SunGard BSR Inc. 1 University of Melbourne Advance Web Access Training CONFIDENTIALITY STATEMENT: This document contains information that is confidential or proprietary to SunGard (or its direct and indirect subsidiaries). By accepting this document, you agree that: (1) if there is any pre-existing contract containing disclosure and use restrictions between your institution and SunGard, you and your institution will use this information in reliance on and subject to the terms of any such pre-existing contract; or (2) if there is no contractual relationship between you or your institution and SunGard, you and your institution agree to protect this information and not reproduce, disclose or use the information in any way, except as may be required by law. Training Module 1 By Myndi Simo Modified by Peter Macfarlane Aug Introduction 1.1 Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

2 Session Signpost 1 Introduction Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

3 Objectives  Learn how to login and navigate within AWA 1 Introduction  Identify where core summary information is stored  Understand how to perform basic lookups  Learn how to generate Entity Profile Reports and custom University Reports Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

4 Unlocking the Door… Advance and Web Access 1 Introduction Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

5 What is Advance? A constituent management system that allows you to store, manage, and display detailed information about alumni, prospects, donors, etc.  Fundraising and donor relation information  Biographic details  Prospect tracking and cultivation information 1 Introduction Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

6 What is Advance Web Access?  An add-on to Advance that allows users to connect to an Advance database via a standard Web browser  Institutions utilise the flexibility and convenience of the Web to deliver the benefits of Advance to a wider constituency  Users have the same rights to access data that they would have when using Advance 1 Introduction Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

7 Advance Web Access Users can perform many of the Advance day-to-day operations such as:  View summary information on a person or organisation  Enter prospect tracking information e.g. notes, tasks, contact reports  Perform various types of lookups  Run several reports including the Entity Profile Report and custom reports 1 Introduction Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home

8 Questions? Comments… ? ? ? 1 Introduction Development Office, Level 3, 780 Elizabeth St. AWA Training HomeAWA Training Home