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Veracross Training

The best educators never stop learning

Help your team achieve more

Onsite training helps your school use Veracross to its fullest potential. Trained users are equipped to find the data they need, support their constituents more effectively, and tackle complex problems by leveraging different aspects of Axiom, Composer, and other Veracross applications.

Flexible to meet your needs

Our training schedule is not “one size fits all.” We collaborate with you in developing personalized curriculum to achieve your school’s goals. Because the Veracross platform is ever-evolving, we recommend not only initial training during implementation, but also “refresher” onsite training every 2-3 years. This cycle might be more frequent if your school has recently added new people who will interact extensively with Veracross.

Areas of personalized training

Point Persons

Admissions

Development

Academics and Student Life

Communications

Accounting

"Every time we have Veracross on campus, our productivity takes a big leap forward. Their staff comes with deep product knowledge and an excellent understanding of the independent schools’ workflow."

CHRISTINE ANDRADE, SAINT MARY'S SCHOOL (RALEIGH, NC)

Point Person


A point person serves as the primary liaison between Veracross and the school and is responsible for troubleshooting issues that arise with the system, strategizing with their account manager about how best to leverage new functionality, and training the school’s faculty and staff as needed. Needless to say, having a well-trained point person is critical to your school’s success.

Point Persons should typically receive two days of training, covering all major areas of the system used by their school.

Sample Training Schedule

Veracross 101

Veracross Apps, CRM, Axiom Navigation, Query Design and Workspaces

Data Integrity Management

Nightly Processes, Data Integrity Maintenance, Dealing with Duplicates

Admissions Overview

Application Management, Admissions Communication Tools, Admission Webforms

Calendar/Group Events

Entering Calendar Events (No School Days, Holidays, Field Trips, Early Dismissals, etc...), Tracking Attendance for Events

Point Person Success

Discuss what it means to be a successful Point Person, tools used to communicate

Parent/Student and Teacher Portal

Available Portal Features in all three Portals, Portal maintenance and yearly tasks.

Communications Overview

Composer, System Groups, Channels, Communication Security

Point Person Success

Discuss what it means to be a successful Point Person, tools used to communicate

Security Role and User Accounts

Managing user accounts, setting security


Sample Training Schedule

Veracross 101

Veracross Apps, CRM, Axiom Navigation & Query Design, and Workspaces

Admissions Module Overview

Application Management, Admissions Communication Tools, Admission Webforms

Admissions Visits

Configuring and scheduling Admissions Visits

Admissions Communications

Veracross distribution list system, Composer, Admissions Communication Channels, email history tracking.

Inquiry and Application Processing

Inquiry Processing, Application Management

Admissions Portal Management

How to manage the Admissions Portal year in and year out.

Application Review

The process of configuring the review system, how to manage reviews and app reviewers.

Online Re-Enrollment

ORE Configuration and Management, Re-Enrollment Reporting. Other Topics TBA Determined by staff member and responsibilities

Admissions Staff


Admissions departments rely on the reports and tools in Veracross to ensure that they fill each seat every year. Admissions staff need to manage their own data effectively to power the reports they need, schedule visits, manage the inquiry and application process, and communicate with admissions candidates. New admission staff typically need one half to a full day of training, depending on their specific responsibilities.

Development Staff


Advancement officers’ jobs cover a wide range of tasks, from managing gift entry and alumni relations to annual funds and capital campaigns. As such, they should receive training in the Veracross Development Module, as well as related areas like communication.

New advancement staff typically need one half to a full day of training, depending on their specific responsibilities.

Sample Training Schedule

Veracross 101

Veracross Apps, CRM, Axiom Navigation & Query Design, and Workspaces

Development Module Overview

Navigation, Overview of gifts, Giving History, Donors, Reporting and other features.

Gift Management

How to manage donations, Pledges, Soft credits, Matching Gifts and much more.

