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Tracy Fontaine is a freelance copywriter/editor who is not afraid to wield her nerd-level knowledge of orthography and syntax. She is equally adept at demonstrating a strong sense of story structure and adapting her style to suit your audience and tone across formats. For assistance with your content needs, contact Tracy at [email protected].
Citation preview
Tracy Moore Fontaine
WRITING PORTFOLIO:
Blogs Social Media Marketing
Grants Newsletters Technical
917.674.9053
Contents Blogs .................................................................. p. 3
Grants ................................................................ p. 8
Marketing .......................................................... p. 13
TV/Film Pitches .................................................. p. 17
Newsletters ....................................................... p. 21
Technical ............................................................ p. 24
Selections from Year of Months, my personal Tumblr documenting the daily adventures of tackling a new habit (from home-cooked dinners to haiku) every month.
Foundations
The following is a partial list of foundations to which I have submitted grant proposals on behalf of employers and clients:
Ahmanson Foundation The Paul G. Allen Family Foundation Allied Arts Foundation Annenberg Foundation California Community Foundation The Entertainment Industry Foundation 4Culture Humanities Washington James Irvine Foundation William and Flora Hewlett Foundation L.A. County Arts Commission The Plum Foundation Santa Monica Community Arts Grants Program The Seattle Foundation/ArtsFund Seattle Office of Arts and Culture Starbucks Foundation Washington State Arts Commission Wasserman Foundation Weingart Foundation W.M. Keck Foundation
Excerpt from the Cultural Development Authority of King County – Arts Special Projects Program Application for Individuals.
Project was funded. Project Description and Concept: What do you plan to do? When? Where? Include dates, location, etc. if known. The Odeon String Quartet will commission Seattle-‐based composer Ken Benshoof to compose a string quartet for the ensemble. According to Mr. Benshoof, the piece will be approximately 20 minutes in duration and will be inspired by the raw energy displayed by the family of violins and the extremely high level of communication between members of the string quartet. The piece will seem, on the surface, to be episodic. It will have a large number of small movements interrelated in ways that capture some of the effects of both returning forms (rondo) and developing processes. It will be modeled after common life rhythms wherein a fairly large number of seemingly unrelated topics/activities are encountered in any one day, but are revisited over time with emerging patterns of variation and development with a sense of continuity and direction. Composition will begin during the summer of 2003 and is estimated to be completed by the end of the year. The Odeon String Quartet plans to premiere the piece in Seattle during the winter of 2004 through a self-‐presented concert of music of living composers at the Illsley Ball Nordstrom Recital Hall at Benaroya Hall. Outreach opportunities connected to the commission process will include a demonstration of excerpts for students at Cornish College of the Arts during the quartet’s second year residency in the fall of 2003, as well as at least two free preview concerts at locations that attract younger audiences, such as record shops, cafes and wine bars, and live radio broadcasts on KING-‐FM and KUOW leading up to the world premiere performance. Preview activities will be supplemented by opportunities to meet the composer and discuss the compositional process as it is underway. The project will also include a professional recording of the piece for inclusion on an Odeon String Quartet CD of contemporary American works to be used as a promotional tool for the quartet and sold at future performances to help fund future commissions. Project Impact: How will this project enhance your work or career? This project is designed to support the component of the Odeon String Quartet’s mission dedicated to the development and presentation of new works. The quartet has a strong interest in the works of contemporary and American composers and is particularly looking forward to working with another Seattle based composer to expand their repertoire as an ensemble and contribute to the catalog of works for string quartets. The Odeon String Quartet is also committed to introducing new audiences to chamber music through music that is appealing to the next generation of listeners. Collaboration with a locally-‐based composer will not only support a local artist, but will also provide opportunities for community members to witness the composition process through dialogues, open rehearsals, and preview concerts. This element will also supplement the work of the quartet in their residency at Cornish College of the Arts. The commission will create various performance and promotional opportunities for the Odeon String Quartet and will further the quartet towards their goal of recording a collection of contemporary American works.
