Many Pies

Many Pies

Friday, January 09, 2009

Visting Raiser's Edge users

I've just started a project to visit all the Raiser's Edge (RE) users in our organisation. I'm doing it with several purposes:
  • Make sure that people know where the procedure manual is and are following it.
  • Seeing if they have any suggestions about improving it.
  • Seeing if they have any questions about RE that they wouldn't normally bother me with, but while I'm there, they could ask me.
  • Seeing if they need any training in specific areas of RE.
  • Seeing if they need IT training generally.
One of the things I'm wrestling with, and I hope to get clearer on, is how to impart information about something as complex as RE. I touched on this on my post on skills in procedures. Off the top of my head I can think of various skills that you need:
  • adding things to a list in a grid
  • deleting lines from a grid
  • adding things to a list which isn't a grid (add button at the top)
  • switching between records using the arrow at the top, or the menu, or the arrow at the top with a dropdown
I think the trouble with teaching these is that people don't want to learn how to do things, they want to learn to do things. If they want to add information to people's records and I start teaching them to flick around then they are going to get frustrated.

One of the things I'm going to revive is the sending of weekly tips to impart this sort of information. I'll post them here too.

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