ca data pack 2010 - relay.acsevents.org

Relay For Life California Division Data Pack 2010

Relay For Life California Division

RFL Data Pack 2010

Table of Contents

DATA & INCOME PROCESSING CHECKLIST .............................................. 2 DATA & INCOME PROCESSING CHECKLIST continued .............................. 3 All Tracks Lead to Siebel ................................................................................. 4 All Tracks Lead to Siebel continued ................................................................. 5 All Tracks Lead to Siebel continued ................................................................. 6 DATA Calendar- Recommend dates for FRED ................................................ 7 DATA Calendar- Recommend dates for FRED continued ............................... 8 FREQUENTLY ASKED QUESTIONS .............................................................. 9 FREQUENTLY ASKED QUESTIONS continued ........................................... 10 SCANNABLE FORMS PROCESSING .......................................................... 11 HELPFUL HINTS ........................................................................................... 12 REPORTS: DART, ONLINE, and FRED ........................................................ 13 ONLINE REPORTS- from Relay Online Manual ............................................ 14 ONLINE REPORTS continued ....................................................................... 15 FRED How To Documents (1 of 4) ................................................................ 16 FRED How To Documents continued (2 of 4) ................................................ 17 FRED How To Documents continued (3 of 4) ................................................ 18 FRED How To Documents continued (4 of 4) ................................................ 19 TRAININGS: FRED and DART ...................................................................... 20

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Division Data contact info: e-mail: [email protected]

As Teams Register / Pre-Team Captain Meetings:

Input Committee Roster into DART system and it will flow into Siebel nightly.

Input secured sponsorships into DART system and it will flow into Siebel nightly.

Ensure scannable forms are available to team captains and team members through team packets.

If your event is an Online Event and the team & team members register online, they do NOT need to fill out a scannable form or sign a waiver at the event (youth under 18 must always have signed waivers).

When a team is recruited, make sure Team Captain fills out a Team Registration scannable form, and Team Members (including captain) fill out Participant Registration forms. Staff will attach a Batch Header Form and Fed-Ex to the Shared Services Center (SCC) immediately.

Communicate with staff the dates of Team Captain Meetings and Bank Nights to ensure he/she can have up-to-date team roster reports ready prior to these meetings.

Money/Forms that Trickle into the Office:

Work with staff to pick a day of the week to deal with random scannable forms. Once a week, staff will Fed-Ex forms to SSC for processing, after checking for errors (with Batch Header).

Record estimated revenue and registration fees that trickle in between meetings: Pick a day of the week to record this money (be sure to still process the money for deposit as usual). Either enter directly into DART/Siebel.

At Each Team Captain Meeting or Bank Night: Collect completed scannable forms at Team Captain Meetings. Ensure completion and accuracy

of forms and attach Batch Header Form (staff will provide) and Fed-Ex to Shared Services immediately.

Prior to each Team Captain Meeting or Bank Night, staff runs DART / Siebel reports including: DART Summary View ->Event Summary Report: this report gives you event totals in all

categories (by team, sponsorship, reg.) DART Teams View- Team and Team Member Fundraising Summary: this report gives

you each team with reg. fees, team members and totals. See DART training for more info. If your event is an Online event, have Online Chair run team member total report. (See Relay

Online Manual for more info). This will tell you what the event, teams, and members have raised online so you can report what portion of all money is received online at a Team Captain or Committee Meeting.

At Team Captain Meeting or Bank Night*, update the Fundraising Reports or keep the TC/TM envelopes. When team members turn in money, write amount next to team member who raised the money. Write in any registration fees received. Do not include online amounts on this sheet when you update FRED or DART/Siebel. (see next line). All online donation amounts are updated

in Siebel. *If your Bank night occurs the week before the event keep the report and enter into FRED (if you have it) or DART/Siebel. If your Bank night occurs the week of your event, enter the amounts in FRED.

Do not include on-line amounts. Share reports (online and offline) with committee and team captains.

DATA & INCOME PROCESSING CHECKLIST

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DATA & INCOME PROCESSING CHECKLIST continued

2 weeks before the event week

Monday is the last day to fed-ex scannable forms to Shared Services (to arrive on Wed). Any scannable forms or income submitted after this cutoff date, should be entered directly into DART/Siebel, or held for entry into FRED (when it is installed on Monday the week of your event). If you decide to enter these directly into FRED, be sure to also send scannable forms to Shared Services after the event is over.