Experience: What are the qualifications and accomplishments of the artists involved in this project? Attach resumes, artistic or biographical statement(s) if necessary. Based in Seattle, the Odeon String Quartet is a vibrant and dynamic ensemble comprised of distinguished artists who are dedicated to presenting concerts of the highest artistic quality and building new audiences for chamber music through performances in unique settings with non-‐traditional concert formats and educational outreach programs. The quartet is committed to the development and presentation of new works through its programs and activities. The musicians of the Odeon String Quartet are violinists Gennady Filimonov, Andrew Yeung, violist Michael Lieberman, and cellist Paige Stockley. (See individual bios attached.) In January 2002, the Odeon String Quartet was appointed as the Lehmann Ensemble-‐in-‐Residence at Cornish College of the Arts and has been invited back for the 2002-‐2003 season. As the resident ensemble, the Odeon String Quartet offers an exciting expansion of Cornish’s chamber music activities: along with an exciting concert schedule, including an upcoming performance of George Crumb’s “Black Angels”, the quartet provides support to the composition program by offering a series of readings, workshops, and performances. In November 2002, the Odeon String Quartet presented their first commissioned piece, for which they received support from the King County Arts Commission, at Benaroya Recital Hall. Past performance highlights include the Seattle Chamber Music Society’s Under Forte series and family concerts, a concert of 20th Century works at the Lopez Island Center for the Arts, and the Gala opening of Experience Music Project. Ken Benshoof, Professor Emeritus at University of Washington, has been an active composer for over thirty years. Recipient of the Fulbright Fellowship, Guggenheim Fellowship, and Artist Trust Grant, he has composed for the Kronos Quartet, Northwest Chamber Orchestra, Olympic Symphony Orchestra, Rainier Chamber Winds, and Pacific Brass Quintet, to name a few. Six years have passed since he composed his eighth string quartet. Meanwhile, he has retired from teaching, reached his 70th birthday, and entered a fresh phase in musical interests. He is looking forward to returning to the medium once again. (Please see resume and partial list of compositions attached.) Evaluation: How will you measure your success in achieving the goals of the project? The composition component of the project will be assessed on an ongoing basis by the Odeon String Quartet. The quartet members will evaluate the progress of the commission against a timeline towards the ultimate goal of presenting the piece in concert in the winter of 2004. The quartet members will evaluate the success of the performance component of the project during and after each concert or presentation. New audience members will be tracked through ticket sale data and mailing list additions. Informal reactions to the presentation will be gathered from audience members to determine whether or not the concert format best presented the new work to the target audience. The Odeon String Quartet will also use audience feedback to evaluate the overall process for future commissions.
Excerpt from a proposal letter submitted to The Paul G. Allen Foundation for the Arts. Proposal was awarded.
Full proposal text available upon request.
March 26, 1999 Ms. Jody Allen Patton Foundation Administrator The Allen Foundation for the Arts 110-110th Ave. NE, Suite 550 Bellevue, WA 98004 Dear Ms. Patton, On behalf of the Board of Directors of Seattle Chamber Music Festival, we are requesting the support of the Allen Foundation for the Arts in the amount of $10,000 to support the artistic fees for musicians performing in our Winter Interlude 2000 and Summer Festival 2000. The mission of the Seattle Chamber Music Festival is to foster appreciation of chamber music in our community by presenting musicians of the highest caliber, whose performances will enrich, entertain, and educate a variety of audiences in accessible and inviting formats. Now in its 18th season, the Festival is a Seattle tradition. Toby Saks, Artistic Director and professor of cello at the University of Washington, programs a four-week festival each July and an intense weekend festival in January. Seattle Chamber Music Festival presents 12 concerts each summer and 3 winter concerts that are rich in variety, pairing traditional favorites with exciting new and lesser-known works. Connie Cooper, the Festival’s Executive Director, is an experienced arts administrator who joined the Festival in October of 1996 and has worked as an arts manager for almost 20 years. Seattle Chamber Music Festival is also supported by a 36 member Board of Directors composed of community and corporate leaders who come together through their love of chamber music to work on the Festival’s behalf. The Board meets quarterly and an Executive Committee meets monthly. An effective network of committees ensures a high level of board involvement in fund raising, strategic planning, public relations and marketing, and financial management. A roster of the Board of Directors is enclosed. Since 1982, the Seattle Chamber Music Festival has brought internationally acclaimed musicians together in the intimate setting of St. Nicholas Hall at Lakeside School to perform chamber music works for Seattle area audiences. The Summer Festival has grown to include a series of 12 main concerts, each preceded by a short recital sponsored by PONCHO. This year 34 musicians, of whom many are rising young stars, will perform in the Summer Festival. Each evening’s concert is a special experience combining the talents of several artists in one-of-a-kind, for-this-night-only performances that are always fresh and exciting. This approach adds electricity and vitality to the performances rarely heard among touring ensembles. More than 7,000 people attended 1998 Summer Festival concerts, a number which we expect to meet and exceed at the 1999 Summer Festival. Free-admission PONCHO pre-concert recitals attracted standing room only crowds of over 200 listeners each night, for an additional 2,400 listeners. Festival sponsor, KING-FM broadcasts all concerts to a listening audience estimated at 25,000 persons each night. For the past several years, attendance has been at virtually 100 percent capacity.
