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ImpactView - The Ohio State University

1. above Click the Search button or press ENTER to perform the search When IMPACT View successfully locates a record using the ID number the default starting screen will display in the data frame For an organization this starting point is initially set to be the General Overview screen UUUUF JU INC ONIY SIAIC UNIVCRSIIT PNULUVOCS ALL DRANUCNCS CULUMDUS UN 43 1U lt P General Overview Current Record Organization Name THE OHIO STATE UNIVERSITY INCLUDES ALL Employees on Database 16 883 BRANCHES Related Organizations 493 Record Type OTHER ORGANIZATION 6 a u YES EATEN OPEPARENT F Presidents Club NO You can use the Default Options screen to choose a different screen to display first when reviewing an organization s record See Customizing IMPACT View below for additional information and instructions Search for Organization Page 19 of 46 impact View User s Manual 2 If you do not know the ID number of the organization whose record you re trying to locate use IMPACT View s Find an Organization by Name section to generate a list of possible record matches Enter the text to search for in the space to the right of Organization Name Organization Name Do not use wildcard characters MPACT View will apply the following rules effectively assuming that the text you enter could appear just about anywhere in the organization s full name The text you enter must appear character for character in
2. In the following examples a search is conducted for a Project Fund using the word asthma Project Fund Text asthma E With only the Project Name box checked IMPACT View returns no possible matches No Project Fund records found for selected q Project Name M Long Project Name I Project Descriptiqn I F When the Long Project Name box Project Nam I hecked Long Project Namp M IS CNECKE 7 DP General Overview Project Description l IMPACT View Project Fund 604955 finds one match Project Name J D MICHA PEDIATRIC FUND Fund Status ENDOWMENT E a nd d ISp ays th e Long Project Name THE JONATHAN DAYID MICHA Endowment Status ENDOWED A PEDIATRIC ALLERGY AND Foundation University UNIVERSITY U d efa u It startin g ASTHMA RESEARCH FUND Exempt from 90 Day Hold NO screen for the record G Checking the Project Description produces a much more inclusive Result List IMPACT View locates 4 additional Project Funds which have something to do with asthma without containing the word in either their short or Long Project names NOTE The Description does not display in the Search Result List lt gt Search Result List Vere axpieded eninge Progect Mama Lang Propet Marret Project Name I Long Project Name I Project Description M Project Fund I 802011 CHARLES H ERB SCHOLARSHIP FUND 201113 BUST MITEMALLERGY DUST MITEMALLERGY RESEAR
3. for an Event according to where it was held The menu Event Location Select an Event Location provides a list of all possible Event Locations stored in the Sa database Listed in alphabetical order by code a single FK FACULTY CLUB Location can be included in your search by clicking on it D The Event Sponsor pull down menu allows you to locate an Event Sponsor Select an Event Sponsor Event according to the office or University agency z a ei responsible for backing it Click to select a specific Sponsor C UNIV RELATIONS from the list which displays all Sponsors in alphabetical eee order by code E The Event Host pull down menu allows you to find an Event Event Host Select an Event Host sal P B BOX GUESTS by indicating its originator or purpose The list displays all pees GNU Hosts in alphabetical order by code include a specific Host in G GENERIC EVENT your search by clicking on it F The Individual Invitee ID box allows you to locate an Event by specifying an individual invited to it An individual s ID number may be entered either in full all 8 digits or with any leading zeros dropped e g entering 564863 will work as well as 00564863 Once you ve entered your criteria click the Search button to run the search If IMPACT View locates more than one possible match you ll be taken to the Search Result List see below Search for OSU President s Event Page 27 of 46 impact
4. x eTo refine your name search use any of these criteria in combination with the fields above Pledge Summar 5 City Search in Ik State Select a State Home Address Planned Gift Overview elle Busi Add we elle ZIP usIness ress Iv Presidents Club cle rT Alternate Address M Overview Geo Code ele Degree Year Prospect Coordination Select a College H cI S h Degree College Select a College ear earc e e e e e e e eeeaeeoeoedsoaoedeede0e0 OSU President s Events 4 The Banner Frame IMPACT View s banner extends all the way across the top of the display The default starting banner includes the system icon and name at the left hand side and the Search screen options at the right hand side The banner changes as you use IMPACT View to include a Current Record indicator which provides information to help identify the data displayed in the Data Frame See Using the Banner Frame below for additional information and instructions 2 The Menu Frame IMPACT View s menu appears at the left side of the screen below the banner and provides a listing of the data screens available when viewing a record The specific screens listed will vary depending on the kind of record being viewed for example whether you re viewing an individual s or an organization s record and your access level See Using the Menu Frame below for additional information and instructions G The Data Frame IMPACT View s specif
5. DATA IN IMPACT VIEW PROJ ECT FUND SEARCH IMPACT View allows you to 1 go directly to a Project Fund s record using the specific 6 digit ID number assigned by Gift Processing 2 generate a list of possible matches for a Project Fund by using full or partial text or descriptive criteria 3 return to the search screen after running a search in order to revise your criteria and 4 return to a results list after viewing a possible match in order to select a different record 1 i ST Philanthropy Alumni Communication and Tracking D gt Search for Project Fund N Fda Eject Eud by i u 2 fer selection criteria in at least one of fhe following calegornes Search in Project Name M Project Fund Text Long Project Name M Project Description M Department Org e Home Department P Project Fund Status Select a Project Fund Status Project Fund Purpose Select a Project Fund Purpose H Foundation University Select either Foundation or University Clear Search Q If you know the 6 digit ID number of the Project Fund you re trying to locate it may be entered in the space to the right of Project Fund in the first section Find a Project Fund by ID Number of the Search for Project Fund screen The banner frame s Search for Project and ID entry box may also be used to accomplish the same thing see Using the Banner Frame above Click the Search button or press ENTER to perform the search When IMPACT
6. Default Options screen to establish your Record Print Profile s the following message will display when the Print Record menu option is clicked No user print default settings where found To use Print Record the user options for print record must be set Printing Data from I MPACT View Page 38 of 46 impact View User s Manual PRINTING HINTS A number of things can affect the way your print outs from IMPACT View look Some things to keep in mind Q Your browser s text size setting will affect the text size in your print outs as well See Adjusting the Text Size above for more information 2 The size of the banner and menu frames will not affect the size of your print outs See Adjusting the Frame Sizes above for more information 3 Consider changing the page orientation to minimize either the number of pages needed to print or the text wrapping Portrait orientation provides more vertical space for information so fewer sheets of paper might be needed but you may see more text wrapping depending on how much data appears across the screen Landscape orientation provides more horizontal space for information so less text will end up wrapping from side to side although you may end up needing more Sheets of paper to accommodate a longer screen 4 Alternate line shading in list formatted screens does not always print by default ar _Walite Mistry Veta Formal Name _ Change B
7. Default Options window will close once the save is complete B The Clear All Changes and Close button will allow you to close the Default Options window without saving any changes you may have made in any section C Each Record Print Profile section s Save All Changes button saves changes made in any section of the Default Options window The window will remain open once the save is complete Record Print Qptons Individual Record Print Profile See All Clear All San All Che hqes Note List acrins painted as pan of PNS well oi Anca iw cre sc of linia F General Overlev F Additional Address Detail E Spouse intonation i Pledge Summary Lifetime I Pledge List All Pledges E Pidy Lisi Actin Pledges C O80 Gmeqree Detal C Pidy usi Hebonical Plediies D Constituency Detail T Pledge List Curent PayrolfDeductions M Planned Gii Overelew Presidents Club Overview E Presadents Club Spintos biermibirs E Marne History Detail M Darnographice Gono Cammini SDN pliye Information D Prospera Coonlination Overview D Contact LOWOvernlew Contact Log Detail Donation Summary D Prospect Next Steps D Prospect Acthaty List Alumni Association Ovarvjaw E Git Summary Lifetime C Gii Sumenary by Calendar toa C Git Summary by Progect Fund I Alri Association Paymi Detail D Alur Assiecitin Comnneg D Events Lia Selected Indipidual D Git List tanh Credits Organization Record Print Profile
8. General Overview C Git Summan Lifetime F Additional Address Detail ma Aull E Related Onpanaratians r CEOs VPs on Database Curent and Related Save All Chahges COnganizations D Organization s Ernployees on Database M Gift Summary by Ts fear E Git Summary by Propecd Saal C Gih lisi ph Credits D Pledge Summary Lifeilmje T Pledge List All Pledges I Pledge List Active Pledges Plodae Lest Hesborical Plediies Planned Gill Ovenvina D Presidents Club Overnde D Presidents Club Sponsored Members Note List acreins pinted as pad of tive profile D Organization Contact Farson e well anc dee fcr sew of ina F Matching Gift Criteria D Cmime Cabal D Narne History Detal l General Comments l Contaci Log Overview F Contact Log Detail Prospect Coordination Overview D Prospect Meal Stops D Prosqect Auctoaly Leal d D Donation Summary D Gonvhan Summary Relabed Onpanezalens Event Record Print Profile Select All Save All Changes D General Oneview M miee List Note La aerga paned aa part of Mrs arali wal amiy wacilage acreanseworth of data Project FundiRecard Print Profile Select All Clear All Save All Chana miral hrima Shins All Charnes and Chase Clear AM Changes and Hose Customizing IMPACT View Page 41 of 46 impactView Cer s Manual Q By default a menu group s hierarchy will only be expanded when a screen in that group is being viewed in the data f
