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Super User - Best Practice Documents

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This page provides access to a list of best practice and protocol documents that have been developed by DARS Super Users across the Collegiate University. Detail on the author(s) and date last updated can be found within each document - contact the author(s) if you have any further questions about the document or the processes described.


Click on the links below to access the attached documents (print or save as if required, and then use the back arrow on your browser to return to this page)


Please note that official DARS Policy documents can be accessed on the main DARS website in the Learning section under Related Pages - Policies


DARS Best Practice Guides


Reviews the various tabs and functions of the Fundraiser page which becomes available when a Collegiate University staff member has a 'Fundraiser' constituency applied to their record in DARS


Outlines the processes for formally recording and storing donor reports and creating a planned schedule of future reporting in a prospect plan


Outlines the considerations needed in areas of DARS prior to a fundraiser leaving their position or relocating to another part of the Collegiate University


Outlines the considerations needed in areas of DARS prior to a support staff member leaving their position or relocating to another part of the Collegiate University


Reviews the locations in DARS where specific types of documentation - such as research profiles, donor reports and proposals - are stored for best practice


Outlines the official gift donor ackowledgement process in DARS


General guidelines for user best practice in the constituent and prospect areas of DARS



DARS Clearance System Guides and Protocol Documents


A complete guide to all clearance and related relationship management processes across the Collegiate University can be viewed on the Advancing Oxford website under the Relationship Management Processes page in the Shared Resources section under Inform. Clearance request forms and guides can be downloaded from this web page.


Outlines the offical process enabling Central University fundraisers to request alumni clearance from a College or PPH


Reviews the function and tabs contained in the College Clearances tab of the Fundraiser page




For instructions on how to add a new DARS Best Practice Guide to this page please consult this attached DARS Training Team Quick Reference Guide:

Adding to the Wiki Page QRG v1.0


This page is managed by Sami Marjanen (UODO Prospect Data Officer) and Matt Dunne (DARS Training and Business Change Manager)

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