Marketing Writing Sample
Tracy Moore Fontaine
(917) 674-9053
EHAS: EVERYONE HAS A SONG
OUR MISSION
To empower young people to discover theiTo empower young people to discover theiTo empower young people to discover theiTo empower young people to discover their own potential by inspiring an r own potential by inspiring an r own potential by inspiring an r own potential by inspiring an
interest in learning and providing opportunities to experience success.interest in learning and providing opportunities to experience success.interest in learning and providing opportunities to experience success.interest in learning and providing opportunities to experience success. Everyone Has a Song (EHAS) is a contemporary education project that uses music
production in a unique and relevant way to excite young people about learning and
experiencing success. Using music as a catalyst for education, EHAS builds character,
confidence, and self-esteem in youth who have typically not thrived in traditional
educational settings. It is a particularly effective method of engaging and educating at-risk
and disenfranchised youth, and inspiring them to continue in school and become capable
workers and responsible citizens. Each year, EHAS welcomes approximately forty middle
and high school students into its classroom/music production facility in the Madrona
neighborhood of Seattle. Programs range from a four-week class for Seattle Children’s
Home residents to a 90+ hour, 12-18 week session for students referred by Seattle Public
Schools’ Inter-Agency program and the Seattle Youth Employment Program (SYEP). As
part of the Inter-Agency and SYEP programs, students receive in-class instruction with a
certified teacher and complete research projects, experiments, and assignments toward high
school credits. For all students, the final project is the production, from conception to
completion, of a music CD that incorporates knowledge gleaned from their coursework.
This fresh approach to education, designed by directors Charles and Cynthia Jefferson, is
especially effective in reaching the most difficult to serve populations and can be adapted to
any educational venue.
Marketing Writing Sample
Tracy Moore Fontaine
(917) 674-9053
WE START WITH ART
The first thing that happens in any EHAS class is to establish ARTARTARTART. No, we’re not
talking about the music. That comes later. ART ART ART ART is:
AAAACCEPTANCE CCEPTANCE CCEPTANCE CCEPTANCE –––– RRRRESPECT ESPECT ESPECT ESPECT –––– TTTTRUSTRUSTRUSTRUST
AAAAcceptance cceptance cceptance cceptance – No judgment! We model this beginning on the first day of class by accepting
students openly, just as they are, regardless of their tastes or backgrounds. We engage
students in candid discussions about their interests and opinions, demonstrating that we are
accepting of their ideas, interested in learning from them, and are not judgmental about the
things that they identify with.
RRRRespect espect espect espect – We must show respect for the students first, before we can expect them to respect
us. Respect has to be modeled. Young people often do not have a real sense of what respect
means. As a class, we seek out the literal definition of the word, but also discuss what it
means on an individual level, often discovering that different people may have different
definitions of respect–or how they would like to be treated.
