Differences

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

--- session_cmas [2017/03/14 13:23]
steveclarke
+++ session_cmas [2018/10/18 16:18] (current)
72.38.112.148 [Tab Strip]
@@ Line 1: / Line 1: @@
 ===== Session CMAS Import =====
-The Session CMAS Import allows users to Import rosters from an external candidate management system.  For Custom Import options contact TDA FIXME link.  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]].
 {{:session_CMAS.png?600|}}
-If CMAS integration fields are not set properly (Program, Program Step,...) then this page is disabled and a warning message is displayed.
+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.
 {{:session_CMAS_notsetup.png?600|}}
-{{:sessionedit_CMAS.png?600|}}
+==== Importing ====
+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).
-==== Tab Strip ====
+Upon successful completion of the import a green message will appear at top of the screen and Import information is displayed.
-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.
-==== Session Fields ====
+{{:session_CMAS_success.png?600|}}
-^Field^Description^
-|Session ID|Will populate automatically when the Session is created. Unique identifier of the Session.|
-|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.|
+==== Tab Strip ====
-|Session Date|Date the writing session is to occur.|
+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.
-|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.|
-|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.|
-** 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|