Advancement Implementation Checklist
- 30 Oct 2024
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Advancement Implementation Checklist
- Updated 30 Oct 2024
- 1 minute read
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- PDF
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The following checklist outlines a broad path for advancement and alumni offices moving toward full implementation. This list is intended as a general guide, and the exact parameters and project path an institution follows will be determined primarily by its own business needs.
The elements of this project checklist are ordered and include recommended action items to be completed in each concept area.
Datasets and Relationships
Record Architecture
Slate Standard Fields are customized (address_type, prefix, etc.) | |
Slate Standard Gift Prompts are customized (gift_type, gift_status, etc.) | |
Supplemental Historical Data Imports
Gift and Material Historical Data Imports
Slate Payments Configuration
Basic Forms
Critical Automations
Reporting and Querying
Active leveraging of the Fiscal Year data type | |
Fundamental understanding of querying on Configurable Joins bases | |
Process established to provide gift and payment details to finance/business offices |
Events and Scheduler
Communication
Permissions
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