Euna Grants Foundations: Core Concept: Master Data Organizations & Individuals

36 STEPS

1. Welcome to the Euna grants Core Concept video focused on the Master data components of Organizations and Individuals.

2. Master data is the starting point for building a robust grants management system within Euna Grants. This data will be critical in setting up your grants, performance plans, budgets, and reporting.

3. On this video we will focus on the process for manually entering organizations and individuals. There are import options available which are reviewed in another video.

4. We recommend manually entering at least a few of each type of master data component to familiarize yourself with Euna Grants.

5. Let’s start with organizations. Organizations can include funders, vendors and other partners. Any external entity you want tracked can be logged as an organization.

6. Organizations are required to set up grants, they can be linked to individuals and you can use the organization field to filter reports. We recommend aligning internally on a naming convention standard.

7. Next, we’ll look at individuals. Individuals are people at any external organization. You can link individuals to the organizations we just learned about.

8. For instance, if you work with Grace Grant, a Director of Operations at the Alaska Department of Economic Development who is your funder, you can link Grace to the Alaska Department of Economic Development.

9. Grace could be your primary contact, then you can add Jake Jones as another individual who works there.

10. When you log into Euna Grants you will land on our homepage. On the left navigation menu, click on Contacts

11. Then organizations

12. To add your first Organization, click on the plus sign in the upper right hand corner on the icon tool bar.

13. Now let’s enter our first Organization. The organization name is the only required field.

14. However, on the Organization entry screen you can enter additional information, such as the address

15. email address, Unique Entity Identifier, etc.

16. One field we’ll call your attention to is the organization type.

17. Select from the dropdown to enable future filtering. Not required, but recommended for each organization.

18. After you complete entering the information on your first organization, click Create. Congratulations! You’ve entered your first piece of master data into Euna Grants!

19. Next, let’s enter our first individual. Remember, individuals are anyone who is associated with an external organization. To get to the individuals page, click on Contacts

20. Then Individuals

21. Click on the plus sign in the upper right hand corner on the icon toolbar.

22. You'll land on an editable form to add an Individual. The only required fields are the first name

23. Last name

24. and email address

25. You have the option to store additional contact information such as title, address, phone number and other information.

26. Scroll down and click Create

27. Next, I want to link Grace Grant to the Alaska Department of Economic Development where she works. To do that, I’ll click on Relationships at the top

28. Then Organizations

29. Right now, Grace is not linked to any organizations. To create that link, I’ll click on the plus icon in the top right.

30. To link your individual, click the checkbox next to the appropriate organization, here I’ve selected the Alaska Department of Economic Development.

31. Then at the bottom right click Add.

32. Now, let’s say I want to add Grace as the primary contact. I’ll go into Grace’s record and select Contact Info

33. Then Click Email Addresses

34. Next to her email I’ll select the flag for mark as primary.

35. Click Mark

36. Through this video, you’ve learned how to enter organizations and individuals, link an individual to an organization and mark an email address as primary for an organization.