Donman to iMIS Learning Pathway


Find ASI Training's recommended learning pathways for all new users to iMIS from the Donman system. As part of the implementation of iMIS from Donman, clients are provided a Donman Starter Database.
There are some slight differences between the standard iMIS EMS Enterprise Database and the Donman iMIS Starter Database. This learning pathway is designed to provide iMIS learning that covers
both the standard iMIS system as well as Donman specific settings and configuration.

Below you will find information about our recommended courses in the ASI Learning Hub that you can access at any time.

Click on the links below to find out more about each Course Content or Login to the ASI Learning Hub and Browse the Catalog to Enroll.

For more iMIS training information and further learning pathways, go to the iMIS EMS Enterprise learning pathway page to extend your iMIS knowledge.
 

Download Learning Pathways

Download the spreadsheet to create your own Organization's / Team's Learning Pathways. 
Sort and filter the list according to Level, Role, Module / Area as needed.

DONMAN TO IMIS EMS LEARNING PATHWAY

Getting Started

Below are the courses we recommend ALL new users of iMIS Enterprise take to get a solid understanding and base knowledge of how to use the key elements of iMIS

Course  Name  Description  Duration  Pre-Requisites

Welcome to iMIS EMS Enterprise
 
This tutorial is for any iMIS clients that are new to iMIS Staff site for iMIS EMS Enterprise. Learn how to navigate through the iMIS Staff site and key staff site settings to get you started. Find the course in the ASI Learning Hub Catalog to enroll

 10 mins  None
iMIS Orientation  In this 2 part course you will be shown some examples of how iMIS works from a staff user and member perspective. Look around the various modules and ways end users will utilize iMIS on a daily basis.
 
 1.5 hrs  None
Donman to iMIS: Donor Account Pages
 
 This is an introduction course providing staff users the tools needed to manage donor records in the iMIS database. Learn how to search, add and edit contact records, add tasks for follow up, find donation and giving history, transaction information and add notes.
 
 25 mins  iMIS Orientation
Essentials of iMIS RiSE Content Management
 
This is an introductory course to using RiSE for your website and staff site content, navigation and page building. Get started with using Content iParts, Content Layouts and navigating through RiSE in iMIS.  1 hour  None
Essentials of iMIS Fundraising This course is an introductory overview of working with Fundraising in iMIS. Learn the iMIS Fundraising terminology, working with gifts, gift entry and processing payments from gifts. Review Individual and Corporate giving history and how to work with the fundraising tools in iMIS.  1.5 hours Essentials of iMIS RiSE Content Management

 

Administering iMIS

Below are the courses we recommend iMIS Administrators to take as part of the implementation, setup and ongoing use of iMIS using the Donman starter Database.

Course  Name  Description  Duration  Pre-Requisites

iMIS Implementation: Starter Database Personas
 
When you are implementing your iMIS system, you have access to an iMIS starter database. With this comes a number of existing data records for you to use in training, practice and testing your iMIS system and setup. This tutorial takes you through the initial phase of accessing your starter database and using the test personas to help you get started using iMIS. Find the course in the ASI Learning Hub Catalog to enroll

 10 mins  None
Donman to iMIS: Donor Profile Panel
 
This is an introduction course providing staff users the tools needed to edit and update donor profile information in the iMIS database. Learn how to change field labels, use extra codes and manage mail list codes.
 
 15 mins  Donman to iMIS: Donor Account Pages
Donman to iMIS: Donman History Pages
 
This is an introduction course providing staff users the details on how they access Donman legacy data and how to remove the Donman history pages if they are not required.   5 mins  Donman to iMIS: Donor Account Pages
Donman to iMIS: Sample Donation Pages This course is designed to provide instructions on using and modifying the sample donation pages provided with the Donman iMIS starter database. Find the sample donation pages, learn how to edit and use the pages for your website. 45 mins Essentials of iMIS RiSE Content Management
Essentials of iMIS Fundraising
Essentials of IQA
 
 This course will provide you with the foundation and knowledge to be able to start building and maintaining your own queries and manage data in iMIS  1 hour  None
Donman to iMIS: Exports for Mailouts  This course is designed to provide instructions on using and modifying the sample IQA queries to export and use for your mailouts. Learn where to access the sample queries, what they display by default, and how to copy and edit them for your purposes.  20 mins  Donman to iMIS: Donor Profile Panel
Essentials of IQA
Essentials of iMIS Emails
 
 Learn how to use email notifications in iMIS. This course is an overview of how to create an email notification and the various ways to send a communication from iMIS. Anyone needing to send notifications or an email communication should take this course.
 
 1 hour  Essentials of IQA
Essentials of iMIS Finance
 
 This course is an overview of the iMIS Finance module, including finance setup, configuration and everyday management of order processing and payments.  1 hour  None
Essentials of iMIS Security
 
 This course is an introduction to the various security features and applications in iMIS. Learn how various users access the iMIS staff site or websites, how to assign security roles and security groups and how you can assign permissions across various objects.
 
 50 mins  None
Essentials of iMIS Panel Designer
 
 Panels in iMIS allow administrators to add demographics and user defined data that you want to collect or maintain. In this course learn how to use Panels to define and manage your contact and organizational data.  55 mins  None
iMIS RiSE: Account Pages
 
 Account pages in iMIS come with content, details and contact data. Learn how to modify and maintain your contact-specific data for organization in RiSE Account Pages
 
 30 mins  Essentials of iMIS RiSE Content Management
 
Essentials of iMIS AutoPay - Fundraising  AutoPay in iMIS is an additional licensed module that support the ability to offer donors another payment option - recurring donations. In this course learn how to setup and configure AutoPay for your organization requirements, manage and process recurring donations and failed payments  40 mins  Essentials of iMIS Finance