TTTTrust rust rust rust – Ignorance, fear, and doubt inhibit the flow of creative energy. Creative expression is
a very personal process. You must be able to trust yourself to allow your creativity to flow,
and you must also trust those around you to provide only honest, constructive feedback and
not criticism. We establish trust with students by discussing our personal experiences with
receiving negative feedback, illustrating that we are not perfect. We discuss situations where
we were able to improve upon our work based on feedback and demonstrate that we are
open to their suggestions; thereby validating their ideas and encouraging self-confidence.
While ART ART ART ART is established over the first few weeks, we begin the EEEE3 3 3 3 System of EducationSystem of EducationSystem of EducationSystem of Education.
Marketing Writing Sample
Tracy Moore Fontaine
(917) 674-9053
TTTTHE HE HE HE EEEE3333 SSSSYSTEM YSTEM YSTEM YSTEM OOOOF F F F EEEEDUCATIONDUCATIONDUCATIONDUCATION
While establishing ART ART ART ART with the students, we begin the EEEE3 3 3 3 System of EducationSystem of EducationSystem of EducationSystem of Education:
EEEEXPOSURE XPOSURE XPOSURE XPOSURE –––– EEEENLIGHTENMENT NLIGHTENMENT NLIGHTENMENT NLIGHTENMENT –––– EEEEMPOWERMMPOWERMMPOWERMMPOWERMENTENTENTENT
EEEExposure xposure xposure xposure – Exposure is the process of presenting new information, ideas, concepts, and new
ways of looking at familiar things. This can be any discussion about any topic or any
subject. One example is breaking down a familiar word such as “racism.” In this example,
we would define the word, explore the origins of the word and the way it is used in society,
and attempt to provide a different perspective and new level of awareness or clearer
understanding of the concept. Exposure can also be as simple as sharing an article from a
newspaper, magazine or book. It can be something that happened on the way to class or an
established curriculum presented in a fresh way, from a new vantage point that inspires
critical thinking and analysis. A key ingredient to exposure is making information relevant to
students, which leads to:
EEEEnlightenment nlightenment nlightenment nlightenment – The light comes on when the students take in the information they have
been exposed to, internalize it, mull it over, and see its relevance in their own lives. This is
achieved through group discussion, games, role-play, writing assignments, and other creative
ways the leader develops to inspire thoughts and analysis. Students are then encouraged to
research, develop and hone a product or ideas, which they are responsible for teaching each
other. In our fast, instant, “get it now, pay later” society, many young people miss the
concept of practicing or rehearsing something until it is right (a reason many experts believe
music and dance students perform better in school.) At this point in the class, ART ART ART ART should
be well established and the students are encouraged to rrrrewrite, rrrrevise, and rrrrehearse their
creative ventures – the “three r’s” that are missing in many traditional classrooms.
EEEEmpowerment mpowerment mpowerment mpowerment – Empowerment is achieved when the students have developed an enriched
view of potentialities, or awareness of more choices. They are equipped with the information
to make informed decisions with the self-confidence to attain their goals and fulfill their
destinies. Students finally realize that they already have the power within themselves to be
successful, and they are ready to create the reality they desire through conscious decision-
making. In the EHAS classes, students are ultimately empowered when their final product
(a CD, video, performance, or other creative endeavor) are released/presented for others to
experience. The completion celebration is their reward, their chance to know success! It is
the fulfillment of the EEEE3 3 3 3 System of EducationSystem of EducationSystem of EducationSystem of Education.
Full booklet available upon request.
Excerpt from a documentary fundraising booklet. Project funded. World Premiere held in New York City, May 2014.
