Difference between revisions of "IModules Alumni Site Development"

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==Heading 1==
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== Heading 1 ==
  
*Event Scheduling iModules/Google Cal  
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*Event Scheduling/Posting iModules/Google Cal  
*Data Maintenance
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*Event Maintenance
 +
*Data Maintenance  
 +
*Email Marketing
 +
*Profile Defalt Settings/Available Features
 +
*Administrative Access/Responsibility
  
 
<br>
 
<br>
  
 
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*'''Event Scheduling/Posting iModules/Google Cal'''
  
 
'''Procedures for entering events:''' Drafted by: Alumni Team  
 
'''Procedures for entering events:''' Drafted by: Alumni Team  
  
Reviewed/Approved by: Leah Last Updated:04/02/09  
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Reviewed/Approved by: Leah Last Updated:04/02/09, 06/05/09
 +
 
 +
1. Add event to iModules - (follow encompass.. building connections, Master How-To Document, and refference the various settings below), click on "Add to Outlook" and download file to desktop. 2. Add event to Outlook - Drag and drop file from desktop to Alumni Outlook calendar, and description time location contact info. and all will auto fill. 2. Go to Google Calendar (alumni@go.miis.edu)sign in and a)click add (left side under add a friends calendar). b)click Import Calendar c)click browse d)choose the calendar file you saved to the desktop e) click Import, and description time location contact info. and all will auto fill. Reminder: This will also feed to all other Institute Calendar feeds.
  
1. Add event to iModules - (follow encompass.. building connections, Master How-To Document), click on "Add to Outlook" and download file to desktop. 2. Add event to Outlook - Drag and drop file from desktop to Alumni Outlook calendar, and description time location contact info. and all will auto fill. 2. Go to Google Calendar (alumni@go.miis.edu)sign in and a)click add (left side under add a friends calendar). b)click Import Calendar c)click browse d)choose the calendar file you saved to the desktop e) click Import, and description time location contact info. and all will auto fill. Reminder: This will also feed to all other Institute Calendar feeds.
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Need to expand on the various settings for events
  
 
Note: In the Toggle Advanced Mode, set up event to include Attendees List, Message Board and Photo Album (click each under Features heading).  
 
Note: In the Toggle Advanced Mode, set up event to include Attendees List, Message Board and Photo Album (click each under Features heading).  
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*'''Profile Defalt Settings/Available Features
  
 
'''Procedures/settings for "Edit My Information:''' Drafted by: Alumni Team  
 
'''Procedures/settings for "Edit My Information:''' Drafted by: Alumni Team  
  
Reviewed/Approved by: Leah Last Updated:04/02/09  
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Reviewed/Approved by: Leah Last Updated:04/02/09, 06/05/09
  
 
''To be added at training session:''  
 
''To be added at training session:''  
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----
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 +
*'''Data Maintenance'''
  
 
'''Procedures/Settings/Reoccurring Schedule for Downloading contact/other data from iModuels to be manually entered into Banner''' Drafted by: Alumni Team  
 
'''Procedures/Settings/Reoccurring Schedule for Downloading contact/other data from iModuels to be manually entered into Banner''' Drafted by: Alumni Team  
  
Reviewed/Approved by: Leah Last Updated:04/02/09  
+
Reviewed/Approved by: Leah Last Updated:04/02/09, 06/05/09
  
''To be added at training session:''  
+
''In discussion with Tony O'Brian regarding this. Will be setting appointment for iModules training and meeting to formulate a plan (Leah, Maureen and Tony).''
  
 
<br>
 
<br>
  
 
----
 
----
 +
 +
*'''Administrative Access/Responsibility
  
 
'''Procedures to Assign Administrators.......:''' Drafted by: Alumni Team  
 
'''Procedures to Assign Administrators.......:''' Drafted by: Alumni Team  
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*'''Data Maintenance
  
 
'''Procedures for Query Building (do you use hyperian or imodules??????????.......)''' Drafted by: Alumni Team  
 
'''Procedures for Query Building (do you use hyperian or imodules??????????.......)''' Drafted by: Alumni Team  
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*'''Email Marketing
  
 
'''Procedures to email (building query....... ):''' Drafted by: Alumni Team  
 
'''Procedures to email (building query....... ):''' Drafted by: Alumni Team  
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Rolls are good when peeps say they want or do not want a type of email. B day cards etc.  
 
