Donor Acknowledgement System
Contents
1. v RIFFIN Griffin Training Manual Donor Acknowledgement System DAS Volume Two Administrator Manual Donor Acknowledgement System Table of Contents belii ed rc 4 An Introduction to DAS admin Workflow cccccccccssssssseccececeeeseeeeeseceeeeeesaaaeseeeeeees 4 b o niil Te T 4 VOE d SP IUE TOTUM 4 Chapter One System A EHE DIES if ALON socero tinc eaa cord oua ten U Rue ree dI EHE gor Ee o Borea E EHE SU RaT 5 C Bapter O c ial ca e ee ee ore Serer te oe eee ee ree ee ae reenter tly ere tees rere mney re ret ore tere ae 5 The Role of the System Administrator esses enne eene 5 C hdbter ODICES oou easiest ee sibus iu ouibus eatis Noise cuiu UE 5 Administering User ACCOUMS cccccccccccssssssssseecccccsaeeesseeeecceesseecesseseeccceessaeeesseeeseeeesuags 6 About Manage AC COMING a caasove case ocnacrasstanetee cond oadsouassaeecenepowsebensaes dendenstoneedneneeteseuoherdacase 6 Creating a New User Account a icsecccascrctswesvdenadacercestevebrandecse hexessteacinarieseteseteendamenbexesctaess 6 Scarchine xor the User ACCOMM ics easet ato EDOERU DUM EEEE ES E 9 Upddims a US TrA O eE E E EEE 9 Delenno a U Seb OC OUBL sss cies evustoutaticn E T ian labe E ERES 11 Administrating DAS Groups sssssssseeeeessssssssseeersssssssecreressssssseerrrssssssseerrressssseeerrresssss 12 ADOUNC OUDS e E e E E E E 12 Chea2. 2 Apop up form below will be displayed to confirm deletion of the selected team Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 31 Donor Acknowledgement System Administrating Teams Continued Deleting a Team Are you sure you would like to delete this team continued 3 Click on Yes if you are sure to delete the selected team Click on No or close link to cancel the delete operation e If a team is assigned to a rule selected team will not be deleted A pop up error message below will be displayed unable to delete team rules exist The Donor Acknowledgement System Revised 05 02 2013 Page 32 Donor Acknowledgement System Maintaining Group Templates About Acknowledgement Templates Searching for a Template In DAS a template is a group s pre defined document for generating the acknowledgement letter A template is assigned to one or more assignment rules Users with the Group administrator or Team administrator role will be able to create and maintain group templates Request for a new or update to a template should be sent to a team administrator Users without the Team admin role will only be able to view the group templates On the Group Templates admin page you can do the following e Search template using the available search field s e Createatemplate e Copy a template e Update a template e Delete a template e Re organize order of templa
3. D group rule may be a combined delete assignment and notification rules However it is advised that group rules should be planned and analyzed accordingly before creating to avoid conflicting results Appendix D of this document shows sample screenshots of group rules On the Group Rules admin page you can do the following Search group rules using the available search field s Sort the result list using the column headers Create a group rule Copy a group rule Update a group rule Re organize order of execution of rules by clicking the Move Up or Move Down buttons Delete a group rule Creating Rule v Parameters To create group rules 1 Click on Rules from the navigation menu Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 41 Donor Acknowledgement System Maintaining Group Rules Continued Creating Rule Parameters Acknowledgements MyAccount Accounts Tokens Groups Teams Templates Rules Parameters continued 2 Selectthe group to create the assignment rule for The list may have multiple group names available if you belong to more than one group in the system 3 Youare taken to Rules pages for the group selected The page will display the list of rules with the record count of rules available for the selected group MBSD Rules Been 49 record s found Description Priority Enabled Statuses Actions Template Delete nan MB 2 Yes Unassigned
4. 11 Enter information pertinent to the understanding of the rule in the Notes field Creating Rule An assignment rule must have a least one rule condition Conditions v To create rule condition s 1 Select the appropriate criterion value from the Logic field The user has to specify the relationship between criteria in a condition This will be applicable to more than one criterion If there is only one criteria And should be the value for the logical operator 2 Select the token that should meet the criteria from the Field menu The field list contains the existing tokens in DAS 3 Select the appropriate logical operator from the Compare field 4 Enter each value on the Value textbox separated by line by pressing the Enter key after typing each value S the case a field has multiple values use the in or not in compare operators 5 Click the disk icon S to save and add the condition to the group s rules Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 46 Donor Acknowledgement System Maintaining Group Rules Continued Creating Rule Conditions d If a condition has an OR condition it should be the first condition in continued hono Use the Condition icons as outlined below Down Arrow The down arrow is used to expand the value textbox Save and Add Condition Save and add Condition button will save the current condition and add another con
5. gt gt Delete team gt gt View team gt gt Add Remove team users Create template Update template Delete template View templates Create rule Update rule Delete rule a a tuni II TU TRAY AA View rule The Donor Acknowledgement System Revised 05 02 2013 Page 59 Donor Acknowledgement System Appendix B Practice Exercises Exercise 1 Add Joe Prospect as a new DAS system user Creating a New User e So each addition is unique give your Joe Prospect your last or middle name as part of his display name Here s the information you have about Joe CNetID Joe Prospect Email Address joe prospect nowhere com Phone number 773 795 2121 Exercise 2 Add the user you created in exercise one to the group s you are a member Adding a User of to a Group Exercise 3 Create a team within your group and call it x TRAININGXXX where X is Creating a the name of your group in uppercase and XXX are your initials Team ex MBSD TRAININGGMJ Add the following tokens to your header fields GIFT AMOUNT DONOR PREF MAIL NAME PRIMARY RECTYPE TRANSACTION TYPE ALUMNI IND ALLOCATION NAME DATE OF RECORD Exercise 4 Add yourself as a member of the team created in the previous exercise Adding a user to a Team Exercise 5 1 Duplicate copy a gift record Assigning a Gift Record to a Team Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Pa
