iMIS Cloud Professional: Panel Designer

Panels in iMIS Cloud Professional allows administrators to add demographics for any data you want to collect.   

With the Panel Designer, you can craft reusable panels that combine fields from many tables. You can also define new data structures (business objects and properties) to manage information for your organization. Without special tools or knowledge of the iMIS schema, you can add data sources right from your browser. When you save the panel, you save your newly created data sources as iMIS business objects.

This course will provide you with an introduction on the how to add fields to IMIS to model your business within IMIS without duplicating out of the box fields. We will teach best practices for maintaining panels and tracking changes to the data stored in them. In class we’re share how to best implementation panel standards and maintain them.


How you will benefit

You will be able to:

  • Understand panel structures
  • Use correct panel types and options
  • Create new data sources and user defined fields
  • Plan your panel interfaces
  • Apply panels to staff site account pages

Who should attend? 

This class is ideally suited for staff end users or anyone that uses iMIS to manage contact records.

iMIS Version

  • iMIS Cloud Professional (20-100/200)

Delivery Method

Duration

  • 1 hour

Pre-Requisites

Course Code

  • PANSBT

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