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About this Guide

Introduction

This Guide will walk you through the main responsibilities and workflows needed by Administrators in the Calls module. You will find step-by-step walkthroughs for the common Admin tasks, as well as screenshot examples to guide you through these.

Here are a few Key Terms that will help you navigate through this Guide:

Call: A call is a generic term for an invitation to submit content. Usually content is collected in a Submission Phase.

A few examples of common use cases for Calls are:

  • Annual Meetings "Call for Proposals"
  • Research Conferences "Call for Abstracts/Papers"
  • Speaker Events "Call for Speakers"
  • Awards or Nomination Ceremonies
  • Board Elections
  • Committee Selections

Submission: A Submission is content submitted to a Call - by a Submitter. In a Call for Papers for example a Submission entry could be an abstract proposal sent in.

Phase: A Call Phase refers to the period where Submissions or Reviews will be collected. Under each given period, a Form will be used to collect information from Submitters/Reviewers, and Settings can be configured to control how information will be received.

There are two types of Call Phases:

  • Submission Phases
  • Review Phases

Form: Forms are used during Submission and Review Phases to collect information from Submitters/Reviewers. A Research Conference Call for example, could use a Submission Form asking questions about a Submitter's research proposal.

This Guide has been organized into the stages: Before, During and After your Call to help guide you through the process.

Before your Call: As Administrator it is important to set up your Call, manage your Call Phases, set Submission Deadlines and add Call Notifications if required. The last step would be activating your Call, to allow users to access it. Before activation, it's a good idea to check the Go-Live Checklist to ensure you've covered the most important setup requirements.

During your Call: As you start collecting Submissions into your Call, you may need to Manage Submissions, Assign Reviews, Communicate with your Users, Manage User Permissions and complete a few more administrative tasks - to guide the Submission process.

After your Call: Once the deadline has been reached for your Call, you may want to decide which Submissions to Accept/Reject, Generate Call Reports, Export Submissions, Convert Accepted Submissions into Speaker Sessions etc. This section will run you through the last few steps you could take to maximize your Call results.

You’ll also find a few helpful tips and best practices to help you make the most out of Slayte.

How to use this Guide

The Navigation menu on the left will guide you through the Admin workflows of managing a Call from start to finish - in the most straight-forward order. You can work through the Admin guide from top to bottom, or you can skip ahead to later sections if preferred.

The search bar located at the top of this Guide can be used to search for any specific terms you would like to find out more about.

Have we missed anything?

Do you have any further questions? Are there any topics you feel we have left out? Feel free to reach out to us directly here.

We'd appreciate hearing your feedback.