417 West 126th Street, 3rd Floor - New York, NY 10027 - Phone 212.678.7600 - Fax 212.678.5097
January 29, 2008 Jim Freudenberg Rubicon Race Team 12801 Clay Center Road Carmel, IN 46032 Dear Jim, It was fantastic speaking with you yesterday! We’re extremely excited about the prospect of developing a show around Rubicon’s road to the Indy 500 and we appreciate that you and Jason are taking time out of your hectic schedules to consider our proposal. We at Triple Threat Television believe that the Indianapolis 500 represents Americana at its best with a soul steeped in close to 100 years of history and tradition. Amongst the wide field of auto races and racing series, the Indy 500 continues to emerge year upon year as “The Greatest Spectacle in Racing.” The birth of a new race team is a thrilling moment and by documenting your behind-the-scenes journey to race day, we hope to fuel the fanfare and give rise to the next generation of open-wheel racing enthusiasts. From the tactical formation of your team, to the strategic selection of a driver, to the technical development of the car and crew, this is the start of a new racing legacy. And, at the heart of it all lies a tightly-knit racing family. Now that’s great tv! You mentioned other suitors. We are, of course, certain that Triple Threat Television is the best match for this project. The “reality” moniker has come to represent a wide range of television show concepts, but Triple Threat believes in staying true to a docu-series format that incorporates educational elements and factual storytelling. We are a full-service production company with connections to a wide range of cable outlets and have current and recent shows at both A&E and ESPN. However, we actually envision this series going to ABC. As I’m sure you know, ABC and the Indy 500 represent the second-longest televised sporting event relationship in history. Helio Castroneves’ recent participation in and win on Dancing with the Stars only reinforces the network’s interest in connecting primetime family viewers with this race, and we can’t agree more. Considering Jason’s longstanding history with Fox, we can understand why they would be interested in working with you. However, we feel that the reality programming philosophy behind any of the Disney networks is much more in line with your interests and intentions for this project. I have enclosed materials that outline our show concept and introduce you to our production family, including our reel and a copy of a recent pilot for MTV. We anticipate collaborating with you to further develop the specifics of this idea. And, if you decide to make your decision based on network alone, we would be interested in joining the project as the producing partner. Since there is a short window of opportunity, we look forward to speaking to you soon to finalize the details and get to work! All the best, Amy Maguire
Show Concepts: Lifetime, WEtv, Oxygen Date My Dog: Finding love is hard enough, but finding a mate your pet loves too? Meet Sheryl Matthys, the self-‐proclaimed “DogSexpert”. Sheryl helps singles – and their dogs! – sniff out a good match. Each episode centers around the Leashes and Lovers Lounge, a trendy canine café where Sheryl assembles dog owners and dog lovers, advises them on the joys and challenges that dogs can bring to a relationship, and then sends them out on special dog-‐friendly dates. From fighting the dog days of summer at the beach to teaching old dogs new tricks, singles stop barking up the wrong tree when they Date My Dog.
Let’s Elope! From proposal to honeymoon in 24 hours. Weddings are joyous occasions; planning a wedding can be anything but. In fact, whether it’s the cost, time commitment, family pressures, religious and cultural differences (or even just deciding on the color scheme!) most couples encounter at least one significant disagreement along the way. Well, we have a proposal of our own! How about a fully paid destination wedding and dream honeymoon…tomorrow? Couples must agree to drop everything and be whisked away for a surprise wedding the very next day. They can invite just two “witnesses” and can’t spread the news until after their "de-‐stress vacation". Will mom freak out? Will the best man throw a tantrum? Or will the bride and groom enjoy the peace and quiet of a private ceremony that’s all about them? Come on, Let’s Elope! Cut the Cord: Supernanny meets Failure to Launch when comedienne Giulia Rozzi intervenes to pry the boomerang generation out of their parents’ homes and get slacker friends to stop couch-‐surfing. It’s time to push these birds out of the nest and teach them how to get a job, find and furnish a great apartment, cook their own meals, and enjoy their independence. It won’t be easy, but she’ll convince parents and friends, once and for all, to Cut the Cord!
Empty Nest Makeover: When the kids head off to college, mom and dad don’t lose a child, they gain a great new room! Old bedrooms are transformed into master suites, spa baths, or sewing rooms – basements and rec rooms become high tech media spaces, home gyms, or craft nooks – swing sets and trampolines are traded for outdoor kitchens and zen garden retreats. The only question is, how will the kids react when their stuffed animals and sports trophies are replaced with mom’s art supplies and dad’s elliptical trainer? All will be revealed on Empty Nest Makeover.
