12-CRS-0106 REVISED 8 FEB 2013 PRESENTS Create and Search L31 Reports.

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PRESENTS Create and Search L31 Reports

Transcript of 12-CRS-0106 REVISED 8 FEB 2013 PRESENTS Create and Search L31 Reports.

PRESENTS

Create and Search L31 Reports

Table of Contents

Find an L31 Report

Create an L31 Report

Validation errors

Save and Create L31 Report

Edit the meeting report

Search for an L31 report

Create an L31 report from an existing meeting notice

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Find an L31 Report

Click on “L31 Meeting Reports.”

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Create an L31 Report

There are two ways of creating an L31 report:

1)You can create L31 reports for meetings not in the system. In other words, if you did not use the Meetings tool to create a meeting notice, you can still create and submit L31.

2)You can create an L31 report based on a meeting notice you created earlier.

Let us first look at how you can create an L31 for meetings that are not in the system.

Select “Create an L31 Meeting Report (for meeting not in the system)” link.

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Create an L31 Report – cont’d.

Specify data required by the L31.

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Create an L31 Report – cont’d.

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Give “Meeting Contact E-mail” address

Click on the button to “Show 1st speaker_report,” then fill in the details about the speaker.

Create an L31 Report – cont’d.

If the lecturer is distinguished, make sure to select this box.

Once all the details are entered, click “Create.”

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Validation errors

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If you miss any of the required information, the tool will show validation errors. Correct them as necessary.

Save and Create L31 Report

Click “Create” to save changes.

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Edit the meeting report

You can edit the report by clicking on the “Edit” link

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Edit the meeting report – cont’d.

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Let’s adjust the number of attendees

Edit the meeting report – cont’d.

Once the adjustment is made...

Click “Update”

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Edit the meeting report – cont’d.

Now let’s search for the report we just created.

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Search for an L31 report

Click “Search L31 Meeting Reports (across system)

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Search for an L31 report – cont’d.

Specify search criteria to find the L31 report. Since we just created the L31 for presentation on “Cyclotrons,” let us use “Cyclotron” as the search term.

Then click on “Submit”

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Search for an L31 report – cont’d.

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You can view, edit, or delete submitted L31 reports.

Create an L31 report from an existing meeting notice

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Now let’s take a quick look at how you can create an L31 report based on an existing meeting notice. Click on “Find Meetings.”

Create an L31 report from an existing meeting notice

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Click on “Recent Meetings for my Section

Create an L31 report from an existing meeting notice

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Find and select the meeting for which you would like to submit an L31 report

Create an L31 report from an existing meeting notice

Scroll to the bottom of the screen and click on “Create/Edit L31 Report”

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Create an L31 report from an existing meeting notice

The L31 report will be pre-populated with the meeting data you specified when you created the meeting notice.

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Create an L31 report from an existing meeting notice

You only need to enter the number of guests and IEEE members who attended the meeting.

Click on “Create” to create the report.

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Thank you!

Thank you for viewing the tutorial. Please remember to visit vTools’ site (http://vtools.ieee.org) to learn more about our projects. If you have any questions regarding vTools.Meetings, please e-mail us at: [email protected].

Thank you!

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