One Week Prior to event week

As of Monday, any teams registered onlineor money collected online will not be in FRED.

On Wednesday stop entering teams or estimated revenue into DART/Siebel. of event week, FRED will be created and installed per staff’s instructions in Expansion. Note: You can request FRED anytime 2 weeks prior to event, just be sure to change the deadlines accordingly. (See Expansion timeline for specific dates based on your event day).

Staff need to contact ACS IT department to install printer and drivers to the laptop using FRED.

Event Week You should receive FRED on the day you requested this week. Once you have FRED, enter

new income, teams, and team members into FRED (be sure you have scannable forms for these teams and members. Set aside to send to Shared Services post-event.).

Day Before Event or Morning of Event: If you are an Online event, run GAP report: Set Transaction Date Range to previous last X days (depends on date FRED received-see email for more instructions on dates).

At The Event: Continue to collect scannable forms on any new teams or team members, along with survivors and

day-of-event volunteers.

Enter new teams, new team members, and income into FRED.

Run reports periodically so you can update event on how much money has been raised.

Prior to end of event, run final report to recognize top teams, top individuals, and event totals.

After Event: Monday: any scannable forms you have collected need to be attached to the appropriate Batch

Header Forms and sent to Shared Services. All Week: Money that comes in after the event should be entered into FRED.

Friday: Stop using FRED. Email FRED file to [email protected] (Staff see FRED instructions)

Prior to Wrap-Up Party or Post-Event Celebration, run Reports from DART so you can give your committee and teams the event results.

Definition of Systems:

Siebel: Info goes into our main constituent database via scannable forms, online, Field/Division entry.

DART: Easy data entry system for RFL staff to input information into Siebel. DART updates Siebel nightly.

FRED: The Friendly Relay Event Database is a database used at your event to calculate total event, team, and team member estimated revenue. Amounts are used for recognition purposes.

Online:

A online fundraising website used to raise money and send communications. Only online amounts (credit card transactions) are entered into Siebel. Offline amounts (cash and check pledges to website) are used only by team members to manage their fundraising efforts.

SharedServices: Our centralized contribution and scannable form processing center. Estimated Revenue: These amounts are credited to teams or team members for recognition purposes.

Contributions: These amounts are Donor Dollars, deposited in the bank. ACS reports these contributions, also processed by Shared Services, for tax purposes. AKA The Truth.

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All Tracks Lead to Siebel

RFL DART

Teams, Team Members, NCTP Team Affiliations, Survivors, Estimated Revenue, Sponsors, C itt M bCommittee Members-

*DART Updates Siebel Nightly

Team Members

TeamsAffiliations

Contributions

FRED

Survivors

Volunteers/Staff

Teams, Team Members, Survivors.

DatabaseEstimated Revenue

Committee Members

Sponsors

Survivors. Estimated Revenue, & Contributions

Teams, Team Members, Team Affili ti S iAffiliations, Survivors, Sponsors, & Estimated Revenue (New teams and members must be registered online or fill out scannables)

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All Tracks Lead to Siebel Campsite Details

Online

Teams: Teams that register online are electronically loaded into Siebel twice per week. Available in Team/Table View of Events Screen.

Team Members: Team members that register online are electronically loaded into Siebel twice per week. Available in Team/Table View, Team Member applet of Events Screen.

Survivors: Participants that register online are electronically loaded into Siebel twice per week. Available in Participant View of Events screen.

Contributions: Online credit card transactions electronically loaded into Siebel once per

week. Available in Contributions View of Events Screen.

Estimated Revenue: Online credit card transactions electronically loaded into Siebel twice per week. Offline (cash and checks) donations are NOT included. Available in Estimated Revenue View of Events Screen. All Online records are in Siebel within 120 hours of SSBC receiving the files.

SSBC – Scannable Forms

Teams: Creates Team Name, affiliation if completed on form. Available in Team/Table View of Events Screen.

Team Members: Creates or updates constituent, adds constituent to team. Available in Team/Table View, Team Member applet.

Survivors: ot linked to teParticipant (n am, usually

Survivor-Walker) – Creates or updates constituent, adds constituent to event. Available in Participant view of Events screen.

Estimated Revenue:

team registered via scannWhen able forms they have the ability to enter a 1 time estimated revenue amount on the form. Available in Estimated Revenue of Events Screen All Scannable form records are in Siebel within 120 hours of SSBC receiving the forms.

