Administrator How-to
Mange Submissions Views
When managing submissions during a call, the default information and columns displayed might not include all the details you need. To address this, there is a feature that allows you to configure and save distinct views tailored to your preferences. ...
(Impersonate) Submit On-behalf Of
Navigate to the desired call From the ABOUT menu scroll down to CREATE SUBMISSION Select ADD CO-AUTHOR Start typing in name of individual to submit on-behalf of Select individual to be Primary Author Select the X next to your name Complete submission ...
Accept / Reject Transferred Submission(s)
From the call where the submission was transferred to select INBOX Select ACCEPT Dismiss acknowledgment of successful submission transfer
Additional Form
This option will allow you to add another form within this field, where the submitter will be required to enter an email address of a recipient for the system to send a message with instructions to fill in the form. Common usage of this form is for ...
Add an Additional Phase
When needed, you can create an additional submission or review phase to an existing call as an extra step in your data gathering or call use case. Go to Calls and locate the Call you are looking to update Click the Template tab from the top bar Under ...
Allow Co-Author Collaboration
Co-Authors can be added to submissions with more than one author. This feature allows the ability to tag multiple authors to a submission, to avoid each having to submit duplicates of work completed together. To Enable Co-Author(s) Navigate to the ...
Assign Reviewers
For your Submissions, you can assign an individual reviewer or a reviewer group to assist with the review and evaluation process. You can add them either at the moment of creating the Call or once created. When creating the Call > Step 2 ...
Assign Specific Call Admins / Chair / Manager
Select the desired call to assign Specific Call Admin / Chair / Manager Select SETTINGS from the menu Select Edit Select EDIT next to Specific Call Admins or Chair / Manager Type in the individual's name, select from the drop down menu then select ...
Bulk Email Reviewers
Go to Calls, and click the desired call Click the Reviewers tab from the top bar You can select specific reviewers or all from the list, then click Actions From the pop-up menu, select Email Select Recipient(s): selected reviewer(s), reviewers with ...
Bulk Email Submitter(s)
As an Administrator, you can easily communicate with some or all submitters with the Message Submitters function, on a per-call basis. Go to Calls, and select the desired call Click Submissions from the top bar From the submission list view, select a ...
Bulk Import Reviewers Invite
From the desired call, click the Reviewers tab from the top bar Click Add Reviewer(s) From the Invite Reviewer window, click Bulk Import Click to select a file or drag the file in the Upload e-mail list section. The CSV file needs to have the columns ...
Call Categories
You can create different categories to organize your calls based on the criteria of your choice. Once you create Categories for your Calls, you will see the Categories listed on the top-level Calls page. Create/ Assign Category to a Call From the ...
Call Configuration: Communication Settings
Updates in the system can trigger notifications, to Administrators, Reviewers, and Submitters. Per call, the administrator can configure how frequently these notifications should be delivered. Submitter Communication Submitters can be notified about ...
Call Inbox
As an Administrator, you'll have an Inbox for the call specific messages/notifications. When there's a pending/unseen message or notification, you will have a number alert next to the Inbox tab. Here you can find the following type of notifications: ...
Call Linking
When needed, you can link two or more calls to be able to transfer submissions between them. Please note, the submission form format needs to match exactly on ALL calls involved, and the Calls need to be Open/Released to be able to receive those ...
Call Time Zone
When creating a Call, this comes with a default EST time zone. However, you can customize the time zone to you or your team's preference. Go to Calls, and click Settings from the top bar Click Edit Under the General section, locate the Time zone ...
Copy a Call
This feature allows you to create a duplicate version of your Call. Select the desired call to duplicate/copy Select SETTINGS from the menu Scroll down then select COPY CALL In the Copy this call modal window enter the title of the new call that is ...
Create a Call
Step 1: Fill in a Call Name, Category and Description From the Homepage select Calls Select CREATE NEW CALL Type in a title for the call then enter a description in the Introduction to address all prospective submitters this should include ...
Create a Call Report
Call Reporting can be used to maintain an overview of the current status of your Calls. Generate custom reports on Submissions Received, Submission Field Distributions, Review Score Distribution and much more. With each generated report you will have ...
Create a Query / Customize Your Interactive Spreadsheet
Customizing the view on the table component is a very powerful feature that allows you to change which columns are being displayed, and gives you access to more fields, that you can easily filter/display. For submissions, customizing the view allows ...
