Case Use Examples

Remove Members from a Roster

• Purpose 

  • To allow an authorized user remove members from their active organization roster. 

• IQA Settings

  • Sources

    • NetContactData

  • Filters

    • Company ID = URL parameter "@url:ID"

    • Status = Active

    • Member Type = M
      

      

  • Display fields

    • First Name, Last Name, Status, Member Type

    • ID and Company ID are included but will not be displayed 
      

      

• iPart Settings

  • Selection

    • Title = Select Members

    • Description = Blank

    • IQA = $/CSI/RosterManagement/Remove_from_Roster

    • Results per page = 20

  • Information

    • Title = Information

    • Description = Blank

    • Question 1 = Inactivation Date

    • Question 2 = Reason

  • Confirmation

    • Title = Confirmation

    • Description = Thank you. We will take care of the rest.

  • Workflow

    • Action_Code = MEM_REMOVE

    • Selected ID = using the field in my IQA that has the field label of "code_id"

    • Actions

      • Update Panel Data = CsContact

        • Update Member Type to NM

        • Update Status to I

      • Update Panel Data = CSI_RosterManager_ActionDetails

        • Set Date field to value from Inactivation Date question

        • Set Other field to value from Reason question

        • Set Action field to Remove

  • Content Page Settings

    • The roster manager iPart has been added to a tab within the Organization Profile which allows me to use the iMIS ID of the organization in the URL
      

      

       

  • User Steps

    • Log in and navigate to content page

    • Select members to remove from roster
      

      

    • Select continue

    • Enter additional information 
      

      

    • Select Submit

    • Reviews Confirmation
      

      

  • Post Completion Actions

    • Member Type and Status updated

    • Information added to CSI_RosterManager_ActionDetails panel (using IQA to show details on member record)
      BEFORE
      

      

      
      AFTER
      

      

Identify Members that Attended a Local Event

• Purpose 

  • To allow an authorized user identify members that attended a local event (did not use iMIS for event registration) 

• IQA Settings

  • Sources

    • NetContactData

  • Filters

    • Company ID = URL parameter "@url:ID"

    • Status = Active

    • Member Type = M
      

      

  • Display fields

    • First Name, Last Name, Status, Member Type

    • ID and Company ID are included but will not be displayed 
      

      

• iPart Settings

  • Selection

    • Title = Select Members

    • Description = Blank

    • IQA = $/CSI/RosterManagement/Event_Attendance_Roster

    • Results per page = 20

  • Information

    • Title = Information

    • Description = Blank

    • Question 1 = Event Date

    • Question 2 = Event Name

  • Confirmation

    • Title = Confirmation

    • Description = Thank you for reporting local event attendance!

  • Workflow

    • Action_Code = MEM_EVENT_ATTEND

    • Selected ID = using the field in my IQA that has the field label of "code_id"

    • Actions

      • Update Panel Data = CSI_RosterManager_ActionDetails (you may decide that you do not need this data here since it will be in activity)

        • Set ID to code_id from the IQA

        • Set Action field to Event Attendance

        • Set Date1 field to value from Event Date question

        • Set Text1 field to value from Event Name question

      • Create Activity Data

        • ID set to code_id from the IQA

        • Activity Type set to LOCALEVENT (this activity type should exist in iMIS)

        • Effective Date set to value from Event Date question

        • Description set to value from Event Name question

  • Content Page Settings

    • The roster manager iPart has been added to a tab within the Organization Profile which allows me to use the iMIS ID of the organization in the URL
      

      

       

  • User Steps

    • Log in and navigate to content page

    • Select members that attended event
      

      

    • Select continue

    • Enter additional information 
      

      

    • Select Submit

    • Reviews Confirmation
      

      

  • Post Completion Actions

    • Information added to CSI_RosterManager_ActionDetails panel (using IQA to show details on member record)

    • Activity inserted (using IQA to show details on member record)
      BEFORE
      

      

      
      AFTER
      

      

More examples:

• Change a Members' Member Type

• Adding cell phone numbers

• Updating communication preferences

• Identify members as potential volunteers