9. be lastname dot number format for example pines 1 or bertolini 2 OIT refers to this login ID as an OSU Internet username or the name n 4 If you re not sure what your name n login ID is and or do not Know the password connected to your login ID you can follow the links on this login screen for additional information or just contact OIT directly any questions or concerns about the OSU Internet username or this screen will need to be addressed to OIT since IMPACT View administrators do not maintain this level of security OIT s Help Desk can be reached via phone 688 HELP or e mail 8help osu edu Logging In Page 4 of 46 impactView Cer s Manual If your IMPACT View session remains idle for an hour or more you ll be required to log in again before you can access records again Since IMPACT View uses frames to display different parts of information see IMPACT View s Initial Display below the re authentication frame may appear more than once ype your OSU ernet username your name nn and password and click on the Login button Please call 686 HELP if you need assistance with regard to your SEIN ate ae Userfhame T a OHIO IE Revis Return to Search Result General Overview Additional Address Spouse Information OSU Degrees Constituency Detail Name History vAdditional Address Spouse Information OSU Degrees Constituency Detail Name History Additional Addr
10. displays in the Name field alternate also known as historical sort name information is stored in the database and is accessed during a search but does not display in the Search Result List You can select a record and access the Name History screen to review alternate name information The initial view of the Search Result List displays the organization s C Street 1 and Street 2 and D City State and ZIP code E Each organization s Relation Type code is also listed on the initial Search Result List view the Relation Type code is displayed along with its mapped out value on the Result List s expanded view see below F The Search Result List has two views a brief view which provides a quick summary and an expanded view which provides some additional detail to aid in record selection Click the View button to switch views Search for Organization Page 22 of 46 impact View User s Manual 2 Find an Organization by Name The Search Result List cont d The expanded Result List displays all of the information on the brief view with the addition of G the organization s current Presidents Club membership if applicable and H the number of the organization s Employees on Database F see P 21 CD Search Result List View brief entries 90022152 ABBOTT amp COBBINC Business Address PO BOX F307 Presidents Club PENNSYLVANIA 144 med 4 Q 90016660 ABBOTT amp COMPANY Business Address 1611 CAS
11. edu secure impactOA sysPrint cfm current_id 00784267 entityT ype IND z Go l Links Q Current Record 00784267 MR BRUTUS ALEXANDER BUCKEYE PHD COLUMBUS OH 43210 po SOOO S Ce a a 6 60 s IMI TeROry MOPME 2 oo 80 eee Sete see lt a ee ee es Change Dfte BRUTUS ALEXANDER BUCKEYE 04 16 2091 BRUTUS ALEX BUCKEYE 04 16 2061 BRUTUS A BUCKEYE 04 16 2081 O 3 of 3 eeeeeaeeeeeeaeeoeeeaoeeaeeaeeaeseaeeaese D ftographics eee ee ee eeeecececececeese Ethnicity Not On File Citizenship Not On File SSN Not On File Dina e Lifati Like the single screen Print Preview window the full record Preview window also includes Q the current record ID and name in the window s title bar which will print as a page header and the full Current Record indicator information which will print at the top of the first page if the screens marked for inclusion require more than one page to print G Instead of just one screen however the full record print will display all screens selected in the order in which they appear from the menu A thin horizontal line is included to separate the screens In this example the Name History Detail Demographics and Pledge Summary Lifetime screens have been included in the Record Print Profile At the very bottom of the Preview window Close and Print buttons appear just as in the single screen Print Preview option see above NOTE If you have not accessed the
12. letting you know data is loading When set to Yes users will see this box Loading when data is loading Please Wait 2 The first screen you see when you log in to IMPACT View can be set to any one of the Search for screens that you re authorized to view G After you locate a specific record the data display can be set to begin with any screen that you re authorized to view gt Set IMPACT Default Options Save All Changes and Close Clear All Changes and Close User ID mecann 103 Menu Options Expand all menu items No Display loading message box Yes Starting Screen Options Listed below are your default starting screens Use the appropriate pul down to make changes Select your starting Search screen Search for Individual Select your starting point for an Individual record General Overview lect your sfarting point for an Organization record General Overview t your starting point for a President s Event record General Overview Select your Btarting point for a Project Fund record General Overview 7 Customizing IMPACT View Page 40 of 46 impactView Cer s Manual 4 You can choose which of the screens will be included when you print a full record of data from IMPACT View A The Save All Changes and Close button at the very top and very bottom of the window will allow you to save any changes made in any section of the Default Options window the
13. one possible match in a name search however a Search Result List will display Search Result List Hew expanded entries D A The ID is the unique 8 digit identifier assigned to the specific individual listed Click on the ID number to select a record to view the default starting screen for the selected individual will display B Entries in the Search Result are listed in alphabetical order descending by last name Each individual s formal name displays in the Name field Alternate preferred historical name information is stored in the database and is accessed during a search but does not display in the Search Result List You can select a record and access the Name History screen to review alternate name information The initial view of the Search Result List displays C the first street line and D the city state and ZIP Code of the individual s home address Additional business alternate address information may be used in a search and displays on the expanded Results List view see below E The initial view of the Search Result list displays the month and year in which the individual earned his her first degree from OSU All OSU degree information may be used in a search but 2 3 4 etc degrees display only on the expanded Results List see below If an individual listed is not an OSU alumnus the field will be blank F The Search Result List has two views a brief view which provide
14. that organization s General Overview screen The General Overview screen also provides for authorized Wewers and where applicable fquick links to the following screens Orgbnization s Employees on Database Emafoyees on Database Related Organizations Related Organizations Dorgation Summary Dorno OrgBpnization s Contact Person s Contact Person s Presidents Club Overview Presidents Club Prospect Coordination Overview Prospect Manages Fields Displayed on Genera Overview View All Fields Donor Contact Person s Presidents Club Prospect Manager px chore 1 AK aduk biog raphic_ong a Acvmion A qucstions email impaclh elpis ad u Auihor Yandync i Close Help Window Print IMPACT View s On Line Help ton ah General Overview Link to screen help for General Overview The name of the screen will display at the top of the Help window A description of the screen s content will be provided including a summary of how the screen may be accessed and what if any links to other screens it provides A list of all of the fields displayed on the screen will appear below the screen s definition Click on a field link to view the definition of that field Many screens in IMPACT View are part of a larger group of screens any related screens will also be listed in the on line Help window Click on a screen name to view the Help for that screen Questions comments correc
15. that you re Sanat yuay Mig GaN hes w PAAA mcr Game Denne authorized to view can have their own i i WILL NEED TO BE CHANGED LEDGER FILTER SCREENS NOT Starting points if you re not authorized AVAILABLE to view a specific screen or kind of record it will not be available here Project Fund Ledger Filter 4 IMPACT View s Record Print Profile doesn t include any screens by default Any screen available from the menu that you re authorized to view can be included in a record print however See Printing Data from IMPACT View above for more information nny O Print Profile M General Overview Pledge Summary Lifetime Each record type th at I Additional Address Detail MV Pledge Lige S f Select All Clear All Spouse Information Vv a Lig you re authorized to view has its own Record Print I OSU Degree Detail 7 Pledge Lidin I Constituency Detail Pledge Lidii Profi le and each Reco rd _ D Name History Detail V Planned f t A i A Note List screens printed as part of this ie Pri nt Profi e secti on lists profile will only include one screen s worth T Demographics Presiden ae of data I General Comments M Presidentq I OSU Employee Information I Prospect ae the screens available on the menu Check a box to the left of the screen name I Contact Log Overview I Prospect ae I Contact Log Detail I Prospect o I Donation Summary M Alumni A ae ra to include it i
16. the organization s name The text you enter must appear either at the very beginning of the first word of the name or at the beginning of an intermediate word i e preceded by a space elsewhere in the name and the organization name may include additional characters after those entered in the search For example this search for houghton returns 4 possible matches which present the characters H O U G H T O N in three different positions Organization Name hougtn within the organization name A HOUGHTON appears as the last word in the name at the very end and preceded 950 SOUTH SUITE 100 by a space s HOUGHTONWIFFLIN CO CONTRIBU COMMITTEI i n i 1BEacon B HOUGHTON appears as the very first 4087 HOUGHTONBULKY COMPANY 185 NORTH word in the name STREET o az A WB0TH HOUGHTON appears as the second word 1 4 of 4 in the name in the middle and preceded by a space A more inclusive search takes advantage of IMPACT View s implied wildcard at the end of the search as entered Organization Name hough D Searching for H O U G H returns the 950 SOUTH F 436 ANDERSON HOLMAN amp same four records as above and also HOUGHTON SUITE 100 includes one additional record 54 HOUGHTEN 3550 GENER ae cRANACEUTICALS INC COURT HOUGHTEN all meet the criteria which tell 416 HOUGHTON MIFFLIN CO CONTRIBUTI IMPACT View in effect Find any records COMMITTEE ni
