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Biographical Data & Training

Training
To provide Office of Advancement staff and other authorized users of Advance with the opportunity to improve or upgrade their skills, with respect to the services offered by advancement staff each month:

• Bio, Gift and Prospect Inquiry Overview
• Bio, Gift and Prospect Maintenance Overview
• Basic Components of the System
• Entity Look Up
• Gift Look Up
• Prospect Lookup
• Contact Report Development
• Entity Profile Report and Using Clipboard

Biographical Data Maintenance
The creation of new records onto the Advance Database is for the most part performed by the biographical and research teams of Advancement Services. New records can be added based on a request accompanied with documentation or justification to advinfo@ohio.edu. To do this, use the Entity Creation Form.

Database Management
The correction of or entry of additional data to existing entities onto the Advance Database is for the most part performed by the biographical and research teams of Advancement Services. New data or corrections to records can be added based on a request accompanied with documentation or justification to advinfo@ohio.edu. To accomplish this, ensure that you use the Entity Creation Form.