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private Need a Datatel Account?
Do you need a Datatel (Benefactor or Colleague) account but are not sure of what to do?  This document will walk you through the steps required. Download and fill in a copy of the Datatel Access form, located here. Normal 0 ...
10 Jun, 2009 Views: 44 Comments: 0
private Datatel - Module Leaders and Module Representatives
The Sage Colleges’ ACIS (Advisory Committee for Information Services) implemented module leaders and representatives at the October 24, 2006 meeting. A module leader is the main representative of the Datatel system, either Benefactor or Colleague, for a department or functional...
11 Dec, 2008 Views: 15 Comments: 0
private What are all these databases
Typically you always use the database "collive" or "benlive".  But you see a lot more in the drop-down box in Datatel.  Here's a description of what each one does. – beneduc: Benefactor Education Account used for Datatel training benlive: Benefactor Live...
16 Apr, 2009 Views: 17 Comments: 0
private Can you look up somebody by SSN in Benefactor
Yes, you can.  You just need to preface the lookup command with ;SS and then the SSN. This will return the person in Benefactor who has the social security number of 123-45-6789.  Hopefully, nobody will be returned. For more information or assistance contact the Helpdesk...
30 Jun, 2008 Views: 15 Comments: 0
private Effective Datatel LookUps
Effective Datatel lookups. They say Smythe, you hear Smith. They say Pederson, you hear Petersen. They say Elisabeth, you hear Elizabeth. There’s only one way to prevent duplicates in Colleague and Benefactor and that is to have effective lookups for all constituents; students,...
10 Jun, 2009 Views: 15 Comments: 0
private Other lookup options in Colleague (Email address, Last name and Zip, etc.)
Have you ever received an email from a student with no name and need to find out who they are?  Have you ever needed to look up person but all you know is the last name and the zip? Do you want to find all the people who have attended The Sage Colleges? ...
10 Jun, 2009 Views: 25 Comments: 0
private Your scripts are out of date and must be refreshed. What does this mean?
When logging into Colleague or Benefactor you are presented with the message "Your scripts are out of date and must be refreshed" Refreshing scripts is essential routine maintenance of the Datatel program. There are a number of reasons scripts may need to be freshed. Click on OK to...
30 Jun, 2008 Views: 8 Comments: 0
private I need to run the process ABC but I do not where it is
Have you ever needed to run a Colleague or Benefactor option but can't find it anywhere on a menu? If you know the nmemonic of the process you wish to run, you can always enter it in the "Quick Access" box in the top left section. For more information or assistance contact the Helpdesk...
30 Jun, 2008 Views: 6 Comments: 0
private Data Integrity Policy
Data is the foundation of all institutional planning and decision making. The College community has the right to expect that institutional data is correct, available in a timely manner, and secure from inappropriate use.   While Cabinet officers have ultimate responsibility for the...
30 Jun, 2008 Views: 20 Comments: 0
private Data Entry Standards
In order to standardize the way data is entered into the Colleague and Benefactor systems, a set of data entry guidelines were established. All employees who create or edit records (prospects, applicants, students, organizations, alums, etc) in the system are expected to follow these...
30 Jun, 2008 Views: 17 Comments: 0
private Never found the unix prompt...
If you receive the "Never found the unix prompt..." when attempting to log into Datatel this can mean several things: 1) Your login or password are incorrect.  Check to make sure that the Caps Lock key is not turned on. 2) It could mean that you need someone from IT to visit your PC to...
30 Jun, 2008 Views: 8 Comments: 0
private Saved List Algebra
Sometimes after creating a query (or multiple queries) you may find that you wish to perform further manipulations to segment or combine results in unique ways, rather than redefining queries it is possible to take the query results (in the form of savedlists) and perform a batch process that...
22 Aug, 2008 Views: 8 Comments: 0
private Colleague and Benefactor Function Keys
Press F1 for Field Help (What information should be contained in the field) Press Shift F1 for Process Help (How does the process work) Press F2 for Detail (instead of clicking on blue boxes place cursor on the field and hit F2) Press Shift F2 for Function Key Help (displays what the...
20 Aug, 2008 Views: 12 Comments: 0
private Where do I find .... in Benefactor?
Here are some Benefactor wallflower screens and what information can be found on those screens. A person's name, address and email NAE, BIO Employment Information EMP, EMPL Pledge/Gift Summary GPDI ...
17 Jul, 2008 Views: 7 Comments: 0
private Where did my Quick Access toolbar go?
If you use the <Enter> key on the numeric keypad, you Quick Access toolbar may disappear. You can still function in Colleague/Benefactor.  In order to get the toolbar back, you will need to log out and back in again. For more information or assistance contact the Helpdesk...
17 Jul, 2008 Views: 6 Comments: 0
private Why can't I see the whole Social Security Number?
The MIS department was asked to 'mask' the Social Security Numbers (SSN) in both Benefactor and Colleague.  Masking is a method to partially hide the data on screens; in this case the first 7 digits of a SSN.  This masking takes place on the lookup screens and in the headers.  The...
17 Jul, 2008 Views: 6 Comments: 0
private Using the ESC key when in the Report Browser
While in the Report Browser, attempting to close the window with the escape key will cause your UI session to hang. You should use the Red X to close the window. For more information or assistance contact the Helpdesk (518)244-4777 or email at helpdesk at sage dot...
17 Jul, 2008 Views: 7 Comments: 0
private Changing the fonts in UI (User Interface)
Does the font in UI make you search for your glasses?  Or does it make you wonder if your last trip to the eye doctor was too long ago?  If so, I have good news!  You can change the font and the font size in the UI.  When you first log in to UI the fonts are set for you...
07 Oct, 2008 Views: 13 Comments: 0
private Entering Names with unusual capitalization into Datatel
Benefactor and Colleague apply specific capitalization rules when names and addresses are entered.  Organization names are always converted to all capital letters, whereas individuals' names are converted to proper case (a combination of upper and lower case with the first letter of each...
19 Aug, 2008 Views: 5 Comments: 0
private Using the Finish, Update or Cancel keys (F9, F10, Shift +F8)
Press FINISH (F9) if you want to save your record and return to the previous screen. Press UPDATE (F10) if you want to save your record and remain in the current screen to work with another record. Press CANCEL (Shift + F8) twice if you want to clear a record without...
17 Jul, 2008 Views: 5 Comments: 0
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