Differences

This shows you the differences between two versions of the page.

--- session_cmas [2017/03/14 11:31]
127.0.0.1 external edit
+++ session_cmas [2018/10/18 16:18] (current)
72.38.112.148 [Tab Strip]
@@ Line 1: / Line 1: @@
-===== Session Edit =====
+===== Session CMAS Import =====
-The Session edit page allows users to edit information for a Session record.  Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database.  Note: User rights might be restricted by [[security_edit_forms|Form rights]], [[security_edit_banks|Bank rights]] (if in Bank Level 3 [[concepts#Banks and Bank Level|Banks and Bank Level]]) or the record being [[concepts#Record Locking|locked]].
+The Session CMAS Import allows users to Import rosters from an external candidate management system.  For Custom Import options contact [[start#TDA Inc.|TDA]].  Note: User permissions might be restricted by [[security_edit_forms|Form permissions]], [[security_edit_banks|Bank permissions]] (if in Bank Level 3 [[concepts#Banks and Bank Level|Banks and Bank Level]]) or the record being [[concepts#Record Locking|locked]].
-{{:sessionedit.png?600|}}
+{{:session_CMAS.png?600|}}
-CE that is shipped with CMAS integration has additional CMAS related fields available to be maintained here.
+If CMAS integration fields are not set properly (Event Plan, Program, Program Step, Book and Form ID) then this page is disabled and a warning message is displayed.
-{{:sessionedit_CMAS.png?600|}}
+{{:session_CMAS_notsetup.png?600|}}
-==== Tab Strip ====
+==== Importing ====
-The tab strip at the top of the page allows the user to go back to the Session entry grid [[session_entry|Selection]], to the [[session_registrations|Registrations]] page or [[session_CMAS|CMAS Import]] page.
+The current selected Event Plan, Program Step and Book and Form ID are displayed.  The count of Registrants in the CMAS system are displayed (in green).  To run the Import which will create Candidate records and assign them as Registrants to the Session click the **Run Import** button (in red).
-==== Session Fields ====
+Upon successful completion of the import a green message will appear at top of the screen and Import information is displayed.
-^Field^Description^
-|Session ID|Will populate automatically when the Session is created. Unique identifier of the Session.|
+{{:session_CMAS_success.png?600|}}
-|Session Title|Title for the session.  Maximum length is 255 characters.|
-|Client Code|Free from text field intended to link to external systems. Maximum length is 255 characters.|
-|Session Date|Date the writing session is to occur.|
-|Effective Date | By default, on most tools, only effective/non-expired records are available to be selected.  Either to be edited or linked to another record.  An effective record is a record with an Effective Date prior to today.  By default, the Effective Date is set to the previous day on all newly created records.|
+==== Tab Strip ====
-|Expiry Date | By default, on most tools, only effective/non-expired records are available to be selected.  Either to be edited or linked to another record.  An expired record is a record with an Expiry Date prior to today.  By default, the Expiry Date is set to December 31, 2100 on all newly created records.|
+The tab strip at the top of the page allows the user to go back to the Session entry grid [[session_entry|Selection]], to the [[session_edit|Edit]] page or [[session_registrations|Registrations]] page.  Audit will navigate to the [[audit|Audit page]] and displays Audit information for the selected record.
-** CMAS Fields **
-^Field^Description^
-|Event Plan|CMAS Event Plan|
-|Program|CMAS Program|
-|Program Step|CMAS Program Step|
-|Book and Form ID|CMAS Book and Form ID|