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CUDAR 2017-2018 Training Programme

Programme of events provided by Amicus Training
(Mon 4 Sep 2017 - Thu 30 Aug 2018)

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Mon 4 Sep 2017 – Fri 8 Sep 2017

Monday 4 September 2017

09:30	Amicus - For new starters Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the foundation knowledge required to get you started using Amicus. The following topics are covered in the course: An overview of Amicus and it's uses How to log in and navigate Viewing contact and prospect records How to update biographical details Writing letters and emails Managing contact preferences How to run reports
14:00	Amicus - Adding relationships and households Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps required in Amicus to add and update relationships and households: Adding a household Adding a relationship Editing households and relationships
	Amicus - Managing alumni groups, boards and committees Finished 14:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps involved in creating and maintaining: Alumni groups Boards Committees
15:30	Amicus - Adding actions Finished 15:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps required to add actions in Amicus: Adding an action Assigning actions Reminders Completing actions

Tuesday 5 September 2017

09:30	Amicus - Prospect identification, ratings and due diligence Finished 09:30 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the prospect management functionality within Amicus: Identifying a prospect Adding and editing wealth ratings Adding due diligence data
10:00	Amicus - Adding a volunteer Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course will go through the system steps to creating a volunteer in Amicus: How to create volunteers and opportunities and activities Assigning volunteers to an opportunity and document checks Creating a board or committee Withdrawing or deactivating a volunteer Overview of coding a speaker
11:30	Amicus - Adding mass communications Finished 11:30 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the mass communications functionality within the Amicus system: How many users can be part of mass communications How to set up a mass communications Using communication templates Managing salutations and contact preferences
13:00	Amicus - Yellow box searching and reporting Finished 13:00 - 14:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the yellow box search functionality within Amicus: Creating simple data searches using yellow box searches Saving a search Transferring search data to a report Reporting rules and best practice
13:30	Amicus - Adding actions Finished 13:30 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps required to add actions in Amicus: Adding an action Assigning actions Reminders Completing actions
14:30	Amicus - Interactions: Writing letters and emails Finished 14:30 - 15:30 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps to adding and recording correspondence with individuals in Amicus: Writing a letter through Amicus Writing an email through Amicus Recording correspondence from individuals within Amicus
15:30	Amicus - Adding employment Finished 15:30 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps in Amicus to add or update employment records: Adding employment Updating employment
	Amicus - Updating records for deceased and gone-aways Finished 15:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps required for updating deceased or gone-away information: Updating a record with deceased information Updating a record with gone-away information

Wednesday 6 September 2017

09:30	Amicus - Adding and maintaining events Finished 09:30 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office This course is for development and alumni relations staff responsible for adding and maintaining event information in Amicus. It covers: 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 - Creating a new contact record Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps to add a new contact record in Amicus: Create a contact Updating core biographical information Primary and secondary categories Data protection essentials
11:00	Amicus - Adding actions Finished 11:00 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps required to add actions in Amicus: Adding an action Assigning actions Reminders Completing actions
11:30	Amicus - Adding actions Finished 11:30 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps required to add actions in Amicus: Adding an action Assigning actions Reminders Completing actions
13:30	Amicus - Updating biographical information Finished 13:30 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps to add or edit biographical data in Amicus: Adding and editing addresses Adding and editing email and phone numbers Updating primary contact details Adding and editing other biographical information
14:00	Amicus - Solicitation cycles Finished 14:00 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for: Setting up a solicitation cycle Adding a purpose Adding a fundraiser Adding a strategy Requesting due diligence
15:00	Amicus - Yellow box searching and reporting Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the yellow box search functionality within Amicus: Creating simple data searches using yellow box searches Saving a search Transferring search data to a report Reporting rules and best practice

Thursday 7 September 2017

09:30	Amicus - Adding relationships and households Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps required in Amicus to add and update relationships and households: Adding a household Adding a relationship Editing households and relationships
	Amicus - Prospect identification, ratings and due diligence Finished 09:30 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the prospect management functionality within Amicus: Identifying a prospect Adding and editing wealth ratings Adding due diligence data
11:00	Amicus - Creating a new contact record Finished 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps to add a new contact record in Amicus: Create a contact Updating core biographical information Primary and secondary categories Data protection essentials
13:00	Amicus - For new starters Finished 13:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the foundation knowledge required to get you started using Amicus. The following topics are covered in the course: An overview of Amicus and it's uses How to log in and navigate Viewing contact and prospect records How to update biographical details Writing letters and emails Managing contact preferences How to run reports
14:00	Amicus - Solicitation cycles Finished 14:00 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for: Setting up a solicitation cycle Adding a purpose Adding a fundraiser Adding a strategy Requesting due diligence

Friday 8 September 2017

09:30	Amicus - Creating complex reports Finished 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course shows you how to create bespoke reports containing complex and detailed data sets.
	Amicus - Yellow box searching and reporting Finished 09:30 - 10:30 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the yellow box search functionality within Amicus: Creating simple data searches using yellow box searches Saving a search Transferring search data to a report Reporting rules and best practice
	Resilience Workshop Finished 09:30 - 16:30 River Cam meeting room, CUDAR, Suite 3 This Workshop is designed to prepare and equip staff with the skills to boost resilience, enhancing the ability to cope and respond positively to a variety of challenging situations presented at work and at home. Workshop Objectives: To explain the relationship between resilience, stress and pressure To help spot stress symptoms in yourself and your colleagues To identify barriers to resilience and causes of stress (work & home) To highlight the resources available to boost your own resilience to equip you for a range of challenging situations To measure and explore own resilience levels and coping styles using the outputs of the i-resilience tool To expand upon and practice a range of coping skills covering the areas of Mind, Body and Spirit To prepare a personal action plan to increase your own resilience
11:00	Amicus - Interactions: Writing letters and emails Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps to adding and recording correspondence with individuals in Amicus: Writing a letter through Amicus Writing an email through Amicus Recording correspondence from individuals within Amicus
13:30	Amicus - Adding actions Finished 13:30 - 14:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps required to add actions in Amicus: Adding an action Assigning actions Reminders Completing actions
14:30	Amicus - Updating biographical information Finished 14:30 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps to add or edit biographical data in Amicus: Adding and editing addresses Adding and editing email and phone numbers Updating primary contact details Adding and editing other biographical information

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