CMS User Guide

Welcome

01/2017: Concise user guide to come; this link will redirect to a CMS-editable page.

Constituency Management

• User Accounts

  Administer Web user accounts, demographics, descriptors and background data.

• Contact Management

  Manage interactions with the constituency, proposals, prospect interests.

• Constituency Types

  Manage constituency types, groups and permissions.

• Collaboration

  Group collaboration features.

Web Involvement

• Event Registration

  Special event registrations, special event management, event overview and presentation pages.

• Committee Service

  Member participation in committees and projects.

• Giving Online

  Online giving transaction history, giving page administration, gift acknowledgment pages.

• Dues Management

  Online dues payment history, due payment page administration, dues payment acknowledgment pages.

• Nomination and Election

  Nominations for Membership, ballot page administration, election management.

• Human Resources

  Position listings and online application administration.

Web Site Content

• Menu Tree

  Manage the Web site menu and site map; navigate and access site pages.

• Web Documents

  Create and edit Web documents, project activity content, publication content.

• Document Containers

  Manage container systems that host Web pages.

• Sidebars

  Manage Web page sidebar content; assign sidebars to Web pages and containers.

System

• Lattice CMS/CRM Management

  Global system rules, script execution interface, test pages, user detection, system access.

Reports

• Reports

  Web site management and analysis reports, database content reports, main report menu, report accessibility rules.

• Import

  Database content imports by content type, import file specifications.

• Export

  Database content exports.

Security

• Web Users

  Web User Privileges, assignments to System Groups.

• System Groups

  Manage System Groups.

• Lattice CMS/CRM Data Security Layer

  CMS security, Document security, Constituency security, transaction security.

System Help

Two help units are planned for this area: a unit for site-specific procedures, and a unit for System documentation.

• Website Procedures

  Site-specific procedures and practices.

• Lattice CMS/CRM System

  System documentation.

Outpatient Process

This menu item will host the Outpatient Process as it develops.

• Run Process

  The outpatient process is expected to be elective and will likely not occur daily.

• Settings

  Outpatient Process system settings.

• File Maintenance

  File resoruce readiness reports, with links for safe inspection of incoming data.