iMIS Central User Guide How to Update Membership Profile
Contents
1. H A A A B B BW BH DH BW B BH BH BH BH BH BW BH WB WwW H o H H H H o H o A H o H H o o H o H H iMIS Central User Guide The Member Zone and iMIS Central sites are exclusive to adult Members of GGC Family accounts or Girl member accounts do not have access The iMIS Central section of Member Zone is where you can view membership profile under My Profile or access unit rosters in the Roster Reports page Make sure you sign in on Member Zone and you will have an automatic access to iMIS Central How to Update Membership Profile e login to Member Zone e On the welcome page under the iMIS Central section click Update Your Profile Access Unit and District Roster IMIS CENTRAL Update Your Profile Access Unit and District Rosters e OniMIS Central page click My Profile then click the desired option from the left side menu e g Contact Info update and click Save button on the bottom right corner of the screen My iMIS My Profile Summary Member Zone Contact Info My Profile Roster Reports Contact Info 2 Address My Activities My Skills e To update Code of Conduct go to Contact Info2 o If there is an existing old date across the Code of Conduct Uncheck the Conduct Check box then click Save Refresh the screen or press F5 so the Code of Conduct date is cleared To update or renew the Code of Conduct put a check mark in the2. Conduct check check box then Save Refresh the screen or press F5 so the Code of Conduct date reflects the current date a 1 o o o H H H o H o H H H H A A A D B BH B BW BH BD BW B BH BH BW BH BH BW BH BH BW 2 o H H o o H o H H o o If there is no date across the Code of Conduct Puta check mark in the Conduct check check box then Save Refresh the screen or press F5 so the Code of Conduct date reflects the current date a My Profile x Summary Code of Conduct View Only s Contact Info Conduct Contact Info 2 Code Of Conduct Address Conduct Check wj en ly Activities My Skills Read Code of Conduct e To update mailing address information go to Address from the left side menu O Click Edit to enable the editing mode O Enter the new information and then click Save ROSTER REPORTS HOME My Profile Address Address 5 summary p Contact info Update your Address Info here Update your Address Info here Contact Info 2 Mailing Address Address Mailing Address Address 50 Merton Street My Activities Address 2 Add gt l Address 3 diina My Skills City City State Province State Province ON 7 k Fhone F i SE Phone 416 487 5287 48 Secondary Cc a County ENJ TE We do not havel Save ai Tii j Add Info Secondarn ed Ignored o o H H H H o H H A H H A A A B B BW BH BD BW B B
3. Sarcee Hills DS Calgary AR Excel Report TIPS e You may need to enable the pop up blocker or compatibility view from the browser s Tools menu to properly display the report content or add GirlGudies ca domain in the Trusted Sites e MAC computers with Chrome do not display the unit rosters we recommend using Safari on a Mac or iPad e Accessing iMIS Central site or the reports from an office computer may not work well due to network firewall or security setting e The roster reports page is not supported in mobile devices use a regular pc or laptop to ensure all dee functionalites and contents are sbaeMt aac 3 a H A A A B B B BW BH DH BW B BW BH BH BH BH BW B Bw BW H o o H H H o H o H H H o H o o H o H H o How to print the unit roster report e While unit roster report is open on the screen click Export from the report header then select Acrobat PDF file or export to Excel file for the Excel report e Select Open to view the report in PDF format and send it to the printer or select Save As to save the file in the local drive and navigate to the file location to open and print HOME MY PROFILE 1 of 1 j Unit Roster Basic Report AML file with report data CSY comma delimited Unit 6 th Calgary Spark Unit Sarcee Hills DS Calgary 50682 Meeting Place Day Time Ambrose University150 Ambrose CircleCalgary AB T3H 0L5 Exc
4. Brownie Unit Woodlawn DS No Dartmouth Shore DV Dartmouth Shore A Basic Report level 2nd Woodlawn Brownie Unit Woodlawn DS No Dartmouth Shore DV Dartmouth Shore A Excel Report Trefoil Link Unit Activity Roster e Trefoil e Link You have the following Trefoil Link unit rosters available e Commissioners Contact Unit Activity Roster for District Admin Com Area Province level Positions cirrent Deputy Commissioners Contact See e Area Treasurer e Advisers Contact Dept Membership e Community Leader Contact You have the following entities available through your position s Admin Community 32 e Unit Leaders Area AdCom level e Advisers e Commissioners Contact e Deputy Commissioners e Community Leaders Guiders District Area Admin Community Province Positions Directory You have the following Positions Directories available Admin Community 32 e Unit Leaders e Commissioners ommunity Leaders Province Area Admin Community District Members Open Activities You have the following Open Activities available Admin Community 32 Potential Member Status Report e Commissioners e Community Leaders Guiders You have the following Potential Members Status Reports available Admin Community 32 Consolidating the District Area Admin Community or Provincial level rosters If you are holding a position at the District Area Admin
