The Raiser s Edge 7. Certification Preparation Guide Associate

Transcription

1 The Raiser s Edge 7 Certification Preparation Guide Associate

2 TABLE OF CONTENTS 1 OVERVIEW COMPETENCIES SAMPLE QUESTIONS RECOMMENDED TRAINING...5 2

3 1 OVERVIEW In this guide you will find the competencies associated with earning Blackbaud Certification in The Raiser s Edge at the Associate level, as well as sample questions and training recommendations. The Associate level of certification is the right place to start for individuals without prior certifications in The Raiser s Edge. To become certified at this level, users must demonstrate baseline knowledge of The Raiser s Edge navigation, data entry, and records including: Cursory skill set to navigate the system Cursory knowledge of when to use which Raiser s Edge modules Manual data entry for the following record types: Constituents (including optional modules) Gifts (including linking and application to optional modules) Actions Batch Entry Constituent Batch Gift Batch User Options 2 COMPETENCIES To earn associate-level certification in The Raiser s Edge 7, you should understand how to: Identify navigational areas of the program Use advanced features to search for records, including Constituent, Gift, and Action records Add and update information about individual and organization constituents Add and update information about gifts, including recurring gifts, linking gifts to optional modules, and applying gifts to pledges and planned gifts Add and update information about Actions Identify the uses and benefits of Giving Score data Use Batch to add new constituent and gift records to the database Use User Options to customize personal preferences 3

4 3 SAMPLE QUESTIONS These sample questions will give you an idea of the types of questions you might encounter in the examination. 1) Which of the following items can you view or access on the Home Page? Select all that apply. a) A list of tasks, such as phone calls or meetings, assigned to you b) Links to the constituent records for your board members c) A report of new, repeat, increased, decreased, and recovered donors d) A link to a parameter file that will generate daily gift acknowledgement letters 2) While searching for an individual constituent in your database, if you are unsure if a last name is spelled Andersen or Anderson, which wildcard character would best help you in your search? a)? b) & c) _ d) # 3) Where can you access information about an organization s matching gift policy? a) On the Org 1 tab b) On the Org 2 tab c) On the Gifts tab d) On the Matching Gifts tab 4) Which of the following might you find in the Aliases area on a constituent record? Select all that apply. a) An alternate company name b) Maiden name c) Middle name d) A former last name for an individual e) Pseudonym or pen name f) A nickname for an individual 5) Which tab lets you indicate that two constituents participated in giving a single gift? a) Miscellaneous tab b) Soft Credit tab c) Matching Gifts tab d) Split Gift tab 6) Which program module(s) are primarily used to extract data? Select all that apply. a) Records b) Reports c) Mail d) Batch e) Export 4

5 7) True or False: Home Page Favorites can link to webpage URL s located outside The Raiser s Edge. a) True b) False 8) Arrange the following steps in recommended order when processing a new batch. 4 Enter data 6 Commit the batch 2 Select the fields you want to include 5 Validate the batch 3 Define the default values 1 Enter the header information 9) Which field is always required on a gift record regardless of any special configuration? a) Campaign b) Fund c) Appeal d) Solicitors 5

6 4 RECOMMENDED TRAINING 4.1 OVERVIEW, NAVIGATION, AND USER OPTIONS Overview Introduction to and Overview of The Raiser s Edge The Raiser s Edge Essentials Part I The Raiser s Edge Essentials Part I Refresher Introduction to The Raiser s Edge Organizing Favorites on Your Home Page in The Raiser s Edge Understanding Record Types in The Raiser s Edge Navigation Finding Essential Data and Navigating Constituent Records Navigation in The Raiser s Edge Searching for a Constituent on the Home Page in The Raiser s Edge User Options Setting Your Default Tab on Records in The Raiser s Edge 4.2 BATCH Batch Constituent Batch in The Raiser s Edge Gift Batch in The Raiser s Edge Recurring Gift Batch in The Raiser s Edge Entering Constituents in Batch in The Raiser s Edge Entering Gifts in a Batch in The Raiser s Edge Learning the Basics of Batch in The Raiser s Edge 6

7 4.3 GIFT RECORDS Gift Records Managing Cash and Gift-in-Kind Gifts in The Raiser s Edge Managing Pledge Gifts in The Raiser s Edge Managing Recurring Gifts in The Raiser s Edge Managing Stock and Property Gifts in The Raiser s Edge Planned Gift Entry Using RE:PlannedGiftTracker in The Raiser s Edge Adjusting a Gift in The Raiser s Edge Creating a Gift Record in The Raiser s Edge Entering a Pledge Payment in The Raiser s Edge Introduction to Gift Records in The Raiser s Edge Linking a Gift to a Proposal using RE:Search in The Raiser s Edge Managing Planned Gifts in The Raiser s Edge 4.4 CONSTITUENT RECORDS, ACTION RECORDS, AND GIVING SCORE Constituent Records Managing Constituent Biographical Information in The Raiser s Edge Managing Constituent Contact Information in The Raiser s Edge Managing Constituent Relationship Records in The Raiser s Edge Tracking Constituent Attributes, Notes, and Media in The Raiser s Edge Adding a Financial Institution Relationship in The Raiser s Edge Adding a New User in The Raiser s Edge Adding an Action to a Constituent Record in The Raiser s Edge Adding Notes to Constituent Records in The Raiser s Edge Creating a Constituent Record for an Individual in The Raiser s Edge Creating a Constituent Record for an Organization in The Raiser s Edge Creating an Individual Relationship in The Raiser s Edge Creating an Organization Relationship in The Raiser s Edge Creating Education Relationships in The Raiser s Edge Entering Matching Gift Information on an Organization Record in The Raiser s Edge 7

8 Entering Spouse Information for a Constituent in The Raiser s Edge Learning the Basics of Constituent Records in The Raiser s Edge Modifying Addressees and Salutations in The Raiser s Edge Modifying Constituent Codes in The Raiser s Edge Searching for a Constituent in The Raiser s Edge Tracking Constituent Information Using Attributes in The Raiser s Edge Tracking Gifts to Other Organizations in The Raiser s Edge Updating a Constituent Address in The Raiser s Edge Updating a Deceased Constituent s Record in The Raiser s Edge Viewing the Relationship Tree in The Raiser s Edge Action Records Managing Actions in The Raiser s Edge Giving Score Changing the Giving Score on a Constituent Record in The Raiser s Edge Introduction to the Giving Score in The Raiser s Edge 8