Colleague Advancement (UI4)

Colleague (UI 4) Navigation course

New to Colleague? Take our introductory on-demand course for Colleague UI 4. FREE to all Ellucian customers (Ellucian HUB login required).

On-Demand Courses for Colleague Advancement (UI 4)

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Course Summary Duration Access Required Action
Colleague Advancement
Advanced IA Topics This course is comprised of lessons that focus on complex processes and procedures used to manage your Institutional Advancement Office. Some topics include affinity ratings, copying a campaign tree, and integration points between the Payroll Office and the Advancement Office. 152 minutes premium Log in to check access
Communication Code and Document Hooks This course is comprised of lessons that explain how communication code and document hooks allow you to link a function within Institutional Advancement modules to the Communications Management module. 6 minutes premium Log in to check access
Colleague Advancement Data Maps This course is comprised of lessons that detail the data maps used in data migration for Colleague Advancement. 86 minutes premium Log in to check access
IA File Structures This course is comprised of lessons that focus on the data structures used by Institutional Advancement. We cover file structures used with activities and events, campaign management, constituent management, contribution management, major donors, and planned giving. 39 minutes premium Log in to check access
Learning Plan: Advancement Services This course is comprised of lessons that focus on common processes and procedures performed by Advancement Services staff at your institution. Some topics include building pledge reminders plans, managing major donors, and tracking scholarship Thank You Letters. 28 minutes premium Log in to check access
Learning Plan: Gift Entry Operator This course is comprised of lessons that focus on common processes and procedures performed by Gift Entry Operators at your institution. Some topics include adjusting contributions and pledges, end of day procedures, and entering contributions. 33 minutes premium Log in to check access
Rules (Colleague Advancement) This course is comprised of lessons that explain how to automate business processes within Colleague using and troubleshooting rules. We cover rule hooks used by Institutional Advancement. 13 minutes premium Log in to check access