iMIS Training Course Outlines
All iMIS training courses are taught
using iMIS 15 unless otherwise advised.
AYD: At Your Desk
F2F: Face to Face
Course times: One day courses run from 9 am to 4.30
pm. Two day courses run from 9 am to 4.30 pm on consecutive
days. At Your Desk
(AYD) training courses run for two hours
- 9 am to 11 am, 11.30 am to 1.30 pm, and 2.30 pm to 4.30 pm.
Check the schedule for times for each AYD
course.
General
|
|
| iMIS Overview |
iMIS Overview (F2F 3
days) |
| Reporting |
Introductory Crystal Reports for iMIS (F2F, 2
days)
SSRS - SQL Server Reporting Services (AYD)
Introduction to IQA - Intelligent Query Architect
(AYD)
Advanced IQA - Intelligent Query Architect
(AYD) |
Modules in focus
|
|
| Customers |
Customer Management Quickstart (F2F, 1
day) |
| Events |
Events Quickstart (F2F, 1 day)
Events for end users (AYD) |
| Billing |
Billing Quickstart (F2F, 1 day)
Billing/Dues for end users (AYD) |
| Orders |
Order entry for end users
(AYD) |
| AR/Cash |
AR/Cash Quickstart (F2F, 1 day)
AR/Cash for end users (AYD) |
| FundRaising |
FundRaising Quickstart (F2F, 1
day) |
Technical Courses
|
|
| Business Object Designer (BOD) |
BOD for beginners (AYD) |
| Process Engines |
Process Engines for IQA
(AYD) |
| Systems Admin |
Systems Admin Workshop (F2F, 2
days) |
| Web |
Content Manager (F2F, 2 days)
Web Content Management 15.1 (F2F, 2 days)
Public Web Views (F2F, 2 days)
Public View – Basic Configuration
(AYD)
Public View – Orders (AYD)
Public View – Tools (AYD)
Public View – Events (AYD)
|
| TaskCentre |
TaskCentre (F2F, 2 days) |
| iBO .NET |
iBO .NET (F2F, 2 days) |
iMIS Overview
Course Duration – 3 days, 9 am – 4.30
pm
This indepth three-day class covers the core modules of iMIS and is
an excellent, fast-paced, hands-on introduction to iMIS. Topics include
Customer, Events, A/R Cash, Billing, the Customizer, and some setup.
Overview focuses on extensive hands-on practice and includes
demonstrations and discussion. This course is designed for iMIS
newcomers, but it is also appropriate for more experienced users who
want to fill in the gaps in their knowledge of iMIS. The class moves
quickly and covers a broad range of topics in a short period.
Target Audience - This course is designed for
customers who will use, manage, and setup iMIS, as well as solution
providers who will install and support iMIS.
Pre-requisites - None. This course is
appropriate for beginners.
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iMIS Introductory Crystal Reports for
iMIS
Course Duration – Two days, 9 am-4.30 pm
This two-day course is designed for beginner to intermediate Crystal
Reports users who need to quickly become proficient in creating and
modifying reports. Some of the topics include:
• Creating a basic report
• Record selection, sorting, grouping and summarising
• Basic queries
• Exporting to other formats; and
• Formulas
This course combines demonstrations, discussions and hands-on practice
with demo databases.
Target Audience - This course is designed for
clients involved in the implementation, support or daily use of Crystal
Report Writer
Prerequisites - MS Windows proficiency & working
knowledge of iMIS. A basic knowledge of database concepts such as
tables, fields and records is an advantage.
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SSRS – DQL Server Reporting Services - At Your Desk
Course outline to be confirmed.
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Introduction to IQA - At Your Desk
This two hour online course covers the basics of creating, editing
and running a query. You will learn how to perform simple joins, apply
filters and work in both basic and advanced mode.
Curriculum
At the end of the introductory training, you will be able to:
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Advanced IQA - At Your Desk
This online course covers more complex queries and advanced
functions, and how to organise your folders and queries. Students
must be able to create queries in IQA using basic options or have attend
Intro to IQA.
Curriculum
At the end of the advanced training, you will be able to:
-
Organise and secure your organisation’s queries
-
Use Advanced functions and filters
-
Perform Complicated Joins
-
Build a query on a query
-
Add a query to the left index of a window
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iMIS Customer Management QuickStart
Course Duration – One day, 9 am–4.30
pm
This one-day course will familiarise end-users with the features and
functionality of the Customer Management module. This hands-on
course will cover the data entry aspects of the iMIS Customer Management
module.