Field Test of Smart Electrochlorinator 10,000 (SE10K) at Malawi Health Center (April 2013) In March, VillageReach received a subagreement from PATH Technology Solutions (TS) under the Gates Foundation Health Innovations Portfolio (HIP) award to conduct a year-‐long field test of the Cascade Designs, Inc. (CDI) Smart Electrochlorinator 10,000 (SE10K) device at a health center in Malawi. Unlike the SE200 electrochlorinator, which has also been trialed as part of PATH’s safe water projects, and is used primarily to treat water for drinking, the SE10K is a much larger model that creates large batches of chlorine brine, ideally suited for assisting with surface disinfection at healthcare posts and the like. Although the technology was developed by CDI, TS hopes this partnership will catalyze its effects and help bring it to market. Since 2008, subrecipient VillageReach has led programs in the Balaka District, Malawi, to strengthen the health system at the community and health center levels by building the capacity of community health work, implementing interventions to reduce malaria and diarrheal diseases, and improving access to healthcare through information and communications technology projects. VillageReach will place the SE10K, conduct trainings, and collect data throughout the duration of its use. Chlorine produced by the electrochlorinator will be used for infection prevention at the health center and dispersed to health surveillance assistants for household distribution and water treatment. Results from this field test will be used to determine applicability of the device to the proposed healthcare setting and inform future interactions. Jesse Schubert, RPM, explains that, "The healthcare setting is one of six different use scenarios currently being tested, or planned for testing in the future. The other uses, for both the SE200 and SE10K are:
• Water vendors (TS has an ongoing project in Kenya with MasterCard Foundation funding to equip and train vendors with the SE200).
• Schools (TS has a project in Kenya where the SE200 is being used in 3 schools to treat drinking water for students).
• Humanitarian assistance/disaster relief (UNICEF has a prototype SE10K that is currently being tested for treating drinking water for displaced persons on the Lebanon-‐Syrian border).
• Community scale in-‐line chlorination systems (a concept TS is currently looking for funding to develop).
• Community scale chlorine dispensers (a use mode that TS wants to pilot, but are looking for a willing partner and funding).”
Despite the broad scope and reach of the work being completed under the HIP award, it's notable that this particular technology and the results of this specific project utilizing only a fraction of the overall award funds, has the potential to be integral to its overall success. According to PADM Taj Munson, "In many ways, this device is the anchor of the [Health Innovation Portfolio] award, the purpose [of which] is to determine viability of creating chlorine onsite to assist in disinfection, from a technical as well as cultural and functional perspective."
Subaward of the Month: Acceptability of the Female Condom among HIV Sero-discordant Couples in China (May 2013) In one of PATH’s many great examples of global partnering, this spring the Technology Solutions Woman’s Condom Team is joining forces with the Netherlands Ministry of Foreign Affairs and the Chinese Center for Disease Control and Prevention (CDC) to explore opportunities to integrate the Woman’s Condom into services for HIV-‐serodiscordant couples (where one partner is HIV positive and the other is HIV negative) in China. In 2011, the Netherlands Ministry of Foreign Affairs granted PATH an award to Expand Access to the Woman’s Condom through the Protection Options for Women Product Development Partnership (POW). POW aims to make the Woman’s Condom available and accessible in developing-‐country markets worldwide, focusing first on developing markets in China and sub-‐Saharan Africa. Specific objectives are to:
• Introduce the Woman’s Condom in public-‐sector family planning and HIV/AIDS prevention programs in China.
• Introduce the Woman’s Condom in various private-‐ and public-‐sector channels in sub-‐Saharan Africa.
• Use learning from China and sub-‐Saharan Africa to build a global market for the Woman’s Condom.