SSBC – Actual Contributions

Batches:

Actual Contribution Batches are processed by SSC, through normal processing methods. The data is available in Contributions View of the Events Screen once the batch is closed. Estimated Revenue records are not created for these actual contributions.

Contributions will appear in Siebel in the Batch Admin Screen within 72 hours or SSBC receiving the batch.

Onsite Database

Teams: Teams that exist in Siebel will be imported into the Onsite Database.

Team Members: Team Members that exist in Siebel will be imported into the Onsite Database.

Survivors: Participants not linked to a team (usually Survivor-Walkers) will be imported into the Onsite Database

Estimated Revenue: All Estimated Revenue tied to the Event at any level, (Event, Team, Team Member, Participant) is imported into the Onsite Database.

Sponsors All Sponsors that existed in Siebel will be imported into the Onsite Database, estimated revenue can be added to existing sponsors, but new sponsor records can not be created.

Exported back to Siebel: Any additional Estimated Revenue that was added to existing Teams, Team Members, and Participants(Survivors). New Teams, Team Members, and Survivors will have to be entered into Siebel through Scannable forms or Manual entry.

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Recommended date Relay staff can have FRED Receive FRED the Monday the week of event. (Mar 2 on sample calendar below) Any envelopes from Bank Night the week before Event Week will be held and entered into FRED on Monday the week of Event. (Mar 2 on sample calendar below) This will mean the FRED Gap report will be 1 week of data (Feb 27- March 7 on sample calendar below) Make FRED complete as possible! Last Day to: 3 weeks before Event: Fedex Scannables (2 day) to SSC for input in Siebel. (Feb 16th) 1 ½ weeks prior to Event: Enter participant data or Estimated Revenue in DART/Siebel 1 week before Event: Register Online or donate to be in FRED (Feb 26th) MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SAT/SUN Feb 16 #Fedex (2 day) scannable forms to SSC

Feb 17 Feb 18 #Last day for Scannable forms to arrive at SSC

Feb 19 Feb 20 Feb 21/22

Feb 23

Feb 24 Feb 25 #Scannable Forms in Siebel/ Last day to enter data into DART/Siebel to be in FRED

Feb 26 *Last day to register or donate online to be in FRED FRED is being created and audited by Division

Feb 27 *Online GAP starts here FRED is being created and audited by Division

Feb 28/Mar 1

Mar 2 Staff receive FRED Database

Mar 3 Mar 4 Mar 5 Mar 6 March 7th/8th

Event Day *Run Gap report; filter out all donations prior to Feb 27; enter in FRED

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First date Relay staff can have FRED No exceptions to this date are permitted. Receive FRED the Monday the 2 weeks before event. (Feb 23 on sample calendar below) This will mean the FRED Gap report will be 2 weeks of data (Feb 20 on sample calendar below) Make FRED complete as possible! Last Day to: 4 weeks before Event: Fedex Scannables (2 day) to SSC for input in Siebel. (Feb 9th) 2 ½ weeks prior to Event: Enter participant data or Estimated Revenue in DART/Siebel 2 weeks before Event: Register Online / Donate to be in FRED (Feb 19th) MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SAT/SUN Feb 9 #Fedex (2 day) scannable forms to SSC

Feb 10 Feb 11 #Last day for Scannable forms to arrive at SSC

Feb 12 Feb 13 Feb 14/15

Feb 16

Feb 17 Feb 18 #Scannable Forms in Siebel/ Last day to enter data into DART/Siebel to be in FRED

Feb 19 *Last day to register or donate online to be in FRED FRED is being created and audited by Division

Feb 20 *Online GAP starts here FRED is being created and audited by Division

Feb 21/22

Feb 23 staff receive FRED Database

Feb 24 Feb 25

Feb 26

Feb 27

Feb 28/ Mar 1

Mar 2

Mar 3 Mar 4 Mar 5 Mar 6 March 7th/8th

Event Day *Run Gap report; filter out all donations prior to Feb 20; enter in FRED

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FREQUENTLY ASKED QUESTIONS

1.) Do I have to use the scannable forms?

Scannable forms are being utilized for all events. IF your event is online, participants that register online do not need to complete the form. Ensure scannable forms are available to team captains and team members through team packets and meetings. If the registration chair shares with the participants the benefits of scannable forms (less data entry, better quality of data, etc.), this should assist in encouraging participants to utilize them.

2.) I have a new event, and the team captains are not turning in the forms that I have distributed. What do I do?

