Good Monday Morning! In the never ending battle to standardize data, I'd like some info as to how you handle parental relationships with a student (child) relationship. In RE we have const. record for the student and a const. record for the father (typically) which will be the head of household record...

I really like your user guide/procedures. It looks really thorough and well done. Like the links vs. huge book. LOL Even saying "very, very limited # of RE users" may be exaggerating! Person 1: me - dba, data/gift entry person, generate reports, generate all receipts/mailings/imports/exports...

Gina - Quite the project you've done. Not trying to step on toes at all - just pointing out different orgs have different needs.... I think there is a big difference between "User Guides" and an organizations "Policies/Procedures." There are many resouces out there that cover...

Hi Jamie, I use screen shots to create my user's guide. I have posted several sections of my manual in groups under the Shared Client Documents section of BB. Go to the Blackbaud and log in. Go to Support and Forums, under the Raiser's Edge Forum you'll see the Client Shared Document: Policy...

I am in the process of putting together a process guide. Does anyone have a written process guide which contains indepth steps for searching records, queries etc. what wildcards ar most commonly used in the sotware. thanks Mary

Does anyone have a copy of the training guide Beyond the basics. thanks Mary mpelikan@redemptorists-denver.org

Hello, We have both RE and FE. We've had some staffing changes and there appears not to have been consistent procedures nor definitions created around setting up funds. Most importantly, determining G/L Distributions. Can anyone share their guide on managing the set-up and maintanence of funds, especially...

Hi Joan, I have posted several parts of my manual on the Blackbaud website. My manual is actually over 75 documents totaling more than 175 pages so it is done in groups. Log in on the Blackbaud website, click on Support and Forums; under the Raiser's Edge Forum you'll see the Client Shared Document...

Ten years. In other words, a p&p manual should always be kept up to date and I wouldn't consider it "complete". To create one from nothing, it depends on your policies and procedures, and how complicated they are. Also depends on how detailed you want it to be. As a general rule, I...

Finally, the 4th in my series of postings. I have attached the constituent entry procedures and some other general helpful procedures. Karen