6. 05 02 2013 Page 38 Donor Acknowledgement System Maintaining Group Templates Continued Deleting a 5 Click Delete Template continued MBSD Templates Description 31 record s found Description Annual Fund Gift aver 10 test Annual Funds Basic Sciences 6 Youare presented with a delete template confirmation dialogue box Contirm Are you sure you would like to delete this template 4 Click Yes to confirm or No to cancel the template deletion The Donor Acknowledgement System Revised 05 02 2013 Page 39 Donor Acknowledgement System Maintaining Group Rules Rules A group rule is used evaluate and filter gift data to the team that will Explained handle the Acknowledgement processing and send email notifications A group rule may consist of one or more conditions Only users with the Group admin role will be able to create and maintain group rules A new or update group rule request should be sent to a group admin Users without the Team admin role will be able to view the group rules Other users will only be able to view the group rules list If a gift is considered in one of the rules the system will automatically assign the team defined with the rule Rules are set to execute everyday automatically however if a rule is modified or newly created a manual pull may be necessary e no assignment rule was satisfied the gift will automatically have a status of Unassigned Rule Type
7. Cancer Team Donor Relations Team Education Team Foundation Rel 1 Team Pekow Foundation Rel 2 Team Rohifin GI Team Medicine 1 Team Temkin Medicine 2 Team Goodnow Indininna Tm aim 2 Click Add from the Team Users page to open the Add Team Users page Add Team User mmm je Bue e 3 Selectthe user to add from the User drop down list The list will contain all the users in the selected group Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 56 Donor Acknowledgement System Managing Team Users Continued Add a Team Member 4 Selectthe Role of the user from the Role drop down list continued e user can have multiple team roles To add another team role to a user click on Add button again from the Team Users page The list will display multiple rows for users with multiple team roles Delete a Team v User to delete a user from a team 1 Highlight the team that you want to delete the user from and click Users 23 record s found ID Description Users MBSD ANNUAL Annual Fund Team 1 Hawkins bahe e entien seems MBSD ANNUALFUND 2 Annual Fund Team 2 Dettloff MBSD BASICSCIENC Basic Sciences Team MBSD CANCER Cancer Team MBSD DONOR REL Donor Relations Team MBSD EDUCATION Education Team MBSD FOUNDATION Foundation Rel 1 Team Pekow MBSD FOUNDATION Foundation Rel 2 Team Rohlfin MBSD GI GI Team
8. Delete Rule A delete rule can be used to filter the gifts that will be evaluated or created in the system Examples are gifts that are less than 1000 or gifts that were not given to user s group or division For filtering purposes deletion rule is advised to be created as the first rule for the group Another delete rule is to delete Unassigned acknowledgements created from Copy and Assign actions An unassigned acknowledgement after the rules are executed will be evaluated again when the rules get executed again causing duplicate Acknowledgement assignment This delete rule will delete all copied Unassigned acknowledgements that already have existing acknowledgements with Assigned status Assignment An assignment rule is used to assign the Rule acknowledgement to a team and a template with defined specific conditions Examples are gifts that are greater than 10 000 will be assigned with Template 1 and to Team 1 Gifts from organization staffs will be assigned with Template 2 and to Team 2 Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 40 Donor Acknowledgement System Maintaining Group Rules Continued Rules oe omane Notification Email Notifications to assigned user group admin Rule or team admin can be created as one of the rules to be executed From notify assigned rule a staff will received an email which includes all acknowledgements assigned to him per team and status
9. Remove A pop up form below will be displayed to confirm deletion of the selected group Are you sure you would like to remove this user 3 Click Yes if to delete the selected user from the group 4 Click No to exit the page without deleting the user from the group The Donor Acknowledgement System Revised 05 02 2013 Page 28 Donor Acknowledgement System Administrating Teams About Users with the group admin role can create and maintain group teams Managed Users with the group user and team admin roles can maintain group Teams Teams On the Team admin page you can do the following e Search teams using the available search fields e Sort the result list using the column headers e Create a team e Update a team e Delete ateam e Access Team Users page e group can have one or more teams Creating a v Team To create a group team 1 Click on Teams from the navigation menu fa THE UNIVERSITY OF CHICAGO Acknowledgements MyAccount Accounts Tokens Groups Teams Templates Rules Chicago Booth MBSD Presidential Office Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 29 Donor Acknowledgement System Administrating Teams Continued Creating a Team continued 2 From the drop down menu select the group the team will be created for You will be navigated to the Group s Teams page Presidential Office Teams name semas 6 record s found I
10. SEARCH DONOR IS TRUSTEE Trustee boolean yesna SFARCH NANNOR IG AI IT Aliim honlean vecnn Search Result Fields DONOR ID 80 DONOR PREF MAIL NAME 125 PRIMARY REGTYPE 100 TRANSACTION TYPE 100 MOD IND 50 TRUSTEE IND 50 ALI OCATION MAME 1f Click the Save button to save the newly created group or click Cancel to exit from this page without saving Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 15 Donor Acknowledgement System Administrating DAS Groups Continued Updating a Group To update a group 1 Onthe Groups page double click on the Group name to update from the Search result list ID Desc Name Email Description BOOTH Chicago Booth MBSD MBSD PRES Presidential Office Highlight the Group to update and click the Update button to open the Update Group page Groups ID Desc Name Email 3 record s found Description Users Chicago Booth MBSD beck dpyle gloria jguy kerri13 sbradfor t 9rpabo test vcaywood wkarr beck datwood dgiven dpyle gloria grejebia hughes1 jbergeron jquy kerrit Presidential Office aalper beck dpyle gloria jberens jguy jneubauer kerri13 kmanotti Ihool rzi 2 Youare taken to the Update Group page Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 16 Donor Acknowledgement System Admin
11. for description search field Template continued MBSD Templates Description pediatrics 1 record s found Description Pediatrics 6 The number of templates whose name meets the entered search criteria will be returned Creating a v Template 9 To Create a template 1 Click on Templates from the navigation menu 2 Selectthe group to create the template for The page should display the list of templates for the selected group MBSD Templates 30 record s found Description Annual Funds Basic Sciences Cancer General Cancer Org 3 Click on Create to add a new template Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 35 Donor Acknowledgement System Maintaining Group Templates Continued Creating a Template 4 Onthe Create Template page specify the template Description then continued specify the Type of acknowledgement for the template Create Template Description Annual Fund Gift over 10 000 Type MBSD Thank You Letter Template t Source ree PH IM M Size 5 Tokens Tokens ADDL RECTYPELIST ADDL RECTYPELIST CD ADDRESS AFFIL CLASSYR ALLOCATION CODE 1 Start working on the template content using the html editor icons Fields can be included by selecting from the Tokens drop down list d Expand toolbar or Collapse toolbar button is displayed on up
