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Home Suppliers Bursting Silver Products Case Management for iMIS

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IT Infrastructure

IT Support Services

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Membership Management

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Member Feedback and Surveys

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Nonprofit Consulting

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AiPP - iMIS Product Partner

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C – Consultant/IT/iMIS

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Versions

iMIS Cloud/EMS Enterprise

iMIS 20

iMIS Cloud/EMS Professional

Modules

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Finance

Certification

iParts

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Email Marketing

Accounting

Education

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Category Selection:

Select any categories from those you have selected for your main listing. If you wish to include more categories, add them to your main listing first and after doing so, they will appear below.

Products & Services *

IT Infrastructure

IT Support Services

IT Strategy and Consulting

Cloud Services

IT Infrastructure

Technology Training

Membership Management

Member Retention Strategies

Member Communication

Member Feedback and Surveys

Member Onboarding

Member Benefits Management

Show More (1)

Chapters and Components

Show Less (1)

Marketing and Communications

Social Media Management

Marketing Automation

Public Relations

Content Creation

Marketing Consulting & Strategy

Show More (2)

SEO and Analytics

Email Marketing

Show Less (2)

Financial Services

Financial Risk Management

Financial Reporting

Financial Software and Tools

Budget Planning

Tax and Compliance Services

Data Analytics

Data Visualization Tools

Data Quality Management

Data Integration Services

Predictive Analytics

Big Data Solutions

Website

Software

Content Management

Consulting

Facility Management

Energy Management

Emergency Preparedness

Facility Security

Building Maintenance

Space Planning and Design

Human Resources

Compensation and Benefits

HR Compliance

Performance Management

Employee Engagement

Talent Acquisition

Learning and Development

Learning Strategy and Design

Training and Workshops

Certification Programs

Knowledge Management Systems

Online Learning Platforms

Volunteer Management

Volunteer Training

Volunteer Recognition

Volunteer Coordination

Volunteer Retention

Volunteer Recruitment

Event Management

Event Registration

Event Promotion

Event Planning

Event Metrics & Analysis

Audio/Visual Services

Legal and Compliance

Dispute Resolution

Intellectual Property Protection

Legal Consulting

Contract Management

Regulatory Compliance

Fundraising and Non Dues Revenue

Non-Dues Revenue

Fundraising Strategies

Donor Management

Fundraising Analytics

Sponsorship Opportunities

Show More (1)

Grant Writing and Management

Show Less (1)

Nonprofit Consulting

Organizational Development

Governance Consulting

Change Management

Operational Efficiency

Strategic Planning

Digital Solutions

Cybersecurity

Website Development

CRM and Database Solutions

E-commerce Solutions

Mobile App Development

Solution Providers *

Authorized

AiPP - iMIS Product Partner

AiC – iMIS Consultant

AiSP – iMIS Solution Provider

C – Consultant/IT/iMIS

Versions & Modules *

Versions

iMIS Cloud/EMS Enterprise

iMIS 20

iMIS Cloud/EMS Professional

Modules

Committee

Finance

Certification

iParts

Events

Show More (28)

Email Marketing

Accounting

Education

Submissions

Analytics

Dues

Advocacy

Learning Management

Mobile

Subscriptions

Virtual Conferencing

Orders

Exhibit Management

Membership

Communications

Awards

Grants

IQA

Website Management

Data Management

Fundraising

Abstracts

Online Community

Job Board

Social

Marketing

Accreditation

Chapter

Show Less (28)

2 3

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If you don't have the source file for a video, then you can alternatively use an embed code and we'll display it in a pop-up.

This is the recommended option. Typically this would be a pdf for a document or a .mp4 or similar file for webinars or video recordings etc.

Category Selection:

No categories match your search criteria.