17. you use for a secured page should reflect the actual URL of the page See more information on web service logins and secure data or go to a page that describes account activation changing passwords good password practice and related information You will not need to log in to each frame again separately however Use one of the authentication pages and then press the F5 key or click the browser s Refresh button to update the browser s entire display Logging In Page 5 of 46 impact View User s Manual IMPACT VIEW S INITIAL DISPLAY After you log in you ll be able to use the IMPACT View site IMPACT View is divided into three separate panes the default settings for each pane are shown below Nact View 1 Search for Individual E o Gal Information Management for Philanthrery Alumni Communigation and Tracking eeeeeeeeseeeeeeoeeeeeaeeeeeeeeeeeeeeeeee General Overview Additional Address Spouse Information OSU Degrees Constituency Detail D Search for Individual Find a Person by ID Number Alumni Donor ID Clear Alumni Assn e e e e e e e e e Name Histor z eee E lls Find a Person by Name Comments IR Last Name Limit search fo OSU Employee mi i sii First Name EEEE Paie Contact Log Overview ell s Middle Name FO residents WUD Memoers e e 7 x Donatigga urnmar ik Exact similar to MV Exclude Deceased e Gift SuMMary e Additional Search Criteria
18. 1 BEACON S containing the characters H O U G F followed by SETETE URT CONEA NENET E anything so long as HOUGH appears at the STREET 922 TOM HOUGHTON FAMILY 21 W 80TH 1 beginning of a word TVORI Search for Organization Page 20 of 46 impact View User s Manual 2 Find an Organization by Name cont d Additional Search Criteria In addition to the text you enter in the Organization Name field your search can be further defined by including location information Additional Search Criteria search use any of these criteria in combination with the name City State SelectaState H zP oo Geo Code fl These additional criteria can be used along with a name in any combination records will have to meet all criteria entered in order for IMPACT View to include them in a Result List A A full or partial City name may be entered B The two character State abbreviation can be selected using the pull down menu C A five digit ZIP code can be included D A Geo Code is assigned to each address to identify geographical areas the 3 digit code can be entered to help narrow your search If you re not sure what code to enter click on the field label to open a Help window displaying the Geo Code Mapping Table Search for Organization Page 21 of 46 impact View User s Manual 2 Find an Organization by Name cont d The Search Result List If IMPACT View locates only one possible match for the n
19. 8 entries To be listed a record must include a last name Similar to B R T L N the sequence of consonants entered and a first name beginning with E 98772 BRADEL DR EDWARD JOHN 4770 ROSSMOOR PL 17378 BRADLEY DR EDWARD G 705 E ROSS 1 15 of 28 P S Search for I ndividual Page 14 of 46 impact View User s Manual 2 Find a Person by Name cont d Additional Search Criteria In addition to the various Exact and Similar to search options for name information you can further define your record search by Limiting your search to Alumni Limiting your search to Presidents Club Members Excluding deceased individuals Including address information and or Including OSU degree information mUo These additional criteria can be used along with a name in any combination records will have to meet all criteria entered in order for IMPACT View to include them in a Results List A When this box is checked individuals listed in the Results must be alumni of The Ohio State University Orn search fo Alumni Presidents Club Members IN B When this box is checked individuals listed in the Results IY Exclude Deceased must be current members of a Presidents Club When this box is checked IMPACT View will exclude deceased individuals from your Search Result List This box is unchecked by default Any or all of the address fields may be used in a single search City Search in State Select a Stat
20. Back link in the upper left corner of the data frame and the 4 Forward link in the upper right corner or the data frame can be used to trace through the sequence of screens you ve accessed Your screen history is re set each time you log out or start a new record search Use these buttons NOT your browser s Back Forward buttons tn order to ensure that all of IMPACT View s frames remain synched 5 Centered at the bottom of the data frame the Print Preview button allows you to view the current screen as it will look when printed the resulting Print Preview window includes a Print button In some instances single IMPACT View screens require multiple pages to display all of their data only the information displayed on one page what shows in the current data frame will print See Printing Data from IMPACT View below for additional information In addition to the personal history tracked with the Back and Forward links navigation capabilities are also provided by the 6 Up in Menu button in the lower left corner of the data frame and the T Down in Menu button in the lower right corner of the data frame These buttons can be used to display available screens in the order presented in the menu Upin Menu Print Preview Down in Menu IMPACT View s Initial Display the Data Frame Page 9 of 46 impact View User s Manual ADJ USTING THE FRAME SIZES By default IMPACT View opens with the top banner fra
21. CADE DR MARION OH 43307 MARION 051 Presidents Club Relation Type PARENT P Employees on Database 1 90023963 ABBOTT FOODS INC Business Address 400 HARRISON ROAD COLUMBUS OH 43704 FRANKLIN 025 The Search Result List is designed to display up to 15 entries per page in both brief and expanded views A count of possible record matches will display at the bottom of each Search Result List page In the event that your search criteria have more than 15 possible matches additional navigation buttons will appear at the bottom of each Search Result List page J The lt lt button will display the very first page of entries K The gt gt button will display the very last page of entries L The lt button will display the previous 15 entries and M The gt button will display the next 15 entries Search for Organization Page 23 of 46 impact View User s Manual G Search criteria can be changed even after a search has been run by clicking the Revise Search option on the menu The option will only appear on the menu after a search has been conducted The Search for Organization screen will retain the specific values you entered Add to or oie eng Return ta Search change the existing criteria or click the screen s Peah Clear button to refresh the screen and start over 4 A specific record is selected from the Results List by clicking on the ID number after the selected record displays anothe
22. CH FUND 20207 D2626 RESEARCH FE EII EDGAR M ERE MEMORIAL EDGAR M ERB MEMORIAL FUND 26267 D2626 FUND BM566 JO MICHA PEDIATRIC FUND THE JONATHAN DAVID MICHA PEDIATRIC 76660 D2666 ALLERGY AND ASTHMA RESEARCH FUMO Emid VIOLA C ERB SCHOLSRSHIF VIOLA CRANSTON ERE SCHOLARSHIF FUND 26267 D02625 FUND CHARLES H ERB SCHOLARSHIP FUND 1 of 8 Search for Project Fund Page 32 of 46 impact View User s Manual 2 Find a Project Fund by Criteria cont d Descriptive Categories The following five kinds of descriptive information may also be used in addition to or even In place of text to locate a specific Project Fund pepartment Org Any Department Org E Some Deparment eroject Fund Status Select a Project Fund Status roject Fund Purpose Select a Project Fund Purpose H aundation University Select either Foundation or University OO A Search for a fund in a specific Department Organization by first selecting Equal to from the Department Org pull down menu and then entering the Department Organization number in the entry box that appears You can also search for funds within a range of Department Organizations by first selecting Between from the pull down and entering the range s lower number in the left box and the higher number in the right Le adf Enter a Deol Org Number Fnier a Dep Org Number NRE CARRERE The field label Department Org is a link to the Department Organiz
23. LINI LAWRENCE 4488 LOOS CIRCLE Last Name bertolin EDWARD 94447 BERTOLINO DRARTHURP 5584 WINDWOOD DR First N b19274 BERTOLINO JAMES 210 S SOUTHAMPTO IPST Name 1 6 of 8 Middle Name C Exact Similar to The search to the right is the same as C except without the wildcard character instead of eight possible matches IMPACT View has now found too many matches to manage So what s the difference Search criteria returns too many records Please revise your search Return to search screen With the wildcard character IMPACT View had to match every single letter entered in the search with variations possible only in place of the wildcard Without the wildcard character IMPACT View considers the information entered strips away the vowels and uses a mathematical algorithm to compare the sequence of consonants in the search with sequences of consonants in the database The algorithm does not require letter for letter matches consonants with similar sounds are considered equivalent in this kind of Similar to D Search Result List search ae Last Name bertalin 71 BARTLETT JR EDWINS 7868 WORTHINGTON The addition of a First Name le GALENA ROAD iti 08 BERTELSEN ERIK LEE 826 MILLFIELD CT first initial narrows Middle Name 65 BERTOLINI EILEEN MC 4488 LOOS CIRCLE WEST D enough to CExact Similar to Sia 43 BORDELOVE DR MANUEL O 6186 PICKWOOD DR produce a Results List of 2
24. OQyerview Donation Summary Contact Log Overview slontact Log Detail Git Summary Pledge Summary Donation Summary Planned Gift Overview The Menu entry displayed in Bold indicates the screen currently viewed in the Data frame Git Summary Presidents Club Overig Pledge Summary Planned Git Overview Presidents Club Dveri If you prefer that the Menu hierarchies not contract when you switch from one screen group to another use the Default Options screen to have the Menu hierarchies expanded all the time See Customizing IMPACT View below for additional information and instructions The screens listed in any menu reflect groupings of similar kinds of data in IMPACT View One group of screens for example displays giving history while another displays biographic details each group includes a Summary or Overview screen and in many cases a number of elaborating Detail screens as well Each group creates a By default a menu group s hierarchy will be expanded only when a screen in that group is being viewed in the data frame When you switch to view a screen in a different group the original menu hierarchy will contract and the new one will expand Revise Search Return to Search Result General Overview sAdditignal Address opouse Information pOSU Degrees Constituency Detail ohame History Defographics L rmments Sl Employee Contact Log
