Training Curriculum- Participant/Member Management

This document provide all guidelines/articles for managing participants or members in your system. 

Attribute Management

NOTE: Managing attributes is a system administration function, but we include it here as understanding attributes is key to understanding how to manage participant records in your system.

You can include custom data in the individual or organization form by having attributes. There is a variety of data that you can incorporate, and understanding attributes is essential for personalizing your forms and collecting specific information from your members or participants. The articles below can provide you with further insight into Attribute Management.

• Attribute Management
• Deleting Info in Attribute Management
• Attributes - Bulk Setting and Moving Data
• Creating or Duplicating a New Attribute Tab to Person/Org Form

Contact Management

This section can be accessed by navigating to an individual's profile and selecting the Contact Management tab. Here, you'll find all messages, emails, and texts related to the person, as well as the option to create action events or follow-ups for service and resource types. Additionally, this area allows you to monitor participant sessions and development notes.

• CancerSupportSource (CSS) Integration for CSC Network Partners - Getting Started
• Implementing Contact Management Security
• Contact Management Templates
• Contact Management Service Type & Resource Type Filtering
• Contact Management Entries: Tracking Participant Support Sessions or Development Notes
• Auto-File Emails to Contact Management
• Shared Contact Management Notes (Linked Contacts)
• Contact Management Zoom Reminders
• Using Zoom Meetings in Contact Management
• Consolidating Organization Contacts

Group Management

With Group Management, you can create predefined groups of members/participants and link them to particular events/programs within Event Management. This functionality streamlines the organization of support groups and similar programs that involve regular meetings with the same set of individuals.

The article below can provide you with further insight into Group Management.

• Using Group Management

• Group Management Web Portal Options

• Hybrid Event Management for Group Members

Participant/Member Management Follow-up:

These articles will provide additional guidance on managing participants or members in your database. They may also be part of other training curricula. If you’ve already reviewed this material, feel free to skip ahead.

• Member Data/Process Training Follow-ups
• Setting Up Member Number Ranges
• Tagging Person Records in Gnosis