1 LOGGING INTO AWA. CONFIDENTIALITY NOTICE 2 CHANGE PASSWORD 3

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LOGGING INTO AWA

CONFIDENTIALITY NOTICE

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CHANGE PASSWORD

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EXITING AWA

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Click on Logoff

HOME PAGE

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MAIN MENU OR TOOLBAR

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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

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EASY NAVIGATION WITH A CLICK OF THE MOUSE

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• 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

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Menu Item Description F1 Browser Help F2 Context-sensitive lookup (in Lookup controls) F3 Enter New ID

Shift-F3 Spouse Information F4 Clipboard

Ctrl-F4 Close Application (or “tab”) Shift-F4 Entity Lookup

F5 Go To F6 New (cycles through New buttons, press Enter to perform New) F7 Refresh (current application, same as our Refresh link in title frame) F8 Save (cycles through Save buttons, press Enter to perform Save) F9 Activate Master row selection, press F9 to toggle between master lists. Use up and down arrows to move, press

Enter to select a row

F10 Menu Bar (highlights Logoff; you can tab to other entries there) F11 Paste (in Lookup controls) F12 Copy (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

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CURRENTLY OPEN TABS

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• 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

GIVING SUMMARY

GIVING SUMMARY

GIVING SUMMARY

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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

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ALLOCATION LOOKUP BY CFAE CODE

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ALLOCATION LOOKUP BY CFAE CODE

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ALLOCATION LOOKUP BY NAME

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ALLOCATION LOOKUP BY NAME

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TRANSACTION LOOKUPS

TRANSACTION LOOKUPS

TRANSACTION LOOKUPS

TRANSACTION LOOKUPS

TRANSACTION LOOKUPS

Filter Function

Filterfunction

Filter Function

Click

AFFILIATION LOOKUP

AFFILIATION LOOKUP

AFFILIATION LOOKUP

COMMITTEE PARTICIPANT LOOKUP




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Navigation Tree LookupEmeritus Faculty by College

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Navigation Tree LookupAwards

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Navigation Tree LookupAlumni by College and Year

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Navigation Tree LookupAlumni by Major and Year

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717171

Navigation Tree Lookupby Major with Year Range (Expert Mode)

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NEW CONTACT REPORT

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ENTITY UPDATE

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WILDCARD CHARACTERS

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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.

Character Description

_ (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, [email protected]

• Irina Krasnitskaya, x86571, [email protected]

• Laura Lopez, x53967, [email protected]

• Caroline Johansson, x53820, [email protected]

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mailto:[email protected]



Documents

1 LOGGING INTO AWA. CONFIDENTIALITY NOTICE 2 CHANGE PASSWORD 3