01/2017: Concise user guide to come; this link will redirect to a CMS-editable page.
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.
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.
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.
Lattice CMS/CRM Management
Global system rules, script execution interface, test pages, user detection, system access.
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.
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.
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.
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.
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