12. scheduled automated process for creating acknowledgement records from gift data pulled from Griffin Data that is pulled into DAS are gift receipts In exceptional cases gift data must be pulled manually to create acknowledgement records Users with system or group administrator privileges will be able to perform this manual pull System administrators can perform this functionality for all groups in the system Group administrators can only perform this function for the group the user is a member of To manual pull gift data into DAS 1 Click the Groups button on the navigation menu p THE UNIVERSITY OF CHICAGO Acknowledgements MyAccount Accounts Tokens Groups Teams Templates Rules 2 Select highlight the group to apply the data pull from the search result list Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 51 Donor Acknowledgement System Executing a Manual Gift Data Pull Continued Performing a Manual Gift Data Pull continued 4 CHICAGO Acknowledgements My Account Accounts Tokens Groups Teams Templates Rules ID Desc Name Email 3 record s found ID Description Users BOOTH Chicago Booth Train Trainuser01 Train Trainuser02 Se Ne ae Pe MBSD MBSD 3 Click Execute Pull A confirmation dialogue box will appear Confirm Are you sure you would like to initiate an acknowledgement pull 4 Click on Yes to continue the data pull Clic
13. ss osadsasacnncesmesaasesaainiaecngianesedarencesbeusasaeaninamcateanesercebeusaeasaet 38 Mantan Group RUGS e 40 Pas Epe ea e E ELE 40 CCA Rule Pata e ES ecseri eneen E E EE 4 Crean ule C ONO MOINS eco ccsnstetuserseeeoneiivecaeaes veo meritis EEEE E io iui Era Rue SOUd 46 Modna OPNS NETT Tm 48 CoDVIIo dO oup ILC ooi cuncta tamer ener ere eco ten enter et Tree tene rete wore renter tre E toe oe codd 49 Derino RC RERO r ETE 49 Exe cutiis a Manual Gilt Data Pulloesssseuenuges eA E 51 deron Cire Tata uil o 51 Perri mins a Manual Gitt Data PUDE techo uuo Ima aoetU E up DURS 51 Chapter Three Team Administration eeessssssssseeseseeeeeeeeee enne eene enn nnn nnne ener 54 Sad 54 ursi OTN INS 54 Modi IM S SUED RR 55 LB ore LIA CANA RR 55 Manas me Tea E SES coeno pto eese e Een eset pu etu ito eee Poo uan eee etu tta vet E Pe DUE 56 Adda Ted Membe Fr osse eeevptoy odo ib qua adhac qub sivie t IHE E siae E UD PNEU E OU DU o SdUNE 56 Pertra Ne atin Sei T ETT TT 57 Appendix A Administrator Privilege Matrix essessseeeenssssssseserrsssssssseerersssssssserressssssseeeeees 50 Appendix B Pracuce EXC CIS CS onvatceoessiodetesbinsEcodE PSU nsa eneS cud aaan 60 I xetcise dC reais d NOW D SEE cuui bo pesa IEEE RU PIU DINING OU EU SUO 60 Exercise 2 Adding a User toa CHO eeeicucs
14. 3 Once you have made the modifications click Save to update the user account Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 10 Donor Acknowledgement System Administering User Accounts Continued Deleting a User v Account To delete a user s account 1 Highlight the row of the user account to update within the Search result list and click Delete 2 record s found Username Display Name Email Authenticatio Groups Roles Train Trainus Train User 1 traineri nowhere com Local System User Train Trainus Train User 2 trainer2 nowhere com Local m System User 2 Youare presented with a delete account confirmation dialogue box Contirm Are you sure you would like to delete this account 3 Click Yes to confirm or No to cancel the account deletion The Donor Acknowledgement System Revised 05 02 2013 Page 11 Donor Acknowledgement System Administrating DAS Groups About Manage Manage Groups is an administrative functionality that is used to create Groups and maintain DAS groups Users with the System administrator role can create and maintain DAS groups Users with Group admin roles have the ability to update a group that the user is a member of On the Group admin page you can do the following Search for a group using the available search fields Sort the result list using the column headers Create a group Update a group Delete a gr
15. 8 characters and can contain letters numbers or any of the following characters 96 Confirm Password Optional Re entry of Password for confirmation purposes Continued on next page page The Donor Acknowledgement System Revised 05 02 2013 Page 7 Donor Acknowledgement System Administering User Accounts Continued Creating a New User Account Field Name Definition Entry Rule continued Display Name Users full name Haa Address Required Users U of C preferred email address naa Number Optional Phone number acceptable formats are e 999 999 9999 999 999 9999 Authentication Required Select from one of the values below Disabled disable user account Local login to local database server Ldap login to your organization network server System Roles Required A user can be one of the following System User System User and System Admin 5 Click Save to create the account Click Cancel to exit the page without saving Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 8 Donor Acknowledgement System Administering User Accounts Continued Searching for Before a user s account can be modified it must first be located the User amp Account To locate a user s account 1 Onthe Manage Accounts page enter or select a value on one or more search fields g To search for a user by full name first or last name display name or partial nam
16. D Description Users PRES ARD VICE ARD Vice Pres Team PRES CAMPAIGN CH Campaign Chair Team PRES CHAIRMAN Chairman Board of Trustees Team PRES DELETEREVIEW Acks for possible deletion in DAS PRES MANUALREVIEW Manual Review Team PRES UNIV Univ Pres Team 3 Click the Create button You are navigated to the Create Team page Create Team ID Description Header Fields override Save Cancel 4 Enterthe ID and Description of the team to be created e These fields are required fields If the submit button is clicked and no id or description has been entered a required field notification in red font will be displayed under the Description field Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 30 Donor Acknowledgement System Administrating Teams Continued Creating a Team e continued ID value should have the following format name of the group in which the team Is part of period name of team e g GROUPA TEAM1 5 Specify on the header template the list of tokens fields to be displayed on the Acknowledgement Detail page The team header fields are optional If fields are specified they will override the header fields defined on the Group level if any 6 Click Submit to save or click Cancel to exit from the Create Team page without saving Deleting a 1 On the Teams page select the team description to delete from the Team Search result list
