01/2017: Concise user guide to come; this link will redirect to a CMS-editable page.
Administer Web user accounts, demographics, descriptors and background data.
Manage interactions with the constituency, proposals, prospect interests.
Manage constituency types, groups and permissions.
Group collaboration features.
Special event registrations, special event management, event overview and presentation pages.
Member participation in committees and projects.
Online giving transaction history, giving page administration, gift acknowledgment pages.
Online dues payment history, due payment page administration, dues payment acknowledgment pages.
Nomination and Election
Nominations for Membership, ballot page administration, election management.
Position listings and online application administration.
Manage the Web site menu and site map; navigate and access site pages.
Create and edit Web documents, project activity content, publication content.
Manage container systems that host Web pages.
Manage Web page sidebar content; assign sidebars to Web pages and containers.
Lattice CMS/CRM Management
Global system rules, script execution interface, test pages, user detection, system access.
Web site management and analysis reports, database content reports, main report menu, report accessibility rules.
Database content imports by content type, import file specifications.
Database content exports.
Web User Privileges, assignments to System Groups.
Manage System Groups.
Lattice CMS/CRM Data Security Layer
CMS security, Document security, Constituency security, transaction security.
Two help units are planned for this area: a unit for site-specific procedures, and a unit for System documentation.
Site-specific procedures and practices.
Lattice CMS/CRM System
This menu item will host the Outpatient Process as it develops.
The outpatient process is expected to be elective and will likely not occur daily.
Outpatient Process system settings.
File resoruce readiness reports, with links for safe inspection of incoming data.
University of California, Berkeley
Faculty Club, Great Hall
Minor Lane, Berkeley, CA
A reception will follow in the Seaborg Room.
Click on the year for a list of meetings and events, with audio and/or video recordings where available.