1 LOGGING INTO AWA

CONFIDENTIALITY NOTICE 2

CHANGE PASSWORD 3

EXITING AWA 4 Click on Logoff

HOME PAGE 5

MAIN MENU OR TOOLBAR 6

NAVIGATION CONTROLS Use the green “Back” and “Forward” buttons on the toolbar to navigate to forms you previously viewed within the same application Do not use the back or forward buttons on the upper left on the browser toolbar “Refresh” button 7

EASY NAVIGATION WITH A CLICK OF THE MOUSE 8 The Navigation Tree provides easy access to the applications that you need to access Reduces the need for using Go To Always visible on the left side of your screen

NAVIGATING WITH SHORTCUT KEYS 9 Menu ItemDescription F1Browser Help F2Context-sensitive lookup (in Lookup controls) F3Enter New ID Shift-F3Spouse Information F4Clipboard Ctrl-F4Close Application (or “tab”) Shift-F4Entity Lookup F5Go To F6New (cycles through New buttons, press Enter to perform New) F7Refresh (current application, same as our Refresh link in title frame) F8Save (cycles through Save buttons, press Enter to perform Save) F9Activate Master row selection, press F9 to toggle between master lists. Use up and down arrows to move, press Enter to select a row F10Menu Bar (highlights Logoff; you can tab to other entries there) F11Paste (in Lookup controls) F12Copy (in Lookup controls) In addition to these shortcut keys, the TAB key can be used to move around the fields. The up/down arrow keys (↑,↓) let you move through drop-down lists to select values. The left/right arrow keys (←,→ ) let you move through text fields. The following shortcut keys can be used in Advance :

Go To MENU Go To Menu allows quick movement to a specific form or application Provides index of most of the standard forms If you prefer to navigate by using your mouse, your use of Go To in Advance Web can be significantly less than your current use in Advance Windows 10

CURRENTLY OPEN TABS 11 Tabs provide access to open pages Default number of open pages is 25

BASIC LOOKUPS Lookups by entity Advance ID number Lookups by entity name Lookups

LOOKUP BY ID Enter an Advance ID number and click the Search button or hit Enter on your keyboard Lookup navigation tree Enter Advance ID number

The Entity Overview opens for the resulting entity

LOOKUP BY NAME Click on the Lookups (binoculars) icon Enter person or organization name

LOOKUP BY NAME Multiple records may result from the Lookup

LOOKUP BY NAME Click VCR or arrow buttons to see all results VCR buttons Click ellipsis or hyperlink

LOOKUP BY NAME/ADDRESS Click on the Lookups (binoculars) icon Select Bio – Name/Address template Choose template Select “Contains”

LOOKUP BY NAME/ADDRESS Options

LOOKUP BY NAME/ADDRESS - RESULTS

GIVING SUMMARY There are two ways to view Giving Summary: 1.Open the entity and view the Giving Summary form on the Entity Overview screen. 2.Through Go To button.

GIVING SUMMARY

25

GIVING LINK Attributes related to the Gift subsystem may be quickly accessed and viewed for an entity Indicates number of rows of information that exist for that attribute Click on an attribute link to view additional details

GIVING SUMMARY PAGE

GIVING -> VIEWS Click a context row and the corresponding transaction detail will display below

GIFT OVERVIEW

GIFT CLUB

ALLOCATION LOOKUP You can lookup allocations by: Allocation number (if you know it) Department School Name CFAE Purpose Code, etc.

ALLOCATION LOOKUP BY DEPARTMENT

ALLOCATION LOOKUP BY SCHOOL 35

ALLOCATION LOOKUP BY SCHOOL 36

ALLOCATION LOOKUP BY SCHOOL 37

ALLOCATION LOOKUP BY CFAE CODE 38

ALLOCATION LOOKUP BY CFAE CODE 39

ALLOCATION LOOKUP BY NAME 40

ALLOCATION LOOKUP BY NAME 41

TRANSACTION LOOKUPS

Filter Function Filter function

Filter Function Click

AFFILIATION LOOKUP

COMMITTEE PARTICIPANT LOOKUP

56 Navigation Tree Lookup Emeritus Faculty by College

57 Navigation Tree Lookup Emeritus Faculty by College

58 Navigation Tree Lookup Emeritus Faculty by College

59 Navigation Tree Lookup Emeritus Faculty by College

60 Navigation Tree Lookup Emeritus Faculty by College

61 Navigation Tree Lookup Awards

62 Navigation Tree Lookup Awards

63 Navigation Tree Lookup Awards

64 Navigation Tree Lookup Awards

65 Navigation Tree Lookup Alumni by College and Year

66 Navigation Tree Lookup Alumni by College and Year

67 Navigation Tree Lookup Alumni by College and Year

68 Navigation Tree Lookup Alumni by Major and Year

69 Navigation Tree Lookup Alumni by Major and Year

70 Navigation Tree Lookup Alumni by Major and Year

71 Navigation Tree Lookup by Major with Year Range (Expert Mode)

72 Navigation Tree Lookup by Major with Year Range (Expert Mode)

73 Navigation Tree Lookup by Major with Year Range (Expert Mode)

74 Navigation Tree Lookup by Major with Year Range (Expert Mode)

NEW CONTACT REPORT 75

ENTITY UPDATE 76

WILDCARD CHARACTERS 77 If there is partial information that you must use when entering criteria, Lookups facilitate searching by allowing certain wildcard characters when searching on Name (Last, first, middle, organization) or State, for example. Wildcard characters that can be used in Lookups include: Enter the search criteria in the Lookup prompt, then, click Search to start the search. The results are displayed in a list of more than one row met your criteria. CharacterDescription _ (underscore)Replace a single character as in Boston Edis_n % (percent)Replace a string of characters as in Boston E%n

QUESTIONS? Hao Khuu, x83977, Irina Krasnitskaya, x86571, Laura Lopez, x53967, Caroline Johansson, x53820, 78