• Build evidence of the effectiveness of the Woman’s Condom. • Engage in advocacy to raise awareness of and demand for the Woman’s Condom and female
condoms to expand protection options for women globally. In China, POW is currently working with local research agencies and non-‐governmental organizations to raise awareness around the Woman’s Condom, and explore uptake and acceptability of this new product through market tests in the family planning program and the HIV prevention programs. In one of these market tests, Chinese CDC will evaluate uptake and acceptability of providing access to the Woman’s Condom as part of its counseling and service provision to HIV-‐discordant couples. Between March and May 2013, Chinese CDC clinic staff collected feedback from couples about use of Woman’s Condom and what information and counseling are needed to use the product successfully. Although HIV prevalence in China is low, data show that spouses of people living with HIV have high risk of HIV infection due to unprotected sex. Women are vulnerable to transmission due to low sexual power in the relationship, which makes it difficult to negotiate male condom use if their partner is not willing. Current HIV-‐preventative measures include counseling and testing, partner notification, and male condom promotion. Technology Solutions hopes that adding the Woman’s Condom to male condom counseling and distribution will result in additional protected sex acts since the Woman’s Condom offers good sensation to both partners. PATH and the Dahua Medical Apparatus Company (Dahua), manufacturer and distributor of the Woman’s Condom, are partnering to make the product available in both the public and private sectors. Feedback from this market test activity will provide valuable insight into use and acceptability of the Woman’s Condom. Five additional test markets are underway in China evaluating uptake and acceptability of Woman’s Condom among target populations in different regions and through various distribution channels. Results from these market tests will be presented to representatives from the family planning and CDC departments at a stakeholder meeting in 2014 to determine whether Woman’s Condom will be integrated into these public-‐sector channels.
Assignments
The following is a partial list of technical writing projects to which I contributed at PATH as a member of a 5-‐person project team. Due to the confidential nature, full samples are available only by request.
Writer/Editor:
DocuSign Business Process DocuSign User Manual DocuSign E-‐learning Module (Captivate) DocuSign for Salesforce Reference Manual
Editor/Proofreader:
Salesforce Reference Manuals and Quick Reference Guides (QRGs) for Office of Sponsored Programs, Legal Department, and Program Teams covering:
Basic Navigation Award Setup and Review Document Generation (Awards) Program Review and Approval (Awards) Subordinate Agreement Creation and Review Subordinate Agreement Amendment Requests Subordinate Agreeement Payment Requests DocuSign for Salesforce
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BASIC NAVIGATION OF SALESFORCE Useful Tips
Navigation Glossary and Key Terms
Login Requirements: • Click on link sent to inbox (path.my.salesforce.com) • Use Internet Explorer (Version X)
NOTE: Google Chrome is not a supported browser for Salesforce and will not function properly. If you are accessing the site without a PATH computer or a different browser, login will be required (same as PATH login credentials).
If unable to access, contact: support-‐[email protected]. Quick Navigation:
1. Search Bar Search PATH’s entire Salesforce Site for specific content.
2. User Name Access your user profile, set-‐up information, and Log Out.
3. Tabs Custom Tabs to quickly access distinct sections. Click on the + to view all Tabs and set order.
4. Collapse Side Bar
Click this small arrow to collapse the left-‐hand sidebar and expand the viewable window.
5. User Name & Photo
Confirms correct login and allows user to upload a photo.
6. Create New Shortcut to create new records (correlates with tabs)
7. Recent Items Quick links to recently viewed items/records.
8. Dashboard Users can designate dashboards to display on their personal Home Page via Personal Settings
9. Custom Page Quick Link to Personal Settings to adjust dashboard definitions and display.
10. Recycle Bin Quick Link to a list of items recently deleted by the user. User can select and undelete.
11. Items to Approve
Records assigned to user that require action (e.g., review, approval, etc.)
*NOTE: Not all features of Salesforce will be used at PATH (highlighted in yellow).
1. Click on the + tab. 2. Click on CUSTOMIZE MY TABS or ADD A TAB. 3. Click on right arrow to add tabs (left to remove). 4. Adjust the display order (left to right) by moving Tabs up
or down on your Selected Tab list.
Customizing Tabs Single Sign On
1. Selected Tab The Tab you are currently viewing will be highlighted. 2. Page Title The Title of the Tab Page you are viewing.
3. View Criteria Select the criteria for the records you wish to view: Recently Created, Recently Modified, or Recently Viewed.
4. List View Select the view you would like to access and click Go! These public views are predetermined by the system administrators.
5. Customize a List View
Create custom views by clicking either Create New View or the New button within the List View. Personalized List Views will not be made public.
6. Record Links Quick link to that specific record.
7. Sort (not shown)
Within a List View, sort records by clicking on the column header. An up or down arrow will appear to indicate if sorting is in ascending or descending order.
Navigating Records
1
2
3
4
