iMIS 2017 Learning Pathways

Don't know where to start with your iMIS Learning? Do you work in a particular role in your Organization and want to take the courses relevant to that role?

Find ASI Training's recommended learning pathways for all new users to iMIS or anyone that needs a refresher in particular areas.
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.

Note: Courses with an * against them are delivered in a different version of iMIS but are still relevant for users of iMIS 2017.
Just note some minor differences in view or functionality may occur.


Getting Started

Below are the courses we recommend ALL new users of iMIS 2017 take to get a solid understanding and base knowledge of how to use the key elements of iMIS

Course  Name  Description  Duration  Pre-Requisites
iMIS 2017 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
Customer Management for End Users This course will provide all staff and end users the tools needed to manage contacts in the iMIS database, from finding and editing contact and company records, and how contacts view their own information through the self-service customer portal.  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 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

 

Contact / Data Management

Complete the following courses to start working with data and data configuration in iMIS.

Course  Name   Description   Duration        Pre-Requisites
Introduction to 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
Customer Management - Advanced Topics
 
 This course is a more in-depth look at some of the key areas of the Community module and Administrator roles. Learn more about Company Administrators, Committee Management and Chapter Management.
 
 1 hour Customer Management for End Users
Customer Management for Administrators
 
This course is aimed at system administrators to learn more about key contact settings and configuration. Learn how to work with General Lookup tables, customer types, activity types and other settings in iMIS.
 
 1 hour  Customer Management for End Users
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 Customer Management for End Users
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 Business Object Designer* Business Objects are used throughout iMIS to model business concepts and rules. This course will cover the basics of understanding how business objects are used in iMIS for data management and using them as data sources in your IQA Queries  35 mins Introduction to IQA

 

Finance / Commerce

Complete the following courses to understand how Finance and Accounting works with iMIS.

Course  Name   Description   Duration        Pre-Requisites
Finance for End Users
 
This course is an overview of the iMIS Finance module and everyday management of order processing and payments.  1 hour None
Finance for Managers
 
A deeper look at some of the key financial areas for finance administrators focusing on finance settings and configuration  1 hour Finance for End Users
Finance Add-ons for Managers
 
This course is relevant for those using either Deferred Income or are using Multiple Financial Entities in their iMIS system. This course is relevant for those involved in setup and configuration of their iMIS Finance system  30 mins  None
Order Entry for End Users
 
This course is an introduction to the Commerce module in iMIS, focusing on how product orders and product sales work.  1 hour  None
Orders for Managers
 
This course is designed for Commerce administrators and managers to understand the configuration and management of the Orders module. Learn how to define the key settings and functionality for your organization.  1 hour Order Entry for End Users
Orders - Inventory Management If you sell products that require inventory and shipping, this course will help guide you through the setup and configuration as well as ongoing management of inventory in iMIS. Learn how to create products with inventory, product kits and post-purchase actions.  1 hour Order Entry for End Users

 

Membership / Billing

The following courses are aimed at Membership Managers and Membership Administrators learning how Membership and Billing works with iMIS. 

Course  Name   Description   Duration        Pre-Requisites
Billing/Dues for End Users
 
This course is an overview of the iMIS Membership module, with a focus on understanding the membership and billing terminology, membership sign up and renewal processes and processing membership payments.  1 hour None
Billing/Dues for Administrators
 
This course is for membership managers and system administrators involved in defining and creating memberships in iMIS. Focusing on billing setup, configuration of member types, pricing options and how to manage joins and renewals.  1 hour Billing/Dues for End Users
Billing/Dues - Miscellaneous Topics
 
Working with Accrual Accounting in iMIS for memberships requires specific configuration, set up and financial management. This course will cover the key differences between accrual and cash billing products, as well as how to manage accrual billing at time of renewal  30 mins Billing/Dues for End Users
Essentials of iMIS AutoPay: Membership* AutoPay is an additional licensed module in iMIS used to support automatic membership renewals. Learn how autopay works with membership and how to configure autopay for your organization's needs.  45 mins Billing/Dues for End Users
iMIS Membership: Join Now Pages* Learn how to setup and configure Join Now forms on your website using RiSE and panels to capture membership application data and information. Create a user-friendly experience for your members to join with your organization.  30 mins Mastering iMIS Membership Setup
Essentials of iMIS RiSE Content Management
Essentials of iMIS Panel Designer

 

Events / Professional Development

The following courses are aimed at Event Managers, Training or Professional Development Departments and administrators working with Event Setup, Registration and Management in iMIS.

Course  Name   Description   Duration        Pre-Requisites
Events for End Users This course is an overview of the iMIS Events module, with a focus on viewing event details, Event Registrations, how to cancel an event registration and event reports.  1 hour None
Events Setup This course is for event managers and system administrators who need to know various options for defining event information for a website. Learn how to add event details, pricing groups and registration options, additional program items and optional or required questions as part of event registrations.  1 hour Events for End Users
Events Management Learn how to manage event options such as settings, resources, event plans, wait-listing, marking attendance and closing an event. This course is aimed at event managers or administrators.  1 hour Events for End Users
Essentials of iMIS Certification*  iMIS Certification is an additional licensed module to manage your organization's certification programs. In this course learn how Certification programs are defined and managed, create a certification program, components, offerings and steps to complete. Provide a self-service option for your constituents to take control of their own certification programs or learn how to administer the programs through the iMIS staff site 40 mins  None

 

Marketing / Communications

The following courses are for those working with Communications or Marketing. Learn how to setup and use emails, work with developing community groups for communication on the website.

