Federal Managers Association

Users Guide for FedManagers.org

Roles

• Administrator - Has edit access to all content.
• Guest - A site visitor with no privileges to see private content or edit
• Regional Director -
• Primary Contact -
• Billing Contact -
• Board of Directors -

Entities

• Account - an entity that can be charged through Invoice Manager
• Membership Account - an Account that includes a Membership Type
• People with a membership association - 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

Admin Reporting

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" - report 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