25. Overview Contact Log F tail Donation Summary Mitt Summar sAnnual Summar FXolect Fund ownmary t List Git List Filter s t Detail IMPACT View s Initial Display the Menu Frame Page 8 of 46 impact View User s Manual USING THE DATA FRAME The data frame provides the real substance of IMPACT View the actual record information displays in this frame There are over 100 different IMPACT View screens for all of the different kinds of records combined each one displays a different set of data values There are some features that they will all have in common however 1 a General Overview Fornvard Link to screen help for General Overview Q The screen s name is centered at the top of the data frame directly below the Current Record indicator in the banner frame Screen names generally correspond to entries listed in the menu frame although some menu entries have been abbreviated in order to save space 2 To the left of the screen s name a Help icon provides access to screen and field definitions Each screen s Help window includes a description of the screen as a whole as well as links to information about every field displayed on that screen When applicable links to Help for related screens are also included Once you ve located a record and have begun to review the available screens IMPACT View will keep track of which data screens you ve viewed and in what order The built In 3
26. RUTUS ALEXANDER BUCKEYE 04g BRUTUS ALEX BUCKEYE 04116121 BRUTUS BUCKEYE 04116121 rona H e Change O BRUTUS ALEXANDER BUCKEYE 04 16 20 BRUTUS ALEX BUCKEYE 04 16 20 BRUTUS A BUCKEYE 04 16 20 fof a To ensure that the shading will appear you ll need to adjust a setting in Internet Explorer Click on the TOOLS menu and click on Internet Options Click on the Advanced tab Scroll down through the list of Advanced options to Printing Check the Print background colors and images box NOTE Printing the shading will use more printer ink toner 5 Many list formatted screens in IMPACT View are paginated so that only a set number of entries are viewable at a single time When you print a paginated screen only the page currently displayed in the data frame will be sent to the printer if you want to print an entire paginated list you ll need to view and print each page separately Links and buttons will display in IMPACT View s Print Preview window but they are not functional Printing Data from IMPACT View Page 39 of 46 impact View User s Manual CUSTOMIZING IMPACT VIEW Click on the User Options menu link to access the Set IMPACT Default Options screen IMPACT View allows you to customize four things Q Menu Options IMPACT View s menu hierarchies can either be expanded all the time or only expanded when currently being displayed in the data frame When screens are loading a dialog box can appear
27. Search button to run the search Search for Project Fund Page 33 of 46 impact View User s Manual 2 Find a Project Fund by Criteria cont d The Search Result List If IMPACT View locates only one possible match using the text and or descriptive criteria criteria that you entered the default starting screen for that matching record will automatically be displayed in the data frame When IMPACT View locates more than one possible match in a name search however a Search Result List will display D Search Result List view expanded entries A i CHARLES H ERB CHARLES H ERB SCHOLARSHIP FUND SCHOLARSHIP FUND DUST MITE ALLERGY RESEARCH FD EDGAR M ERB MEMORIA EDGAR M ERB MEMORIAL FUND FUND JD MICHA PEDIATRIC FUND THE JONATHAN DAVID MICHA PEDIATRIC ALLERGY AND ASTHMA RESEARCH FUND VIOLA C ERB SCHOLARSHIP VIOLA CRANSTON ERB SCHOLARSHIP FUND FUND Ad DUST MITE ALLERGY RESEARCH FUND 5 CS b A ND So to p oi a 5075 B A The Project Fund ID is the unique 6 digit identifier assigned to the specific Project Fund listed Click on the ID number to select a record to view the default starting screen for the selected Project Fund will display B Entries in the Search Result are listed in alphabetical order by Project Name The initial view of the Search Result List displays the Long Project Name the Dept Org and the Home Dept ee of each possible Projec
28. T VIEW INDIVIDUAL SEARCH IMPACT View allows you to 1 go directly to an individual s record using the specific 8 digit ID number assigned by A DIS 2 generate a list of possible matches for an individual by using all or some of the name and other qualifying criteria 3 return to the search screen after running a search in order to revise your criteria and 4 return to a results list after viewing a possible match in order to select a different record Search for ndividual io Gol ce Last Name Limit search to First Name ene ee eb Masel residents Club Members Exact Similar to V Exclude Deceased ditional Search Criteria T refine your name search use any of these criteria in combination with the fields above City Search In State SelectaState H Home Address ZIP Business Address M Alternate Address M Geo Code Degree Year Degree College Select a College Clear Search If you know the ID number of the individual whose record you re trying to locate it may be entered in the space to the right of Alumni Donor ID in the first section Find a Person by ID Number of the Search for Individual screen Leading zeros may be dropped for example when searching for ID number 00564863 564863 will work as well as 00564863 The banner frame s Search for Individual and ID entry box may also be used to accomplish the same thing see Using the Banner Frame above Click the Sear
29. UNIVERSITY DEVELOPMENT umypactView Information Management for Philanthropy Alumni Communication and Tracking USER S MANUAL Created on 12 31 2002 2 56 00 PM impact View User s Manual TABLE OF CONTENTS INTRODUCTION A What is IMPACT B System Requirements C How to Use This Manual Il SYSTEM OVERVIEW A Logging In B IMPACT View s Initial Display Using the Banner Frame Using the Menu Frame Using the Data Frame Adjusting the Frame Sizes Adjusting the Text Size VVVV V C Locating Data in IMPACT View gt Individual Search gt Organization Search gt OSU President s Event Search gt Project Fund Search D Printing Data from IMPACT View gt Single Screen gt Full Record gt Printing Hints E Customizing IMPACT View F Displaying Mapping Tables G Using IMPACT View s On Line Help impact View User s Manual INTRODUCTION What is IMPACT IMPACT stands for Information Management for Philanthropy Alumni Communication and Tracking and the IMPACT project has been undertaken by University Development in cooperation with the Alumni Association and the Office of Information Technology in order to replace the AlmaMater database system IMPACT View is the first release of this replacement information system and provides view only access to existing data IMPACT View is not a data entry application this first phase replaces only the AlmaMater screens accessible through the Research Information Syste
30. View successfully locates a record using the ID number the default starting screen will display in the data frame For a Project Fund this starting point is initially set to be the General Overview screen JZUZ1 EDGAR M ERB MEMORIAL FUND Immunology 23257 D General Overview Project Fund 602021 Project Name EDGAR M ERB MEMORIAL Fund Status ENDOWMENT E FUND Endowment Status ENDOWED Long Project Name EDGAR M ERB MEMORIAL Foundation University UNIVERSITY U FUND Exempt from 90 Day Hold NO Search for Project Fund Page 31 of 46 impact View User s Manual 2 If you do not know the exact 6 digit ID number of the Project Fund you re looking for IMPACT View allows you to search using some of all of the words in either the name and or description of the Project Fund B toject Fund Te t D A Enter all or part of the text to search for in the space to the right of Project Fund Text Do not use wildcard characters IMPACT View will assume that the text you enter could appear anywhere in B the short Project Name a field that stores up to 30 characters of information and or C the Long Project Name fields that store up to a total of 240 characters of information and or D the Project Description a much larger field used to provide additional information about a Project Fund often concerning stipulations for the Fund s use or background concerning the fund s creation
31. View User s Manual 3 IMPACT View will also allow you to view a full list of all OSU President s Events on the database Just click the View All Events button at the bottom of the Search for OSU President s Event screen and you ll be directed immediately to a full Search Result List E Search Result List iew expanded entries a MEETING COLUMBUS OFF CAMPUS DEVELOPMENT RECEPTION COLUMBUS CAMPUS DEVELOPMENT ME COLUMBUS CAMPUS DEVELOPMENT LUNCHEON COLUMBUS CAMPUS DEVELOPMENT DINNER COLUMBUS CAMPUS DEVELOPMENT DINNER RESIDENCE DEVELOPMENT MEETING TOUR FLORIDA DEVELOPMENT MEETING TOUR FL OTHER MEBETING TOUR PENNSYLVANIA DEVELOPMENT LUNCHEON NEW YORK DEVELOPMENT DINNER NEW YORK DEVELOPMENT LUNCHEON FISHER COL OF BUS DEVELOPMENT OTHER 5 COLUMBUS CAMPUS DEVELOPMENT RECEPTION COLUMBUS OFF CAMPUS OTHER 1 45 0f 1615 B E A The Event ID is the unique 4 digit identifier assigned to the specific Event listed Click on the ID number to select a record to view the default starting screen for the selected Event will display B Entries in the Search Result are listed by Event Date in descending order most recent at top The initial view of the Search Result List displays C the Type D the Location and E the Sponsor of each possible Event match F The Search Result List has two views a brief view which provides a quick Summary and an expanded view which provides additional detail to aid in re
32. ame and additional criteria that you entered the default starting screen for that matching record will automatically be displayed in the data frame When IMPACT View locates more than one possible match in a name search however a Search Result List will display P CD Search Result List 4ew expanded entries Name Street City State Zip Helatio A Type 9402218 2 ABBOTT amp COBB INC P qd BOX F307 FEASTERVILLE PA 1904 of 0 ABBOTT amp COMPANY 1611 CASCADE DR MAR P 99023943 ABBOTT FOODS INC 2440 HARRISON ROAD co P P qd BOX 44466 alee 5 ABBOTT LABORATORIES ONE ABBOTT PARK R ABBOTT PARK IL 60064 P P d BOX 177 99000091 ABBOTT LABORATORIES FUND 10d ABBOTT PARK ABBOTT PARK IL 60064 F 9f0370 9 ABBOTT LABORATORIES P d BOX 6150 STATIONA CANADA 00000 D LIMITED MONTREAL H3C 3K6 of 3 ABBOTT S SUPERDUPERDIV 9239S JAMES RD COLUMBUS OH 4322 D EASTMOOR ENTERPRISES INC see 8 RALPH B amp RACHEL AABB TT 104 ORCHARD GROVEIDR CLYDE OH 43410 P LIVING TRUST of 11 ROBS PRODUCTS DIVISIONBF 624 CLEVELAND COLUMBUS OH 43218 D ABBOTT LABORATORIES 9 af 9 B D E A The ID number is the unique 8 digit identifier assigned to the specific organization listed Click on the ID number to select a record to view the default starting screen for the selected individual will display B Entries in the Search Result are listed in alphabetical order descending by organization Name Each organization s current name