17. Delete Medical Canter 3 Yes Unassigned Assign Trustee Gifts Forefront Fund 4 YES Unassigned Assign Forefront Fund Gener Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 42 Donor Acknowledgement System Maintaining Group Rules Continued Creating Rule 4 Click Create to add a new group rule Parameters Paramaters Create Rule continued Description Enabled Statuses Pending Electronic Signature Actions Delete Delete safe Copy Assign No Acknowledgement Template Team Notes Logic Field Compare Value chooser choose choose v 9 B 5 Onthe Create Rule page specify the rule Description e group rule description does not have to be unique because each rule will be assigned its own sequence and priority number Priority number is the order of which the rule will be executed in a group Priority number is unique for each group rule 6 Selectthe appropriate value from the Enabled field to enable disable the rule 7 Selectthe applicable status es for the group rule from the Statuses drop down list Multiple applicable statuses can be selected by holding down Ctrl key and click on the additional status to evaluate 8 Select from Actions according to the table below for the appropriate action to perform when the group rule is satisfied Continue
18. FUND 2 Annual Fund Team 2 Dettloff MBSD BASICSCIENC Basic Sciences Team MBSD CANCER Cancer Team MBSD DONOR REL Donor Relations Team MBSD EDUCATION Education Team MBSD FOUNDATION Foundation Rel 1 Team F m c MBSD FOUNDATION Foundation Rel 2 Team Rohlfin MBSD GI GI Team MBSD MEDICINE1 Medicine 1 Team Temkin MBSD MEDICINE2 Medicine 2 Team Goodnow BAndisien sn d Tears a mim 2 Youare taken to the Update Team form Update Team ID GROUPA TEAM1 Header Fields override GIFT AMOLINT ZZ DONOR NAME 3 Make changes to the ID Description and or Header Fields If fields are specified in the Header Fields these fields will be displayed on the Acknowledgement detail page overriding any fields specified on the Group header fields 4 Click Save to save and go back to the previous page Click Cancel to go back to Teams page without saving The Donor Acknowledgement System Revised 05 02 2013 Page 55 Donor Acknowledgement System Managing Team Users Add a Team 9 Member To add a Team user 1 Highlight the team that you want the user to be a member of and click Users ID MBSD ANNUAL MBSD ANNUALFUND2 MBSD BASICSCIENC MBSD CANCER MBSD DONOR_REL MBSD EDUCATION MBSD FOUNDATION MBSD FOUNDATION MBSD GI MBSD MEDICINE1 MBSD MEDICINE2 23 record s found Description Users Annual Fund Team 1 Hawkins ee Annual Fund Team 2 Dettloff Basic Sciences Team
19. MBSD MEDICINE 1 Medicine 1 Team Temkin MBSD MEDICINE2 Medicine 2 Team Goodnow MMO RATTTSEOMMN IT Madinsinn d Team ga rim 2 Onthe Team Users page click Remove 12 record s found Role Team Assignee Team Assignee Team Assignee Team Assignee Team Reviewer Team Reviewer Team Reviewer Team Reviewer Team Support Team Support meee ones Team Support Ww N A A t Na A A W N Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 57 Donor Acknowledgement System Managing Team Users Continued Delete a Team User continued 3 A pop up form below will be displayed to confirm deletion of the selected user Are you sure you would like to remove this user 1 Click Yes if you are sure you want to delete the selected use or click No or close to cancel the delete operation The Donor Acknowledgement System Revised 05 02 2013 Page 58 Donor Acknowledgement System Appendix A Administrator Privilege Matrix system system group group team admin user admin user admin team user non admin My Account Create Account Update Account Delete Account View Account Create tokens Update tokens Delete tokens View tokens Create group Update group Delete group Add Remove group users View group Execute pull Execute rules gt gt Create team gt gt Update team
20. ate a duplicate of an existing rule make changes to it and save as a new rule v To clonea group rule On the group Rules page select the rule to be copied from the search result list Click on Copy A create rule page will be opened pre populated with the conditions from the copied rule e A group rule description is not required to be unique Priority number is assigned to groups rules which is unique for each rule Priority number is the order in which the rules will be executed Make changes to the new rule When the rule is completed click Save to save and exit from this page Click Parse to review the rules in a form similar to that of a SQL statement Click Cancel to exit from this page without saving changes v To delete a group rule On the group Rules menu select the group rule to delete A pop up form will be displayed asking for confirmation to continue to delete or not Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 49 Donor Acknowledgement System Maintaining Group Rules Continued Deleting a Rule continued 3 Click Yes to continue with the deletion Click No or Close to cancel the deletion of the selected assignment rule The Donor Acknowledgement System Revised 05 02 2013 Page 50 Donor Acknowledgement System Executing a Manual Gift Data Pull About Gift Data Pulls Performing a Manual Gift Data Pull DAS has a
21. cknowledgement System Revised 05 02 2013 Page 26 Donor Acknowledgement System Managing Group Users Continued Adding Users to a Group Add Group User continued hose O e choose 3 Selectthe user to add from the User drop down list The list will contain all the users in the system 4 Selectthe Role of the user from the Role drop down list Each user should have the Group User role 5 Click Save to save the user to the group or Cancel to exit the page without adding the user D user can have multiple group roles To add another role to a user click on Add button again from the Group Users page The list will display multiple rows for users with multiple group roles Deleting a User from a Group To delete a user from a group ID Desc Name Email 3 record s found Description Users Chicago Booth MBSD Presidential Office Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 27 Donor Acknowledgement System Managing Group Users Continued Deleting a User 1 from a Group continued On the Groups page click Users to open the Group Users page Chicago Booth Users 12 record s found User Role Priority 10 2 Train Trainuser01 Train User 1 Group Admin Train Trainuser 1 Train Userz1 Group User a L ig Oeics n ww 2 On the Group Users page highlight the row of the user to delete and Click
