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Success Plan for eTapestry
A resource for eTapestry power users to enable your success
Working through this checklist will help your organisation take full advantage of eTapestry.
Note: Some of your Success Plan may be completed as part of your initial setup.
Name __________________________________ Organisation ____________________________________
Implementation of an accessible, intuitive database with expanded user base Complete Date
Register an account at Blackbaud.com
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Access eTapestry database with login provided by Project
Coordinator/Database Admin
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Complete Getting Started Wizard accessed via Management
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Set up security rights for expanded user base
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Apply configuration settings required
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Invite other users to eTapestry
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Create and share policy document for consistent use of the database to save
within User Manuals
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Familiarise yourself with Blackbaud resources Complete Date
Note your Blackbaud Site ID (Site ID: ________)
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Invite your colleagues to join Blackbaud.co.uk
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Access self-help resources on the Knowledgebase
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Provide Blackbaud with updated contact information when staff leave
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Sign up to the Community Complete Date
Sign up to Community
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Review content and areas of benefit to users
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Set up subscriptions and notifications
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Use the Ideas Bank to suggest new features you'd like to see within eTapestry
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Review Tips and Tricks sections for handy blogs and time savers
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Review Resources for walkthroughs, tutorials and guides
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Increase User Engagement in Recording and Storing Data Centrally Across the
Organisation
Complete Date
Access and complete training resources for Import
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Analyse and collate all data silos into one spreadsheet and import into
eTapestry
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Install the eTapestry Outlook integration plugin if applicable
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Set Quick and Permanent Defaults for entering data
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Personalise eTapestry to suit your own needs Complete Date
Customise layout of your Home page by going to Select Tiles and Layout
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Set User Preferences
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Customise layout of an Account's Home page by going to Select Tiles and
Layout
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