Work with registration, team recruitment, and team captain coordinator volunteers to outline a plan to promote the collection of information. Consider incentives, communication/phone calls between volunteers and captains and ongoing encouragement. Explain that participant data has always been collected, but scannable forms make the process faster and easier. The earlier the data is collected, the less work the Data Volunteers will have to complete at the event.

3.) How do I explain to volunteers that I will be able to access their event data in DART/Siebel and run useful reports for them?

After sending information to Division and/or Shared Services, go into Siebel and process team reports. Bring these reports on an ongoing basis to committee meetings and team captains meetings.

4.) Why do we need so much information from our participants?

We know returning participants raise more money, so in an effort to further that quest, we need to know who is participating in Relay. Constituent Relationship Management is an integrated approach to identifying, acquiring and retaining customers. With complete information on RFL participants, we can build relationships and retain participants in our events. Additionally we can better understand our participant’s wants and needs.

5.) Do all forms need to be turned in at the same time?

No. You can turn in any number of team members for a team in the first batch and then any amount after that. The benefit of continuing to gather information as it trickles in is that you can then print reports and share with the team captain how much information and income you have attributed to their team.

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FREQUENTLY ASKED QUESTIONS continued

6.) If more than one participant indicates the same role (i.e. survivor), how is this information loaded into Siebel?

If more than one participant indicates the same role, two participants will be loaded into Siebel with that role.

7.) If a participant has multiple relationships with cancer (i.e. participant is a survivor and their parent is a survivor), can this information be captured in Siebel?

Yes. Please encourage participants to be as detailed as possible in filling out their forms; this will enable the American Cancer Society to have a better understanding as to their relationship with cancer.

8.) If the participant information has already been entered, what is the most effective way of getting income associated with that participant entered into Siebel? Work with volunteers to: Print the team list with money report from Siebel and “write in” amounts collected Send empty envelopes that have confirmed amount on them to Division 9.) This event will be using FRED / on-site database for income tracking at the event. What information will merge with Siebel when the event is over?

All income credited to participants that were “in” Siebel prior to FRED On-site Database being created will merge with Siebel. New team, participant, and survivor scannable forms collected at the event will be scanned into Siebel by Shared Services. All income credited to these new teams and participants will be entered into Siebel by Division.

10.) Will survivor information be captured through scannable forms?

Yes. The Shared Services Center processes participant scannable forms that are specific to survivors not on teams (aka participants). Team participants who are also survivors can indicate such on the participant scannable form.

11.) Will survivor information be available to the event volunteers and staff for future events?

If a Confidentiality Agreement has been signed. The scannable form will have a HIPAA disclaimer as a part of the form. This will allow volunteers and staff to continue working and communicating with volunteers that fill out this form.

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“Help! I’ve collected the scannable forms for my event... Now what?”

The purpose of using the scannable forms is to simplify the data collection process for Teams and Team Members while improving the quality of the information. Therefore, it is absolutely imperative that every effort is taken to ensure that information on the forms is complete and the forms filled out properly before they are submitted to the Shared Services Center (SSC).

As the scannable forms are collected both before and during the event, following the process outlined below will reduce the number of “exceptions” (notification of improperly completed forms and fees charged) by the SSC and will result in better quality data. The improved data will greatly enhance team retention opportunities for next year’s events.

First of all, be sure to initially keep the scannable forms for each team together. This will help you later. Then, separate all of the scannable forms into the following categories:

o “NO GO” – those forms may be photo copies, or are missing information from the required fields for which you may or may not know the answer. Mailing addresses is required for submission.

o “FIXABLE” – forms that are improperly completed or that are missing information from the required fields, but which can be easily filled in by Data volunteers or staff. For example: first, last names of known team members, zip code is missing, colored ink was used, lettering is in pencil or not in all CAPS, etc.)

o “GO” – forms that are completely and properly filled out that are ready to be scanned at the Shared Services Center.

Once forms are separated into the above categories, continue with the following process:

“NO GO” Do what you can to locate the information on these participants and fill in as much of the missing data as possible. If photocopied forms are found, please have volunteers re-do.

“FIXABLE” Correct the problem by filling in missing information, completing a new form in black ink or rewriting the information in all CAPS, etc. Once the forms are complete, add them to the “GO” stack and process accordingly.

“GO” If sending information establishing a NEW team, print an Event Batch Header Form for that event and

use small binder clips to attach the scannable forms (both team and participant) for that Team (do not use staples or paperclips).

