Reference Materials

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Access our past Planstone Client Community Meeting Webinar here

General Planstone "How to" and Training Resources

• Planstone Communications and Issue Resolution (12/2015)
• A Basecamp Introduction
• Administrative Access Overview
• Accessing and Activating Planstone Links (12/2015)
• Account Matching and Usernames/Passwords in Planstone
• Creating Email Templates and Sending Emails
• Best Practices for Providing Edits to Planstone

MODULE SPECIFIC RESOURCES:

Abstract/Proposal Submission and Review System

• Sessionizing Overview
• How to Sessionize
• Sending Works In Progress Reminder Emails
• Status Changes/Updates
• All About Review Assignments
• Manual Reviewer Assignments
• Reviewer How Tos
• Reporting Descriptions

Speaker Management

• Tracking the Completion of Speaker Tasks

Session Management

• Adding Sessions Manually
• Session Report Descriptions

Handout Management

• Uploading and Publishing Handouts

Evaluations and Credit Tracking

• How to Setup and Author Tests
• Exporting Credits Claimed
• Manageing Regulatory Mandated SPecialty Credits

Online Session Guide and Itinerary Builder

• Attendee Views and Adds

White Papers

• CPE Monitor White Paper PDF (10/2015)
• Email Best Practices PDF (02/2016)
• File Conversions in the Planstone System PDF (02/2016)