Giving History & Donor Classifications

How to use Giving History to track giving totals, donor communication, LYBUNT, SYBUNT, Giving Categories etc. Donor Classification creation, management, and use.

Constituent Reports

How to build reports for donor constituents based on different data points like donor giving, geography, method of communication and more.

Development Reporting

Gift Reports, Giving History, Donor Summary Reports, Constituent Report basics, and other default giving summaries.

Donor Communications

Communication Channels, Composer, Distribution Lists, and other methods of communication with prospective and current donors.

Prospect Management

How to manage major donors with assigned events, notes, ratings, etc.

Sample Training Schedule

Veracross 101

Veracross Apps, CRM, Axiom Navigation and Query Design and Workspaces

Master and Class Attendance Management

Attendance is at the core of Veracross academics. Understanding how to take attendance and manage the process is key.

Managing the Schedule Building Process in Veracross

Whether using the Veracross Schedule builder or an outside tool, learn how to build your class schedule, enroll students into sections and add and withdraw students.

Daily Communication Workflows

Learn how to leverage data to more effectively communicate with parents, teachers and students.

End of Grading Period Workflow

This session covers all that needs to happen at the end of a grading period--teachers rilling out report cards, grade review, posting and locking grades, publishing report cards, etc.

Resource Scheduling

Learn how to manage and book meetings in classrooms, gyms, athletic fields, libraries as well as keep track of the logistics associated to this event.


Academics & Student Life


These training sessions are intended for registrars, deans, those responsible for managing attendance and the master calendar and much more. Academics and student life and activities is the lifeblood of your school, make sure you administrative staff have the tools they need to manage every aspect of a student's day.

Communications Staff


Communication is vital to the health of every organization. Using HTML-rich emails, SMS (text messaging), and customizable portals for parents, students, teachers, and others can help your school target the right constituencies with the right messages.

New communication staff should plan on a half day of training covering Veracross communication tools, as well as related Veracross tasks.

Sample Training Schedule

Veracross 101

Veracross Apps, CRM, Axiom Navigation & Query Design, and Workspaces

Composer & Email Distribution Lists

How to use the Composer email tool and VC Distribution Lists

Themes, Templates and Channels HR

Configuring Channels to organize school communication, and Themes and Templates to control branding and the email composing process.

Advanced Report Building

How to leverage your Veracross data to power useful and timely communications with important constituencies.

Parent, Teacher, Student & Other Constituent Portals

Learn how to manage all of your school's most important information in one location.

Channel Security and Managing Sent and Bounced Emails

Understanding audience engagement is instrumental to managing effective communications. Learn how to gain further insights on how monitoring sent emails can improve your impact and connection with your audience.

Directory Management

Veracross offers the ability to create a virtually unlimited number of directories that can be made available to parents, teachers and students.

Sample Training Schedule

General Axiom

System Navigation, Report Building, System Configuration. Learn how to navigate Axiom, build reports, and manage personal and shared reports in workspaces.

General Ledger

GL Base Accounts, GL Master Accounts, Manual Journal Entries, GL Budget Entry / Reports

Account Payable

Invoicing Cycle, Payment Cycle, Adjustments, 1099 Processing, Import

Cash Processing

Cash Receipts, Cash Receipt Batch’s, Simple Receipts, Cash Disbursements, Cash Reconciliation, Imports

Student Billing/AR

Invoice Cycle, Payment Cycle, Catalog Item List, Student/Household Maintenance, Person Charge Items, Splitting Charges, Creating AR Invoices & Applying Charges to Invoices, Charge Item Status after posting adjustment

Accounting


The Veracross Accounting system integrates fully with Student Billing, Veracross Development, and other areas of the system to provide you a seamless, secure approach to managing accounting at your school. Make sure your accounting office has all the tools they need to perform their job well.

Image001

401 Edgewater Place

Suite 360

Wakefield, MA 01880

866.492.3463

Image001

401 Edgewater Place

Suite 360

Wakefield, MA 01880

866.492.3463