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  1. Surveys
  2. 2014
  3. June
  4. F
  5. FIMS Skills Survey
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Hello CFMC Staff:



Thank you so much for taking time out of your busy day to help complete this FIMS Skills Survey.
We need 100% response from the staff to plan for targeted FIMS training - THANK YOU.

This survey includes language and skills in all modules and you may know nothing about some of the terminology. But, please answer as a "Learner" so we can see areas we need to focus on.
Our goal is to discover areas that require FIMS training or professional development, to identify issues inhibiting efficient use of FIMS, and generate ideas for how the FIMS team can provide technology to move forward!

Please - answer freely and honestly. Again, thank you!

The FIMS TEAM
The survey is 8 questions and we estimate about 10-15 minutes to take it.
Please complete by Tuesday, June 10 at 5:00pm.
Thanks again!
 
 
1. 
* Please indicate which department you are a member of:
 
Administration
 
Philanthropic Services
 
Grants and Programs
 
Marketing
 
CNE
 
Finance
 
 
2. Please rate your own FIMS skills according to the scale. Please select one for each question.
Learner:
I am not sure how to do this task. 		Basic:
I have done this before, but might need some help. 		Proficient:
I can perform this task without any assistance. 		Advanced:
I could train staff to do this.
* Create a new profile in FIMS.
* Manage profiles, salutations and affilation codes.
* Managing purposefully duplicate profiles
* Combining duplicate profiles
* Deleting dormant profiles
* Exporting data from FIMS for general mailings and merging in MS Word
* Using the Auto-launch feature
* Opening files in Excel
* Analyze data and create graphs in Microsoft Excel
* Exporting for gift acknowledgement and grant letters.
 
 
3. Please rate your own FIMS skills according to the scale. Please select one for each question.
Learner:
I am not sure how to do this task. 		Basic:
I have done this before, but might need some help. 		Proficient:
I can perform this task without any assistance. 		Advanced:
I could train staff to do this.
* Running Reports and Exports
* Filtering report criteria.
* Understand "and/or" and "include/exclude" options
* Sort and sub total reports
* Saving report settings
* Exporting data to create a report
* Understanding Data Grids and how to create them
* Take an exsisting Data Grid and modify it to create a new one.
* Report, export and view staistics with totals from Data Grids
* Create data grids for prospects, donors or funds.
 
 
4. Please rate your own FIMS skills according to the scale. Please select one for each question.
Learner:
I am not sure how to do this task. 		Basic:
I have done this before, but might need some help. 		Proficient:
I can perform this task without any assistance. 		Advanced:
I could train staff to do this.
* Entering and Processing grant applications
* Using grantee and grant coding
* Analyzing our grantmaking efforts in reports
* Work with Scholarship and Grant conditions
* Entering and acknowledging gifts
* Using donor and gift coding
* Maintain the general ledger
* Adding payables and printing checks
* Print and create fund statements
* Reconciling investment statements in FACTS
 
 
 
5. How often do you use FIMS?
 
Daily
 
Weekly
 
Monthly
 
Never
 
 
 
What is the number one factor that prevents you from efficiently using FIMS?
   
 
 
In relation to FIMS, what areas would most like to receive training or learn more about?
   
 
 
Other Comments: