Difference between revisions of "Federal Managers Association"

Revision as of 23:18, 1 May 2015

Users Guide for FedManagers.org

Entities

• People (aka user,member)- A record in the People table.
• Organization (aka company) - An entity under which people may be attatched
• Group (aka list) - A collection of people
• Account - an entity in ecommerce that can carry out transactions. All ecommerce properties are assigned to an account. An account has primary and billing contacts.
• Membership Account - an Account that includes a Membership Type. An account should only be converted to a membership account through the site's Join form.
• Membership People - People listed in the People tab of a membership account in Membership Manager. people records that have a valid membership-people-rule to an account. When this happens, the person is listed in the people tab of the membership account in membership manager
• Membership Organizations - Organizations listed in the organization tab of a membership account in Membership Manager.

Roles

• Administrator - Has edit access to all content. Create an administrator by checking the Admin checkbox in any people record.
• Guest - A site visitor with no privileges to see private content or edit
• Regional Director -
• Primary Contact -
• Billing Contact -
• Board of Directors -

Admin Reporting

These reports are available from the FMA Feature List addon, typically placed on the desktop.

Chapter Rosters - This is a link to the /database report "Show All Members"

Reporting - Summary Departing Members

• User selects a "Start DepartDate" and "End DepartDate"
• Report Titled "Summary Departed Members"
• Report lists all people records with "Expiration Date" between the two dates entered
• NOTE: this is not related to any other people field, like active.
• NOTE: this report does NOT check any association to an account

Reporting - Departing Affiliate Members

• User selects a "Start DepartDate" and "End DepartDate"
• Report titled "All affiliate members within the expiration date"
• Report lists all the people record with previousAccountID not empty, and a dateDeleted between the selected DepartDates, order by last name
• NOTE: this is not related to any other people field, like active.
• NOTE: this report does NOT check any association to an account

Reporting - Departing Members At Large

• User selects a "Start DepartDate" and "End DepartDate"
• Report Titled "All members at large within the expiration date"
• Report lists all People with a membership association to an account where the account has membershipStatus "canceled" and the persons dateDeleted is between the selected DepartDates
• order by last name

Reporting - All Members

• Report Titled "All Members Report"
• Report lists all People with a membership association to an account, where the person is active, the account is active and the account has membershipStatus not canceled
• ordered by person's last name
• NOTE: selection does not consider if the account is closed.

Reporting - Summary Added Members

• User selects a "Start JoinDate" and "End JoinDate"
• Report is divided into sections, one section for each region
• Report lists all People with a membership association to an account that has the specific region set, and the person has the field expirationDate between te selected JoinDates
• NOTE: selection does not consider people active field.
• NOTE: selection does not consider account active field.
• NOTE: selection does not consider region active field.
• NOTE: selection does not consider if the account has membership status canceled.
• NOTE: selection does not consider if the account is closed.
• NOTE: selection does not consider membership type

Public Site Database Reporting

Show All Members

• Report Titled "Members within all Chapters"
• report lists all people with membership association to membership accounts where
• active people
• active accounts
• membership status not canceled
• ordered by person last name
• NOTE: selection does not consider membership type

Departing Members

• Report Titled "Departing Members within all chapters"
• eport lists all people with membership association that have either an account with membership status canceled, or Previous Account set in their people record

- NOTE: selection does not consider people active field. - NOTE: selection does not consider account active field. - NOTE: selection does not consider region active field. (rows with inactive regions will display a blank region) - NOTE: selection does not consider if the account has membership status canceled. (if people.previousAccount is set, account status does not matter) - NOTE: selection does not consider if the account is closed. - NOTE: selection does not consider membership type

Regional Balance Report by Chapter - Report Titled "Regional Balance Report" - Generates the appropriate transaction columns for every active account.

Balance Report - Report Titled ""

Leslie