22. d on next page The Donor Acknowledgement System Revised 05 02 2013 Page 43 Donor Acknowledgement System Maintaining Group Rules Continued Creating Rule Parameter deir Delete the acknowledgement it will not be continued evaluated or acknowledged by the group Create a copy of the acknowledgement inheriting the status assigned template and team of the record being copied if there is any This action is selected in the case of creating multiple acknowledgements for a gift Such gift satisfies one or more rules in the list If an Acknowledgement to be copied has an Unassigned status it will be evaluated again when the group rules get executed This action will create duplicate Acknowledgement assignment To avoid this case a Delete rule should be created at the end of the rule list which selects acknowledgements with Status of Unassigned and Action of Delete safe Assign the acknowledgement to the designated team Assign No acknowledgement status indicating Acknowledgement no acknowledgement is required for this gift List of No Acknowledgement records can be displayed by filtering using Scope All and Status No Acknowledgement Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 44 Donor Acknowledgement System Maintaining Group Rules Continued Creating Rule Parameter Parameters Acknowledgement continued Notify Assigned Notify Group Admi
23. dgement System Revised 05 02 2013 Page 20 Donor Acknowledgement System Managing Group Tokens Continued Creating ORE continued Comment Optional Notes related to the token or token description such as business term and data value format or type Disposition Required Purpose of the token in DAS for display or rule creation e Tokens with disposition of Display will be Included in the list of tokens on the Acknowledgement Content page and can be added in a group s Detail Header and in the acknowledgement page search results If the disposition is set to Rule then the token will be available on the rule creation and maintenance pages Type Optional Token data type Q eus field data types are Boolean Currency Date Date Short Integer Multi value String o a token being created has not been added to the DAS token script a not supported message such as the one below will be displayed and the token cannot be saved Name SAMPLE TOKEN not supported Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 21 Donor Acknowledgement System Managing Group Tokens Continued Creating Tokens continued Updating a Token 4 Click Save to save the newly created token or Cancel to exit the page without saving the token v To update a token 4 CHICAGO Acknowledgements MyAccount Accounts KU Groups Teams Templates Rules 1 Cl
24. dition row Move Up Move the condition up in the sequence of conditions Move Down Move the condition down in the sequence of conditions Edit Condition A Edit the condition row Delete Condition e 6 Once you have completed the rule click Save to save and exit the form Click Cancel to exit from the page without saving the rule Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 47 Donor Acknowledgement System Maintaining Group Rules Continued Modifying v Rules To Update a rule 1 Onthe group Rules page double click the assignment rule to update from the Search result list OR Select the assignment rule to update and click Update from the Rules admin page to open the Update Rule page 2 Make the necessary changes to the rule Update Rule Description Enabled Statuses Actions Ho Acknowledgement Acnowledge Motify Assigned Template Template Group A 1 Team Temm Si Notes Logic Field Compare Value choa imma choose m chon 3 Click Save to save changes 4 Click Parse to review the rules in a form similar to that of a SQL statement 5 Click Cancel to exit from this page without saving changes Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 48 Donor Acknowledgement System Maintaining Group Rules Continued Copying a Group Rule Deleting a Rule Clone allows the user to cre
25. e Delete button Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 17 Donor Acknowledgement System Administrating DAS Groups Continued Deleting a Group continued ID Desc Name Email 3 record s found Description Users Chicago Booth MBSD beck dpyle gloria jguy kerri13 sbradfor t 9rpabo test vcaywood wkarr beck datwood dgiven dpyle gloria grejebia hughes1 jbergeron jguy kerrit Presidential Office aalper beck dpyle gloria jberens jguy jneubauer kerri13 kmanotti Ihool rzi Update Delete Execute Pull Execute Rules 2 Youare presented with a Delete Group confirmation dialogue box Contirm Are you sure you would like to delete this group 3 Click Yes to confirm the deletion or No to exit the page without deleting the group The Donor Acknowledgement System Revised 05 02 2013 Page 18 Donor Acknowledgement System Managing Group Tokens Tokens Defined Tokens are used in DAS as data fields elements such as donor name gift amount etc Tokens are used to create acknowledgement templates and assignment rules Tokens are replaced by the actual data values when an assignment rule is executed or a template is previewed or printed On the Group Acknowledgement page tokens are used for adding search fields and controlling what is displayed in the search results On the Tokens page you can do the following Search token
26. e enter the information in the Name Email field DAS will return all users that meet the entered name criteria 2 Click Search Manage Accounts Name Email train Group Authentication Clear 2 record s found name Display Name Email Authenticatio Groups Roles Trainus Train User 1 traineri nowhere com Local System User iTrainus Train User 2 trainer2 nowhere com Local System User 3 Click Clear to reset and re enter search field values Updating a 9 User Account To update a user account 1 On the Manage Accounts page double click the user account to update from the Search result list Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 9 Donor Acknowledgement System Administering User Accounts Continued Updating a User Account continued OR Highlight the row of the user account to update within the Search result list and click Update Username Display Name Email Authenticatio Groups Roles Train Trainus Train User t trainer nowhere com Local System User Train Trainus Train User 2 trainer2 nowhere com Local System User Double Click 2 You are taken to the Update Account screen Update Account Username Griffin ID Password Confirm Password Display Name Train User Email Address Phone Humber Authentication System Roles System User system Admin
27. e list of available tokens Appendix of this document amp link to a report can be attached to the token If attaching a report link it should be in the following format Group continued Search Query Required Contains the list of fields that will Fields be used when searching for acknowledgement records It is a required field and should have at least 1 token specified Search Results Required Contains the list of tokens that Field will be displayed in the Search Result pane It is a required field and should have at least 1 token specified e IMPORTANT A technical system admin should add or make sure that the header field search query field or search result field that will be added is supported included in the DAS gift source data provider package Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 14 Donor Acknowledgement System Administrating DAS Groups Continued Creating a New Group continued Create Group ID DAS TRAINING Description Group for Documentation Purposes Header Fields GIFT ID GIFT AMOUNT DONOR ID DONOR PREF MAIL NAME TRUSTEE IND ALUMNI IND Search Query Fields SEARCH DATE OF RECORD AFTER Date of Rec After date SEARCH DATE OF RECORD BEFORE Date of Rec Before date SEARCH GIFT AMOUNT MIN Min Amount currency SEARCH GIFT AMOUNT M AX Max Amount currency SEARCH DONOR NAME Donor Name string
