Transcript 1. Introduction

1 Introduction
1.1
University of Melbourne
Advance Web Access Training
Training Module 1
By Myndi Simo
Modified by Peter Macfarlane Aug 2004
CONFIDENTIALITY STATEMENT: This document contains
information that is confidential or proprietary to SunGard (or its
direct and indirect subsidiaries). By accepting this document, you
agree that: (1) if there is any pre-existing contract containing
disclosure and use restrictions between your institution and
SunGard, you and your institution will use this information in
reliance on and subject to the terms of any such pre-existing
contract; or (2) if there is no contractual relationship between you
or your institution and SunGard, you and your institution agree to
protect this information and not reproduce, disclose or use the
information in any way, except as may be required by law.
Development Office, Level 3, 780 Elizabeth St. AWA Training Home
SunGard BSR Inc.
www.sungardbsr.com
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1 Introduction
Session Signpost
1 Introduction
2 Logging In and
Navigation
3 Entity Lookup
4 Understanding the Entity
Profile
5 Lookups
6 Reports
7 Clipboard
8 Conclusion
Development Office, Level 3, 780 Elizabeth St. AWA Training Home
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1 Introduction
Objectives
 Learn
how to login and navigate within
AWA
 Identify where core summary information
is stored
 Understand how to perform basic
lookups
 Learn how to generate Entity Profile
Reports and custom University Reports
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1 Introduction
Unlocking the Door…
Advance and Web
Access
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1 Introduction
What is Advance?
A constituent management system that
allows you to store, manage, and display
detailed information about alumni,
prospects, donors, etc.

Fundraising and donor relation information

Biographic details
Prospect tracking and cultivation
information

Development Office, Level 3, 780 Elizabeth St. AWA Training Home
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1 Introduction
What is Advance Web Access?
 An
add-on to Advance that allows users to
connect to an Advance database via a
standard Web browser
 Institutions
utilise the flexibility and
convenience of the Web to deliver the benefits
of Advance to a wider constituency
 Users
have the same rights to access data that
they would have when using Advance
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1 Introduction
Advance Web Access
Users can perform many of the Advance
day-to-day operations such as:
View summary information on a person or
organisation
Enter prospect tracking information e.g.
notes, tasks, contact reports
Perform various types of lookups
Run several reports including the Entity
Profile Report and custom reports

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1 Introduction
Questions? Comments…
AWA Training Home
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