CTI Meeting Technology knowledge base
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· October 1, 2024
· November 19, 2024
· December 10, 2024
· December 18, 2024
With any major changes, there is always a chance of unexpected outages in CTI’s service. We want to assure you that our team will do everything possible to minimize downtime and resolve any issues as quickly as possible. The next scheduled releases are:
· October 1, 2024
· November 19, 2024
· December 10, 2024
· December 18, 2024
This table provides a comparison of three packages: Package #1, designed for file collection, and Package #2 or #3, which includes file collection and session room agent services at varying limits. It highlights their features, limitations, and options to assist in decision-making.
This table provides a comparison of three packages: Package #1, designed for file collection, and Package #2 or #3, which includes file collection and session room agent services at varying limits. It highlights their features, limitations, and options to assist in decision-making.
| Feature Available | File collection only (Pkg #1) | File collection & session room agent (Pkg #2) | File collection & session room agent (Pkg #3) |
|---|---|---|---|
| Maximum Total *Presentations | 30 | 50 | 80 |
| Maximum Files Allowed per *Presentation | 4 | 4 | 4 |
| *Presentations Allowed per Presenter | 1 | 1 or more | 1 or more |
| File Formats Accepted | PDF, MP4 only (5 gigabytes), PPTX | Same | Same |
| Max Number of Available Meeting Days | 1 | 5 | 8 |
| Meeting Expiration Date (including presentation files) | Currently, no expiration date is executed for meetings. However, a future update will introduce a 14-day expiration period, including non-business days, with the deadline set at 11:59 PM. | Currently, no expiration date is executed for meetings. However, a future update will introduce a 30-day expiration period, including non-business days, with the deadline set at 11:59 PM. | Same as Pkg 2 |
| Threshold Lock for Meeting Date Edits | 1 day prior to “Meeting start date” | 3 days prior to “Meeting start date” | Same as Pkg 2 |
| Presentation Files Download Request Expiration Date | The email link will expire 48 hours after its creation date. | Same | Same |
| Add Presenter to Agenda – Required Fields | Presenter first name, last name, email | Presenter first name, last name, email, Date & Room, Presentation title | Same as Pkg 2 |
| Rooms | None | Defaults to Room 1. Maximum: 5 Rooms | Defaults to Room 1. Maximum: 8 Rooms |
| Admin-Presenter Email Communication | Personal Email | Personal Email & System Email | Personal Email & System Email |
| Portal Collection Site | Included | Included | Included |
| Agent/Session Room | Not included | Included | Included |
| Monitoring tool | Not included | Included | Included |
| Reports | Accounting Activity Report | Accounting Activity Report | Accounting Activity Report |
Defining personas and managing venue staff access within the Slide Ready application.
(For the personas of Distributor Administrators & Venue Administrators) I need to create administrative access to Slide Ready for Venue Staff so that they can set up and manage meetings in the Slide Ready application.
From the Venue details page, click the “+ Add” action and enter the new staff member’s First, Last, Email, and Staff role defined below:
Distributor Administrator – defined as the corporate administrative and support team staff who will create, monitor, manage, and support the venue staff in the operation of the application. Distributor administrators are expected to create and manage the venues along with the venue administrator. Distributor administrator roles will have the permission to allow them to function as any venue role at any venue, including creating meetings, managing agenda, communicating with the presenter, monitoring presentation file uploads, and (if needed) downloading presentation files for a venue.
Venue Administrator – A venue may have one or more venue administrators. This role is expected to create, monitor and manage the venue staff positions of Venue Operations and Venue Technical. Venue administrator roles will have the permission to function in any role at their specific venue, including creating meetings, managing agendas, communicating with presenters, monitoring presentation file uploads, and downloading presentation files for a venue.
Venue Operations – A venue may have one or more operations staff members. This role is expected to create, monitor and manage the meetings. The Venue Operation roles will have the permission to function as a technical operation role at their specific venue, including monitoring and assisting with presentation uploads and downloading files for a meeting room.
Venue Technical – A venue may have one or more technical operations staff members. This role is expected to interact with presenters to assist in uploading presentation files, to monitor and if necessary, download-fix-and-upload-again presentation files that need work before presentation.
Event organizer (only available in Multi-session events leveraging the agent package) – An employee or a contractor of the end-user customer responsible for organizing the event, including preparing, updating, and managing the meeting agenda and communications with presenters. The event organizer is responsible for sharing the agenda with Encore.
There is no limit to the number of accounts that can be created.
Venue/Meeting Example – LOEWS Chicacgo O’Hare (Venue) -> v2050: Waterfall Meeting 2023 (Meeting)
Accessible only by an Encore Corporate Distributor Administrator, this is where Slide Ready venues are created and administrated.
(For the persona of a Distributor Administrator)
As a Distributor administrator:
– I need to have a dedicated dashboard with all of the venues that are sub-distributing for my entity.
– Here I need to be able to see which venue is active or inactive (no active contracts) and to add new venues that will be able to host new venue meetings;
– in this detail page, for each new or existing meeting I need to be able to add a Venue Administrator, so that this role can continue with the rest of the venue responsibilities.
From: Settings > Venues
Accessible only by an Encore Corporate Administrator, this is where Slide Ready venues are created and administrated.