5. Community or provincial level e g District Commissioner or Admin Community Leader etc check the section for Unit Activity Roster for District Admin Com Area Provincial level positions for your council name which opens up to the list of rosters for all units in that level The rosters are listed per unit in two report formats namely Basic report contains adult and girl members and Full report contains adult and girl members including parents contact details o o H H o o H o H H a H D A MAAA WH BW BH BH BW BH BW BH BH BW WH BW BW BH BH M 2 o 2 o o 2 o A o o H Unit Activity Roster for DistrictAdmin Com Area Province level Positions current Guiding Year You have the following entities available through your position s a South Shore DS No Harbourside DV Harbourside AR Nova Unit Activity Roster Positions ad You have the following units available through your position s 1st Blockhouse Brownie Unit South Shore DS No Harbourside DV Harbourside AR Full Report 1st Blockhouse Brownie Unit South Shore DS No Harbourside DWY Harbourside AR Basic Report st Blockhouse Guide Unit South Shore DS No Harbourside DV Harbourside AR Full Report ist Blockhouse Guide Unit South Shore OS No Harbourside DY Harbourside AR Basic Report To consolidate the unit rosters into a district or area level rosters do the following Select the unit roster in Basic Report format Click export and
6. B BH BH BH WH BW BH BH BW 2 H H H o o H o H H o How to generate a unit roster report The reports available on this section depend on the active position s in your membership profile If you do not see your unit roster please contact your Council at 1 800 565 8111 to check your profile e Login to Member Zone e On the welcome page under the iMIS Central section click Update Your Profile Access Unit and District Roster e OniMIS Central page click Roster Reports e Unit Leaders have access to the Unit Activity Roster reports and select unit roster there are 3 report formats gt Full Report include mailing address and all available contact information of adult leaders girls and their parents and can be exported to PDF format gt Basic Report include only the home phone mobile phone and email address of adult leaders and girls can be exported to PDF format gt Excel Report content is the same as the full report but in tabular format and can be exported to Excel file Note The Unit Activity Roster for next Guiding Year section is made available in April to August and then it becomes the current Guiding year roster on September 1 HOME MY PROFILE Unit Activity Roster current Guiding Year You have the following unit rosters available fih Calgary Spark Unit Sarcee Hills DS Calgary AR Ful Report rth Calgary Spark Unit Sarcee Hills DS Calgary AR Basic Report rth Calgary Spark Unit
7. choose CSV comma delimited Id 4 jy of1 gt bl Find Next a AML file with report data sp Unit Roster Basic Report CSW comma delimited Acrobat PDF file Unit 1st Blockhouse Guide Unit South Shore DS No Ha Be AR da sect ae DV Harbourside AR ID 324783 oa Meeting Place Day Time United Church101 Edgewater StMahone Bay NS BOJ 2E0 ae TIFF file Thursday 18 30 00 Word Adult Positions 3 MBR FIRST NAME LAST HOME CELL PHONE EMAIL TYPE NAME PHONE Depending on your browser security settings you may get this prompt to Open or Save select open Do you want to open or save Unit Roster for Leaders csv from imis girlquides ca f H A A A B B B B BW BH BH BW B BB BH WH BH BH BW BH BH BW o 2 H o o H o H H o H H o H H H o H o A o e The CSV file will automatically open in Excel with a one line per person record Select only the relevant columns which have been shaded in yellow in the image below columns A and F to M and copy and paste it into an excel worksheet file Do the same to the rest of the unit rosters until you have built the rosters for the whole district or admin community Just remember the number is not static as girls are added or cancelled at any time x W 2 e 8 et ad U unit roster by position level basic CSV excel Microsoft Exc Home Insert Page Layout Formulas Data Review View Cut E Y 7 i Calibr
8. el TIFF file Wednesday 18 30 00 Word Adult Positions 4 What reports are available and who can view them All reports available on the Roster Reports page are based on a member s current position s For instance Unit Leaders and Community Leaders at the unit level can view their unit activity rosters District Area commissioners or Admin Community Leaders can view all unit rosters in their area The image in the next page shows the various positions with access to each of the roster categories If you do not see a report under the section where you expect you have access to please verify with your Council Tel 1 800 565 8111 if your membership profile is up to date Potential members can access the unit rosters only when details of Police Record Check PRC and references have been reflected in iMIS For complete updated membership policies and procedures please check the Adult Member Support Manual on Member Zone a A o H H H H H H A H H H A A A B B B BW BH DH BW B BH BH WH BH BH BW BH BH D 2 H H H o o H o H H o ate AMIS Central HOME e Leader Guider Guider Contact e Position Community Leader Leader Contact Guiders unit level e Position Treasurer Adviser unit Unit Activity Roster current Guiding Year You have the following unit rosters available 2nd Woodlawn Brownie Unit Woodlawn DS Mo Dartmouth Shore DV Dartmouth Shore A Full Repost 2nd Woodlawn
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