Topics include:
The course includes demonstrations, walk through exercises and extensive
hands-on practice.
Target Audience - This course is designed for
staff that are involved in data entry and membership professionals who
want to learn more about the features and functionality of the
membership module.
Prerequisites - MS Windows proficiency.
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iMIS Events Quickstart
Course Duration – One day, 9 am–4.30
pm
This course will familiarise end-users with the features and
functionality of the Events module. It will focus on data entry
aspects of the iMIS Events module.
Topics include:
• Event Definition
• Registration & Fees Setup
• Meeting and Function Definition
• Basic Meeting Reporting; and
• Resource Planning & Table Maintenance
The course includes demonstrations, walk through exercises and extensive
hands-on practice.
Target Audience - This course is designed for staff that are
responsible for data entry and Meetings professionals wanting to learn
the features and functionality of the Events Module.
Prerequisites - MS Windows proficiency.
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Events for End-Users - At Your
Desk
This online session covers the basics of Event registrations,
including processing of badges, confirmation letters, cancel/transfers,
and more. This online class is perfect for new staff who need to get up
to speed quickly, temps, or as a refresher for those who might have
missed new features in the product.
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iMIS Billing QuickStart
Course Duration – One day, 9 am–4.30
pm
This one-day course will cover aspects of the iMIS Billing (dues) module
in detail. Those who complete the course will be able to set up and use
Cash and Accrual dues methods.
Topics covered include: Billing terminology, system set up, table
maintenance, dues billing, payments, basic subscription set up and
management, report generation, and special pricing. The dues billing
implications related to Membership will also be reviewed. This course
includes demonstration, walk through exercises and extensive hands-on
practice.
Target Audience - This course is designed for
experienced iMIS users required to use the Billing module.
Prerequisites - MS Windows proficiency & Working
knowledge of iMIS Customer Management or completion of iMIS Overview
class
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Billing - Dues for End-Users – At
Your Desk
This online session will help you to understand the dues process,
dues terminology, basic setup of one person, dues billing (individual
and en masse), payment of dues, re-billing, printing reminder
notices.
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Order Entry for End-Users – At Your
Desk
This online session will give you an overview of the Orders module
including how to enter orders, how to use up-sell/cross-sell, how to
handle multiple order types.
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iMIS Accounts Receivable and Cash Receipts
Quickstart
Course Duration – One day, 9 am–4.30
pm
This one-day course examines the iMIS accounting operations. Topics
covered include: AR/Cash (including Simple Order Entry), G/L
Integration, Deferred Income, and Multiple Entities. The accounting
implications related to Billing, Events, Exposition, and Fund Raising
will also be reviewed. This course consists of lecture, demonstration,
walk through exercises and extensive hands-on practice.
Target Audience - This course is designed for System
Managers and experienced iMIS end users.
Prerequisites - MS Windows proficiency &
exposure to iMIS A/R Cash or completion of iMIS Overview class.
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AR/Cash for End-Users – At Your
Desk
This online session focuses on the end-user who works with batches,
enters sales transactions, simple orders, and cash receipts, and applies
payments. This class is perfect for new users in the department, temps,
or just as a refresher for anyone in accounting.
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iMIS FundRaising QuickStart
Course Duration – One day, 9 am–4.30
pm
This one day course covers aspects of the iMIS Fund Raising module in
detail. Topics include processing and managing gifts and
pledges, processing payments, managing meetings as Fund Raising events,
issuing Fund Raising receipts, entering and searching requests,
reporting and iMIS Fund Raising table structure. This course includes
demonstration, walk through exercises and extensive hands-on
practice.
Target Audience - This course is designed for
experienced iMIS users required to use the Fund Raising module.
Prerequisites - MS Windows proficiency & Working
knowledge of iMIS Customer Management or completion of iMIS Overview
class
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Business Object Designer for Beginners - At Your
Desk
This two hour online course provides a basic understanding of what
Business Objects are in iMIS, different types of objects and when to use
them, e.g. Cs objects vs. non-Cs objects, AccessMain and other objects
used by iMIS Security. Advanced IQA is required prior to taking
this class. This session is designed for beginners to the subject.
Curriculum
In this class you will learn:
• How to add fields to User Defined Tables for querying in
IQA
• Basic Business Object Changes:
• How to relabel object properties, i.e. renaming captions /
prompts
• How to add a look up table to a property
• How to add a new property to a business object
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Process Engines for IQA - At Your Desk
This two hour online course is designed for users who need to use
Process Engines with IQA.
