Week Three - Weekly Tasks:
Constituent Data Health & Duplicate Management
As the Database Administrator, you are responsible for the health of your database. Regular clean-up and maintenance of database records is an important part of your job.
  1. Check out these Help Topics: 
  2. Watch the Videos in this playlist: Managing Duplicate Constituent Records
  3. Refer to these Knowledgebase articles:
  4. Review these Altru Blog and Community Posts: 

Email Services
Email Services allows you to review the status of your email jobs sent through Altru.
  1. Check out these Help Topics: 
  2. Refer to these Knowledgebase articles:

Query and OData Feeds
Query is a grouping tool that allows you to group records with similar characteristics. Queries are used throughout Altru to filter what records should be included in a mailing, report, export, or process.
  1. Complete the Altru: Basics of Query eLearning course.
  2. Enroll in the Blackbaud University online instructor-led courses:
  3. Check out these Help Topics: 
  4. Watch the Altru Query videos and these additional videos:
  5. ​Refer to these Knowledgebase articles:
  6. Practice query with a few of these examples:
  7. Review these Altru Masters Workshop Recording & Handouts:
  8. ​Review this Altru Blog Post: Altru/Tableau Visualization Project - Files And Instructions

Reporting and Analysis 
Altru offers many reports and other analytical tools to assist you in analyze revenue raised and your progress toward your fundraising, membership, sales, and financial goals.
  1. Enroll in the Blackbaud University online instructor-led course Altru: Data Analysis.
  2. Start by checking out these these key reports:
  3. Check out these Help Topics:
  4. Watch this Video: Configuring Smart Fields in Altru
  5. ​Refer to these Knowledgebase articles:
  6. Search the Knowledgebase using the keywords "How to report on" for the answers to commonly asked reporting questions.
  7. Review these Altru Masters Workshop Recordings & Handouts:

Week Four - Monthly & Occasional Tasks:
Security and User Management
Adding new users and assigning the appropriate access to Altru tools using system roles is a key part of the Database Administrator role. User management is a two-step process, managing the user on Blackbaud.com and managing the user in Altru.
  1. Check out these Help Topics:
  2. Refer to these Knowledgebase articles about managing your organization's users on Blackbaud.com: 
  3. Refer to these Knowledgebase articles about managing your users in Altru: 

Notifications
Pop-up notifications are available in certian record types in Altru and also for constituents added to the Daily Sales Screen during a transaction. 
  1. Check out these Help Topics: 
  2. Watch this Video: Notifications in Daily Sales in Altru
  3. Refer to these Knowledgebase articles: 

Constituencies, Attribute Categories, Code Tables, and Reason Codes
Altru allows you to create custom fields (attributes) and to customize the values in many of the dropdown (code table) fields prebuilt in Altru. As the Database Administrator, you will be responsible for the creation and management of these fields and values.
  1. Check out these Help Topics: 
  2. Watch this Video: Adding ,Deleting and Inactivating Code Table Entries in Altru
  3. Refer to these Knowledgebase articles:
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Global Change
Altru offers a limited number of global add and change options for updating many records at once.
  1. Check out this Help Topic: Global Change Definitions​​
  2. Watch this Video: Understanding Global Changes in Altru
  3. ​Refer to these Knowledgebase articles:

Import
If you have a large set of data in an electronic format that you would like bring into Altru, you can import many types of records into Altru. Import also allows you to update information in existing constituent and revenue records.
  1. Check out these Help Topics: 
  2. Watch this Video: Altru: Import Basics
  3. Refer to these Knowledgebase articles:
  4. Review this Altru Masters Workshop Recording & Handout: Import Basics

Import Selections
If you have any edits or additions to your lists for communications or reports, you can also upload a revised constituent list back into Altru using the Import Selection feature.
  1. Check out the Help Topic: Import Selections
  2. Watch this Video: Importing Selections in Altru

Export
  1. Check out the Help Topic: Export
  2. Watch this Video: Altru Export Basics
  3. Review this Altru Masters Workshop Recording & Handout: Exporting Data

AddressFinder
  1. Check out these Help Topics:
  2. Watch the Video: Running AddressFinder in Altru

Address Processing Options
The Address Processing Option feature allows you to specify which addresses to use and what organizational contacts to use in your mailing.
  1. Check out the Help Topic: Address Processing Options
  2. Watch this Video: Configuring and Using Address Processing Options in Altru Communications

Name Format Options
Name Format Options allow you to specify how you would like the Addressee, Contact Addressee, and Salutation to appear in your mailings.
  1. Check out the Help Topic: Name Format Options
  2. Watch these Videos:
  3. Refer to this Knowledgebase article: Addressee/Salutations appear as Mrs. and Mr. in mailings
  4. Review this Altru Masters Workshop Recording & Handout: Managing Constituent Name Formats, Communication Preferences, and Address Processing

Point of Sale Workstation Setup
Each computer that you would like to print receipts and tickets from must be configured in Altru as a workstation.
  1. Refer to these Knowledgebase articles: 
  2. Watch these Videos:

Fiscal Years
Each year you will need to ensure that the next fiscal year is configured in Altru.
  1. Check out this Help Topic: Define Fiscal Years 
  2. Watch this Video: Define Fiscal Years
  3. Refer to these Knowledgebase articles:

Credit Card Merchant Services Account Configuration
As the Database Administrator, you may be responsible for managing the credit card merchant account settings in Altru.
  1. Check out this Help Topic: Merchant Accounts for the Blackbaud Payment Service
  2. Watch the Videos in this playlist: BBPS in Altru
  3. Refer to these Knowledgebase articles:

Stage 3 - Practice makes perfect
Now that you’ve learned the basics and laid the foundation to mastering Altru, let’s hone those skills through practice and review.

Week Six and Beyond: What training is recommended for a new Database Administrator? (Weeks 1 and 2)