Products & Services *

IT Infrastructure

IT Support Services

IT Strategy and Consulting

Cloud Services

IT Infrastructure

Technology Training

Membership Management

Member Retention Strategies

Member Communication

Member Feedback and Surveys

Member Onboarding

Member Benefits Management

Show More (1)

Chapters and Components

Show Less (1)

Marketing and Communications

Social Media Management

Marketing Automation

Public Relations

Content Creation

Marketing Consulting & Strategy

Show More (2)

SEO and Analytics

Email Marketing

Show Less (2)

Financial Services

Financial Risk Management

Financial Reporting

Financial Software and Tools

Budget Planning

Tax and Compliance Services

Data Analytics

Data Visualization Tools

Data Quality Management

Data Integration Services

Predictive Analytics

Big Data Solutions

Website

Software

Content Management

Consulting

Facility Management

Energy Management

Emergency Preparedness

Facility Security

Building Maintenance

Space Planning and Design

Human Resources

Compensation and Benefits

HR Compliance

Performance Management

Employee Engagement

Talent Acquisition

Learning and Development

Learning Strategy and Design

Training and Workshops

Certification Programs

Knowledge Management Systems

Online Learning Platforms

Volunteer Management

Volunteer Training

Volunteer Recognition

Volunteer Coordination

Volunteer Retention

Volunteer Recruitment

Event Management

Event Registration

Event Promotion

Event Planning

Event Metrics & Analysis

Audio/Visual Services

Legal and Compliance

Dispute Resolution

Intellectual Property Protection

Legal Consulting

Contract Management

Regulatory Compliance

Fundraising and Non Dues Revenue

Non-Dues Revenue

Fundraising Strategies

Donor Management

Fundraising Analytics

Sponsorship Opportunities

Show More (1)

Grant Writing and Management

Show Less (1)

Nonprofit Consulting

Organizational Development

Governance Consulting

Change Management

Operational Efficiency

Strategic Planning

Digital Solutions

Cybersecurity

Website Development

CRM and Database Solutions

E-commerce Solutions

Mobile App Development

Solution Providers *

Authorized

AiPP - iMIS Product Partner

AiC – iMIS Consultant

AiSP – iMIS Solution Provider

C – Consultant/IT/iMIS

Versions & Modules *

Versions

iMIS Cloud/EMS Enterprise

iMIS 20

iMIS Cloud/EMS Professional

Modules

Committee

Finance

Certification

iParts

Events

Show More (28)

Email Marketing

Accounting

Education

Submissions

Analytics

Dues

Advocacy

Learning Management

Mobile

Subscriptions

Virtual Conferencing

Orders

Exhibit Management

Membership

Communications

Awards

Grants

IQA

Website Management

Data Management

Fundraising

Abstracts

Online Community

Job Board

Social

Marketing

Accreditation

Chapter

Show Less (28)

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About

Versions

iMIS Cloud/EMS Enterprise, iMIS 20

Products & Services

IT Infrastructure

IT Strategy and Consulting

Data Analytics

Data Visualization Tools

Nonprofit Consulting

Operational Efficiency

Digital Solutions

Cybersecurity, Website Development

3 More

CRM and Database Solutions , E-commerce Solutions , Mobile App Development

3 Less

Case Management for iMIS

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Overview

Case Management for iMIS

Case Management for iMIS is designed to track:

Cases
Investigations
Grievances
Complaints
Support Request

With Case Management for iMIS, individual cases are captured via member facing submission forms, or within the iMIS staff site, and from there move through a defined workflow with configurable multi-step tasks and deadlines. Where required, third-party reviewers can be given access to relevant materials during the process.

Manage Individual Cases

Each case has its own dashboard detailing all aspects of the case and related activity including member, complainant and investigator data, all tasks and activities relating to the case, documents, notes and emails.

Tasks and activities are configured for each case type and prepopulate when a new case is created. Tasks are grouped into three main categories: open, investigate and process.

Email Integration

Case Management integrates with iMIS communication templates to send out case specific emails with dynamically populated case data. Emails are sent directly from the Case Detail page or automatically using process automation.

Activity

All Users
My Activity
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Supplier

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Most Recent

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Create a Post

Title

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Invite Supplier

Invite Supplier

Invite Supplier

Invite Supplier

Possible Duplicates

Update Company Details

Terms and Conditions

Available Companies

Select the listing you wish to view or edit.

Video Recommendation

Bursting Silver

Products

Member Perk

Perk Permissions

View Permissions:

Claim Permissions:

a Refer-a-Friend Campaign

Projects

Add Image Caption

Add Color

Create Featured Content

Featured Video

Send Message

Edit Featured Video

Add new card

Change Featured Content Owner

Send Message

Set New Publish Date

About

Case Management for iMIS

Overview

Case Management for iMIS

Manage Individual Cases

Email Integration

Activity

All Users

All Activity

Most Recent

Send Message

Share via

Claim Listing

Report a Problem

Select the nature of the problem

Create a Post

Add to Lists