Overview
When setting up a new event, first create the event and configure the required basic settings. You should then check the content and functions you have copied or newly configured.
The checks required depend on which areas you use for your event. These may include, in particular, the website (CMS), documents, paper submission and registration.
The following steps provide a starting point and direct you to the relevant detailed articles.
Prerequisites
You need access to Administration → All conferences → Create conference or the corresponding permission to create events for your organisation.
On the Converia Express installation, the Converia team creates the event in consultation with the organisers if they do not have permission to create their own events.
Configuration / Procedure
1) Create the event and check the basic settings
Create the new event and specify the required basic information and languages.
When creating the event, decide whether to copy data from an existing event.
Then check the new event’s main basic settings.
Relevant articles:
Create a new event from a template
Check the basic settings of a new event
2) Check copied content and documents
If you have copied content from an existing event, check it for the new event.
Check the copied website content in the CMS.
Check the PDF templates used.
Check the booking confirmation and the invoice.
Relevant articles:
Check CMS content after copying an event
Check PDF templates, booking confirmation and invoice
3) Check paper submission
If you use paper submission for your event, check its configuration before publication.
Check the basic paper submission settings.
Check the abstract submission settings.
Check the topics.
Check the available forms of presentation.
Then test the entire submission process.
Relevant articles:
Check the basics of paper submission
Check abstract submission
Check topics for papers
Check forms of presentation
Test paper submission before publication
4) Check registration
If you use registration for your event, check its configuration and test the registration process.
Check offers, price groups and registration periods.
Then test registration before going live.
Relevant articles:
Check offers, price groups and registration periods
Test registration before going live
Notes
Not all the areas described will necessarily be relevant to every event. In particular, check the functions you actually use for your event.
If you use an existing event as a template, you should specifically check the copied settings and content for the new event.
Test publicly used processes such as paper submission or registration before publishing them.
Further reading
Create a new event from a template
Check the basic settings of a new event
Check CMS content after copying an event
Check cancellation and invoice settings
Check PDF templates, booking confirmation and invoice
Check the basics of paper submission
Check abstract submission
Check topics for papers
Check forms of presentation
Test paper submission before publication
Check offers, price groups and registration periods
Test registration before going live
