Authors Task

1. Click on the row for the Authors task you want to edit.  
2. Select the Edit button.

3. Update the Task Title to the task name you want the submitter to see on the live Scorecard.  
4. Choose which Submission Types this task should be filtered to.

Task Summary and Instructions

The Task Summary provides a brief overview of the task that will appear on the submitter's task list. In the Primary Instructions field, you can write detailed instructions for the task that submitters will see.

Speaker/Author Information 

Update the "Name to use for speakers" field to specify the term that will identify the speakers (e.g., Author, Speaker, Owner, etc.). Use the number drop-down menus to set the maximum and minimum number of authors. Choose "Yes" or "No" in the "Prohibit defaulting Submitter as the First Author" dropdown based on your preference.

Turn on multi-author completion  

This setting lets you invite authors, other than the submitter, to complete their author profiles on the Scorecard. You can also prevent the submitter from editing profiles of other authors by toggling the Only authors can edit their own data drop-down to Yes.

Personal Information  

You can collect personal information from authors, such as date of birth, gender, and ethnicity, by keeping the "Personal Information" label in place. If you do not wish to collect this information, delete "Personal Information" from the label field.

Administrative Assistant  

You can hide the Administrative Assistant fields by toggling this setting to “Yes.”

Custom Author Questions  

These ten fields allow you to ask authors various types of questions, including Drop-down, Short Response, Long Response, Checkboxes, and Date Picker. You can set these fields as required or optional. For most standard Scorecards, map each author question to its respective Author Field #. This is the number of the question you are working on. For help with mapping custom author fields, contact your Project Manager.

1. Select Yes from the Ask for Role? Drop-down. 
2. Enter a name for the Role Label (usually "Role"), provide Role Instructions (e.g., "Select the author’s role"), and list the roles separated by semi-colons. You can then choose whether the role is required or optional. 
3. If you want the submitter to be able to select their role on both the "Add Authors" page and the profile page, toggle the "Allow role selection on profile editor page" setting to "Yes."

4. Use the "Role Selection Style" drop-down menu to choose either a drop-down or checkboxes.

6. Locate and open the Authors task you were editing, then scroll down to the role settings. You will now see the role limits on the page. Here, you can adjust the minimum and maximum count for each role, which should match the minimum and maximum author numbers specified in step 2 of these instructions.

Author Photo  

To collect author photos/headshots from all authors, set the toggle to "Yes." If you do not wish to collect photos, toggle the setting to "No." You can also edit the Task Label and Instructions, and include an opt-out checkbox if necessary.

Biography  

To collect author biographies, toggle this setting to "Yes." If you do not wish to collect biographies, toggle it to "No." You can also update the Biography field label from the drop-down, edit the Biography Instructions, and set word or character limits.

CV Upload  

To collect CVs from authors, toggle this setting to "Yes." If you do not wish to collect CVs, toggle it to "No." You can also edit the Task Label and Instructions, and choose whether the upload is required or optional.

5. Activate the Task by changing the the status from Inactive to Active using the status drop-down menu.
6. Then, update the Task Order to determine the position of the task on the submitter’s task list. 
7. Select Update Task in the upper right corner of the page to save your changes. If any required fields are missing, a warning message will appear at the top of your screen.