Essentials of iMIS Process Automation

Process Automation in iMIS assists organizations to enhance engagement with members, donors and customers, as well as increase business efficiencies.
The Essentials of iMIS Process Automation course will introduce you on how to begin automating repetitive and routine tasks in iMIS.

How you will benefit:

Following this course you will be able to
- Understand process automation terminology
- Use existing iMIS alerts
- Create new Alerts
- Display alerts on any RiSE web page
- Working with existing scheduled tasks
- Creating scheduled tasks such as communication notifications, sending weekly reports, creating content workflow
- Understanding IQA as data sources for process automation

Who should attend? 

This class is ideally suited for system administrators and system managers

iMIS Version

  • iMIS Cloud Enterprise (20-300)
  • iMIS 2017*

Delivery Method


  • 50 mins


Course Code


Delivery Methods Key


The iMIS Learning Subscription gives you access to all our training offerings in a blended learning environment, including:

  • Online learning - learn iMIS at your own pace, at your own convenience with our ASI Learning Hub.
  • Instructor-Led Courses - register for a course in your nearest region with a live trainer
  • Ask the Coach -  These courses are designed for you to be able to ask specific questions relevant to your learning needs with a live trainer / coach