33. an Event by Criteria section to generate a list of possible record matches Up to six different types of criteria can be used Find an Event by Criteria election citera in at feast one of the following categories nt Date All dates vent Type Select an Event Type H ent Location Select an Event Location F ent Sponsor Select an Event Sponsor H ent Host Select an Event Host s vidual Invitee ID A The Event Date pull down menu allows you to locate Events either on before or after a specific date or between a date range After you select the desired option using the O00099 pull down the screen will refresh with an Event Date noaie i Eo appropriate data entry space one box to allow Enter the date MM DD YY Y Y a specific date or two to allow the beginning and ending dates in a range Date values must be entered in MM DD YYYY format B The Event Type pull down menu allows you search for a specific kind of Event It provides in alphabetical order by code a list of all possible Event types stored in the database scroll through the list and click on the desired Event Type to use it in a search Only one Event Type may be selected in a given search Event Type Select an Event Type F FOOTBALL BRUNCH G DESSERT BUFFET H 4 H CLUB l ICE CREAM SOCIAL Nl TOUR T WEEET dT ALUM a Et C The Event Location pull down menu allows you to search
34. ation Mapping Table which can be accessed in order to locate a number or range of numbers to enter B Search for a fund within a specific Home Department by entering the Home Department number in the box to the right of Home Department The field label is a link to the Home Department Mapping Table which can be accessed in order to locate a specific number to enter C Search for an endowed or a current use fund using the Project Fund Status pull down menu When you opt to search for endowed funds a second pull down menu will appear allowing you to find a fund whose endowment is complete or is still pending Project Fund Status E ENDOWMENT x Any Endowment Status Any Endowment Status ENDOWED D Search for a fund according to its Project Fund Purpose Select a Project Fund Purpose designated purpose using the Project Fund Purpose pull down menu Options are listed in alphabetical order by code 1 UNRESTRICTED 2 FAC i ILTY 5TAFF C COMPENSATION STAFF SUPPORT 3 FACULTY 4 OPN amp MAINT PHYS FACILITIES E Search for a fund operating from either within the Ohio State University or within the Ohio State University Foundation using the Foundation University pull down menu Foundation University Select either Foundation or University ve F FOUNDATION LI UND fERSITY j Select either Foundation or Universit Once you ve entered your criteria click the
35. ch button or press ENTER to perform the search When IMPACT View successfully locates a record using the ID number the default starting screen will display in the data frame For an individual this starting point is initially set to be the General C General Overview Preferred MR BRUTUS ALEXANDER BUCKEYE PHD Alumnus NO Name Donor YES Formal Name MR BRUTUS ALEXANDER BUCKEYE PHD Presidents Club NO Gender MALE M Prospect Manager NO Birth Date Alumni Association NO You can use the Default Options screen to choose a different screen to display first when reviewing an individual s record See Customizing IMPACT View below for additional information and instructions Search for Individual Page 12 of 46 impact View User s Manual 2 If you do not know the ID number of the individual whose record you re trying to locate use IMPACT View s Find a Person by Name section to generate a list of possible record matches A Name searches can consist of Last First and Middle name information the Last Name information is required e If you know the full last name character for character enter it in the space and make sure that the Exact search option is selected e If you only know part of the last name character for character enter what you know and use a wildcard character to substitute for any characters you don t know e g enter John to locate John Johns Johnson etc Make sure that the Similar To
36. cord selection Click the View button to switch views Search for OSU President s Event Page 28 of 46 impact View User s Manual The Search Result List cont d The expanded Results List displays all of the information on the brief view with the addition of G The first line of the Comments which help to describe the Event H The number of individuals who were invited to the Event The number of individuals who attended the Event and J The Event s Host P Search Result List Q see above View brief entries O 1675 05 23 2002 MEETING Comments Link 1 MEETING WITH MIKE GONSIOROWSKI PRESIDENT amp CEO OF NATIONAL CITY BANK Location COLUMBUS OFF CAMPUS Iwfees 0 H sponsor DEVELOPMENT Attenfers 0 o 1670 05 17 2002 R P TIQ Comments Line 1 MICHAEL MORITZ LEGACY CELEBRATION Location COLUMBUS CAMPUS Invitees 56 J Sponsor DEVELOPMENT Attendees 56 Host OTHER 1673 06 17 2002 OTHER SEE COMMENTS Comments Line 1 PHYSICS RESEARCH BUILDING GROUNDBREAKING CEREMONY Location COLUMBUS CAMPUS Invitees 24 Croncer MTHED Attandane Dd The Search Result List is designed to display up to 15 entries per page in both brief and expanded views K A count of possible record matches will display at the bottom of each Search Result List page O F2 E 37 45 0f 55 4 27 E In the event that your search criteria have more than 15 possible matches additional navigation buttons will appear at the botto
37. ct an Event Host H IndividualinviteeID 00000 View All Events 7 iD Gol Clear Search Clear Search Q If you know the 4 digit ID number of the Event you re trying to locate it may be entered in the space to the right of Event Number in the first section Find an Event by ID Number of the Search for OSU President s Event screen The banner frame s Search for Event and ID entry box may also be used to accomplish the same thing see Using the Banner Frame above Search for OSU President s Event Page 25 of 46 impact View User s Manual Click the Search button or press ENTER to perform the search When IMPACT View successfully locates a record using the ID number the default starting screen will display in the data frame For an Event this starting point is initially set to be the General Overview screen lt P General Overview BREAKFAST A Size ofEvent Date O1f24i2001 Number of Invitees 0 Location COLUMBUS OFF CAMPUS C0 Number of Attendees O Host You can use the Default Options to choose a different screen to display first when reviewing an OSU President s Event s record See Customizing IMPACT View below for additional information and instructions Search for OSU President s Event Page 26 of 46 impact View User s Manual 2 If you do not know the exact 4 digit ID number of the OSU President s Event that you re trying to locate use IMPACT View s Find
38. e Home Address Fp O Business Address Alternate Address Geo Code e City Use the checkboxes to As in the First and Middle name fields you can enter either a indicate in which full or partial City name without a wildcard character address es your criteria e State can appear A two character state abbreviation can be selected from the ails menu By default IMPACT View E will search in all address Enter a 5 digit ZIP code tvpes at least one ofthe e Geo Code ee Search in boxes must be checked in order for the search to run A Geo Code is assigned to each address to identify geographical areas the 3 digit code can be entered to help narrow your search If you re not sure what code to enter click on the field label to open a Help window displaying the Geo Code Mapping Table Either specify the 4 digit year in which an individual earned a degree Degree College Select a College at OSU and or select a College from the pull down menu Degree Year Once you ve entered your criteria click the Search button to run the search Search for I ndividual Page 15 of 46 impact View User s Manual 2 Find a Person by Name cont d The Search Result List If IMPACT View locates only one possible match for the name and additional criteria that you entered the default starting screen for that matching record will automatically be displayed in the data frame When IMPACT View locates more than
39. e you ll also have the NOTE Print Mapping Tables with caution Mapping option of returning to the Tables are not paginated and so the entire list will be index to select another Table sent to the printer when you click the Print button to view Displaying Mapping Tables Page 43 of 46 g questions email impathol pisu du impact View User s Manual USING IMPACT VIEW S ON LINE HELP SCREEN LEVEL HELP General definitions for all of IMPACT View s screens and fields are available on line Q Click on the Help icon to the left of a screen s 1 name to access the on line Help text for that screen 2 On line Help displays in a separate browser window and each screen level Help window includes the same features A A B Impact Help Microsoft Internet Explorer iolaf IMPACT Screen Help General Owervigw An organization s General Overview screen is the broadestin the series of dembgraphic data screens a series which provides identification data independent of any giving history The General Overview is intended tofprovide a quick single page view of current contact information and OSU affiliations This scree serves as the default starting pointfor viewing an organization s record It iB accessible from the left menu Genera Oveniew as well as fram numerous internal page links throfighout the IMPACT Vie system organization ID numbers in IMPACT View are generally links to
40. es ee The narrower the frame the more the text in the iston menu will wrap potentially increasing the amount of scrolling required aima j border to the desired location NOTE Adjustments to the frame sizes will remain in effect until either you refresh your browser window by pressing F5 or clicking the Refresh button on the toolbar or you log in again i e if your session has timed out Frame size adjustments cannot be saved from one IMPACT View session to the next O IMPACT View s Initial Display Frame Sizes Page 10 of 46 impact View User s Manual ADJ USTI NG THE TEXT SIZE IMPACT View screens were designed to minimize scrolling and reduce text wrapping when viewed on a 17 monitor set at a resolution of 1024x764 When viewed on smaller monitors or at a lower resolution IMPACT View screens will still function but they may require more vertical or even horizontal scrolling display more text wrapping and be generally less easy to read You can adjust your browser s text size however which can improve IMPACT View s performance in smaller displays without requiring either new hardware or affecting all of your other applications as a resolution change would lean LEVERS STOR O click on Internet Explorer s VIEW menu and scroll to Text Size Stop Esc Refresh F5 Select the desired text size from the five options listed TE JE Medium Source Helpi General Overview pe L S
