Data/Query Request Form

Kimberly GalandakOConnor

I am looking for samples of data/query request forms some of my fellow RE users have.  I am hoping to have a form my dept. will fill out before I perform a query.  Many times after exporting and cleaning up the list I get a request for additional information.  More time more effort!  I think a form would lead the requestee to think about what he or she really wants in a query/export and I would also have a solid outline to follow.  Also would like to track how many queries I am doing for the dept.  and this would be a good method to do so. 


Any suggestions or comments also welcomed but would love to have some samples to use as a starting point! 


Thanks!!!!

Margaret Harley

Hi Kimberly,


I had the same issue in my office, so I created a form using Wufoo--it's a free online form builder that's pretty easy to use. I set it up to come directly to my email once submitted. 


Here's a link to the form I created so you can see what I included: https://mehfindmethis.wufoo.com/forms/data-requests/ 

The biggest thing has been the culture change to actually use the form. A lot of the time I will have a discussion with a team member about the requirements and then end up submitting the form on their behalf using their email--they get a confirmation email as well so they can see I have it in my list.  I have been finding that it also makes it easy for me to plan my work/projects because I can plug those emails right into my calendar so I never have to go searching for a rogue email or a scribbled note for criteria--it's all in one place! You can also log in and see all the previously submitted requests which will make it easier to duplicate criteria from previous lists. 


Hope this helps! 

 

Kimberly GalandakOConnor

Thank you so much!  I did end up finding some forms on Blackbaud after using a Google search so I was just working on a word doc but I will def. take a look at Wufoo!


 

Jessica Houston

Kimberly Galandak-O'Connor:

Thank you so much!  I did end up finding some forms on Blackbaud after using a Google search so I was just working on a word doc but I will def. take a look at Wufoo!


Hi Kimberly and Margaret,

Thanks for this information. I could use sample forms as well. I'll check out your wufoo form. Kimberly, I'm wondering if you could share a link to the forms you found.

Jessica

 

Kimberly GalandakOConnor

So here is the Raiser's Edge article link

https://kb.blackbaud.com/articles/Article/43512


From there I just clicked on the Shared Client Documents.  Link below.  Hope this helps!  Have a great weekend!!!
https://community.blackbaud.com/forums/viewtopic/160/21125