Conference Applications Overview

VIDEO TRANSCRIPT | Recorded: 2022-01-27 | Verify against current system state

Abstract¶

Comprehensive training overview of AANP conference-related applications covering conference admin setup, session management with spreadsheet imports, speaker system review workflow, customizable evaluation questions at event/session/speaker levels, CE certificate generation, ATS badge printing integration with QR code scanning, handouts CDN for performance, and swipe payment application for on-site workshop purchases and PAC donations.

Key Procedures¶

• Create conference in Conference Admin with basic information and settings
• Configure conference type (national, health policy) to show appropriate questions
• Set up evaluation questions at conference, session, and speaker levels
• Use default questions or create custom questions per conference
• Override default questions for specific sessions or speakers as needed
• Import sessions from Excel spreadsheet with speaker IDs (semicolon delimited)
• Link speakers to sessions which triggers speaker system notifications
• Configure session wait lists and notify me lists for capacity management
• Generate CE certificates after general evaluation completion
• Integrate with ATS for badge printing via API and QR code generation
• Build static handouts site from conference data for CDN distribution
• Process workshop payments via swipe app with conflict resolution logic
• Configure swipe app for correct event ID and test mode settings

Notable Statements¶

• 0:00:15 "Conference is one of our biggest set of applications. We have lots of applications related to making sure a conference runs smoothly."
• 0:02:26 "By choosing the type of conference, you'll see a different set of questions appear. For example, health policy will show health policy questions."
• 0:05:25 "You can have quick checkout where a person only just pays their money, or say you've got to go through all seven days of sessions and choose your sessions."
• 0:13:44 "There is an import process, a console app that will take an Excel spreadsheet, Matt cleans it up, and imports the data into the system."
• 0:16:11 "The speakers are listed in just like a one field that's got contact IDs in it... a semicolon delimited list by speaker ID."
• 0:17:49 "The presentation has to go through a review process. It goes back and forth between our education team and the speaker."
• 0:26:42 "Keith, this is the number one question you get at conference. How do I get my CE credit? This is how you do it - complete the eval."
• 0:30:00 "We have these kiosks that people go up to and they can type their name or show a QR code. That is what hits our API."
• 0:31:12 "The QR code contains all of the information we have on a user that would be scanned in the exhibit hall, but it's encrypted."
• 0:34:10 "When I first came on board, these handouts were living on one of our own servers... it was causing all kinds of processing and timeouts."
• 0:41:05 "If I try to pay for this workshop but I've already paid for a workshop at the exact same time, it's going to tell me we can just switch you out."

Systems & Configurations¶

Systems Mentioned¶

• Conference Admin (custom application)
• Speaker System (speaker presentation review)
• Evaluation System (session and speaker ratings)
• CE Center / InReach (CE certificate tracking)
• ATS (badge printing, exhibit hall scanning)
• Handouts Site (CDN-hosted static site)
• Swipe App (on-site payments)
• Aptify (PAC donations, order processing)
• Mobile App (new vendor, replaced old system)

Specific Configurations¶

Credentials/Access Mentioned¶

• Conference Admin access for session management
• ATS API integration credentials
• Developer kit encryption key for QR codes
• Swipe app web config for test/production mode

Errors & Troubleshooting¶

• Issue: Session import partial failures
• Cause: Bad data in spreadsheet (typos in speaker IDs)
• Resolution: Back out changes, run erase script, fix errors, retry

• Timestamp: 0:15:01

• Issue: Handouts site crashing servers

• Cause: 5000+ downloads on same server as other apps
• Resolution: Moved to CDN, static site generation

• Timestamp: 0:34:38

• Issue: Swipe app showing wrong day's workshops

• Cause: Test mode enabled in web config
• Resolution: Disable test mode to show current day workshops

• Timestamp: 0:45:18

• Issue: Credit card declining at swipe

• Cause: Bank fraud protection for unusual location
• Resolution: Customer must confirm charge with bank
• Timestamp: 0:42:46

Transcript Gaps & Quality Notes¶

• Multiple speakers including Matt (developer) and Sushmita (handouts)
• Training session for Keith (new team member)
• References to database tables mentioned for future follow-up
• Technology stack note: Swipe app is AngularJS, Admin is .NET Framework 4.x
• Recording mentions SpaceX rocket launch as scheduling conflict