41. ess Spouse Information O5U Degrees Constituency Detail Name History same History Demographics Comments 0SU Employee Contact Log Overview Donation Summary Gift Summary Pledge Summary Planned Gift Overview Presidents Club Overview Prospect Coordination E OFFICE OF INFORMATION TECHNOLOGY Your authentication token is only good for a limited period of time Please login again UNIVERSITY You have requested the following web page or application which requires a login for user authentication URL https impacttest oit ohio state edu secure impactO A mpactMain cim operation mpactMain_results Host impacttest oit ohio state edu Type your OSU Internet username your name nn and password and click on the Login button Please call 688 HELP if you need assistait Once you ve successfully identified yourself you will be connected to the page you requested Your authentication for the service will remain in effect until you exit from your web browser or a sufficient period of time has elapsed IMPORTANT To protect your privacy at a student computer lab you must remember to destroy your identity information by exiting your web browser when you re finished using it Note If you find yourself being asked to login over and over make sure you haven t used a stored bookmark for the login page The URL that identifies this page changes each time you re required to authenticate The bookmark
42. essary if an Exact search doesn t yield the desired results e Remember that nicknames are often not shown on the system Doug Plummer may only appear in the database as Douglas Plummer e Remember that the Search Result List only displays formal name information although IMPACT View uses preferred and historical names in searches Once a record has been selected additional name data can be reviewed on the Name History Detail screen e In general married women s maiden names are entered in the middle name field and married names in the last name field of the database For this reason there are often discrepancies in married women s names between source documents and the database particularly in the middle name field e Don t assume that because one member of a couple is not in records that the other is not as well Try a name search for both names gt Use additional search criteria to help narrow a common name search e Consider both City and ZIP Code information when using addresses to narrow a search An address with a ZIP Code of 43221 may indicate Upper Arlington on a source document while the database displays Columbus e If you do not know an individual s exact graduation date consider his her age when reviewing the Results List to help eliminate unlikely matches e If you ve located a good possible match but the address on your source doesn t match that on the database look at the phone number If the phone numbers match
43. field level Help information is available directly from a screen displayed in IMPACT View s data frame In such instances the display field label serves as the link e Pledge Count amp E Data links take you to other data screens displayed in IMPACT View s data frame F Label links take you to field level Help screens displayed in a separate browser window IMPACT View s On Line Help Page 45 of 46 impact View User s Manual Page intentionally left blank IMPACT View s On Line Help Page 46 of 46
44. h Result List page In the event that your search criteria have more than 15 possible matches additional navigation buttons will appear at the bottom of each Search Result List page K The lt lt button will display the very first page of entries L The gt gt button will display the very last page of entries M The lt button will display the previous 15 entries and N The gt button will display the next 15 entries Search for Project Fund Page 35 of 46 impact View User s Manual G Search criteria can be changed even after a search has been run by clicking the Revise Search option on the menu The option will only appear on the menu after a search has been conducted The Search for Project Fund screen will retain the specific values you entered Add to or ie ees Return ta Search change the existing criteria or click the screen s Peah Clear button to refresh the screen and start over 4 A specific record is selected from the Results List by clicking on the ID number after the selected record displays another option appears on the menu Return to Search Result A A green check mark displays to the left of the ID number for the record that was selected each time you select a different record and Subsequently return to the Search Result List another check mark will appear The Search Result List will remain available until you either start a new record search or log out whichever comes fir
45. h partial names D Name searches may be either Exact or approximate Similar To e An Exact search looks for precise and literal matches for the information entered in the name fields in order to be included in the result list of an Exact search the name in the database must be exactly the same character for character as the name entered on the screen The Exact search is particularly useful if you know exactly how the name is spelled e An approximate search allows IMPACT View to search for possible partial matches for the information entered in the name fields in order to be included in the result list of a Similar To search the name in the database must be at least a little like the name entered on the screen As indicated above Similar To may be used in connection with a wildcard character in the Last Name field only to indicate the specific letters that a name begins or ends with while still not providing the full and exact name When used without a wildcard character the Similar To option allows IMPACT View to look for possible matches using just the consonants in the last name which can account for spelling variations and provide much broader results Search for I ndividual Page 13 of 46 impact View User s Manual 2 Find a Person by Name cont d Name Search Examples Last Name bertolini ey meee Ee MiddieName ME Exact C Similar to CD General Overview IMPACT View locates only one possib
46. ic screens display in the data frame next to the menu and below the banner Most screens are designed to display actual record data and correspond to entries listed in the menu frame but some like the default starting screen Search for Individual allow you to locate and customize information in IMPACT View See Using the Data Frame below for additional information and instructions IMPACT View s Initial Display Page 6 of 46 impact View User s Manual USING THE BANNER FRAME IMPACT View s banner serves three 3 distinct functions 1 provides general system information 2 initiates new record searches 3 identifies the record currently displayed in the Data frame When you first log on to IMPACT View the default starting Banner displays ch for Individual iD Gal 5ga Information Management fox Philanthropy Alumni Communication and Tracking Q Click once on the IMPACT View icon to open a window displaying general system information 2 IMPACT View s default data frame screen is Search for Individual but the default starting banner allows you to select a different Search for screen A Use the pull down menu to select the kind of record to Saarch far Individual search for and then B click the Go button to individual j load a blank search screen rganization E NOTE You ll only be able to search for records that you re authorized to view If you re not authorized to vie
47. le match and displays the default starting screen PON SEEEN ese Alumnus Yi A In this Exact search a full last name and a full first name have been entered A more inclusive but still Exact search LastName bertolini can be performed by entering a full last First Name name without any first or middle name information 149565 BERTOLINI EILEEN MC 4488 LOOS CIRCL GIVERN 35229 BERTOLINI JOSEPH CARL 2501 GARDENIA D 662137 BERTOLINI JOSEPH FRANK 2448 AMESBURY 121759 BERTOLINI LAWRENCE 4488 LOOS CIRCL EDWARD IMPACT View locates four 4 possible matches and displays them in a Results List for selection In order to be included each entry s last name must match character for character what was entered in the search 1 4 of 4 Still more inclusive this Similar to search uses a wildcard character to tell IMPACT View to look for any last names beginning with bertolin character for character but ending with anything any letter or letters Last Mame bertolin First Mame A Middle Name C Exact Similar to 88979 BERTOLINE DR GARY 3357 HAMILTON ST The Results List has doubled in size with this search all entries begin with B E R T O L I N but they end with a variety of characters 149565 BERTOLINI EILEEN MC 4488 LOOS CIRCLE GIVERN 35229 BERTOLINI JOSEPH CARL 2501 GARDENIA DRI 562137 BERTOLINI JOSEPH FRANK 2448 AMESBURY RD 21759 BERTO
48. m RIS and AV transactions System Requirements IMPACT View is a web based application For optimum performance it s recommended that the workstation you use to access IMPACT View meet or exceed the following configuration recommendations Processor Pentium Il 233 Mhz Memory 32 Mb 64 Mb recommended Operating System Windows 95 or later MAC OS 7 6 1 or later Monitor 17 screen or larger Web Browser Internet Explorer 5 5 or later If your workstation does not currently meet these minimum standards consult with your technical Support representative the newest version of the Internet Explorer web browser software can be downloaded and installed directly from Microsoft at this URL http www microsoft com windows ie downloads How to Use This Manual This manual is intended to provide general instructions concerning the use of the IMPACT View application It does not explain how data is entered into the database articulate the policies governing the use of data or provide job specific procedures or examples The manual is divided into sections that will describe what IMPACT View looks like the features it includes and the behaviors users should expect Sections are identified at the bottom of each page Introduction impact View User s Manual LOGGING IN Go to https impact osu edu The following window will appear Type your OSU Internet username your name nn and password and click on
49. m of each Search Result List page L The lt lt button will display the very first page of entries M The gt gt button will display the very last page of entries N The lt button will display the previous 15 entries and O The gt button will display the next 15 entries Search for OSU President s Event Page 29 of 46 impact View User s Manual 4 Search criteria can be changed even after a search has been run by clicking the Revise Search option on the menu The option will only appear on the menu after a search has been conducted The Search for OSU President s Event screen will retain the specific values you entered Add to or change the existing criteria or click the screen s Clear button to refresh the screen and Start over Return toa Search Result 5 A specific record is selected from the Results List by clicking on the ID number after the selected record displays another option appears on the menu Return to Search Result A A green check mark displays to the left of the ID number for the Evel record that was selected each time you select a different record ID and subsequently return to the Search Result List another check A mark will appear Np 1541 156 157 1d The Search Result List will remain available until you either start a new record search or log out whichever comes first Search for OSU President s Event Page 30 of 46 impact View User s Manual LOCATING
