Friday, August 24, 2012

Temporary process for accessing Foundation fund information and alumni data

In April, the UW-Eau Claire Foundation and Alumni Relations office converted from the Bridge legacy system to The Raiser’s Edge and Financial Edge, which are not connected to PeopleSoft. (Campus Solutions did not have the functionality needed by the Foundation and alumni office, so a different system was acquired).

The Foundation and alumni office have been working to provide the customer service the university community expects in the areas of access to Foundation fund accounting information and alumni data. It is not yet known when that functionality will be available. In the meantime, please send email to Robin Leary at learyrj@uwec.edu for that information. She will provide a report showing current Foundation account balances and transaction history. Those who attempt to access Foundation fund account information from any other source will NOT be viewing current information. This is especially important for those who would not want to use old data to determine spending needs and/or scholarship award information.

To ensure a user-friendly process for alumni list requests, please give the Foundation and alumni office staff as much lead time as possible. It is not possible to guarantee an immediate response time on requests for information. The Foundation and alumni office staff are striving to provide accurate and timely information and thank the university faculty and staff for their understanding and patience.