28. ge 60 Donor Acknowledgement System Managing Team Users Continued Exercise 5 Exercise 5 Assigning a Gift Record to deese ed 2 Assign the duplicate record to the team created in Exercise 3 d Pay attention to the record you select to copy Click over the donor name or ID to group the copied record with the original record 3 Select a template for the duplicate team 4 Addatoken such as the gift amount into the acknowledgement letter The Donor Acknowledgement System Revised 05 02 2013 Page 61
29. ge Matrix Appendix B Practice Exercises 60 The Donor Acknowledgement System Revised 05 02 2013 Page 4 Donor Acknowledgement System Chapter One System Administration Chapter Overview The Role of the DAS system administrators have the ability to create and manage System Administrator e User accounts e Acknowledgment groups e Acknowledgment Tokens This chapter will discuss the steps and describe the fields associated with the system administrator s privileges Chapter This chapter contains the following topics Contents Administering User Accounts 6 Administrating DAS Groups Managing Group Tokens The Donor Acknowledgement System Revised 05 02 2013 Page 5 Donor Acknowledgement System Administering User Accounts About Manage Manage Accounts is an administrative functionality that is used to create Accounts and maintain DAS user accounts Only users with the System admin role will be able to view create and maintain user accounts A need for a new or update to a user s account should be requested to the system administrator On the Manage Accounts page you can do the following Search for users using the available search fields Sort the result list using the column headers Create a user account Update a user account Delete a user account Creating a New Once a user account is created and the roles assigned the user will User Account automatically have the ability to log int
30. ge should display the list of templates for the selected group Select the template to be copied Click on Copy or Update MBSD Templates Description fs Search Clear 31 record s found Description Annual Fund Gift aver 10K test Annual Funds Basic Sciences Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 37 Donor Acknowledgement System Maintaining Group Templates Continued Copying or 6 A Copy or Update Template page will be open pre populated with Modifying a the same tokens from the template selected Template continued The copy template may have the same name as the copied template as each template is assigned a unique internal ID in the database 7 Modify the template as needed 9 When the modifications to the template have been completed click on Save 9 Click on Cancel to exit from this page without saving work Click on Test to print preview a template The values that will be populated on the template are sample values defined with the selected Tokens included in a template Deleting a v Template To delete a template 1 Click on Templates from the navigation menu 2 Selectthe group that owns the template to be deleted 3 The page should display the list of templates for the selected group 4 Select highlight the row of the template to delete Continued on next page The Donor Acknowledgement System Revised
31. ick Tokens from the navigation menu You are taken to the Tokens page Tokens Name a Disposition 113 record s found Name Label Comment Disposition Sample Value ADDL_RECTYPELIST Addtl Rec Type Format Comma separa Multi Value Display Parent ADDL RECTYPELIST Addtl Rec Type Cd 3 Format FS FR PA Multi Value C Display Rule AD ADDRESS Pref Address Other samples Non US String Display Apartment 1w 5411 S Ell ANONYMOUS CD Anonym Cd String Display Rule 2 REO IRAE gm n9 mmo fim m mnm Manes Ovi vm ns Mialan 2 Double click on the token that will be updated OR Select the token to modify from the search result list and click Update 3 You are taken to the Update token page Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 22 Donor Acknowledgement System Managing Group Tokens Continued Updating a Token continued Update Token Name Label Comment Sample Value Disposition oe 4 Edit the selected token and then click Save commit the modifications Click Cancel to exit the page without updating the token Deleting v Tokens To delete a token w THE UNIVERSITY OF CHICAGO Acknowledgements MyAccount Accounts Tokens Groups Teams Templates Rules a AMNES 1 Click Tokens on the navigation menu You are taken to the Tokens page Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 23 Donor Ackno
32. istrating DAS Groups Continued Updating a Group continued ID INS TRAINING Description Group for Documentation Purposes Update Group Header Fields sIDType CUID amp sType wid amp lsMEnter 20value s 20for 20Receipt 20MNo 39PVALUESSE GIFT_AMOUNT DONOR ID https boreporting uchicago edu fOpenDocumentopendocfopenDocumentjsp iDocID AZMs l9SqnvDZOmagOcdNT2I0 amp sIDType CUID amp sType wid amp lsMEnter 20value s 20for 20Entity 201ID 7ARVALUEFRE DONOR_PREF_MAIL_NAME PRIMARY RECTYPE GIFT_ID https boreporting uchicago edu OpenDocumentopendocfopenDocumentjsp iDocID AZzrcxCO4_ dAlozEOtF BLc amp bi Search Query Fields SEARCH DATE OF RECORD AFTER Date of Rec After date SEARCH DATE OF RECORD BEFORE Date of Rec Before date SEARCH GIFT ENTRY DATE AFTER Entry Date After date SEARCH GIFT ENTRY DATE BEFORE Entry Date Before date SEARCH GIFT AMOUNT MIN Min Amount currency SEARCH GIFT AMOUNT MA X Max Amount currency Search Result Fields DONOR ID 80 DONOR PREF MAIL NAME 125 PRIMARY RECTYPE 100 ADDL_RECTYPELIST 100 ATTRIB_DONORCNT 50 JOINT GIFT IND 50 TRANSACTION TYPE 1nn zl j SEARCH NONOR NAME ninnnr Name ctrinn g fl xi 3 Make the modifications and then click Save to save the changes to the system or click Cancel to exit the form without saving Deleting a 9 Group To delete a group 1 Onthe Groups page highlight the Group to update and click th