50. mallest Current Record Individual Preferred Name MR BRUTUS ALEXANDER BUCKEYE PHD Alumnus HO Formal Name MR BRUTUS ALEXANDER BUCKEYE PHD reels a Gender MALE M residents Clu Prospect Manager NO A Birth Date Alumni Association HO S m a l l est Deceased Date Key Boards NO Marital Status UNKNOWN U CD General Overview Current Record Individual Preferred Name MR BRUTUS ALEXANDER BUCKEYE PHD Alumnus NO Formal Name MR BRUTUS ALEXANDER BUCKEYE PHD Donor YES Gender MALE M Presidents Club NO Smaller Birth Date Prospect Manager NO CD General Overview Current Record Individual Preferred Name MR BRUTUS ALEXANDER BUCKEYE PHD Alumnus NO Formal Name MR BRUTUS ALEXANDER BUCKEYE PHD os a ig Gender MALE M Prospect Manager NO 7 ae i Birth Date Peay E Medium the default size D General Overview Current Record Individual Preferred MIR BRUTUS ALEXANDER BUCKEYE PHD Alumnus NO Name Donor YES Formal Name MIR BRUTUS ALEXANDER BUCKEYE PHD Presidents Club NO Gender MALE Prospect Manager NO La rger lt p gt General Overview Current Record Individual Preferred MR BRUTUS ALEXANDER BUCKEYE PHD Alumnus NO Name Donor YES Formal MR BRUTUS ALEXANDER BUCKEYE PHD Presidents Club NO Name Prospect Manager NO Gender MALE Alumni Association NO Largest inm Kev Rnards NO IMPACT View s Initial Display Text Size Page 11 of 46 impact View User s Manual LOCATING DATA IN IMPAC
51. me set to a certain height and the left menu frame set to a certain width the data frame is set to take up the rest of the available space in the browser window Depending on your monitor s overall resolution and your browser s text size display you may find it convenient to adjust the height of the banner or the width of the menu in order to change the amount of space available to the data frame A To change the height of A nation Management for Philanthropy Alumni Communication and Tracking els Balancer Ss DEE PO fr a m e i p O i n t fa SR UA See ay ou Fara aie horizontal E Find a Person by ID Number border a ea a A loess t Tee ewe 1 between the banner and the rest of the IMPACT View window until you see a 2 headed arrow Click and drag when the arrow appears dragging up will make the banner frame shorter and dragging down will make the banner frame taller Let go of the mouse button when you ve moved the border to the desired location The information displayed in the banner may become inaccessible if the frame is too Small B To change the width of the menu frame point at the vertical border between the menu and the data frame until you see a 2 headed ion Management fo arrow Click and drag when the arrow appears al Addie Ww gre dragging to the left will make the menu smaller and 3 dragging to the right will make the menu larger Let go of the mouse button when you ve moved the egre
52. n a record l Gift Summary Lifetime I Alumni Ag I Gift Summary by Calendar Year Alumni Adei print uncheck a box to I Gift Summary by Project Fund I Events List Selected Individual excl u de it M Gift List with Credits M Invitee Detail A Use the Select All Clear All buttons to quickly include or exclude all listed screens Customizing IMPACT View Page 42 of 46 impact View User s Manual DISPLAYING MAPPING TABLES IN IMPACT VIEW Much of the data displayed in IMPACT View has been stored in the database using standardized codes a number of Mapping Tables exist to provide full definitions of each coded value As a general rule IMPACT View screens display mapped out values along with their codes IMPACT View also allows you to review the Mapping Tables independent of any specific data display screen Click on the Mapping Tables menu link to access an index of all of the available Mapping Tables 3 Impact Mapping Tables Microsoft Internet Explorer maae e ae ae D The IMPACT Mapping Tables index gt 0 fF AJa lt list opens in a new browser Forward Stop Refresh Home Search Favorites History window 2 The Tables are provided in alphabetical order in a continuous Address Type single page scrolling list Alumni Assoc Mbrship Category Alumni Assoc Mbrship Status Al iA Mbrship T r Alumni Assoc Mbrehip Type 3 An alphabetical shortcut key Contact Log P i SPE ETE ETTEN a
53. nter Intenet eae NOTE Using IMPACT View s Print button produces a Name I eis print out that does not include the button icons if ee you use the browser s File menu option instead your e aera oe resulting print out will include the button icons m Print range Copies All Number of copies fi Pages a w i Selecion Aeh es D Once you OK or Cancel the printout click MEn PEER Close to close the Print Preview window and eee ee return to IMPACT View s main browser window J Print all linked documents T Print table of links L Cance Printing Data from IMPACT View Page 37 of 46 impact View User s Manual PRINTING DATA FROM IMPACT VIEW FULL RECORD In addition to the ability to print out single data screens one by one IMPACT View also allows you to print out a full record which can include as few or as many screens as you d like to have at once only screens accessible from the menu can be included in a record print see Customizing IMPACT View below for additional information Click on the Print Record menu link A separate browser window will open Z ID 00784267 7 NAME BUCKEYE PHD MR BRUTUS ALEXANDER Microsoft Internet Explorer A n e e g a a J BPB 3 H 8g gagi Eoad Stop Refresh Home Search Favorites History Mail Print Edit Discuss Messenger Address https impacttest oit ohio state
54. ppears at the top of the window Degree Campus gt Daros CISA CHDHONT MAICE click on a letter to advance to Degree Honors Table Names starting with that Degree Type E EAE RLE ET letter in the list Donor Pres Club Code 2 Intermet 4 Click on a Mapping Table Name to display that Table s codes and descriptions 3 Impact Mapping Table Help Microsoft Internet Explorer ee E x File Edit View Favorites Tools Help m e 2 2 a a 39 8 Back Fonverd Stop Refresh Home Search Favorites History Mail A A Each individual Mapping Table display includes a brief description of its purpose B By default the Table s entries So by Description Sort by Code will be listed in ascending Code Description l order by Code but the Sort TE Code Description 1 INDIVIDUAL ALUMNUS S a by button can be used to 2 INDIVIDUAL NON ALUMNUS 4 CORPORATE FOUNDATION inti 3 CORPORATION 3 GORPORATION re order by Description and 4 CORPORATE FOUNDATION EE 1 INDIVIDUAL ALUMNUS then vice versa E OTHER URGANZATON 2 INDIVIDUAL NON ALUMNUS 6 OTHER ORGANIZATION quest mail impacthelpm osu edu 5 PRIVATE FOUNDATION C Buttons at the bottom of both the Mapping Table index and display will allow you to close the window or O Close Help Window Mapping Table Index Print Done Intemet print the list When displaying a specific Tabl
55. r option appears on the menu Return to Search Result A A green check mark displays to the left of the ID number for the record that was selected each time you select a different record and 9002 Subsequently return to the Search Result List another check mark will appear 19001 The Search Result List will remain available until you either start a new 9000 record search or log out whichever comes first Search for Organization Page 24 of 46 impact View User s Manual LOCATING DATA IN IMPACT VIEW OSU PRESI DENT S EVENT SEARCH IMPACT View allows you to go directly to an OSU President s Event record using the specific 4 digit ID number L assigned by the Events Tracking Office generate a list of possible matches for an Event by using more descriptive criteria view a list of all OSU President s Events independent of any specific search criteria return to the search screen after running a search in order to revise your criteria and return to a results list after viewing a possible match in order to select a different record Search for Event 1 lentferFititannropy Alumni Communication and Tracking Search for Event Pred an Event by ID Number Event Number nter SEA criteria in at least one aE the following categories Event Date All dates E Event Type Select an Event Type Event Location Select an Event Location H Event Sponsor Select an Event Sponsor H Event Host Sele
56. rame Make sure that No is selected from the Expand all menu items pull down menu to keep the default setting select Yes in order to have all menu group hierarchies expanded all the time See Using the Menu Frame above for additional information Expand all menu items No 2 When you first log in to IMPACT View the Search for Individual screen displays in the data frame This initial screen display can be set to any of the Search for screens which you re authorized to use Select your starting Search screen Search for Individual Search for Individual Search for Indmidual Search for Organization SSSR Search for Event Search for Event Search for Project Fund Search for Proj ect Fund NOTE If you re not authorized to access a specific kind of record the corresponding Search for screen will not be listed here G By default the first screen MPACT View Select your starting point for an Individual record General Overview General Overview will display in the data frame once a Additional Address Detail record s been located is the General a Overview Any screen Select your starting point for an Organization record General Overnew available from the menu CEOs amp VPs on Database Current and Related Organizations that you re authorized to Ge ie Le view can be set as the first screen loaded when a record is accessed however Each of the record types
57. s a quick summary and an expanded view which provides some additional detail to aid in record selection Click the View button to switch views Search for I ndividual Page 16 of 46 impact View User s Manual 2 Find a Person by Name The Search Result List cont d The expanded Results List displays all of the information on the brief view with the addition of G the individual s Spouse s formal name H the Home Business and Additional addresses with Geo Codes the Current Presidents Club membership if applicable and J alist of all degrees earned at OSU including degree code date and academic major P Search Result List see above View brief entries 00449565 BERTOLINI EILEEN MC GIVERN spouse LAWRENCE EDWARD BERTOLIR Home Acre Hat tog I TBH Ss OH 4 SEE TE Business Address OFFICE OF DEVELOPMENT COLUMBUS OH 43710 FRANKLIN 025 Additional Address Presidents Club OSU Deer PS 00735229 BERTOLINI JOSEPH CARL Spouse Home Address 2501 GARDENIA DRIVE COLUMBUS OH 43235 FRANKLIN 025 The Search Result List is designed to display up to 15 entries per page in both brief and expanded views K A count of possible record matches will display at the bottom of each Search Result List page In the event that your search criteria have more than 15 possible matches additional navigation buttons will appear at the bottom of each Search Result List page L The lt lt button will display the ver
