uniting the uaf and ua systems to better serve “one team.” · uaccesssymposium april 11, 2017...
TRANSCRIPT
Uaccess SymposiumApril 11, 2017
UnitingtheUAFandUAsystemstobetterserve“OneTeam.”
q Constituent Info
q Fund Info
q Input and track donations to UAF and UA
q https://www.uafoundation.org/uafdnq Balancesq Transactionsq Endowment Information
Awarding
q http://www.uaccess.arizona.edu/
q Balancesq Transactionsq Student/Award detail
Thethreeamigos
“Well,we’rejustgonna havetouseourbrains.”
“Darnit!”
Raiser’s EdgeQuery>Scholarships>SCHOL_P_Gift listbyFund
Ask*funddescriptionand*giftdate
Raiser’s EdgeQuery>Scholarships>SCHOL_P_Gift listbyFund
Output:funddescription,giftdate,batchnumber,name,giftamount,fundsplitamount,gifttype,giftpaymenttype,giftpurpose,softcreditname,primaryaddressee,jointaddressee,address,giftacknowledge,giftsubtype
Raiser’s Edge
http://www.uafoundation.org/NetCommunity/resupport/resupport-training-class-paths
q ProjectActivity
q ProjectOverviewq Purposeq Signersq Deptq UAAccountq Balance
q ScholarshipDisbursementRequest
https://www.uafoundation.org/uafdn/esecurity/login.asp
Uafdn.org> Project Activity
Uafdn.org> Project Overview
Uafdn.org> Project Overview
Uafdn.org>Forms & Information>Forms>Gift Disbursement for Scholarship to the UA
Uafdn.org>Forms & Information>Forms>Gift Disbursement for Scholarship to the UA
https://www.uaccess.arizona.edu/
q GeneralFinancialManagementq CurrentAccountBalancesq Transactions
q Studentq StudentFinancialAid&FinancialDetails
q BalanceInquiriesq AvailableBalancesq CashBalances
q LookupandMaintenanceq Account
q UAExternalAwardsq EnterExternalAwardsq ManageExternalAwards
http://www.uits.arizona.edu/workshops/current_workshops
IranAndrade,ScholarshipAdministrator626-1338MichelleMixer,Asst Director,Scholarships621-9415
