Data Entry Procedures

This page contains data entry procedures and standards for various type of records in our Alumni and Donor database. For information concerning proposal, contact reporting and other business rules concerning prospect management, visit our prospect management documentaton page.

Addresses

• Address Data Entry Standards
  Outlines name and address data entry standards.
• Updating Addresses
  Describes the steps taken to update an address.

Constituent Record Coding

• Solicit Codes
  Describes what solicit codes are and how we use them. Includes a list of all the solicit codes currently in use.
• Constituent Codes
  Description of what constituent codes are and what codes are available.
• Constituent Attributes
  Outlines common uses for Constituent attributes and how they should be added.

Relationship Records

• Education Records
  Outlines the best practices for working with education records as well as constituent coding nuances for alumni and parents.
• Business Contact Tracking
  Procedure for tracking business contacts and listing of SU point person by contact type.
• Individual and Organization Relationship records
  Procedures and best practices for working with Individual and Organization relationship records including adding employment information, spouses and children.
• Seattle University Employment Records
  Procedure for handling current and former SU employment records using constituent coding and organization relationships.

Volunteer Records

• Working with Job Records
  Describes how we use Job Records to track volunteer opportunities
• Tracking Volunteers
  Guidlines for tracking volunteer activity in Raiser's Edge and a summary of useful volunteer reports and dashboard panels

Other

• Marking Constituents as Deceased
  Describes the steps to take in order to mark a constituent as deceased.
• Inactivating Constituent Records by Request
  Considerations and steps required to inactivate Constituent records on an individual basis.
• Searching for Records
  Tips and tricks for finding records in Raiser's Edge.