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Amicus Training

Amicus Training course timetable

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Tue 17 Jan 2017 – Mon 20 Feb 2017

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January 2017

Tue 17
Amicus Volunteers - PILOT new Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This is a pilot run of the Amicus Volunteers course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.

Wed 18
Amicus Stewardship - PILOT new Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This is a pilot run of the Amicus Stewardship course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.

Fri 20
Amicus Communications - PILOT new Finished 10:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This is a pilot run of the Amicus Communications course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.

Wed 25
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports
Thu 26
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports
Fri 27
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports
Mon 30
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports
Tue 31
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports

February 2017

Wed 1
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports
Fri 3
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports
Mon 6
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports
Tue 7
Amicus Volunteers new Finished 09:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

  • Creating volunteers and opportunities
  • Assigning volunteers to an opportunity and document checks
  • Creating a board or committee
  • Withdrawing or deactivating a volunteer
  • Coding a speaker
  • Creating an alumni group, updating alumni group records and the governance process
Wed 8
Amicus Finance new Finished 09:15 - 12:15 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course will give you detailed knowledge and hands-on experience for:

  • Gift aid declarations
  • Day book procedure and creating batches
  • Destination and source codes
  • Adding pledges, payment files, online batches and gift aid claims
  • Recording gifts in kind and Canadian tax receipts
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports
Amicus Finance new Finished 13:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course will give you detailed knowledge and hands-on experience for:

  • Gift aid declarations
  • Day book procedure and creating batches
  • Destination and source codes
  • Adding pledges, payment files, online batches and gift aid claims
  • Recording gifts in kind and Canadian tax receipts
Thu 9
Amicus Events new Finished 09:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

Following completion of the Amicus Basics course, this session will give you give you detailed knowledge of:

  • Creating an event, budgets, resources and sending invitations
  • Managing bookings, dietary requirements and attaching documents
  • Creating a guest list, name badges and attendee itineraries
Amicus Communications new Finished 13:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the communications functionality within the Amicus system:

  • Sending mass communications
  • Corresponding with individuals or small groups
  • Managing salutations and contact preferences
  • Recording famous individuals, social media and CAM contributors
  • Managing templates and managing the Communications working group
Fri 10
Amicus for Fundraisers and Prospect Information Team new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

  • Information held at prospect level
  • How to create and edit the solicitation workflow stages
  • What good looks like for contact reports
  • How to access and create contact reports from your phone or tablet
  • Wealth ratings and prospect research tools
Mon 13
Amicus for Fundraisers and Prospect Information Team new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

  • Information held at prospect level
  • How to create and edit the solicitation workflow stages
  • What good looks like for contact reports
  • How to access and create contact reports from your phone or tablet
  • Wealth ratings and prospect research tools
Tue 14
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports
Wed 15
Amicus for Fundraisers and Prospect Information Team new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

  • Information held at prospect level
  • How to create and edit the solicitation workflow stages
  • What good looks like for contact reports
  • How to access and create contact reports from your phone or tablet
  • Wealth ratings and prospect research tools
Thu 16
Amicus Events new Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

Following completion of the Amicus Basics course, this session will give you give you detailed knowledge of:

  • Creating an event, budgets, resources and sending invitations
  • Managing bookings, dietary requirements and attaching documents
  • Creating a guest list, name badges and attendee itineraries
Amicus Communications new Finished 14:00 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the communications functionality within the Amicus system:

  • Sending mass communications
  • Corresponding with individuals or small groups
  • Managing salutations and contact preferences
  • Recording famous individuals, social media and CAM contributors
  • Managing templates and managing the Communications working group
Fri 17
Amicus for Database Team new Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course is designed to give you the additional Amicus knowledge required to complete tasks actioned by the Database team. It will cover:

  • How to update a deceased record
  • How to merge records
  • How to update gender changes
  • How to add and update sticky notes

There will be time allocated at the end of the course for you to practice what you have learnt in the Amicus Basics course and apply it to Database Team tasks.

Mon 20
Amicus Volunteers new Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

Following completion of the Amicus Basics course, this session will give you detailed knowledge of:

  • Creating volunteers and opportunities
  • Assigning volunteers to an opportunity and document checks
  • Creating a board or committee
  • Withdrawing or deactivating a volunteer
  • Coding a speaker
  • Creating an alumni group, updating alumni group records and the governance process
Amicus Assessment new POSTPONED 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

On completion of Amicus training, you will need to enrol on an assessment course. You will need to complete a maximum of 3 scenarios within Amicus. This will ensure you are comfortable and confident using the system in preparation for when we go live. It's not a scary test - remember:

  • You can bring your training notes
  • A trainer will be on hand to answer any questions
Amicus Assessment new POSTPONED 13:00 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

On completion of Amicus training, you will need to enrol on an assessment course. You will need to complete a maximum of 3 scenarios within Amicus. This will ensure you are comfortable and confident using the system in preparation for when we go live. It's not a scary test - remember:

  • You can bring your training notes
  • A trainer will be on hand to answer any questions
Amicus Overview new Finished 14:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course gives you a high level overview of the Amicus system with some hands-on experience for the following:

  • How to log in and log out
  • How to personalise your dashboard
  • How to view reports