Committee Activities Guide
Complexity | Intermediate |
|---|---|
EMS Compatible |
|
iMIS 2017 Compatible |
|
Actions | Insert, Insert w/ Matching Help, 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.
Sequence Number
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
Committee Code - The Committee Code of the Committee that the ID is being added to.
iMIS ID - The ID of the record to be added to the Committee.
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
RECOMMENDED Activity Type - A valid activity type to associate with the activity created from this process.
Notes - Can be used to provide other details as needed.
Term End - The date this person is no longer a part of the Committee.
Term Start - The date this person joins the Committee.
Transaction Date - The transaction date that will show when the activity was created.
