bio will automatically display in cOASIS with option to display in Program Planner.
For meeting participants using the Participant Portal, we added fields to the profile page which give participants the option to upload a profile photo and/or a brief biography. Photos and biography information entered will automatically update in their Person Detail page in cOASIS (as well as in the Program Planner, if those display settings are activated). Users are given the option to upload a photo from their PC, or via camera if accessing the site from a mobile device. Adding information in the Biography field ensures that it will appear with program profiles for any roles at this and future meetings.
