ORCA training

Please be familiar with how to download the ORCA software or have already done so on a device. You can find the software as well as tips for downloading on our website.

Course Objectives

 

Upon completion of this course, you should be able to:

 

• Use Open Campaign – know how to open your existing campaign

 

• Use the FAQs – know how to search and use it efficiently

 

• Use the Backup function – know how to do it, why you should do it and how often

 

• Use the Restore function – know how to do it and when it is appropriate

 

• Use the Import and Export function – know when to use and why

 

• Personalize committee Information for your campaign,

 

• Enter monetary activity (contributions, loans, etc.) to reflect deposit activity into the campaign bank account

 

• Identify in-kind activity and know how to enter in-kind contributions and in-kind loans

 

• Enter expenditures from your campaign bank account

 

• Enter your fundraising activities: low-cost, standard fundraisers and auctions

 

• Generate contribution and expenditure reports

 

• Electronically file reports

 

• Correct mistaken or incorrect entries and file amendments.

 

This class is offered online only. Please register by 5 p.m. Jan. 10. You'll receive an email the day before the class begins with a link to enter the online meeting using the Zoom application.