To create a new submission as a specific user, go to their Person Details page and click “Invite” button in top right corner and select “Add Unsolicited.” This creates a new control number/submission which is then added to the Submissions Dashboard.
Tag: Person Details
Update Past Meeting Participation icon on People Dashboard & Person Detail page.
• This gives admin users the option to update past meeting participation for the individuals of their choosing, either in bulk or individually.
On the People Dashboard, we’ve added a new bulk action icon that will allow you to update the past meeting participation information for the individuals you select. This can be done in bulk on the People Dashboard, or individually by clicking on the “Update Participation Info” on the top right corner of the Person Details page. This will pull past meeting participation data as far back as the data exists for your association in cOASIS. Using this new feature updates the past meeting participation for ALL of your cOASIS meetings, thus there is no need to run it for each individual meeting.
Text Editor on Campaigns, Session & Person Details pages
• New Text Editor on Campaigns, Session & Person Details pages simplify the editing/formatting of campaigns and other text.
We’ve added a new text editor on the Email Template and Landing Page edit screens under Campaign Recipients as well as in the larger text fields on the Session Details and Person Details pages. The new text editor automatically strips unnecessary HTML code when copying and pasting text in from Microsoft Word (or other documents). It also includes expanded rich text formatting icons to simplify the setting up/editing of campaigns, landing pages and other text.
Access Portal and Planner via Person Details page
• 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.
Profile photo & biography upload via Participant Portal
• 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.
Access Participation Portal to “Shadow” User
From the Person Details page, click on “Access” icon and select “Portal.” This gives the administrator the ability to log into the Participation Portal as that individual. This feature was formerly referred to as ‘Shadow Person.’
Explore self-service options through our introduction Trainual course.
Search with PubMed Connections
From the details page, click “PubMed Connections” in the left column to find previous works by this individual as listed in the PubMed database. The results can help find the individual’s co-authors (i.e. Common Authors) who could also be recruited for meeting roles.
Invite to a Session Role
Click on a person record. Click “Invite” icon and select “Invite as Session Role.” Select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.
Click on a person record. Click “Invite” icon and select “Invite as Session Role.” Select the type of session role (can also assign to a specific session and/or add to a notification campaign, if needed). Click “Preview” and then confirm section to complete invitation to session role.