Activities and tasks for Atlas Affiliate Administrators at each Partners affiliate. Click here to see Atlas affiliate administrator job aids.
Administrator Functionality
- Security Roles
- Affiliate Reporting Administrator: Each affiliate can have staff designated to be an Atlas report administrator. An additional tab displays in the Reporting area for report administrators that shows all reports available to this affiliate. The report administrator can select which reports should be adopted for their affiliate. Reports that are no longer used can be unadopted, and new reports can be reviewed and added. Add the last changed date or added date as a column to the output and sort to see which reports have been added or updated recently. There is also a location to store affiliate specific notes, these are for your affiliate only.
- Non-admin run as
- Dependencies for Queries List and the Generate Dependencies Business Process
- Edit Business Process Ownership
- Fundraiser Goals
- Inactivate Attributes
- Inactivate Users
- Managing Duplicate Constituents
- Relationship Pairs
- Securing Patient Data
Atlas Configuration
- AG selection used for smart fields
- Event masking query
- PH-Masked Giving Selections
- SAR – Administration/Record Sources/Source Analysis Rule setup
- Administration/Organization Hierarchy
- Organization options
- Managing Selections in Query Designer
- Configuring Search List Fields
- Manage Search List Replacements
Global Changes of Note
- Atlas Customized Global Changes
- Delete BVDL Staging Data Global Change
- Delete Alternate LookupID (custom)
- Delete or Inactivate Constituents
- Manage Address Types
- Manage Email Address Types
- Manage Phone Types
Other Things You Mind Find Interesting
- Date range for data warehouse: change to 1/1/1890 to 12/31/2075. this date range used to build the calendar table used in a customization for revenue query view to check current vs prior fiscal/calendar years. If these dates are changed, the global change: Calendar/Populate calendar table needs to be run to update the table with the different dates
- Epic Patient Visit Import Overview
- How to make a Selection from a User-Defined Smart Query
- MGB Atlas Customizations