iMIS for Clubs Learning Pathways


Find ASI Training's recommended learning pathways for all new users to iMIS for Clubs 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 for Clubs.
Just note some minor differences in view or functionality may occur.


iMIS for Clubs Courses - End Users

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

Course  Name  Description  Duration  Pre-Requisites
iMIS for Clubs: Orientation
In this orientation session you will be shown some examples of how iMIS works from a staff user and club member perspective. Look around the various modules and ways end users will utilize iMIS for Clubs on a daily basis.  45 mins  None
iMIS for Clubs: Managing Club Members  Learn how to find a member record, edit member records and join new members to your club. Learn how to add Households and members to households. See how you can easily check-in and check-out club members to your club. 15 mins  None
iMIS for Clubs: Managing Club Programs In this course learn how to create new Club programs, how members register for club programs and sessions, define recurring sessions and check-in members or contacts to club sessions. 15 mins  None

 

iMIS for Clubs Courses -Administrators

Below are the courses we recommend for Club Administrators as a follow-on from the End User Courses and a more in-depth look at Club Administration.

Course  Name  Description  Duration  Pre-Requisites
iMIS for Clubs: Support, Learning and Reports  This online session is designed to help Club Administrators understand their options when it comes to accessing support, accessing iMIS training and learning pathways, and another look at the available reports.  30 mins  
iMIS for Clubs: Understanding Club Membership
This online session is designed for Club Administrators to help them understand how Club Membership is defined, created and applied in the iMIS for Clubs system.  15 mins iMIS for Clubs: Managing Club Members
iMIS for Clubs: Creating Club Programs This online session is designed for Club Administrators to help them understand how to set up a Club Program, recurring sessions, publishing programs to the parent portal and taking program attendance. 30 mins iMIS for Clubs: Managing Club Programs
iMIS for Clubs: Managing Transactions This online session is designed for Club Administrators to help them understand how to manage adjustments to invoices, cancel program registrations and record refunds and payment reversals. 15 mins iMIS for Clubs: Orientation
iMIS for Clubs: Running Reports  This online session is designed for Club Administrators to help them understand how to access and run existing Club Reports  20 mins  iMIS for Clubs: Orientation

 

Contact / Data Management

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

Course  Name   Description   Duration        Pre-Requisites
iMIS Professional: Contacts & Groups
 
 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, how contacts view their own information through the self-service customer portal and how administrator roles and responsibilities work.  1 hour  None
iMIS Professional: 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.
 
1 hour  None
iMIS Professional: Creating Queries with 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
iMIS Professional: 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. 1 hour iMIS Professional: Contacts & Groups
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 iMIS Professional - Creating Queries with IQA

 

Finance

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

Course  Name   Description   Duration        Pre-Requisites
iMIS Professional: 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
iMIS Professional: Commerce Learn how to setup and configure the Commerce module for online product sales and promotions  1 hour None

 

Membership

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
iMIS Professional: Memberships 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 membership reports.  1 hour None
iMIS Professional: Commerce 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 and how to manage joins and renewals.  1 hour None

 

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
iMIS Professional: Events This course is an overview of the iMIS Events module, with a focus on understanding Event Registrations, how to create a simple event, pricing and registration options and event reporting.  1 hour 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
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 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 Essentials of iMIS Emails
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 Essentials of 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 Essentials of IQA
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 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 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 iMIS Professional: Finance

 

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 iMIS Professional: Creating Queries with 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 iMIS Cloud Professional- Creating Queries With IQA (advsol.com)
iMIS Professional: Report Writer iMIS Report Writer is an additional licensed module that enables you to create reports and dashboards that are directly embedded in iMIS. It offers an easy drag-and-drop tool that allows you to quickly pull your data into a report and format that report as needed. This series of short courses will take you through a beginners look at using Report Writer.  45 mins iMIS Cloud Professional- Creating Queries With IQA (advsol.com)
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 iMIS Cloud Professional- Creating Queries With IQA (advsol.com)

 

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 iMIS Professional: Creating Queries with IQA
iMIS Professional: Advanced Report Writer iMIS Report Writer Plus is an additional licensed feature that includes Express Views, Advanced Reports, Dashboards and Chained Reports. Take this course to learn how to create reports and dashboards using this feature including Crosstab reports and working with Formulas in Report Writer. 1 hr iMIS Professional: Report Writer