Knowledge Base

Settings


Frequently Asked Questions

#1 What are the different settings for the Education Credits Screen?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. If you have more than one conference, select Conference from the dropdown list
  4. Click Settings button
  5. You may Set or Update the following fields:
    • Site Access Control By - Select from dropdown list how the site access will be determined
      • Admin imports Access (Administrator imports an access list)
        • If you select Admin imports Access, you MUST set Allow Users to Select Certificates to NO
      • Complete Attendee Registration (only attendees with a completed registration who have checked out and paid in full)
      • Attendee System Purchase Requirement (requires registration of one or more specific items on the registration form)
      • Admin Access Only (only Administrators can access)
    • Certificates Controlled By Groups - Access to Certificate is dependent on the group that a user belongs to
    • Allow Users to Select Certificates
      • Yes = Users can select certificate to generate
        • NOTE: Even in the cases where there is only 1 certificate/credit type, set this to Yes
      • No = Admin imports list
    • Multiple Credit Types Allowed
      • Yes = Users can select multiple types of credits to claim
      • No = Users can only claim a specific credit type to claim
    • Credits Defined By
      • User Selects Credits on Evaluation Form
      • Credits Auto Added Post Evaluation
      • Credits Selected From Dropdown
      • Administrator Assigns Credits
    • Require Overall Evaluation
      • Yes = Attendee must complete overall evaluation before able to access certificates
      • No = Overall evaluation is not required to be completed
    • Session Evaluations Open
      • Yes = Opens access to session specific evaluations
      • No = Session specific evaluations would not be accessible
    • Require Session Evaluations Before Credits - this field appears and is only applicable if Credits Defined By Field = Credits Selected From Dropdown
      • Yes = dropdown menu does not appear until evaluation is completed
      • No = dropdown menu appear regardless if evaluation is completed
    • Credit Open Delay
      • Yes = Credit selection will be available only when Session has started
      • No = Credit selection will be available regardless of when Session starts
    • Display Session Code - applicable only if Session codes have been entered
      • Yes = Display Session Code on list of Sessions
      • No = Do not Display Session Code on list of Sessions
    • Display Speakers
      • Yes = Display Speakers on list of Sessions
      • No = Do not Display Speakers on list of Sessions
    • Display Room Name
      • Yes = Display Room Name on list of Sessions
      • No = Do not Display Room Name on list of Sessions


#2 How do I delay an Evaluation so it is available when the Session starts?

  1. Click Dashboard
  2. Click Credits Management
  3. Select the applicable Conference from the dropdown list (this step applies if you have more than 1 conference)
  4. Click Settings button
  5. Scroll to the 'Credit Open Delay' field and click 'YES'
  6. Enter the time zone the meeting is occurring using Greenwich Mean Time zone as the baseline. Ensure to consider Standard or Daylight Savings Time in your conversion.
    • For an interactive map of time zones, click here
      • 12pm PT would be -8
      • 12pm MT would be -7
      • 12pm CT would be -5
      • 12pm ET would be -4
      • 12 pm AT would be -4
      • 12pm CEST would be +2
      • 12pm AST would be +3
  7. Scroll down and click Submit button to save your changes

#3 How do I set it so attendees must complete the overall evaluation?

This setting will enforce completion of a defined overall evaluation form before a Certificate may be claimed by an attendee.

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. If you have more than one conference, select Conference from the dropdown list
  4. Click Settings button
  5. Scroll down to Require Overall Evaluation field and set to Yes
  6. Scroll down and Click Submit button to apply your changes

#4 How to Open / Close my Evaluation Site?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. If you have more than one conference, select Conference from the dropdown list
  4. Click Settings button
  5. Change System Open to YES (Open) or NO (Closed)


#5 How do I add / edit a Session?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. If you have more than one conference, select Conference from the dropdown list
  4. Click Session button
    • Click Add Session button to manually add a session
    • Click Manage button beside an existing session to edit it


#6 How do I add instructions/information on the Credits screen?

  1. Click Dashboard
  2. Click Credits Management in left side menu
  3. If you have more than one conference, select Conference from the dropdown list
  4. Click Settings button
  5. Scroll down, there are several different locations where on-screen text may be added
    • Login Page Helper Text = login screen for the credit system
    • Credit Type Select Helper Text = appears on the credit selection screen, this will not be applicable if there is only 1 credit type or if you do not allow users to select the credit type
    • Credit Overview Screen Text = appears at the top of the screen that lists the session evaluations
    • Site Closed Screen Text = appears on login screen when the credit system is closed
  6. After entering your screen text, scroll down, click Submit button

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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