UA Advancement Services

This branch of the service catalog contains all live service requests currently handled by the UA Advancement Services team. The types of requests and associated Advancement Services work groups are as follows:

*AS-Gift Processing: Requests pertaining to gift processing.

*AS-Data Management: Requests pertaining to UA software and system records, data hygiene, reporting, or configuration changes.

*AS-Office/Event Support: Requests pertaining to supplies, correspondence, donations, internal print and mail, as well as additional office and/or event support duties as requested and approved.

*AS-Support/Training: Requests pertaining to onboarding, offboarding, UA system training and support, as well as access and security.

*AS-Project Management: Requests pertaining to special projects that fall outside of typical AS tasks and exceed their scope and complexity.

*AS-Prospect Management: Requests pertaining to prospect research and management.

Categories (7)

AS-Full Team Awareness/Action

This category is for any alerts or actions that require all sub-groups within the AS team to be included (ie. heads-up tickets)
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AS-Gift Processing & Compliance

This category includes all service requests that will be processed by the Advancement Services Gift Processing team.
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AS-Data Management

This category includes all service requests that will be processed by the Advancement Services Data Management team.
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AS-Office/Event Support

This category includes all service requests that will be processed by the Advancement Services Office Support team.
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AS-Support/Training

This category includes all service requests that are related to user access, training, or support.
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AS-Project Management

This category is intended to capture the requirements/scope of any requested Advancement Services projects. These projects will then go through an intake and evaluation process to confirm/define business need, identify risks, and assign timelines.
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AS-Prospect Management

This category is intended for all AS requests that pertain to prospect research or management.
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