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Empower your staff with tailored onsite or online iMIS training. Training will provide your iMIS users with increased skills, confidence and knowledge ensuring you that you're getting the most out of your staff and system.


Explore our short courses. Scheduled at a time that suits you. Delivered online. 

 

Causeis has developed a unique set of iMIS training courses that are delivered conveniently at a time that suits your staff via a webinar with our dedicated iMIS Trainer. Our training is different:
 

 
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Conveniently delivered via webinar and easily accessible by all attendees.

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Designed for and specifically dedicated to your company only.

Training focused on your iMIS environment and data.


Our Online Training Courses at a Glance

We always ensure that our training courses cover best practice content and relevance. Each participant will receive a summary handbook and this training can be delivered to one staff or up to four staff depending on your requirements. At glance Causeis has the following courses: 

  • iMIS Orientation for Beginners
  • iMIS Customers Module
  • Introduction to iMIS iQA
  • Advanced Reporting with iMIS iQA
  • Understanding iMIS Financials
  • Managing Membership within iMIS Billing
  • Data Integrity and Management Techniques with iMIS 

Our training is cost effective to ensure that you can access a range of training options for your staff. 


iMIS Orientation for Beginners

The iMIS orientation training will show your staff how to navigate through iMIS , the modules that are available and the data that can be stored. At the end of the course, attendees will have an understanding of what iMIS is used for, how to access iMIS , searching iMIS , adding activities, the common window features, basic menu items, various modules that are available and the support services. 


Difficulty: Beginner
Delivery: Webinar straight to your computer
Duration: 2 hours at a time that suits your staff
Target Audience: New users or temporary employees who have little or no experience with iMIS 


iMIS Customers Module

This online course introduces to the Customer module and includes navigation, search options, creating new records, activities, and tracking customer demographics.  At the end of the course, attendees will have an understanding of finding, entering and updating customer records, managing customer details, managing customer history, and editing tab preferences.


Difficulty: Beginner
Delivery: Webinar straight to your computer
Duration: 3 hours at a time that suits your staff 
Target Audience: New users, temporary employees, and anyone who needs a refresher in customer management.


Introduction to Reporting with iMIS iQA

The Introduction to iMIS iQA covers the basics of what IQA reporting is used for as well as creating, editing and running a query. You will learn how to perform simple joins, apply filters and work in both basic and advanced mode.  At the end of the course, attendees will have an understanding of running and editing queries, creating basic queries, applying filters and sort orders, and creating a simple join


Difficulty: Beginner
Delivery: Webinar straight to your computer
Duration: 2 to 3 hours at a time that suits your staff 
Target Audience: Anyone who needs simple access to iMIS data for reporting


Advanced Reporting with iMIS iQA

The Advanced Reporting with iMIS iQA covers advanced functions and complex queries as well as how to organize your folders and queries. At the end of the course, attendees will have an understanding of organising and securing queries, using advanced functions and filters, and performing complicated joins.


Difficulty: Intermediate
Delivery: Webinar straight to your computer
Duration: 3 hours at a time that suits your staff
Target Audience: Anyone who needs to know how to create or modify complex IQA reports


Make a Booking or Request a Quote 

Let us know your training requirements and we will provide you with a quote and training outline within 3 business day. 

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