33. k on No to cancel the pull e Yes is clicked from the confirmation message 10 days of gift data will be pulled from the source system With a successful data pull a message will be displayed indicating how many acknowledgement records were created from the pulled gifts Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 52 Donor Acknowledgement System Executing a Manual Gift Data Pull Continued Performing a Manual Gift Data Pull close continued Pull Executed Successtully 660 acknowledgements created The Donor Acknowledgement System Revised 05 02 2013 Page 53 Donor Acknowledgement System Chapter Three Team Administration Overview As a team administrator and a group user you can e View the team e Update the team once the team has been created by the Group or system admin e View team templates e View group rules e Add Remove team users Chapter This chapter contains the following topics Contents Modifying Teams Managing Team Users The Donor Acknowledgement System Revised 05 02 2013 Page 54 Donor Acknowledgement System Modifying Teams Updating a v Team To update a team 1 Onthe Team admin page double click the Team name to update from the Search result list or highlight a team row and click Update to open the Update Team page 23 record s found ID Description Users MBSD ANNUAL Annual Fund Team 1 Hawkins t MBSD ANNUAL
34. n Notify Team Admin Send acknowledgement update to the source system using the receipt number indicating that an acknowledgement has been sent to the donor Send a notification to the team member who is responsible for the acknowledgement depending on the user assignment role REN Notification will be sent to Team Assignee s Team Reviewer s Approved Team Support s Pending Electronic Signature Team Support s Out for Signature Team Support s Team Supports Send a notification to the group admin s with all acknowledgements that have a In Review Approved Pending Electronic Signature Out for Signature status Send a notification to the team admin s with all acknowledgements that have a In Review Approved Pending Electronic Signature Out for Signature status VE Appendix C of the DAS User Manual shows examples of email notifications 9 From the Template field select the template that will be used when the rule is satisfied d No template assignment is needed if the rule action is set to Notification Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 45 Donor Acknowledgement System Maintaining Group Rules Continued Creating Rule 10 From the Team field select the Team that will be assigned to work Parameters on the acknowledgement Parameters continued e No team assignment is needed if the rule action is set to Delete or Notification
35. ns a New GOD serieen diinn n r EAE EE r TEE En 13 Cornie TO e OQ UTI 16 CNTR OO Rt 17 E utate Group TOKENS NE T ET 19 WOKS Bd T 19 Biss EU Eolo NORTE m 19 Coa MEO ETE E R 27 IBI STEP Nel XR NI E E TOO Tm 23 Chapter Two Group Administration eeeeeeessssssseeeeeeeeeeeeeee nennen eene nnn nnne eene nnns 25 NAAT O CW CEO PRETI TOO DOTT 25 An Overview of Group Administration cccccccccccccessssseeeccceeeceuaeeseeeceeeeeesaaaesseeeeeees 25 ATC 0 C ONTENTS ETE T ER REE S 25 Manane SOU NY SCI 26 Adding Users to a GOUD TH 26 Delenne a Usor Mom a GOUD saene E lesouceasatoess 27 P VO HIER URL ES 21 0T TEC 20 About Mma ed EGSENIS cete siste sn tud copeta su eia te dee opti eaa to Lovetada etn desi epa Ee cipe eps 20 Creato d T6 AIAN E E E E E A q Rem UP E Ua E Dried A ant E A 20 The Donor Acknowledgement System Revised 05 02 2013 Page 2 Donor Acknowledgement System Perina TCA sas cease cecot caus E E toners nae aust ous rte marea tenn fess t nedea paa Re mE 31 Maintaining Group Templates essun A E 33 About Acknowledgement Templates nseesseeeeeessssssseeceessssssseccreessssssssceeessssssseeeeeos 33 SC 1 ESTA 0 T TOND ec hc NET eo ne T 33 Creates PSA as Sag ates ater deb ected A eR ONU UIUM ERN RUMQUE 35 Copying or Modilyins a Vem Ate cusa xem acer eanrcnenemicanteecaeduacdes deren eareduacentceueeansils 37 IDeleune a Template anne
36. o the DAS system v to Create a user account 1 Click the Accounts link on the DAS navigation menu THE UNIVERSITY OF Donor Acknowledgement CHICAGO or Acknowledg Userr name Acknowledgements MyAccount Accounts Tokens Groups Teams Templates Rules Logout 2 The Manage Accounts page will open Manage Accounts Name Email Group choose Authentication ly Role choose 34 record s found Username Display Name Email Authenticatio Groups Roles system system Local System Admin System User test test test email com Local Chicago Booth Pr Group User System User asal I arra I laal Hmmm EI mmm 3 Click Create The Create Account page will open Continued on next page Administering User Accounts Continued The Donor Acknowledgement System Revised 05 02 2013 Page 6 Donor Acknowledgement System Creating a New User Account continued Create Account Username Griffin ID Password Confirm Password Display Name Email Address Phone Number Authentication System Roles System User System Admin 4 Fillin the fields on the form according to the rules below Field Name Definition Entry Rule Users CNetID MN ID lundi The Griffin ID number of the user MEM tena added mall Optional Password allows user who may not necessarily log into the system to be added in the system for team role assignment purpose Password must be at least
37. on An Overview of Users with Group Administrator privileges have the ability to Group Administration e Add users to or remove users from the group that they are a member of e Maintain Group teams e Create and maintain templates e Create and maintain rules e Execute rules e Execute group manual gift pull Chapter This chapter contains the following topics Contents eA ee Xdists Administrating Team Maintaining Group Rule S ee Maintaining Group Templates TOITE Executing a Manual Gift Data Pull The Donor Acknowledgement System Revised 05 02 2013 Page 25 Donor Acknowledgement System Managing Group Users Adding Users Once a user account is created the user must be added to a group and to a Group assigned group roles This can be accomplished for any group by a system administrator or for a specific group by a member with group administrator privileges To add users to a group ID Desc Name Email 3 record s found Description Users Chicago Booth MBSD Presidential Office 1 On the Groups page click Users to open the Group Users page Chicago Booth Users 10 record s found Role Priority Group Admin Group Admin Group Admin Group Admin Group Admin Group Admin Group Admin Group Admin Group Admin IOS co LS c Pa 4 LX NH IE Group User i a co an 2 Click Add to open the Add Group User page Continued on next page The Donor A
38. oup Add users to a group Execute a manual group gift data pull Execute group rules Groups 3 record s found Description Users Chicago Booth ws MBSD Presidential Office Create Update Execute Pull Execute Rules Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 12 Donor Acknowledgement System Administrating DAS Groups Continued Creating a New 9 Group To create a new group 1 From the Group Admin page click the Create button 3 record s found Description Users Chicago Booth we MBSD Presidential Office empe deo pH a sies amd gpw iden tiii Create Update Execute Pull Execute Rules Ip Descripmom Header Fieldz Search Query Fields Search Result Fields Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 13 Donor Acknowledgement System Administrating DAS Groups Continued Creating a New 3 Enter values according to the data entry rules below Field Name Required Name of the group being created maximum 10 characters no spaces and special characters except underscore Description Required Description of the group being created Header Fields Required The list of tokens that can be used to modify the acknowledgement letter available within the Acknowledgement Detail and Content page e is a required field and should have at least 1 token specified Choose from th
