Assign or Remove Speakers or Planning Committee Members

NOTE: If the activity has already been mapped over, you must first add the speaker or Planning Committee member to the application in order to trigger the email for them to complete their documents. Once they have completed their documents, follow the steps below.

 

To add a person: 

 

1)Search for the Activity under Activities navigation bar. 

 

 

 

 

Click on 'Select Activity' option in the action drop down menu

 

 

 

2) Go to Activity Options > Sessions

 

 

 

 

 

3) Click on the Title of the Presentation

 

 

4) Click 'Manage Speakers'

 

 

5) Click 'Assign Speakers'

 

 

 

 

6) Enter the search criteria for the person you want to assign and click 'Search'

 

 

7) Check the box next to the appropriate 'Role' and click 'Assign'

 

 

 

 

To remove a speaker from the session  :  Please follow steps 1 -4. Check the box next to -   Remove person name,  the person is removed as the Speaker. To add new speakers immediately follow steps from 5-7 as show above.

 

 

 

 

To remove the Planning Committee Member:  you need to make that change on the Activity dashboard under 'Manage Members'. Please check with Team Lead and/or CE Administrator before making changes to the members at the Series Dashboard Level.

 

 

 

On Applications : When a person is removed from the speaker role on the Faculty/Planning Committee Member step on the application, and if the agenda is already completed, that Speaker will be removed  from the agenda assignments as well.

 

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