Venue details page
This page, with all its tabs, is also accessible by a Venue administrator or Venue Operations (once the staff account is created in the second tab of this page).
The Venue’s meetings
This provides a searchable/filterable overview of the active and inactive meetings at the venue. Allowing to export a list of all the meetings.
There are currently no limits to the number of Venues that can be created.
For the persona of Distributor Administrator only.
(For the persona of Distributor Administrators only)
Navigate to the Home page and begin the meeting creation process by clicking “+CREATE NEW MEETING”:
Distributor administrators will be asked to choose which venue the new meeting will belong to:
(Venue administrator and Venue Operations team members only)
Navigate to the Home page and begin the meeting creation process by clicking “+CREATE NEW MEETING”. All meetings created by venue staff are associated with the venue, so there is no requirement to choose a venue as a first step.
(Distributor administrators, venue administrator, and venue operation team members)
Next, choose the package type:
– File collection only
– File collection & session room agent.
The “Opportunity number” is a required field and will appear on the CTI invoices to help track the package purchase for the specific event. No formatting rules are enforced in the Opportunity number field – anything other than “no value” is accepted.
The next step is to provide the meeting name and dates.
The system will enforce the maximum number of days for the package type chosen.
– File Collection Only: Limit of 3 days for an event.
– File Collection & session room agent: Limit of 7 days for an event.
Once all fields are filled in correctly, the user will receive a message that a meeting has been successfully created.
Note that the new meeting will appear in the list of meetings.
After creating a new meeting, the meeting details can be completed and edited by accessing the “Meeting setup” menu item. The tabs available under Meeting setup” menu item will vary by Package. All Packages will have Meeting info, Meeting staff and Collection site. Packages using the presentation management agent will have Rooms and Session room tabs. Packages with the recording or virtual meeting components will include additional fields in the session room tab as well as a virtual meeting tab.
Once a Package is chosen, it cannot be changed. Therefore, the “Package option field” is read-only.
Meeting dates can be edited. The following rules are applied:
– Start date cannot be set to something in the past
– Start date cannot be changed if the threshold date is exceeded
– Start date cannot be changed if the meeting has started
– Start date change WILL update end date to be the same total number of days (no message)
– End date can be edited but will validate that End date and Start date do not exceed venue package number of meeting days
Meeting time zone is inherited from the Venue details and cannot be changed in the Meeting details
Tech support email will be defaulted to the Venue default tech support email. It can be edited for the specific meeting in the Meeting setup, but the email must be whitelisted, otherwise the system will not save this email.
File collection only package: Two other tabs are available in the Meeting setup page – Meeting staff and Collection site.
Setting up the dates the collection site will be open, the header to use and the instructions that are displayed on the presentation upload page are managed in the Collection site tab. Managing the Meeting staff is described in the other How-to.
File collection & session room agent: In addition to Meeting staff and Collection site, two other tabs are available in the Meeting setup page – Rooms and Session room.
As well, the Collection site tab has an option to control the Presentation block format, which defines what of the presentation attributes (e.g., Presentation Title, Room and Presentation Start / End times) are visible to the presenter on the collection site.
The Rooms tab has a list of available rooms. File collection & session room agent has 5 rooms available.
To edit the name of the room, click on the pencil icon and enter the new name for the room.
Note that any location with the letters “[Open]” (case insensitive) in any part of its name will be removed from the selection options in the Meeting agenda dashboard.
The “Session room application key” will be requested when logging into a Session room by clicking the link on the home page. This key is automatically generated but can also be edited.
Another way to log in to a Session room is to click the blue arrow icon. This will directly navigate to a chosen session room without asking for a session room application key.
The Session room tab is covered in its own How-to.
For Distributor Administrator & Venue Administrator personas.
For Distributor Administrator & Venue Administrator personas:
1. Navigate to Venue details > Staff accounts, and either add a new Venue staff member or find an existing one below.
2. Ensure that the person’s status is set to “Active.” You can check by hovering over and clicking the “Edit” pen icon.
3. Hover over the staff member and click on the “Email staff member” action.
4. Click “Send.”
For the emailed Venue staff member:
1. Click on the emailed link and select “click here.” For best practice, save the link to your bookmarks.
2. Select “Forgot your password?”
3. Enter the email address from which you received the email.
4. Follow the instructions sent to your email address to reset your password.
For the personas of Venue Administrators, Venue Operations, and Distributor Administrators.
(For the personas of Venue Administrators, Venue Operations, and Distributor Administrators)
Navigate to the Setup menu item and click the Meeting Staff tab.
The Meeting staff tab displays all staff members assigned to the meeting. Row actions on the right of each row of staff names allow the venue administrator, venue operations team member, or distributor administrator to email the staff member and remove the staff member’s access from this meeting. Using the “trash can” icon to remove a staff user’s access from the meeting will not “delete” the user, nor will it impact any other meeting assignments. It will merely remove that user from this meeting.
To add staff that are not already assigned to the meeting, click on the “+ADD” button within the tab. A popup will display all venue staff who have not been assigned to the meeting. One or more checkboxes can be selected, and then click “ASSIGN”. The staff will now be assigned to the meeting.
Please note that there are no limits enforced on the number of accounts that can be created, and only Distributor Administrator accounts and Venue staff accounts created for a specific venue may be assigned to meetings within that venue.