Community Management Information System FAQ
- How do I create / add a new user?
- How do I add a person?
- How do I attach a picture?
- How do I print a report?
- How do I exit the program?
- How do I change my password?
- How do I edit my Organization details?
How do I create / add a new user?
To Access the user maintenance screen you must sign in as the administrator type user. Select the System Access menu option from the window on the left. Then click the Add User menu option. From the window on the right complete the user details, once all the fields are completed, click on the Submit button.
To Access the Add People menu option you must sign in as the Clerk type user to add a new person. In the window on the left select Add People from the People menu option list. On the right the Add People window will appear, once the person’s detail tabs are completed click the save button.
To Access the Edit People menu option you must sign in as the Clerk type user. From the window on the left click on the Edit/View People menu option from the People menu option list. On the right the Edit/View People window will appear, then you can search specifically for the person you wish to add a picture. Your search results will appear in the window below, highlight the person and click the Edit button on the bottom left. Under the personal tab, click on the Browse button inside the Photo area then search for the picture you wish to add and press Open. Click on the update button to save the new picture then press OK.
To Access the Report menu option you can log into the computer as any type of user. Each user type has the ability to print reports. From the window on the left click the Report you wish to view from the Report menu list. The report will be generated on your screen first. From the Report window on the right choose your search criteria and click on the search button. Your search results will appear in the window below, next click on the Display Report button on the bottom left. You can then select the printer icon to send the report to a printer. You can also select the disk icon to export the report to a file. The file could be a Word, Excel or PDF file.
To exit the CMIS go to the file then exit, or press the “X” at the top right corner of the screen.
While are logged into CMIS you can click on the Tool menu option from the toolbar located at the top of the screen then click on Change Password. The Change Password window will appear, you will be asked to type in your existing password then type your new password and verify your new password. Then click on the Submit button. If you cannot remember the User’s password, the Administrator type User has the ability to Edit and verify the User’s password.
How do I edit my Organization details?
To Access the Organization Profile screen you must sign in as the administrator type user. From the window on the left under the File Maintenance menu list click on the Organization Profile menu option. The organization profile will be displayed on the right, click the Edit button on the bottom right to begin editing, once completed click on the update button on the bottom right to save the changes and press OK.
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