Course  Name   Description   Duration        Pre-Requisites
Introduction to 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 None
Essentials of iMIS Email Marketing* The Advanced Email Plus module is an additional licensed module in iMIS. This course covers how to use Advanced Email Plus to send mass communications for your monthly newsletters, campaigns or other marketing purposes. 30 mins Introduction to iMIS Emails
Essentials of iMIS Communities* Using iMIS Communities helps drive member and donor engagement and drive more users to your website. In this course learn how iMIS Communities supports engagement, create community groups, define community layout pages and assign security.  30 mins Essentials oiMIS RiSE Content Management
Mastering iMIS Email Personalization* iMIS allows you to include any data from your system as personalization in emails. This course focuses on the use of data sources to include personalized data for a contact, or generic data such as upcoming event information, and data sources with multiple rows.  35 mins Introduction to iMIS Emails
Essentials of iMIS Process Automation* An introduction to process automation terminology, tasks and alerts. Learn how to begin automating repetitive and routine tasks such as sending automated notifications or creating website or staff site alerts.  50 mins Introduction to iMIS Emails
Essentials oiMIS RiSE Content Management

 

Website Management

In addition to the Essentials of iMIS RiSE Content Management course, here are a number of additional RiSE and website management courses to assist you in building and maintaining your website content.

Course  Name   Description   Duration        Pre-Requisites
Essentials of iMIS RiSE Web Design*
Using RiSE, you can create multiple websites each with a different look and feel or all coordinated to match your branding. In this course learn the basics of master pages and website themes and how they are used to design your website. Explore options for page layouts and updating your home page content like banner images.
 1 hour Essentials of iMIS RiSE Content Management
iMIS RiSE: Best Practices for Website Content*
 
When creating new websites using RiSE, there are a number of key things you need to know to ensure your website content creation is clean and successful. These series of short tutorials highlight key best practices and tips when creating website content
15 mins Essentials of iMIS RiSE Content Management
iMIS RiSE: Image Optimization*
Optimizing your images for website use improves the user experience, decreases load time and improves Search Engine Optimization (SEO). In this course learn how you can maximize site impact by minimizing image sizes!  40 mins None
iMIS RiSE: Tagging* Tagging in iMIS can help generate more successful search results and automate the population of content in a list. This session will take you through how to create and use tags and tagged lists in your iMIS RiSE websites.  30 mins Essentials of iMIS RiSE Content Management

 

Fundraising

The following courses are relevant for Fundraising Managers or administrators working with Fundraising in iMIS.

Course  Name   Description   Duration        Pre-Requisites
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 hour None
iMIS Fundraising: Moves Management* Moves Management is a tool to help build a one-to-one relationship with major and potential major donors. Learn to track major gifts and donor accounts and cultivate donors to move them from a prospect to a major donor. 20 mins Essentials of iMIS Fundraising
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 Finance for Managers

 

Reporting

The following courses are relevant for System Administrators or Managers requiring to understand how to work with reporting tools in iMIS.

Course  Name   Description   Duration        Pre-Requisites
Essentials of Applying IQA Queries*
 
Now you know how to create and build a query, what can you do with it? In this course, learn how to apply queries in various formats such as query charts, SSRS reports, query menu items, and placing them on your staff site or web pages.  45 mins Introduction to IQA
Mastering IQA Queries*
 
 This course is a follow-on from the Essentials of IQA, covering various additional functionality and examples of how IQA can be used in your system. Learn more about applying query security, advanced filter and functions as well as adding hyperlinks to your query data.  40 mins Introduction to IQA
Essentials of iMIS Dashboards*
 
iMIS Dashboards are a highly visible way to manage your organization's data and reporting. In this course learn about how Dashboards can be used out-of-the-box or modified for your organization's purposes. Learn the iMIS terminology and iParts to access and edit Dashboard content 1 hour Introduction to IQA
Introduction to SSRS Reporting
 
The Introduction to SSRS (SQL Server Reporting Services) course gives you the skills and resources you need to use SSRS to present data from your iMIS database. Learn how to use SSRS to connect to your database and write reports from various business areas. 1 hour Introduction to IQA
Applying SSRS with iMIS This course builds upon the skills learned in the Introduction course on how to apply the reports you built into iMIS. Learn how to integrate iMIS with SSRS reports, create basic report layouts and how to display within an iMIS website.  1 hour Introduction to SSRS Reporting

 

Continuous Performance Improvement

Once you have grasped all the Essentials take the following courses to learn more about how iMIS can help your organization with Continuous Performance Improvement.

Course  Name   Description   Duration        Pre-Requisites
Mastering iMIS Dashboards* 
 
Dashboards in iMIS can assist your organization in providing quick and easy access to information with regards to key metrics. In this courses, learn how to use progress trackers to set goals and targets, create missing data alerts and create new dashboards with charts and query menu items.  1 hour Essentials of iMIS Dashboards
Essentials of iMIS Engagement Scoring*
 
iMIS Scoring formulas allow you to easily determine who is engaging with your organization, how they are engaging and at what level. Following this course you will have an understanding of how to work with the existing scoring formulas in iMIS or create new formulas and dashboards using Scoring Plus. 30 mins Introduction to IQA
Mastering iMIS Process Automation* This course takes you through ways to enhance engagement with members or constituents by using process automation alerts. Develop communication with your site users and enhance strategies to improve the performance of your organization. Learn how to set a scheduled task based on a database trigger for more automated processes. 40 mins Essentials of iMIS Process Automation