Advancement Alumni

The Banner Advancement and Alumni System maintains comprehensive information for all University of Idaho constituencies, supports gift and pledge processing, provides campaign statistical analysis, stores extensive prospect information and tracks cultivation and solicitation activities.

Advancement/Alumni Training

Banner Navigation Training - Required

You must complete the online Banner Navigation Training and request a Banner account prior to taking other Banner training.

Advancement/Alumni Navigation & Query

This training is for personnel with a need to access Advancement/Alumni information through Banner forms. The training provides instruction to query and navigate through the different forms (sub modules) such as APASBIO. New hires to the Advancement area are trained on this module along with FERPA. This training is required for access to the Advancement/Alumni Prospect Management forms or any other forms under this modules. To schedule a training contact Irma Sixtos.

Introduction to Prospect Management

This training is for personnel (usually fundraising staff and their support staff) with a need to access information on prospects. The training provides instruction on the entire Prospect Management system as well as instructions on entering contact reports. Some training on gifts and pledges is also included, however, for Gifts training, please contact Josh Tomlin at 208-885-2081. This is a one-on-one class. To schedule a training, contact Trevor Price.

General Person Maintenance

This training covers the steps necessary to generate person/organization records. This training is specifically for data input personnel. To schedule a training contact Judy Tackett.