Rolls are good when peeps say they want or do not want a type of email. B day cards etc.  
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 +
  
 
<br>
 
<br>
  
 
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*'''
  
 
'''Procedures for adding and maintaining event postings:''' Drafted by: Alumni Team  
 
'''Procedures for adding and maintaining event postings:''' Drafted by: Alumni Team  
  
Reviewed/Approved by: Leah Last Updated:04/09/09  
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Reviewed/Approved by: Leah Last Updated:06/05/09  
  
Reviewed/Approved by: Leah Last Updated:06/05/09
 
  
The site is now set up with a dropdown menue on the event page labeled "Display Filter:, that allows the viewer to select either "Active" or Archive.
 
  
&nbsp;
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The site is now set up with a dropdown menue on the event page labeled "Display Filter:, this allows the viewer to select either "Active" or Archive.&nbsp;  
  
Need to  
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Need to&nbsp;
  
&nbsp;
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&nbsp;  
  
&nbsp;
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<strike>&nbsp;Reviewed/Approved by: Leah Last Updated:04/09/09 (do not delete the following yet, may need to refer to this in near future)</strike>
 
 
&nbsp;Reviewed/Approved by: Leah Last Updated:04/09/09 (do not delete the following yet, may need to refer to this in near future for development)
 
  
 
<strike>Set up listings to list / Calendar on both "Event Homepage Listing" and "Event Listing", and then when the event has past you can edit it to only display the listing on the "Event Listing" not the "Event Homepage Listing".</strike>
 
<strike>Set up listings to list / Calendar on both "Event Homepage Listing" and "Event Listing", and then when the event has past you can edit it to only display the listing on the "Event Listing" not the "Event Homepage Listing".</strike>
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'''Procedures/Application for Faculty/Staff submitting event listing to Administrator:''' Drafted by: Alumni Team  
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*'''Administrative Access/Responsibility
 +
 
 +
'''Procedures/Application for Faculty/Staff submitting event listing to Administrator (no admin rights):''' Drafted by: Alumni Team  
  
 
Reviewed/Approved by: Leah Last Updated:04/20/09 Staff or Faculty  
 
Reviewed/Approved by: Leah Last Updated:04/20/09 Staff or Faculty  
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*'''Administrative Access/Responsibility
  
 
'''Procedures/Application for requesting Banner/Hyperion Report/Query from Leah:''' Drafted by: Alumni Team  
 
'''Procedures/Application for requesting Banner/Hyperion Report/Query from Leah:''' Drafted by: Alumni Team  
  
Reviewed/Approved by: Leah Last Updated:04/20/09 Staff or Faculty Need to complete this Form!!!!  
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Reviewed/Approved by: Leah Last Updated:04/20/09  
 +
 
 +
Staff or Faculty Need to complete this Form!!!!, but do not have admin right!!!&nbsp;
  
 
Need to review with Leah and create this form for students, faculty and staff to fill out when requesting to connect with alumni that are not participating in the imodules site. Need to resolve when we use hyperion and when we use the query feature in iModules. http://miis.imodules.com/alumniquery
 
Need to review with Leah and create this form for students, faculty and staff to fill out when requesting to connect with alumni that are not participating in the imodules site. Need to resolve when we use hyperion and when we use the query feature in iModules. http://miis.imodules.com/alumniquery

Revision as of 18:45, 5 June 2009

Heading 1

  • Event Scheduling/Posting iModules/Google Cal
  • Event Maintenance
  • Data Maintenance
  • Email Marketing
  • Profile Defalt Settings/Available Features
  • Administrative Access/Responsibility



  • Event Scheduling/Posting iModules/Google Cal

Procedures for entering events: Drafted by: Alumni Team

Reviewed/Approved by: Leah Last Updated:04/02/09, 06/05/09

1. Add event to iModules - (follow encompass.. building connections, Master How-To Document, and refference the various settings below), click on "Add to Outlook" and download file to desktop. 2. Add event to Outlook - Drag and drop file from desktop to Alumni Outlook calendar, and description time location contact info. and all will auto fill. 2. Go to Google Calendar (alumni@go.miis.edu)sign in and a)click add (left side under add a friends calendar). b)click Import Calendar c)click browse d)choose the calendar file you saved to the desktop e) click Import, and description time location contact info. and all will auto fill. Reminder: This will also feed to all other Institute Calendar feeds.

