Roster Manager - 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
Security on IQA
Make sure to check the box to make this IQA available to the REST API
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
Security on IQA
Make sure to check the box to make this IQA available to the REST API
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