For each EXISTING team represented within the batch (one that has previously been entered/established in Siebel), print the Team Captain Team Member Batch Header Form from Siebel. Use paperclips or rubber bands to attach the appropriate Team Header Form to each respective team’s scannable forms (do not use staples).

Send the entire batch to the SSC. If you are already FedExing a batch of donations to Shared Services, the scannable forms can be sent in the same FedEx envelope. Otherwise, they can be sent by regular mail, depending on the length of time prior to your event and the relative urgency of the data entry.

Shared Services Center Address: Loading Dock -- ACS 8400 Silver Crossing Oklahoma City, OK 73132

SCANNABLE FORMS PROCESSING

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About Batch Headers:

Use the Correct Batch Header for the type of batch. Fill out the “Completed By” section Confirm that the batch header prints bar codes, like a grocery bar code. If words or numbers

print instead, then the proper font must be installed on the Siebel user’s computer. Contact the Help Desk at 1-877-243-5753 or submit a help ticket by visiting http://helpme.cancer.org

Confirm the bar codes are not truncated, as if the margins of the page are incorrect. Contact the Help Desk for assistance.

Do Not photocopy the report. Do Not print multiple copies of the report. Each batch must have a Unique Batch Number, represented in the second bar code from the top. The report produces a unique batch number every time the report is generated. Do generate a report for every batch sent.

Do Not combine or “merge” teams if batches are still being processed. If the TeamID for which participant forms are being processed is merged, the data will not successfully import to Siebel.

About Sending Batches: � Place the Batch Header on the top � Fill in count of forms on batch header � Separate each batch with binder clips, paper clips, or rubber bands. � Batches should be approximately 100 forms � Do Not include stickers, labels, spreadsheets, notes, etc. � Confirm the order of documents is correct About Participant Data:

Use Blue or Black Ink. Do not attach waiver forms. Required fields must be complete for the form to successfully process into Siebel. Required

fields include: First and Last Name, Address, City, State and Zip. Participants for a team do not need to be batched at one time as long as the appropriate Team

Captain/Team Member Batch Header Report accompanies the forms. Participants selecting the Team Captain box will be registered as the Team Captain. Therefore,

some teams may have multiple Team Captains. Relationship to Cancer = Self will be captured if a cancer site is indicated. Role of Survivor/Walker will be captured if Relationship to Cancer = Self. Therefore, some

participants may be listed as both a Team Member/Captain and a Survivor/Walker. About Team Data:

Use Blue or Black Ink. Required fields must be complete for the form to successfully process into Siebel. Required

fields include: Team Name; as well as complete name and address when a team affiliate is included.

If a Team Registration form is submitted twice for the same team, the team will be registered twice. There is not a process for identifying duplicate team registrations since many teams have the same or similar names.

HELPFUL HINTS

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REPORTS: DART, ONLINE, and FRED Relay staff using DART can run reports by clicking the drop down on the top right of your screen. In each view- Summary, Teams, Sponsors- your drop down will have different reporting options. Note that the Scannable forms will need the appropriate batch header to send to Shared Services. You can find these batch header reports in the DART Reports drop down as well.

Relay Staff and Volunteers can pull reports from FRED from the Reports Category (See last pages for FRED how to documents.) Relay Staff and Volunteers can pull reports from Online using the Reports button in the Event Management Center (See next few pageshow to documents.)

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Chapter 9: Reports • Access Reports • Running and Downloading • Utilizing the Report Results Tab

Access Reports

1. From the Event Management Center, click Reports in the top navigation bar (Figure

10.1). 2. On this page, you will see (Figure 9.1):

a. Name and Description – click the up/down arrows to sort the list by name b. Actions – click Run to begin running the report c. Category – this is used to group related reports d. Type – identifies the Convio product to which this report belongs e. Last Activity – identifies when and who last accessed the report

Figure 9.1

Chapter

9 Reports

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Run and Download Reports

1. Click Run in the Action column beside the appropriate report.

a. Step 1b – Identify Result, specify the following (Figure 9.2): i. Report Label – enter a name to help identify the results ii. Report Description – enter a description to help identify the results. iii. Click Next

Figure 9.2

b. Step 1c – Report Criteria Summary, review the summary. Click Run Report at

the bottom of the page to view the Report Results page. The report will display as soon as the task completes.

c. The following actions will be available (Figure 9.3):

Figure 9.3

i. Download - click the disc icon to download the report in any of the

following three formats: 1. CSV – comma separated values format- This is the best format

to use (Figure 9.4). 2. PDF – Adobe Acrobat portable document format 3. HTML – hypertext markup language format

Figure 9.4

ii. Print - click the printer icon to print the report results to your printer

Figure 9.5

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When you open the database, the Main Menu will appear. Choose a category (currently viewing data entry) that you will be working in, then select the appropriate Item (Teams, Participants, Transactions, etc.). The item you select will be based on how the data comes to you, and your own preference.

