Committees Tutorial
Difficulty | Intermediate |
|---|---|
EMS Compatible |
|
iMIS 2017 Compatible |
|
Usage Notes | |
Length of Video | n/a |
iImport |
|
iUpdate |
|
Actions | Insert, Insert with Matching, Update, Insert & Update |
Overview
This article describes the two different types of Committee Imports and how to work with them. Committee Activities will add members to a Committee. Committee Codes will create a new Committee.
Committee Activities
For Updating, Sequence Number will be an available field. This should always be Matched On. If you do not have the sequence number, it is HIGHLY RECOMMENDED to Match On as many fields as possible and have the Skip Update if More Than 1 Record Found option on.
Mapping
Required Fields
iMIS ID - The ID of the record to be added to the Committee
Committee Code - The Committee Code of the Committee that the ID is being added to
Position Code - The Code of the Position the ID will hold on the Committee
These codes are found in iMIS at Settings > Contacts > Committee positions
Optional Fields
Activity Type – A valid activity type to associate with the activity created from this process
Transaction Date – The transaction date that will show when the activity was created
Term Start – The date this person joins the Committee
Term End – The date this person is no longer a part of the Committee
Notes – Can be used to provide other details as needed
Committee Codes
Mapping
Required Fields
Name - Name of the Committee
Code - The Committee Code that will be used to add members to the Committee. An example is "AWARDS" for an Awards Committee
Description - Description of the Committee
Optional Fields
Status - The status of the Committee (Active or Inactive). If left blank, the Committee will be set to Active
