The below product updates are scheduled to go live September 6, 2022. Release notes for each update will be added here once it is available in your test environment.
RSVP per Activity: Added ability to set an RSVP wizard step per activity. This will be backwards compatible such that sites that do not have a global RSVP deadline set up will continue to work as the previously did. The system will assume RSVP is on for all activities (for roles that have RSVP set to "yes"). If you choose to turn the global deadline on, you will then be able to set individual activity level deadlines to control which activities have RSVP on/off.
Additional documentation available here.
Note: This functionality respects the test user status. Test users can bypassed RSVP deadlines.
CPE Monitor Report: The JA CPE monitor report has been updated with the following changes to align with the current reporting requirements:
- If someone is identified as a Pharmacist Technician, they will show as participant type T
- If the individual in the report results in linked to an activity or session their participant count = 1
- If a record has Partial Credit = N, then Credit Awarded will be left blank
Download All (select reports): The following reports have been updated to allow the admin and coordinator (if the report is exposed to the coordinator) to select all or select specific files to download in bulk (as a zip file):
- AttendeeDocsReport: Attendees > Documents > Speaker Documents Report
- ApplicationDocsReport: Application > Documents > Application Documents Report
- EventDocsReport: Events > Documents > Event Document Reports
- RoomsetDocsReport: Functions > Document Reports > Function Documents
- ExhibitorDocsReport: Exhibitors > Document Reports > Exhibitor Documents
- Pre-Activity Requirements - Presentations Uploaded
- Speaker Report > Bio/Photo
- Person Report > Bio/Photo
On the report filter screen, you will no longer need to check the "Download" box. You will always be able to download both the report and the files via the results screen for the reports mentioned above.
When you click Download Files (via the results screen)you will be taken to a screen where you can select all or specific files you want to include in the zip.
(In future releases, we will include this download all functionality in other reports that contain files - stay tuned!).
Wizard Step for Assigned Roles Only: We've added the ability to for speaker wizard steps to appear only if the user's role is assigned to the form. i.e. if the user is an ActPresenter role and a speaker agreement form is assigned to this role, then the user will see that as part of the wizard step. If the user is an ActCoPresenter role and the same form is not assigned to this role, this user will not see the form as part of the wizard step. Please review the updated wizard step documentation here for more details.
Optional Fields on Session Previews: Optional person fields are now able to be displayed on the session previews. This setting needs to be turn on by Ai staff. If you are using optional fields and want it displayed, please contact your project manager.
- Display the registration types associated with orders under the Registration > Registration Type filter. Previously this filter displayed claiming type/profession options.
- Display the Credit Claiming Type filters under the CME section.
- Both filters are multi-select
- Form Responses
- Form Respondents
- Advanced Form Report
- Contact Info Report
- Session Eval Reports (within CEU section)