12-CRS-0106 REVISED 8 FEB 2013 PRESENTS Create and Search L31 Reports.

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Presentation transcript:

12-CRS-0106 REVISED 8 FEB 2013 PRESENTS Create and Search L31 Reports

12-CRS-0106 REVISED 8 FEB 2013 Table of Contents Find an L31 Report Create an L31 Report Validation errors Save and Create L31 Report Edit the meeting report Search for an L31 report Create an L31 report from an existing meeting notice 2

12-CRS-0106 REVISED 8 FEB 2013 Find an L31 Report Click on “L31 Meeting Reports.” 3

12-CRS-0106 REVISED 8 FEB 2013 Create an L31 Report There are two ways of creating an L31 report: 1)You can create L31 reports for meetings not in the system. In other words, if you did not use the Meetings tool to create a meeting notice, you can still create and submit L31. 2)You can create an L31 report based on a meeting notice you created earlier. Let us first look at how you can create an L31 for meetings that are not in the system. Select “Create an L31 Meeting Report (for meeting not in the system)” link. 4

12-CRS-0106 REVISED 8 FEB 2013 Create an L31 Report – cont’d. Specify data required by the L31. 5

12-CRS-0106 REVISED 8 FEB 2013 Create an L31 Report – cont’d. 6 Give “Meeting Contact ” address Click on the button to “Show 1 st speaker_report,” then fill in the details about the speaker.

12-CRS-0106 REVISED 8 FEB 2013 Create an L31 Report – cont’d. If the lecturer is distinguished, make sure to select this box. Once all the details are entered, click “Create.” 7

12-CRS-0106 REVISED 8 FEB 2013 Validation errors 8 If you miss any of the required information, the tool will show validation errors. Correct them as necessary.

12-CRS-0106 REVISED 8 FEB 2013 Save and Create L31 Report Click “Create” to save changes. 9

12-CRS-0106 REVISED 8 FEB 2013 Edit the meeting report You can edit the report by clicking on the “Edit” link 10

12-CRS-0106 REVISED 8 FEB 2013 Edit the meeting report – cont’d. 11 Let’s adjust the number of attendees

12-CRS-0106 REVISED 8 FEB 2013 Edit the meeting report – cont’d. Once the adjustment is made... Click “Update” 12

12-CRS-0106 REVISED 8 FEB 2013 Edit the meeting report – cont’d. Now let’s search for the report we just created. 13

12-CRS-0106 REVISED 8 FEB 2013 Search for an L31 report Click “Search L31 Meeting Reports (across system) 14

12-CRS-0106 REVISED 8 FEB 2013 Search for an L31 report – cont’d. Specify search criteria to find the L31 report. Since we just created the L31 for presentation on “Cyclotrons,” let us use “Cyclotron” as the search term. Then click on “Submit” 15

12-CRS-0106 REVISED 8 FEB 2013 Search for an L31 report – cont’d. 16 You can view, edit, or delete submitted L31 reports.

12-CRS-0106 REVISED 8 FEB 2013 Create an L31 report from an existing meeting notice 17 Now let’s take a quick look at how you can create an L31 report based on an existing meeting notice. Click on “Find Meetings.”

12-CRS-0106 REVISED 8 FEB 2013 Create an L31 report from an existing meeting notice 18 Click on “Recent Meetings for my Section

12-CRS-0106 REVISED 8 FEB 2013 Create an L31 report from an existing meeting notice 19 Find and select the meeting for which you would like to submit an L31 report

12-CRS-0106 REVISED 8 FEB 2013 Create an L31 report from an existing meeting notice Scroll to the bottom of the screen and click on “Create/Edit L31 Report” 20

12-CRS-0106 REVISED 8 FEB 2013 Create an L31 report from an existing meeting notice The L31 report will be pre-populated with the meeting data you specified when you created the meeting notice. 21

12-CRS-0106 REVISED 8 FEB 2013 Create an L31 report from an existing meeting notice You only need to enter the number of guests and IEEE members who attended the meeting. Click on “Create” to create the report. 22

12-CRS-0106 REVISED 8 FEB 2013 Thank you! Thank you for viewing the tutorial. Please remember to visit vTools’ site ( to learn more about our projects. If you have any questions regarding vTools.Meetings, please us at: Thank you! 23