Dashboard Updates

Dashboard ScreenshotJust a quick note to announce some improvements to the Dashboard:

  • Smart Archiving: If you don’t manually archive a call, proposal, or administrative session, the system will automatically archive it for you. (You can still access archived items, they’re just on a separate archive page.) Calls are automatically archived one year after being activated, while proposals and administrative sessions are automatically archived when the call is archived.
  • Additional Details: The call, proposal, and review listings now display the organization(s) responsible for the call, while call and proposal listings now display when they were last edited and by whom.
  • Direct Actions: Select actions for calls and proposals are now available directly from the Dashboard. Key actions, like viewing reviewer comments and managing session materials, are always visible. Secondary actions, like delete and archive, are hidden by default but can be made visible by clicking on a toggle.
  • Call Logos: We’re expanding our branding efforts for calls once again, this time by displaying call logos along with each listing.

We hope everyone likes the changes. If you have any feedback, be sure to let us know!

New Feature: Customizable Submission Receipt

Submission received!As soon as our system receives a submission, it immediately emails a receipt to the person who submitted the proposal and, if different, the person who created the proposal. Previously, the contents of that email weren’t editable.

Now, with our new Custom Receipt Module, you can customize the receipt by editing the Subject line and adding text to the body of the message. The message will continue to contain boilerplate text that can’t be edited, like the call name, proposal title, and link to the ProposalSpace Dashboard, but you can add as much text as you like to supplement it.

The new module also allows you to edit both the formatted (HTML) and plain-text versions of the receipt. (Most email clients display HTML-formatted email, but we also include a plain-text version for those that don’t.)

And to help with branding, we’ve added the call logo to the design of the formatted version!

You can find the new module under Settings -> Submission -> Submission Receipt. If you have any questions or feedback, be sure to let us know!

Layout Improvements for Reviewers

We’re improving the layout of the review page to make it easier than ever to review proposals in ProposalSpace!

Starting Wednesday, July 11, reviewers will no longer see each proposal’s contents displayed in tandem with the review form. Instead, the two will be side-by-side. In case you’re wondering what that looks like, here’s a comparison of the old and new layouts. (Click on a layout for a larger view.)

Old Layout: New Layout:
Old Review Form New Review Form

And here’s a larger view of the new layout with details about specific improvements:

New Review Form1234567

  1. The panels are independently scrollable, so you can navigate to specific areas of the proposal or the review form without one affecting the other.
  2. The panels are resizable. Just slide the divider between them to the left or right.
  3. We’ve removed the “No answer” option for scoring questions. Now, clicking a score once selects it and clicking it again de-selects it.
  4. If the review form has more than one scoring question, each question’s score is displayed to the right and the total score is displayed at the end of the scoring section. (Not shown in this screenshot.)
  5. The Save Review button becomes active only after you’ve made a change to the review form. (If you try to leave the page without saving your review, the system will prompt you to save your work.)
  6. Navigation buttons at the bottom of the page allow you to move to the previous or next proposal in your list of assignments, or to return to your list of assignments.
  7. An indicator across the top of the control bar helps you keep track of your overall progress.

We hope the new layout and functionality will make it even easier for reviewers to complete their work. If you have any suggestions for improvement, please don’t hesitate to contact us or leave a comment below!

Proposal-Form Improvements

We are really excited to announce a major redesign of the proposal form!

  • All proposal components (instructions, contents, persons, and terms) are now on a single page, with a navigation bar for jumping between sections.
  • Answers are now saved individually. (No more scrolling to the bottom of the page and clicking the Save Changes button.) For text fields, changes are saved as soon as the user exits the field or clicks the field’s save button. For all other field types (radio buttons, checkboxes, etc.), changes are saved immediately.
  • The proposal header is now “sticky” and displays the last date and time changes were made to the proposal. It also displays how complete the proposal is.
  • Incomplete / missing answers can now be easily identified with a handy new tool that highlights exactly which answers need attention.
  • Authors can now rearrange persons in the proposal (e.g. speakers, authors) and save them in the desired order.

We know change can be disorienting, so to make the transition to the new features as painless as possible, we’ve created a tour that walks users through the new design. A link to the tour will be at the top of every proposal for the next three months. There is also a permanent link to the tour in the Menu drop-down in the top, right-hand corner of the page.

New Feature: Review-Chair Submission Approvals

We’ve got another exciting new feature for call admins! Now, you can allow review chairs to approve submissions for review.

ScreenshotPreviously, only call admins could approve submissions. Now, if you would like to delegate that responsibility, just pull up the settings for the review chair (in the appropriate review group) and check the "Allow?" box for the "Approve submissions" setting. (See the screenshot to the right.)

One important thing to keep in mind: Submission fees are paid when proposals are approved for review, so anyone who has permission to approve submissions will be able to charge the submission fees (but nothing else) to the credit card on file.

New Feature: Returned Submissions for Review Chairs

We’ve added a new feature to the Tracker: Now, review chairs can see submissions that have been returned for edits.

Previously, only call admins could see returned submissions. We heard from a call admin, however, that she didn’t want to promote her review chairs to admins just so they could track returned submissions. We thought it was a great idea, so we built it in!

Once again, this shows that the best ideas come from our users. If you’ve got an improvement you would like to see, feel free to pass it along. We’d love to hear it!

New Feature: Copy Options for Calls

We’ve got another new feature to announce! Call admins can now fine-tune the settings that are included when copying a call.

Copy-Options ScreenshotPreviously, all of a call’s settings were copied except the administrators and review groups, which had to be added back to the copy. Now, you can tell the system to include those settings in the copy (see the screenshot to the right) or to make a copy without those settings (in case you want a different set of administrators, for example).

Also, if your call has a custom review form, there’s now an option to include the custom form with the copy or to use the default form.

Check it all out and let us know what you think!

New Feature: Add Yourself

We’ve been adding a lot of new features to the site recently, but haven’t been updating the blog to let everyone know about them. (Sorry!)

add yourself optionOne feature we’ve just added, though, is definitely worth mentioning: An “add yourself” option when adding users to a proposal.

Previously, if you wanted to add yourself to a proposal, you first had to search for your account in ProposalSpace, like you would when adding anyone else. It wasn’t much of an inconvenience (just one step), but why not streamline it? Now, when you want to add someone to a proposal, you’re given an option to add yourself or add someone else. If you want to add someone else, the process stays the same. If, however, you want to add yourself, just click that option and you’re done!

New Feature: Reviewer Messages

new reviewer messages optionCall admins can now email reviewers using the Messaging Module!

Just go into the Messaging Module and click the New Message button, like you always have. At the top of the form, you’ll see a new field labeled “For” (right). To send messages to reviewers, just select “Reviewers” from the drop-down box, then select which review group(s) and roles (review chairs and/or reviewers) to send the message to.

As with all messages sent using the Messaging Module, the system archives the message and provides delivery receipts.

Check it out and let us know what you think!

Something’s Different…

Some of you may have noticed a different look to our public pages (and slight changes to some of the pages on the back end of the site). That’s because we’ve had work done. 🙂

Old Login PageNew Login PageThe new design is meant to make the site’s public pages more attractive and mobile friendly. We’ve already incorporated some of the new design elements into the back end, but that process is a lot more involved and will take more time than the changes to the front end, so we’ll be releasing those more gradually.

We also made some minor improvements to functionality, but overall everything should work exactly like it did before… it just looks a little better. For example, check out the old version of the login page (top) compared to the new version (bottom).

Of course, if you come across anything that looks out of place or doesn’t work like it did before, please let us know and we’ll fix it ASAP.