Basic Skills for All Raiser’s Edge Users
Below is a list of skill areas that all Raiser’s Edge users should be familiar with. You may test your knowledge by taking the basic skills evaluation quiz and by checking your answers with this answer key. If you find that you need to brush up on these skills, attend a New User/Refresher training or contact REHelp@seattleu.edu to set up a consultation.
Understanding of what Raiser’s Edge is used for:
- High level knowledge of what data is tracked (record types, common constituent attributes)
- Primary User types
Knowledge of what resources/staff are available for answering questions and providing services in the following areas:
- Pulling data (reports, exports, mailings)
- Gifts
- Events
- Prospect Research
- Annual Giving (mailing/solicitation planning)
- Scholarships
Familiarity with the Advancement Services Website:
- Finding common forms
- Email boxes
- Communication calendar
Knowing the process/best practice for:
- Getting biographical information updated on a record
- Getting an event record set up
- Requesting a mailing, solicitation list or email blast
- Requesting a report
Logging in and out of Raiser’s Edge
Maintaining the security and privacy of alumni/donor data:
- FERPA
- Confidentiality form
- Considerations for sharing data
- Changing RE password
Ability to search for and open records:
- Using search wild card characters
- Search flag settings
- Pop up warnings (annotations and business rules)
Ability to locate the following data:
- Contact information (address, phone, email)
- Current business information
- Alumni information
Understanding database coding:
- What are Solicit Codes and where to find them
- What are Constituent Codes and where to find them
Having a high-level concept of the common elements included on a Constituent record:
- Appeals
- Actions
- Attributes
- Notes
- Event Participations
- Addressee/Salutations
- Addresses
Using the SUDDS Alumni report