Need to expand on the various settings for events

Note: In the Toggle Advanced Mode, set up event to include Attendees List, Message Board and Photo Album (click each under Features heading).



  • Profile Defalt Settings/Available Features

Procedures/settings for "Edit My Information: Drafted by: Alumni Team

Reviewed/Approved by: Leah Last Updated:04/02/09, 06/05/09

To be added at training session:

Member Information: Home Contact Information: Spouse and Family Information: Education Information International Experiences/Fellowships: Account Information: Business: Business Contact Information: Mentoring & Social Network Information: Resume/Job Search Information: Admin Only: iModules Only: Status: Status:


  • Data Maintenance

Procedures/Settings/Reoccurring Schedule for Downloading contact/other data from iModuels to be manually entered into Banner Drafted by: Alumni Team

Reviewed/Approved by: Leah Last Updated:04/02/09, 06/05/09

In discussion with Tony O'Brian regarding this. Will be setting appointment for iModules training and meeting to formulate a plan (Leah, Maureen and Tony).



  • Administrative Access/Responsibility

Procedures to Assign Administrators.......: Drafted by: Alumni Team

Reviewed/Approved by: Leah Last Updated:04/08/09

Need to add!!!!

ie: you can limit the admin's use to limited pages or content blocks. Work Study or staff from a given department can be limited to just those pages and content blocks that they are responsible for. (follow encompass.......),



  • Data Maintenance

Procedures for Query Building (do you use hyperian or imodules??????????.......) Drafted by: Alumni Team

Reviewed/Approved by: Leahsending Last Updated:04/08/09



  • Email Marketing

Procedures to email (building query....... ): Drafted by: Alumni Team

Reviewed/Approved by: Leah Last Updated:04/08/09

Need to add

Notes: set up test to Leah and ??? before sending, so they can edit if needed.

Kickbacks: what is the procedure? ie current email is different from email kick back ??? When do we inactivate the email in Banner. Soft codes Hard codes?

Rolls are good when peeps say they want or do not want a type of email. B day cards etc.




Procedures for adding and maintaining event postings: Drafted by: Alumni Team

Reviewed/Approved by: Leah Last Updated:06/05/09


The site is now set up with a dropdown menue on the event page labeled "Display Filter:, this allows the viewer to select either "Active" or Archive. 

Need to 

 

 Reviewed/Approved by: Leah Last Updated:04/09/09 (do not delete the following yet, may need to refer to this in near future)

Set up listings to list / Calendar on both "Event Homepage Listing" and "Event Listing", and then when the event has past you can edit it to only display the listing on the "Event Listing" not the "Event Homepage Listing".

To do this go back into the event and click on "Content Properties" (pencil icon) and Event Listing / Calendar: Event Homepage Listing Event Listing Test ..............



  • Administrative Access/Responsibility

Procedures/Application for Faculty/Staff submitting event listing to Administrator (no admin rights): Drafted by: Alumni Team

Reviewed/Approved by: Leah Last Updated:04/20/09 Staff or Faculty

To request that an event be posted to the Alumni Site, Staff and Faculty should first fill out the "Event Posting Application for MIIS Faculty/Staff". (http://miis.imodules.com/eventpostapplication). This is a form designed to allow applicant to fill in event date, time, description etc. in a text box, and allow administrator to copy and past data when creating an event. Upon completion of the application, an email confirmation outlining what was filled in will be sent to the Administrator and the Applicant. This would be a good time to review everything before the event is created.

This form can be modified to include event registration, Audience (everyone, logged in, roll) and other features that are available when setting up an event. Note: because some of the features need to be managed in some way, we may want to limit this to listing only at this point.

Need to complete form!!!!!



  • Administrative Access/Responsibility

Procedures/Application for requesting Banner/Hyperion Report/Query from Leah: Drafted by: Alumni Team

Reviewed/Approved by: Leah Last Updated:04/20/09

Staff or Faculty Need to complete this Form!!!!, but do not have admin right!!! 

Need to review with Leah and create this form for students, faculty and staff to fill out when requesting to connect with alumni that are not participating in the imodules site. Need to resolve when we use hyperion and when we use the query feature in iModules. http://miis.imodules.com/alumniquery