Training Curriculum - Gnosis Database Manager

Overview

This document outlines a recommended training curriculum for a new Gnosis Database Manager. This curriculum consists of a broad selection of Gnosis Help Center articles, self-paced training videos, and Zoom-based 1-on-1 instruction.

Depending on the job description of the individual, this Gnosis Database Manager Core Curriculum may be augmented with a number of additional modules. 
 

Getting Started With Gnosis

• Getting Started With Gnosis section of the Help Center
• This section contains a plethora of resources on Gnosis basics. Immediately below should be your initial focus.
• NOTE: While there are a LOT of documents here, most of them are less than a 2 minute read, so the list is nowhere as heavy as it looks 🙂
  • Getting Started with Gnosis (30-minute video)
  • Logging in with Two Factor Authentication (2FA) Enabled(if used by your organization)
  • Searching For Person & Organization Profiles
  • Record Review Best Practices
  • Best Practices for Creating New Person Records
  • Record Type & Status Definitions
  • Person & Organization Tabs Layout
  • Household Basics - Primary HH, Name, Salutation, Head of Household, Preferred Names
  • Persons with Multiple Household Records
  • Record Linking (Households, Relationships, Organizations)
  • Deleting, Erasing & Merging
  • Person Merge - Merging Duplicate Person Records
  • Updating Person Records to Deceased
  • Merging Duplicate Organization Records
  • Updating Gnosis Pro
  • What do those colors on email and phone numbers mean? (Invalid Email)
  • Login to the Website as a Person 

Additional Gnosis Training Modules

• Schedule training sessions of 60 to 90 minutes each to cover the following topics.
  We recommend spacing out the in-person training with at least 2 days between sessions to give you time to absorb each session's materials fully.

Gnosis Queries & Reporting

• • Gnosis Queries & Reporting - Book a 1-hour live Zoom session here. 
    • Prerequisites:
      • Completion of the Getting Started with Gnosis articles
      • Self-Paced Video: Building a Basic Gnosis Query
    • Follow-up Resources:
      • Article: Schema Selection for Queries & Reporting
      • Article: Managing Report Favorites
      • Article: Report Scheduling
      • Article: 10 Basics & Best Practices for Queries
      • Article: Dealing with Duplicate Data Rows in Queries
         

Gnosis Communications

• • Gnosis Communications (Email, Text Msgs, Hardcopy) - Book a 1-hour live Zoom session here. 
    • Prerequisites:
      • Completion of the Getting Started with Gnosis articles
      • Completion of Gnosis Queries & Reporting Zoom session
      • Self-Paced Video: Creating & Editing Recipient Groups
    • Follow-up Resources:
      1. Using the Advanced Email Editor
      2. HTML Content Templates
      3. Delegating Email Editing to Outside Parties
      4. Adding Auto-Login Tokens to Email Links
          

Gnosis Event Management

• • Gnosis Event Management, Calendar, Registration & Attendance Management - Book a 90-minute live Zoom session here. 
    • Prerequisites:
      • Completion of the Getting Started with Gnosis articles
      • Completion of Gnosis Communications Training
    • Follow-up Resources:
      • Event Definitions in Event Central (Event Settings)
      • Single -vs- Repeating Events
      • Event Registration Setup
      • Zoom Meeting-Based Events
      • Managing Attendance (Event and Resource)
      • Editing, Reassigning and Deleting Event Registrations
      • Online Calendar Features
      • Using Group Management
      • Kiosk Basics, Settings, and Training Material
      • Gnosis Kiosk Implementation Options
         

Additional Training Modules

• • Additional modules will be added when the student reaches this point in the curriculum.