Please note: It is recommended that you have a solid understanding of
IQA before undertaking this course. Consider taking the Intro to
IQA and Advanced IQA courses prior to undertaking this.
Curriculum
• In this class you will learn:
• What iMIS Process Engines are and what they are used
for
• How to use the three Process Engines: MS Word Merges,
Crystal Reports, Email Merges
• How the process engine works within the iMIS Framework
Console
This course is designed for report writers and staff responsible for
mass email and letter campaigns. A working knowledge of iMIS, a
basic knowledge of Crystal Reports and Microsoft Word and a solid
understanding of IQA is strongly recommended to get the most from this
course.
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System Administration Workshop
Course Duration - Two days
This two-day class will cover system administration. Students should
have solid skills and a basic knowledge of SQL. Topics will include:
Security, Workstation Setup, iMIS System Setup, iMIS Utilities and the
initial install of the .NET based modules. This class will combine
slides, discussion, demonstration and hands-on practice.
Target Audience - The class is designed for both
Solution Providers who install or support iMIS as well as Customers who
administer an iMIS database.
Prerequisites - Working knowledge of network
administration and SQL database administration.
Curriculum includes:
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Content
Manager End-User and Administration
Course Duration - Two days
This two-day hands on course covers everything a day-to-day end-user
or administrator needs to know about Content Manager. Learn what you
need to know about the module's functionality. Understand how to use the
product for website administration, content creation and maintenance,
managing approvals and workflow, and security. The optional tagging
module is covered in depth on the second day.
Target Audience - The class is designed for iMIS
customers who will administer Content Manager.
CM Application for End Users (Day 1)
CM Application for End Users is the first day of a two-day series. We
cover how to create content records, use the html editor, and manage
site navigation. The students develop their skills as content
contributors by learning about tagged pages, workflow management, and
security.
Target Audience - Content contributors and
producers that create basic content and submit it for approval.
Curriculum
-
Creating a content record
-
Explaining dynamic and static content records
-
Creating content records
-
Applying content records to dynamic and static pages
-
Managing Site Navigation
-
Using security and workflow in the e-CM website
-
Using the URL Manager
-
Viewing tagged pages
CM for System Managers and Content Managers (Day 2)
CM for System and Content Managers is the second day of a 2-day
series. We cover website administration, content creation and
maintenance, and managing approvals, workflow, and security. Students
learn how to create the navigational structure of a website, setup
graphical templates, manage groups of content managers, and implement
e-Series within the Content Manager framework. We also cover tagging and
tagged page layouts.
Target Audience - Web masters and more advanced
content producers.
Curriculum
-
Setting up a navigation structure
-
Updating a navigation structure
-
Setting up folders
-
Creating a variety of types of content records in folders and
navigation
-
Managing content contributors
-
Managing approvals and workflow
-
Managing content security
-
Creating and deploying tagged pages
-
Setting up tagged pages
-
Implementing e-Series
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Web Content Management 15.1
Course outline coming soon.
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Public Web View
Course Duration - Two days
This two-day class will cover the all new iMIS 15.0 Public Web View,
including user profile, customers, directory, events, and orders. You
will learn how to use each area from a user standpoint as well as how to
set up the entire web view as an administrative for your public site. We
think you'll be excited to learn the new features for your public site,
as well as the new access for administering all setup from the iMIS
desktop.
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iMIS Public View-Basic Configuration
– At Your Desk
This session will cover how to configure your new Public View site.
Hands-on activities will include creating and modifying settings,
messages and other options.
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iMIS Public View-Orders – At Your
Desk
This session will cover the setup and configuration of the Public
View Orders feature.
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iMIS Public View-Tools – At Your
Desk
This session will cover the use of the available tools for tailoring
the Public Views. These tools include sitemaps, style sheets, IQA and
master pages.
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iMIS Public View-Events – At Your
Desk
This session will cover the setup and configuration of the Public
View Events feature.
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iMIS TaskCentre
Course Duration - Two days
This two-day class will cover how to install iMIS TaskCentre as
well as how to create and manage automated tasks, including workflow,
email notifications, report distribution, web content refresh, and
more! This new add-on tool puts iMIS on steroids - come prepared
to be wowed by its capabilities!
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iBO - iMIS Business Objects .NET
Course Duration - Two days
Course Includes:
Prerequisites - Working knowledge of
C#
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