The six-step plan for implementing new donorflex was unveiled as the final days ticked down to the start of our Get ready for new donorflex Regional Training Days.
Since then, RTD delegates have heard more about:
In order to move your preparations forward, please take five minutes to bring yourself up-to-date on the following aspects of the six-step plan.
Delegates at our season of RTDs can provide their feedback on any aspect of those days the new functionality or the six-step preparation process that theyve started by clicking this RTD feedback link and sending an email.
Its important to provide us with this basic information:
The donorflex RTD team of consultants will read each email and, after considering the content and the implications, offer their advice and support.
Please DONT send RTD feedback via the usual support@ email address.
Its important for the team thats been delivering insight at the RTDs to provide continuity on new donorflex issues whether emerging from the regional training or the upgrade process that will follow while the Helpdesk team concentrates on delivering day-to-day support.
An important part of the RTD agenda has been the Data Appraisal Review utility that clients will need to run in order to prepare their data for the upgrade to new donorflex.
This utility will not amend or update any data. It simply produces an HTML report on various areas of your data as well as extracting some csv data files for you to review and update your data.
The utility can be found by logging in to the My donorflex area of www.donorflex.com and then navigating to the Downloads area. Heres how to find it:
The Data Appraisal Review will be available initially ONLY to organisations that attended a donorflex Regional Training Day. *
If you have any questions about the review utility, please click this donorflex Data Appraisal Review support link, so that one of the consultants can support you. Dont forget to add your name and contact details, along with a brief explanation of your needs. Please note:
* Organisations that didnt attend an RTD will need to engage with a donorflex client development consultant to plan their way forward.