Create a Review Form
Reviews on Submissions can be collected when Reviewers fill in their responses on a Review Form (designed by you). Custom Review Forms can be built by adding Review Criteria and Criteria weights to calculate an overall Review Score. Review Scores ...
Create a Review Phase
This step is Optional. Once you have collected Submissions to your Call, you may want to review them to streamline the process of deciding which to Accept/Reject. The Review Phase covers the period where Reviewers will evaluate Submissions and ...
Create Custom PDF Templates for Submissions Export
As an administrator, one can specify, under the submission phase, a custom template to use and generate PDF exports of individual submissions. This is particularly useful when only specific information is needed to be included besides the default ...
Create Tag(s)
Tags are metadata assigned to submissions, that are entirely customizable! You can assign any tag to any number of submissions, and then filter for all submissions with this tag. Tags are commonly used to indicate the stage of a submission in a ...
Delete a Submission/ Review Phase
In the case, you no longer require an additional submission or a review phase, you can delete it from the call settings. Please note, any submissions or reviews received for that phase will still be listed in the submissions and reviews tab, but no ...
Delete Call
When no longer needed, you can delete a call altogether. Please note, this change is effective immediately and cannot be undone. Go to Calls, and click the call tile you want to delete Click the Settings tab, from the top bar Scroll down to the ...
E-mail Blind Copy for a Call Phase
Enable this function to blind/bcc-copy specific e-mail addresses for any event happening in a specific submission or renewal phase. You can add multiple email addresses in this field, make sure to separate each email address with a comma. Whoever ...
Edit a Live-Form
Once you start receiving Submissions, editing a form can be important to fix grammatical errors and make additional changes as needed. Once you start receiving submissions, such modifications will make existing submissions invalid. This is why Slayte ...
Edit a Submitter's Submission
Making changes to submissions may be useful for fixing grammatical errors or adjusting previously submitted information. As an administrator, you can either make changes to the submission yourself or you can Allow Users to Edit Submissions. Navigate ...
Email Submitter(s)
As an Administrator, you can communicate by sending an email to only the submitters/Authors/Co-Authors of a specific submission. Navigate to the Call holding the submission you would like to email Click View on the submission you would like to email ...
Embedding Slayte Call Forms in Impexium Sites
Slayte has the ability to integrate itself with Impexium and be embed in Impexium Sites, there’s configuration from both ends involved but very straight forward. Configuration from Slayte First, we need to identify the call form we wish to embed and ...
Enable/Disable Review Revision Notifications
As an Administrator, you can enable/disable the function for reviewers to be able to unsubscribe from revision notifications on an individual submission basis. From the Call holding the submission to update, go to Submissions Locate the submission ...
Enable/Disable Submission Withdraw
Depending on your Call requirements, as an Administrator; you can allow or restrict submitters to withdraw their submissions per submission phase basis. To do so, follow these steps: Go to Calls, and locate the desired call Click Template from the ...
Enable Call Messaging
You can enable in-app messaging between Administrators, submitters, and/or reviewers (if applicable) for a submission or review phase in specific. Go to Calls, and select the desired call Click Template from the top bar Next to the phase you want to ...
Enable Submissions Voting
Enabling voting lets you gather ratings for submissions collected on a specific call. Find the steps to follow below: From the desired call, go to the Settingstab Click Edit on the right-top corner Scroll down to locate the Voting Settings and check ...
Enable Submission Library
As an Administrator, you can enable “Submissions Library” to be able to create libraries that will include only pre-selected data for a specific Call; for all users to access these submissions from their Slayte portal. To enable this function, from ...
Export/Link submissions to an Event from a Call
All the data gather via submissions on a Call, can be exported/linked to your event to be easily used to create sessions or sub-sessions. From the desired call, click the Submission tab from the top bar Click the ellipsis button on the right top ...
Export/Print a Single Submission
Alternatively, you can export individual Submissions to be downloaded/printed as PDF files. This opens your browser’s printing dialogue that allows you to save the Submission as a PDF or send it to a printer. Open the desired call Select SUBMISSIONS ...
Export Reviews
Go to Calls, and select the call holding the reviews Click the Reviews tab from the top bar From here, you will see the list of all reviews to date including details such as: submission name and link, reviewer's name, review status, rating, when the ...
Export Submission(s)
Navigate to the desired call Select the Submissions tab menu option Select the ellipses on the top right Click Export Select the export formatyou prefer (CSV or PDF) When selecting CSV, choose whether you would like to export the Submissions visible ...
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