User introduction course
Summary
This course is aimed at new users who have little or no previous experience of using Donor Strategy. The course provides delegates with a chance to start with the basics and move forward at a steady pace. It is also a chance to meet other users and explore some exciting features and ways of working.
The structure provides a flexible framework for tailoring the course to the needs of the delegates. There is ample time allocated for discussion and questions.
Who should attend?
This course is ideally suited to new users or users who require a basic refresher course.
Course outline
Morning session
An overview of the interface
What data is being stored
The People Section
Working with the Browse List
Adding and Editing records
The Organisations Section
Links between data
Afternoon session
An Overview of Giving
Giving: Banking
Giving: Claiming and the R68
Giving: Automatic Payments
The definition of a Report
Running Reports
Course timings
09:30 10:00 Arrival and setup
10:00 12:30 Morning session
12:30 13:30 Lunch and discussion
13:30 15:30 Afternoon session
15:30 16:30 Questions and close
Note: There are regular breaks throughout the day.
Delegate requirements
You may use your own machine if you have a portable computer that you wish to use for this course, otherwise machines will be provided. Please let us know if you intend to bring your own machine.
Lunch is provided; please let us know as soon as possible if you have any special dietary requirements.
Please note that once a course has been booked, we require at least one week's notice for cancellations.
Please click here for pricing and availability.
To book to attend this training course, please email madge.dobson@donorstrategy.com