You configure proposal submission, evaluation and management for each individual event. The Submission Setup screen configures the high-level information for your online proposal submission process. In the Submission Setup screen, use the submission form(s) to configure more specific details.
- Click the Events button from the Global Navigation Bar. The Events page opens.
- Right-click on the event you need to configure proposal submissions.
- Select Tools -> Session Proposal Management -> Submission Setup. The Proposal Submission Setup window opens.
- Enter the name of the proposal submission in the Description field.
- Click the Select Columns for Evaluator Submissions List and Select Columns for Manager Submissions List hyperlinks to configure the columns to show in the proposal list grid for evaluators and managers.
- Select the Submission Forms tab.
- Click the Add button. The Add Session Proposal Submission Form window opens. The Session Proposal Submission Form window is where you configure what the form looks like and what information you collect from the submitters. See Session Proposal Submission Forms for more information.
- Select the Event Statuses tab.
- Click the Select Statuses button. The Manage Proposal Statuses window opens.
- Select the available proposal statuses from the Available panel and use the right arrow to move them to the Selected panel of the screen. The system default proposal statuses are added to every event.
- Click the Save button.
- Select the Contributor Roles tab.
- Click the Assign Roles button. The Assign Roles window opens.
- Select the roles available for the proposal submissions from the Available panel and use the right arrow to move them to the Selected panel of the screen.
- Click the Save button.
- Select the Evaluation Criteria tab.
- Click the Assign Criteria button. The Assign Criteria window opens.
- Select the evaluation criteria for the proposals from the Available panel and use the right arrow to move them to the Selected panel of the screen.
- Click the Save button.
- Select the Email Notifications tab.
- Check the Session Proposal is Submitted check box to send an email to the submitter when the proposal is submitted,
- Select the email template for the email from the Session Proposal is Submitted Template drop-down.
- Select the Contact Us Reasons tab.
- Click the Add button. The Add Contact Us Reason window opens.
- Enter the necessary information:
- Description - Description of the contact us reason. It is also used as the email subject.
- Preset Recipient - Person to receive the email.
- Additional Recipient Email Addresses - Additional email addresses to receive the email. Separate additional email addresses with a semi-colon.
- Click OK.
- Select the Event Presentation Types tab.
- Click the Select Event Presentation Types button. The Select Event Presentation Types window opens.
- Select the presentation types for the event. Use Ctrl+Click or Shift+Click to select multiple presentation types.
- Click the Select button.
- Select the Event Topics tab.
- Click the Select Event Topics button. The Select Event Topics window opens.
- Select the topics for the event. Use Ctrl+Click or Shift+Click to select multiple presentation types.
- Click the Select button.
- Click OK on the Proposal Submission Setup window.
COMING IN 21.1
Submission Setups can be deleted from the Submission Setup screen by clicking the Delete button. Only Submission Setups without any associated submissions can be deleted from an event.
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