The Team Member tab displays a list of team members (alpha by last name) with their phone, email, registration status, survivor status and Role

The Member Revenue tab. This tab allows data entry of new money assigned to an existing team member. Simply scroll to the bottom line of the form which is blank. Type in an amount, effective date, and select a Revenue Type. •Gift = Estimated Revenue •Tribute = Luminaria If the entry is a Tribute, select a tribute type (In Honor or In Memory of), and fill in the Tribute text – this is what will appear on the tribute list or labels, etc.

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To add a Team from the Data Entry/Teams screen use the Add Team button.

The Add Team Dialog box will open. Type the Team Name in the box and click on Add Team.

To Add a team Member click the Add Team Member button.

The Add Team Member box will appear. Choose an Existing Participant or enter Constituent information in the Name, Survivor, Phone, Email, and Team Role fields. Required fields are Name and Team Role The bottom portion of the form allows you to enter a Contribution or Revenue given by the Team Member, this section is optional. To add the Team Member click the Add Member button

The Team Revenue tab. This tab allows data entry of team money (not assigned to a team member). Simply enter amount, effective date, Revenue type and tribute information if applicable.

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•Add Estimated Revenue at the Event Level • Add Estimated Revenue at the Team Level • Add Estimated Revenue at the Team Member Level • Add Participant Estimated Revenue • Add Participant

Select the appropriate Team Name from the Drop down list by [CLICK]ing on the Team Name.

[CLICK] the Team Member dropdown,

The screen will display all previously entered records for the selected team member, simply add the next record on the blank line at the bottom of the list. [CLICK] the Team Member drop-down to select another member on the same team. You can add multiple lines for a single member, or select another member or team for the next record. Participants can also be credited with income, by selecting them from the Participant drop-down list. Participants are Survivor-Walkers that are not on teams.You can also add Revenue to the Event Only by using the Event Only checkbox.

From the Main Menu choose Category Data Entry, Item Add Participant Participants can also be added from the Transaction screen, Add Participant button. [CLICK] to open the Add Participant Form. A Participant is defined as a Survivor-Walker that is not on a team. A Participant can be credited with income if applicable, from the Transactions screen.

Add Participants

3018

The onsite database is designed to calculate Team, Member, and Participant Revenue ONLY. However, if you’d like to view actual Event net income, utilize the Event Local Totals option to enter the following information: •Sponsorship Revenue •T-Shirt Revenue •Other Miscellaneous Revenue •Direct Expenses. This data is included in the Report Event Totals. This data is available in Siebel, if the data has been entered. Navigate to the Events Screen, Profile View. On the application level menu select View -> Reports. From the drop-down list select Event Totals or Event Totals – Detail.

Exporting Reports Any report can be exported in MS Word or MS Excel. This can be done when you are Previewing the report. On the toolbar at the top of the window there is an Office Links button:

To Export Click on the down arrow on the Left side of the button. A list will appear and you will be able to choose either Publish It with Microsoft Office or Analyze It with Microsoft Office Excel.

The report will open in a MS Word or MS Excel Window. You can then save the report and edit any data.

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FRED (Friendly Relay Event Database) is a terrific tool to make capturing on-site Relay For Life data easier for Registration/Accounting/Data volunteers. You will find that it is very user-friendly and that it will be a tremendous asset for managing your event data on Relay day. Data Chairs and Accounting Chairs- it is recommended that you complete the FRED elearnings- part one and part two to learn how to use FRED. Go to www.relayforlife.org/california and click on Committee Materials on the left hand side, under “Get Information” Elearning training links are available next to the Data Chair Handbooks and Materials. The trainings below are for both staff and registration/data volunteers. Event chairs may also wish to participate. DART is the easy Siebel tool Relay Staff have access to before your event week. Staff can access DART by logging into The Link. On the left hand side, click on Resources->Nationwide Applications-> RFL DART. You can complete the DART elearnings by accessing Society Pathways.Log into The Link. On the left hand side, click on Resources->Nationwide Applications-> Society Pathways.

TRAININGS: FRED and DART

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