New Feature: Proposal Histories

At the heart of ProposalSpace is the ability for teams to work on proposals and to manage calls. That collaborative environment, however, has sometimes made it difficult to track down exactly who made a change or took a particular action.

So we added proposal histories.

Now, every change to a proposal is logged. Log entries include the action taken, who took it, when it was taken, and if applicable, what the value was before the change.

history screenshotIf you’re an author, you’ll see a History link under the proposal’s Table of Contents, directly above the Print link (see screenshot, left). If you’re an admin or review chair, you can access a proposal’s history via the Tracker. In either case, clicking the link will pop up a window with actions listed in chronological order. (Note that the actions displayed are based on a user’s role: authors see all changes to a proposal’s content along with key admin actions, while admins and review chairs see all changes and all admin actions.)

We hope you’ll find this new feature useful. If you have any ideas for improvement, we’d love to hear them!

Custom Role Forms

ProposalSpace has always allowed call admins to customize the terminology used for roles people play in a proposal. You can configure your call to use whatever terms you want… “speakers”, “presenters”, “authors”, “collaborators”, etc.

Now, you can also configure what information you collect about each of those people. Using our drag-and-drop form builder, you can create a custom form to collect information like qualifications, disclosure statements, membership status, favorite football team… whatever you want! Questions can be optional or required and are unique to each role you’ve established.

To access the feature, just go to your call’s configuration page and click on “Roles”. You’ll see a link there (under each role you’ve created) to “Customize Form”. If you have an active call in place, don’t worry. We’ve carefully moved the previous questions—name, organization and disclosure—over to the new feature.

Oh, and we’ve included this new feature in our core modules, so there’s no need to ask for an upgrade or to pay extra to use it. It’s available to everyone right away!