Navigation Newbie
Another name for a grant record
What is a request record?
The Request Title for Request #7134
What is Pyramid Colorado?
List the 5 request dispositions available in GivingData
What is Exploring, Planning, Pending, Approved, and Declined.
True or False: A contact must be created in GivingData before logging an interaction with the Outlook Add-In.
What is true? The Outlook Add-In recognizes contacts by their email address. Once the contact is created in GivingData the add-in can link the contact to the email interaction.
The quickest way to add publicly available financial data to an organization record.
What is Import 990 data from the organization's Financials & Compliance tab?
The name of the search bar in GivingData
What is Quick Search?
The Primary Staff Member of Request #8509.
Who is Stacy Howard?
True or False: When you star a document in GivingData, it also stars the document for your colleagues as well.
What is true?
Name 3 ways to create a new contact record in GivingData.
What is from the +Create button, from the organization's Contacts tab, and from the request's Contacts tab.
What is a task that is waiting on another task (before it can be completed).
Name 2 ways to return to the GivingData homepage
What is click the House icon and click the Buell Foundation logo?
Number of Approved Requests to the organization You Be You Learning
What is 7 approved grants?
Another name for the 'Meeting Date' field on a request record
What is the Anticipated Approval Date?
Name 4 ways to create a new interaction record.
What is from my Outlook inbox, from an organization record, from a request record, or from a contact record in GD.
Describe the difference between the Notification Folder and MyTasks
What is MyTasks only lists tasks assigned to you (or that you're following) and the Notification Folder includes many system notification types in the order they're received.
True or False: GivingData has a mobile app
What is False? Although there is no mobile app, GivingData can still be used on a mobile device.
The approval date for the first grant awarded to organization #147
What is April 24, 2012?
Most records and dashboards in GivingData have a unique URL that can be shared or bookmarked. Name 2 types of records that are exceptions.
What is requirements and payments?
Also accepted: Tasks and Super Docs.
Describe how you would update a contact record if they left their organization.
What is open the contact > click Organizations & Requests > change status at organization to 'Inactive' > select yes to 'Hide in Grantee Portal'.
Describe the process of tagging a staff member in a task comment
Describe where to edit your notification preferences
What is click initials/avatar > Profile > Notifications?
The total amount that the Foundation has awarded to Creede Early Learning Center
What is $319,213?
True or False: The information a Program Officer inputs into the request Due Diligence Super Doc is only visible from the Super Doc.
What is False? Most of the fields in a Super Doc are mapped fields, meaning they are a field that also exist on the request record. Many of these fields can also be found on the 'Due Diligence' custom field tab on the request.
Describe the purpose of a request role & when they are typically assigned to a contact.
What is to indicate to Foundation Staff who to contact for specific questions/communications regarding the grant. Request Roles are typically assigned through the application intake form.
Describe the difference between a Payments Dashboard and an Approvals Dashboard
A Payments Dashboard shows Payment Amounts for payments scheduled, or paid, within the timespan.
An Approvals Dashboard shows grant amounts for requests that are approved, or anticipated to be approved, within the timespan.