Submission Options

The Submission Options Tool allows you to configure various submission criteria, including Submission Types, Topics, Subtopics, and Categories. 

The Submission Options Tool is available in two locations:

Scorecard Dashboard

Located under the TOOLBOX section on the main Scorecard dashboard, which appears upon launching your Scorecard.

Scorecard dashboard with Submission Options highlighted


Power Tools Module

Available in the Power Tools module, under Submission Tools.

Scorecard Power Tools with Submission Tools and Submission Options highlighted

To use the Submission Options Tool, follow the steps below: 

  1. Define Submission Types for your Scorecard

Submission Types are the overall category for submissions received and serve as Task filters for submitters. Examples include: 

  • Abstract 
  • Poster 
  • Oral Presentation 
  • Panel 
  • Symposium 
  • Workshop 
  • Member 
  • Non-Member

IMPORTANT NOTE

Once your submission site is live, do not modify submission types without consulting your Project Manager. Even minor changes can impact Scorecard functionality, including data and reports.

  1. Add Submission Types

To add a submission type, follow these steps: 

  1. Select the gray ADD A NEW SUBMISSION TYPE bar at the top of the page.  
  2. Enter the name and description for the Submission Type. 
  3. Select Add Type.
  4. Repeat these steps for each Submission Type needed for the Scorecard. 
  5. Select Save Types before proceeding.
Submission Types options with Submission Types, Add new submission type and save types highlighted

NOTE

The default submission type is Abstract Submission. This submission type can be edited or removed using the trash can icon.

  1. Configure Submission Topics, if required

Submission Topics allow submitters to choose the topic for which they are submitting. To add Submission Topics, follow these steps:

  1. Navigate to the Submission Topics tab in the left-hand navigation menu. 
  2. Select the gray "ADD A NEW SUBMISSION TOPIC" bar at the top of the page. 
  3. Use the drop-down menu to associate the topic with a specific submission type. 
  4. Select Add Topic. 
  5. Select Save Topics before proceeding.
Submission Topics options with Submission Topics, Add new submission topic, Add topic and save topics highlighted

  1. Configure Sub-Topics, if required

Submission Sub-Topics allow submitters to further specify their topic by selecting a sub-topic. To add Submission Sub-Topics, follow these steps: 

  1. Navigate to the Submission Sub-Topics tab in the left-hand navigation menu. 
  2. Select the gray ADD A NEW SUBMISSION SUB-TOPIC bar. 
  3. Use the drop-down menu to associate it with a specific submission topic. 
  4. Enter the sub-topic name. 
  5. Select Add Sub-Topic. 
  6. Select Save Sub-Topics before proceeding.
Submission Sub-topics options with Submission sub-topics, add new submission sub topic, select topic, add topic and save changes highlighted.

  1. Configure Submission Categories, if required

Submission Categories help organize and classify submissions and can be used to filter tasks for submitters. To add Submission Categories, follow these steps: 

  1. Select the gray ADD A NEW SUBMISSION CATEGORY bar. 
  2. Enter a description in the provided text field. 
  3. Select Add Category. 
  4. Select Save Categories before proceeding.
Submission Category Options with Submission Categories Add a new submission category, add category and save categories highlighted

For questions about activating or deactivating submission options, setting sunrise and sunset dates, or removing types, topics, sub-topics, or categories, please contact your Project Manager. 

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