Training and Documentation

We have provided links below to most every piece of training material available. The actual classroom training materials are listed below and if you need to replace lost copies, let us know and we will send you the most recent versions. Also listed just below this paragraph are the Advance Access forms. The Internal System Access Form is for use by Development and University Relations employees. The External System Access form is for use by everyone else. If you have any questions please do not hesitate to contact Linda Klaybor

Available Course Materials (If no link exists and you need copies, please contact us)

  • Development Wiki Training Manual
  • Advance - Orientation & Navigation Training
  • Advance - Bio Functional Training
  • Advance - Gift Functional Training
  • Advance - Prospect Functional Training
  • Advance - Clipboards & Mailmerge
  • Advance - Intro to Advanced Lookups
  • Act! Training
  • BEAT Training

Policy and Procedure Manuals

Training Memos

Advance Report Book

Act!