GIFTS Online Video Training Agenda

This document will help walk you through the timeline of each of the training videos.  This training can be completed right from your computer.  You can access the training videos at:

H:\WPDATA\GIFTS - Online Training Videos\Section 1
H:\WPDATA\GIFTS - Online Training Videos\Section 2

Section 1 should be completed by all Bradley GIFTS users.  Section 2 should be completed by those who perform the particular job function but would be beneficial for all users to review if interested.

Section 1
Familiarize Yourself with the GIFTS Online Basics.  Total Learning Time: Approximately 30 minutes

1.	Introduction to the GIFTS Online Standard Workflow- (6:14).  This video walks you through the standard GIFTS Online Workflow

2.	Navigating the Standard Dashboard- (5:02).  Learn the basics of the standard GIFTS Online dashboards

3.	Introduction To The Dashboard, Workspace, & Details Pages- (5:59).  Learn how to navigate through your GIFTS Online Dashboard, Workspace and Details Pages

4.	Utilizing Refresh, Logout, & Forgot Password Functionalities- (1:16).  Learn how to refresh the page, logout of GIFTS Online, and what to do if you forget your password

5.	Using The User Menu- (2:39).  Learn the basics of using the user menu in GIFTS Online

6.	Types of Records- (6:40).  Lean the basics of each type of record in GIFTS Online: Requests, Organizations, Contacts, Reviews, Activities, Requirements, Documents, and Payments

7.	Using The Ribbon Menus- (2:39).  Learn about the New, Launch, Admin, and Actions Ribbon menus in GIFTS Online

Section 2:
Learn How to Add and Process Data to GIFTS Online.  Total Learning Time: Approximately 1 Hour
1.	Getting Started with GIFTS Online- (28:21).  This introduces you to the GIFTS Online system structure. You will learn about entering data into the system, uploading documents, processing proposals, working with contacts and more.

2.	Adding A New Organization & Utilizing The Tax Lookup Feature- (1:58).  Learn how to add a new organization to GIFTS Online by using the Tax Status Verify function

3.	Creating A New Request- (6:50).  Learn how to enter a new request in GIFTS Online

4.	Entering a New Activity- (5:35).  Learn about the types of activities and how to enter a new one in GIFTS Online

5.	Uploading & Editing Documents- (4:12).  Learn how to manage documents in GIFTS Online

6.	Utilizing Requirements- (4:32).  Learn how to create and update requirements in GIFTS Online

7.	Approving A Proposal- (3:24).  Learn how to approve a proposal that is pending in GIFTS Online

8.	Declining A Proposal- (2:11).  Learn how to decline a proposal that is pending in GIFTS Online