Update: 1st December 2023
Yesterday I met with Keri Bell from Donor Relations. She will be on leave for two weeks from Friday 8th December 2023, really important we/Gaurav have time with her before her leave.
Please also note that Steven Bardwald and Demelza Birtchnell are also liaising with DR and we want to centralise the ‘discussions’ ‘plans’ etc I have already flagged that Gaurav is analyst in this space. We need to consider and map out strategic stories.
Overview:
Currently the Donor Relations team are working in two different areas of Jarvis – Tasks and Cases. The team plan their upcoming work through Tasks by adding the reports that will be due over the next year to an excel spreadsheet and then uploading this to the system. Cases are used for any requests that are raised from staff in the Portfolio. Having their work in two separate places makes it difficult for the transparency and division of work amongst the team.
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The below table will need to be fleshed out with the DR and Keri Bell is happy to make herself available to discuss. Can this be managed by BA assigned?
Note from Jarvis Training Tina: Alerts are not used from All details tab rather are added directly on the account page under summary. this creates a problem in reporting
Jira Tickets:
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High Level Ask:
(Can you please provide a short summary here about what you are looking to achieve?)
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