Transfer Settings Guide
Overview
WebAdMIT's Transfer Settings feature allows you to transfer templates from a previous cycle to a current cycle.
Important note!
The Transfer Settings feature can only be initiated once per user per cycle.
Why run a Transfer Settings?
Transferring your settings can make starting a new cycle easier for you. Instead of rebuilding templates cycle to cycle, you can use a simple 3-step process to pull forward templates from one cycle to the next. Once your templates are in the new cycle, you must review and edit them to reflect any updated processes.
Who can run a Transfer Settings?
Each association user can run a transfer settings for templates they are the owner of.
What gets transferred?
Active templates from the following WebAdMIT features are included in the transfer (deactivated templates are excluded from the transfer):
- List Manager
- Export Manager
- Report Manager
- Cycle-specific fields, such as CAS custom questions in exports and lists
Important Considerations and Recommendations
Before initiating the Transfer Settings feature, consider the following:
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Consideration |
Recommendation |
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For example, you can transfer settings from ADEA AADSAS 2024-2025 into ADEA AADSAS 2025-2026, but you cannot transfer settings from ADEA AADSAS 2024-2025 into ADEA DHCAS 2025-2026. |
Contact users who have created templates you want to continue to use in the new cycle, and be sure that they run their transfer settings. |
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When transferring your settings, first review templates in your previous cycle to confirm that you'll want to carry them forward in the new cycle. If you don't want to carry a template forward, simply deactivate or delete it in the old cycle before carrying it forward. You can deactivate, delete, or repurpose templates in the new cycle if you later decide you don't want to use them. |
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Only the original owner/creator can carry forward templates from one cycle to the next. If the original owner won't exist in the new cycle and you need one of their lists or exports, you can make a copy of the template under your account in the previous cycle. Then, when you transfer your settings, your copied template will carry forward. |
For example, question A in the CSDCAS 2024-2025 cycle is included in a list and export in WebAdMIT. Question A will carry forward in your lists and exports in the CSDCAS 2025-2026 cycle in WebAdMIT. |
New CAS custom questions will need to be added to lists and exports. |
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After transferring your templates, be sure to review them to ensure they transferred correctly. Note the following:
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Initiating the Transfer Settings Process
To initiate the Transfer Settings:
- Under the Administration panel, click Transfer Settings.
- Click Click here to initiate a transfer settings..., then review the templates that will be carried over.
- When you are finished, approve the transfer.
FAQs
I approved the Transfer Settings, but I don't want some of my templates to carry over. What do I do?
Once you click Approve transfer settings., you can't change which templates will carry over. You can deactivate or delete templates once they appear in your new cycle.
Why do I have to edit templates in the new cycle?
Transfer Settings is designed to help you save time and effort in the new cycle, but it is not a perfect copy of your settings from the previous year. Moreover, processes change from cycle to cycle, and templates that you used in the previous cycle might not reflect your new needs. For this reason, all templates should be reviewed to ensure that the correct fields and criteria are included. Examples of features to review include:
- Operators and criteria values in lists
- Order of fields in exports
- Order of templates in lists and exports