39. per right corner of the html text editor to expand or collapse toolbar Create Template Description Annual Fund Gift over 10 000 Type MBSD Thank You Letter Template gt Source Styles Y Format Font 99 C2 2 E g mots iss Univ Rel Mgr Dear SDONOR_PREF MAIL NAMES Thank you for gift of SGIFT AMOUNTS received on SRECEIPT DATES We truly appreciate your generous and continuous support of the University in support of our commitment to education community and research Sincerely SUNIV RELATION MGRS 2 When the template is created to your satisfaction click Save Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 36 Donor Acknowledgement System Maintaining Group Templates Continued Creating a Template continued Copying or Modifying a Template 3 Or click Cancel to exit from this page without saving work Click on Test to print preview a template Press on Ctrl P or select Print option from the browser menu to print the template Dear Mr John Smith Thank you for gift of 5 000 00 received on January 01 2012 We truly appreciate your generous and continuous support of the University in support of our commitment to education community and research Sincerely Mr George Smith 1 2 To copy a template Click on Templates from the navigation menu Select the group that owns the template to be copied The pa
40. s using the available search field s e e Sort the result list using the column headers e Createatoken e Update a token e Delete a token Creating v Tokens To create a token b THE UNIVERSITY OF CHICAGO Acknowledgements MyAccount Accounts uy Groups Teams Templates Rules 1 Click Tokens from the navigation menu Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 19 Donor Acknowledgement System Managing Group Tokens Continued Creating Tokens continued Name ADDL RECTYPELIST ADDL RECTYPELIST ADDRESS ANONYMOUS CD AHIR IO DS n Tokens Name Disposition gt 113 record s found Label Comment Addtl Rec Type Addtl Rec Type Cd Pref Address Format Comma separa Format FS FR PA Other samples Non US Anonym Cd 2 Click on Create to add a new token Multi Value t Multi YValue String String Ovi m ns Disposition Display Display Clear Sample Value Parent Display Rule AD Apartment 1w 5411 S Ell Display Rule 2 Peel 3 Enter the data according to the data entry rules below Token name Example ALLOC CODE S should have a maximum number of 20 characters no spaces and other special characters except for underscore Token labelas it should appear on the DAS screens pages Example Allocation Code Continued on next page page The Donor Acknowle
41. te v To search for a team template 1 Click Templates on the navigation menu i THE UNIVERSITY OF CHICAGO Acknowledgements My Account Accounts Tokens Groups Teams Templates Rules Chicago Booth 2 Select the group to create the template for The list may have more than one group name available if user belongs to more than one group in the system Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 33 Donor Acknowledgement System Maintaining Group Templates Continued Searching for a Template MBSD Templates continued Description 30 record s found Description Annual Funds Basic Sciences Cancer General Cancer Org Cancer Staff g Comer Pediatric foldover Org Comer Pediatric foldover Preprinted 5K Comer Pediatric foldover Staff Comer Pediatric foldover side 3 The page should display the list of templates for the selected group and display the record count of total templates for the group 4 Enter a value on the description field and click Search MBSD Templates Description pediatrics Search Cle 5 Or click on Clear to clear and re enter search field value Continued on next page The Donor Acknowledgement System Revised 05 02 2013 Page 34 Donor Acknowledgement System Maintaining Group Templates Continued Searching for a g The wild card character can be used
42. uscumosute t MF Uu oupR onii x aO VERE MM eu cupa esi 60 Exercise o Creatine a TEAIILo ood oedsocoreneedes R RE 60 Exercise 4 Adding auser to a CAIN ossen rE E En 60 Exercise 5 Assigning a Gift Record to a Team eeeeeeeesseseeeeeeeeen nnne 60 The Donor Acknowledgement System Revised 05 02 2013 Page 3 Donor Acknowledgement System Volume Two The Application Admin Workflow Volume Overview An A subset of users in DAS will have the ability to create and maintain access Introduction to privileges and acknowledgement rules and templates The user roles that DAS admin correspond to these system functionalities include system group or team Workflow administrator Volume This volume of the Donor Acknowledgement System manual will provide Objectives administrative users with the process and procedural knowledge needed in order to create and maintain system level configurations rules and templates user and group accounts and acknowledgement teams At the end of this volume users will be able to e Create and manage acknowledgement users e Create and manage acknowledgement groups e Create and manage acknowledgement teams e Create acknowledgement templates e Create and manage group acknowledgement rules Volume This publication contains the following topics Content Chapter One System Administration Chapter Two Group Administration Chapter Three Team Administration Appendix A Administrator Privile
43. wledgement System Managing Group Tokens Continued Deleting Tokens continued Tokens Names z Disposition Name Label Comment Type Disposition Sample Value ADDL_RECTYPELIST Addtl Rec Type Format Comma separa Multi Value Display Parent ADDL RECTYPELIST Addtl Rec Type Cd Format FS FR PA Multi Value Display Rule AD Pref Address Other samples Non US String Display Apartment 1w 5411S Ell AFFIL_CLASSYR Affil CY Format Comma separa Multi Value Display Rule 1980 ALLOCATION_CODE Alloc Cd String Display Rule 32084 4250 1 ALLOCATION LONGN Alloc Long Name String Rule Chicago Booth Scholars ALLOCATION NAME Alloc Name String Display Rule Chicago Booth Scholars ALUMMNI_AFFIL Alum Affil For Booth and MBSD us Multi Value Display College ALUMNI_AFFIL_CD Alum Affil Cd For Booth and MBSD us Multi Value Display Rule BSD BUS ALUMNI IND Alum Ind Boolean Display Rule ANONYMOUS CD Anonym Cd String Display Rule fh bh INSERAT Drac ILI IR TP TET 2 Highlight click over the token to delete from the Tokens list 3 Click Delete 4 Youare presented with a Delete Token confirmation dialogue box Are you sure you would like to delete this token 5 Click Yes to delete the token Click No to cancel the deletion of the token The Donor Acknowledgement System Revised 05 02 2013 Page 24 Donor Acknowledgement System Chapter Two Group Administration Introducti
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