Underutilised areas of iMIS you might be missing

Ever created a web page or query and forgotten where you have saved it? If you remember part of the name, you can search for it in the RiSE dashboard, and it will find the pages for you.

Within the RiSE dashboards, you also have great examples of the progress trackers. These are the tiles at the top displaying numbers. You can have these tiles linked to show you the query result with one click of the tile, so that you can see the detail behind the query tracker instead of having to go into ‘edit source query’ and running it from there.

Clicking Help -> Support is a quick way to log a support ticket. Under this sub-menu, you can also see the helpful documentation.

You can go to the iMIS marketplace to view third-party solutions. There, you can search by developer (like Zentso) or scroll down, and you can see everything the third-party partner has put on the marketplace. So if there is something that you’re looking to implement, you quickly see if there is a plug-in available.

If you go to Help -> Enhance Imis, you can see any modules that you are not currently using. This includes purpose-built apps, like Clowder, or available features, like ‘Process Automation +’. By clicking on the app or feature’s name, you can see a short demonstration of what it does and how it can improve your iMIS experience.

By navigating to RiSE -> Maintenance -> Query audit, you can go run through all your IQA queries and do an audit. You can export a list of broken queries, any that are open to the API, or any that are restricted or secure. You can also define whether you want to include system queries. This then generates an exportable file with all the metadata for the queries. It shows the name, the path, who has access to it, what business objects it uses, and if you choose to, what properties are within those business objects.

We recommend running this if you make any big changes to a business object. Within the spreadsheet, you can quickly filter by business object and identify which queries are using that object to make sure you didn’t break any existing queries.

This bot works off iMIS documentation, and you can ask it your questions; it doesn’t query data. For example, if you ask it “how can I cancel a membership?” it will provide steps to follow and a link to the documentation it’s referencing.

You also use the bot to help you navigate around your iMIS instance, for example, which sub-menu to navigate to when looking for something specific.

Finally, you can use the bot for IQA query help. For example, if you search ‘how do I write an IQA query that shows anyone who attended an event last year and hasn’t registered this year?’. The bot can help you with step-by-step instructions on how to work this out.