Recommended training for processing inquires/applications to avoid duplicates?
We have a new person in a new role as Admissions Manager, and we want them to own the admissions process. They're new to the software and have been thrown in with very little training. The immediate problem is duplicate records being created when they're processing inquiries. I can sit them when an inquiry comes in to walk through matching records properly when potential duplicates are flagged at processing, but this isn't ideal and practically may not happen when they just quickly move through processing.
If I can point them to training, that would be a good base and I can fill in any gaps that it doesn't cover. I haven't seen anything specifically about processing/avoiding duplicates, other than this Inquiries and Applications BBU course, behind a paywall and I don't know if it covers this topic specifically.
Any recommended resources (preferably free!)?
Best Answers
-
Hi @Daniel Wallach I did find this information out from my team:
The short of it is that the Process Inquiries task will flag users who have a potential duplicate in the system. It is up to the school user to compare the records and determine whether they should create a new user or update an existing user. Also, during admissions season, schools should frequently check the Potential Duplicate Users task because it is more likely that duplicate users will appear in the system.
Free resources:
https://webfiles-sc1.blackbaud.com/files/support/helpfiles/education/k12/full-help/content/bb-core-…
https://webfiles-sc1.blackbaud.com/files/support/helpfiles/education/k12/full-help/content/ems-proc…
1 -
@Crystal Bruce Thanks, these are all the things I know as the Database Manager, but the Admissions Manager has to know basic rules to follow when processing inquiries, which isn't happening. I think I'm going to sit with them while processing a few to fill in the gaps. The BBU course was useful for me to share with someone else here though, thanks!
0
Answers
-
Hi @Daniel Wallach I am checking with BlackbaudU on this!
1
Categories
- All Categories
- 6 Blackbaud Community Help
- 211 bbcon®
- 1.4K Blackbaud Altru®
- 403 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.2K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.6K Blackbaud Financial Edge NXT®
- 658 Blackbaud Grantmaking™
- 579 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 943 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.7K Blackbaud Raiser's Edge NXT®
- 3.8K SKY Developer
- 250 ResearchPoint™
- 120 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 241 Member Lounge (Just for Fun)
- 36 Blackbaud Community Challenges
- 37 PowerUp Challenges
- 3 (Open) PowerUp Challenge: Grid View Batch
- 3 (Closed) PowerUp Challenge: Chat for Blackbaud AI
- 3 (Closed) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 798 Community News
- 3K Jobs Board
- 56 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