58. search option is selected e To account for spelling variations in the last name Pierce vs Peirce for example or Kelley vs Kelly McDonald vs MacDonald etc enter one variant without a wildcard character and make sure that the Similar To search option is selected B First Name information is optional but recommended particularly when looking for more common last names e Enter the full first name or only the first initial in order to perform A an Exact search ast Mame e Partial first names may be irst Name o entered character for character but Middla Hame wildcard characters cannot be used f Exact C Similar to in the first name field e g entering Jo will find nothing entering Jo will find John Joe Jodi etc and D entering Joh would find only John Make sure that the Similar To search option is selected when working with partial names C Middle Name information is optional and only recommended when looking for particularly common names e Enter the full middle name or only the first initial in order to perform an Exact search e Partial middle names may be entered character for character but wildcard characters cannot be used in the middle name field e g entering J o will find nothing entering Jo will find John Joe Jodi etc and entering Joh would find only John Make sure that the Similar To search option is selected when working wit
59. st Search for Project Fund Page 36 of 46 impact View User s Manual PRINTING DATA FROM IMPACT VIEW SINGLE SCREENS Centered at the bottom of each screen in IMPACT View is a Print Preview button which allows you to generate a specially formatted printout of that specific screen see also Using the Data Frame above COLUMBUS OH 43210 gt Name History Detail Change Date BUCKEYE BUCKEYE BUCKEYE 3 of 3 lt Ki Print Preview G o E T a 6e B ad lt x Bact Farivar Stop Refresh Home Search Favorites History ail Print Address https impacttest oit chio state edu secure impactO 4 sysPrint clm curent_id Q0784267 defayfDetail IND Go Links Current 00764267 MR BRUTUS ALEXANDER BUCKEYE PHD COLUMBUS OV 43210 Record Name History Detail C When you click the Print Preview button Change Date BRUTUS ALEXANDER BUCKEYE 04 16 2001 BRUTUS ALEX BUCKEYE 04 16 2001 o a separate browser BRUTUS A BUCKEYE 04 16 2001 window opens and displays the screen 3 OF 3 The Print Preview screen includes A the current record ID and name in the window s title bar which will print as a page header B the full Current Record indicator information which will print at the top of the first page if the screen requires more than one page to print and C a Print button which will send the information to your pri
60. t Fund match F The Search Result List has two views a brief view which provides a quick summary and an expanded view which provides additional detail to aid in record selection Click the View button to switch views Search for Project Fund Page 34 of 46 impact View User s Manual Finda Project Fund by Criteria The Search Result List cont d The expanded Results List displays all of the information on the brief view with the addition of G the Project Fund s Status H the Project Fund s Purpose and the Project Fund s Foundation University indicator DP Search Result List see above View brief entries 602011 CHARLES H ERB SCHOLARSHIP FUND Long Project Name CHARLES H ERB SCHOLARSHIP FUND Department Org Immunology 25257 Home Department Internal Medicine D2525 Sa E G Foundation p TNTVER 301113 DUST MITEJALLERGY RESEARCH FD Long Project Name DUST MITE ALLERGY RESEARCH FUND Department Org Immunology 25257 Home Department Internal Medicine D2525 Status CURRENT USE Purpose RESEARCH Foundation University UNIVERSITY 602021 EDGAR M ERB MEMORIAL FUND Long Project Name EDGAR M ERB MEMORIAL FUND Department Org Immunology 25257 Home Department Internal Medicine D2525 Oration DRY SAPRAC BRET The Search Result List is designed to display up to 15 entries per page in both brief and expanded views J A count of possible record matches will display at the bottom of each Searc
61. the Login button Please call 688 HELP if you need assistance with regard to your username or password Once you ve successfully identified yourself you will be connected to the page you requested Your authentication for the service will remain in effect until you exit from your web browser or a sufficient period of time has elapsed IMPORTANT To protect your privacy at a student computer lab you must remember to destroy your identity information by exating your web browser when you re finished using it Note If you find yourself being asked to login over and over make sure you haven t used a stored bookmark for the login page The URL that identifies this page changes each time you re required to authenticate The bookmark you use for a secured page should reflect the actual URL of the page See more information on web service logins and secure data or go to a page that describes accqunt activation changing passwords good password practice and related information Q This login screen is administered by the Office of Information Technology OIT It safeguards not only IMPACT View but also a number of other University web based resources it is used to ensure that only authorized University staff and affiliates will be permitted to view the specific site requested 2 Because OIT s login screen safeguards many different sites the specific site address being requested will be listed G Your Username for IMPACT View will always
62. the individual has likely just moved within the same area and only needs an address update Search for I ndividual Page 18 of 46 impact View User s Manual LOCATING DATA IN IMPACT VIEW ORGANI ZATION SEARCH IMPACT View allows you to 1 go directly to an organization s record using the specific 8 digit ID number assigned by A DIS 2 generate a list of possible matches for an organization by using all or some of the name and other qualifying criteria 3 return to the search screen after running a search in order to revise your criteria and 4 return to a results list after viewing a possible match in order to select a different record Search for Organization iD Go ement for Philanthropy Alumni Communication and Tracking DP Search for Organization afa a CLAF alala LLD aalaf OOO ormai O Ciear Beach Organization Name Additional Search Criteria 2 Tofrefine your search use any of these criteria in combination with the name cyp o ooo State SelectaStte H zl Geo Code ss Q If you know the ID number of the organization whose record you re trying to locate it may be entered in the space to the right of Organization ID in the first section Find an Organization by ID Number of the Search for Organization screen The full 8 digit number must be entered The banner frame s Search for Organization and ID entry box may also be used to accomplish the same thing see Using the Banner Frame
63. tions and or requests can be sent to Impacthelp osu edu your message will be forwarded to the Help Desk Information about the programming code required to produce the screen displays in the lower right corner of the Help window If you need to report a problem with a screen this information will help the technical support team find and fix the error Buttons at the bottom of the screen level Help display allow you to either close the window or print the contents Page 44 of 46 impact View User s Manual USING IMPACT VI EW S ON LINE HELP FIELD LEVEL HELP When you click on a field label link in the screen level on line Help window that field s definition will display Field level Help windows share the following features A The field name displays at the top of the window and above the definition B A brief paragraph defining or describing the field displays in the body of the window C Questions comments corrections and or requests can be sent to impacthelo osu edu your message will be forwarded to the Help Desk D Buttons at the bottom of the field level Help display allow you to close the window print its contents or just go back to the screen level Help window Impact Help Microsoft Internet Explorer questions e mail i mpacthelpitoszu edu come a thee TA and an individual four digit n questions e mail impacthelpitosu edu Close Help Window Back Print Occasionally
64. w OSU O President s Event data for example Event will not be listed in the Search for menu The banner also offers you a shortcut to locate records using ID numbers A Use the pull down menu to select the kind of record to find B enter the ID number you re looking for in the ID box and then O C click the Go button or press Enter G Once a specific record has been located and its data is being displayed in the data frame the banner contents are updated to show identifying information about the record being displayed IM pact View Search for Individual a gol Current Record 00784267 MR BRUTUS ALEXANDER BUCKEYE PHD COLUMBUS OH 43210 IMPACT View s Initial Display the Banner Frame Page 7 of 46 USING THE MENU FRAME impact View User s Manual While the banner frame includes the options to search for new records the menu frame governs navigation within the record currently being viewed IMPACT View s default starting point is the Search for Individual screen so the default menu display is the Individual Menu listing the screens of individual data that you re authorized to view Revise Search Return ta Search Result General Overview eAdditional Address sopouse Information T hierarchy of information in the menu Mame History Demographics Comments sls Employee Revise Search Return to Search ee sult General
65. y first page of entries M The gt gt button will display the very last page of entries N The lt button will display the previous 15 entries and O The gt button will display the next 15 entries Search for I ndividual Page 17 of 46 impact View User s Manual G Search criteria can be changed even after a search has been run by clicking the Revise Search option on the menu The option will only appear on the menu after a search has been conducted Revise Search The Search for Individual screen will retain the specific values you entered Add to or change Perini eareh the existing criteria or click the screen s Clear O a button to refresh the screen and start over 4 A specific record is selected from the Results List by clicking on the ID number after the selected record displays another option appears on the menu Return to Search Result A A green check mark displays to the left of the ID number for the record that was selected each time you select a different record and subsequently return to the Search Result List another check mark will appear The Search Result List will remain available until you either start a new record search or log out whichever comes first Individual Record Search Suggestions gt Start with an Exact search using the full last name and first name initial and progressively broaden your search using various partial name and Similar to options as nec

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