General
Records I
Records II
Fairs & Events I
F&E - Who does what
100
SFS Database
What is Blackbaud/Bob/BB/EE
100
Wildcard symbol
What is an asterisk.
100
Includes list of all current and former employees.
What is the Relationships tab?
100
Where all events (fairs, tables, meetings, etc) are entered & stored in BB. (Name of tab + Record type)
What is the Action tab in the Organization Record?
100
Teammates who receive copies (by forward) of all fair invites.
Who are Lora and Alyssa?
200
A place to store commonly used records, queries & exports.
What are Favorites.
200
Record type with the most tabs.
What is an Applicant record?
200
An organization that can receive direct credit (SFS credit)
What is an Affiliate?
200
Helpful query for scheduling.
What is the Event Prep Sheet?
200
Fair Invites Responsibilities: Shares invites, RSVPs to 'no' fairs, enters "Materials Needed" attribute
Who are the IRMs?
300
\\Client\C$\Users\yourname\Desktop
What is the Default File Location?
300
Primary Study Abroad, Study Abroad, Primary Faculty, Faculty, Catalog Code, Main Catalog Quantity, Summer Catalog Quantity
What are default attributes for Individual records?
300
Can be found in the Attributes tab of an Organization record (name 2 things).
What is Public/Private, Study Abroad Deadlines, Affiliation Year, Approved Programs, Tabling, etc.
300
Date Lora ships materials.
What is Monday?
300
Fair Invites Responsibilities: Enters fair details in BB, RSVPs to 'yes' fairs, pays fair fees, mails materials, enters inquiries.
Who is Lora?
400
Saves an spreadsheet of data onto your desktop.
What is an Export.
400
Addressee/Salutation, Tests, Actions, Activities, Media
What are tabs we don't use in Applicant records.
400
Best place to store updates and correspondence about a school or individual.
What is the Notes tab?
400
Save the Date, Discuss, Attend, No Go, Cancelled
What are Action Status?
400
Non-Fair Responsibilities: Steps IRMs take (pre-event).
What is entering Action details in BB and Emailing Alyssa (and Lora when needed).
500
Third party portal used for inquiry and application processing.
What is Infosnap.
500
EX: Study Abroad Advisor, Faculty (Biology), Academic Advisor (Bio/Ecology/ES), Retired
What are Educ Types?
500
EX: Important Study Abroad, Important Faculty, Primary SA & Affiliate Rep
What are Contact Types?
500
Attribute Lora uses to pull shipping list for fairs/events.
What is "Materials Sent"?
500
Background, Fair/Table, Info Session, Meetings, Other Details, Follow-up, PAIs, Materials/Lodging, etc.
What are the sections of an IR Report
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