HM15 At Hand How To

Recover Login Information

First step is to ask the person to locate their login information on the backside of their badge (does not apply to exhibitors), their reg code and email address should be printed on the backside of their badge.

Attendees may also recover their access information by using the built in “retrieve it here” link within the login page of the app, they will be required to provide their registered email address to retrieve their registration code. If the user account was created by themselves using the CrowdCompass feature then they must go to the login page and then use the “log in with your CrowdCompass Account” link follow by clicking the “Forgot your password?” link.

Recovering login information from cPanel:

1. To locate all attendees access you will first need to access the control panel you must use www.hospitalmedicine.org/crowdcompass and login with the given administrator email and password.
2. Under the “Hospital Medicine 2015” tab click on the blue edit button
3. Click the “Attendees” icon button by the top middle
4. From the left menu, click the “invited Attendees” button
5. You may now use the “search box” by the top right, enter their first or last name to locate their information
6. If they are not in the system then you will need to create a new invitation by using the “New Invitation” blue button by the top left.
7. Enter their first and last name, email and their registration code (these info should be printed on the backside of the attendee’s badge)
8. Scroll to the bottom and click the green “Create Invitation” button.
9. You will be brought back to the Invited Attendees page, the final step is to click the green button by the top right “Send New Invitations”, it will remain processing until you refresh the page, the attendee should receive a confirmation email from CrowdCompass within 5 minutes.

1. To add new attendees you will first need to access the control panel you must use www.hospitalmedicine.org/crowdcompass and login with the given administrator email and password.
2. Under the “Hospital Medicine 2015” tab click on the blue edit button
3. Click the “Attendees” icon button by the top middle
4. From the left menu, click the “invited Attendees” button
5. Please make sure they are not already in the system, you may use the “search box” by the top right, enter their first or last name to locate their information
6. If they are not in the system then you will need to create a new invitation by using the “New Invitation” blue button by the top left.
7. Enter their first and last name, email and their registration code (these info should be printed on the backside of the attendee’s badge)
8. Scroll to the bottom and click the green “Create Invitation” button.
9. You will be brought back to the Invited Attendees page, the final step is to click the green button by the top right “Send New Invitations”, it will remain processing until you refresh the page, the attendee should receive a confirmation email from CrowdCompass within 5 minutes.

1. To assign a pre-course to an attendee’s calendar you will first need to access the control panel you must use www.hospitalmedicine.org/crowdcompass and login with the given administrator email and password.
2. Under the “Hospital Medicine 2015” tab click on the blue edit button
3. Click the “Attendees” icon button by the top middle
4. From the left menu, click the “invited Attendees” button
5. Please make sure they are already in the system, you may use the “search box” by the top right, enter their first or last name to locate their information
6. If they are not in the system then you will need to create an account for the user, please reference to the above insturction for how to “Add New Attendees”
7. Once confirmed that they are in the system you will then need to locate their attendee unique ID by exporting the entire attendee listing, please use the “export” button by the top middle and select the “Excel Document (.xls)” format, click the green export button.
8. The report will be sent to your administrator email address within 30 seconds.
9. Download and open the attachment file.
10. Use the search function to quickly locate their information by holding down the “Control” key then press the “F” key. This will open up a search box.
11. Locate the person’s unique id (column A), write it down for the next steps.
12. You will now open the “CrowdCompass Schedules Template.xls” file, someone from the onsite registration should have this file.
13. Scroll down to the next available row and enter the person’s attendee unique ID to column B, then enter the appropriate Pre-course code also know as the Activity Unique ID to column C. Please reference the below codes:

     

    PRE001 = Medical Procedures for the Hospitalist

    PRE002 = PM Where the Rubber Meets the Road

    PRE003 = Point-of-Care Ultrasound for the Hospitalist

    PRE004 = ABIM Maintenance of Certification

    PRE005 = Perioperative Medicine: Basics to Innovations

    PRE006 = Building a QI Toolbox

    PRE007 = Enhancing Communication Skills

14. Insert the word “add” to column D, or remove the pre-course by entering “drop” to column D. Save the file.
15. Return to the Attendee’s tab within the control panel, then from the left menu click the “Schedules” button.
16. Click on the blue “Import Attendee Schedules” button, select the “browse…” button and upload that newly saved “CrowdCompass Schedules Template.xls” file.
17. Click the “Start Import” button to complete task.
18. Their selected pre-course agenda information will now appear under their “My Schedule” tap within the app. Please advise them to reboot the app for immediate update, once rebooted the assigned pre-course could take up to half a minute to render as the app needs time to propagate all the content.

1. To remove photos within the Event Compass Wall you will first need to access the control panel you must use www.hospitalmedicine.org/crowdcompass and login with the given administrator email and password.
2. Under the “Hospital Medicine 2015” tab click on the blue edit button
3. Click the “Attendees” icon button by the top middle
4. From the left menu, click the “Photo Management” button
5. The photos will be in chronological order, scroll to the photo you wish to remove and click on the blue “Remove” button next to it.
6. Once removed, the photo status should change to “Item has been removed”

1. To add job postings to the app you will first need to access the control panel you must use www.hospitalmedicine.org/crowdcompass and login with the given administrator email and password.
2. Under the “Hospital Medicine 2015” tab click on the blue edit button
3. Next to Organizatoins click the “Add” button in blue
4. Fill in the required fields and use the tag word “Jobs” plus the given state name. For instance, (Jobs California)
5. Scroll to the bottom and click the “Update Organization” button to complete task, if the given state is a newly added state then you will need to perform the following changes to the Launch Icon.
6. From the top menu, click the “Design” menu icon
7. From the left menu, click the bottom “Launch Icons” tab
8. Scroll to the bottom and click on the folder icon next to Jobs @ HM15
9. Click the folder icon next to Sort by State
10. Click the “Add a List Item” button
11. Select the “List” option
12. Select the “Content List” otpion
13. Insert the State Name for the first field for example “Texas”
14. Under Category please select “Organizations”
15. Under Option select “With the Category”
16. Under Tag select the newly added state tag, for our example it will be “Texas”
17. Click the create button in green
18. It will auto save, this completes the task