Delivered Workflows for Contributor Relations
This section discusses Contributor Relations workflows. The workflows are listed alphabetically by workflow name.
This section describes the workflow that allows the user to send an action to notify someone who needs to know or who is impacted by the assignment.
See Managing Prospect Actions.
Description
Information Type |
Description |
---|---|
Event Description |
When a development officer creates or alters a constituent action, the officer may want to notify others that the action has or will occur. This workflow allows the officer to send the action information to individuals who have an interest in its execution or outcome. It includes the ability to alter the action report prior to sending, adding explanatory text or removing sensitive information that should not be widely distributed. |
Action Description |
The development officer creates or alters an action. From the action in Outreach, the officer clicks the Send Report button to create the email text. The system begins the email workflow when the user clicks the Send button. |
Notification Method |
The system sends an email notification with the action information update to the specified recipients. Fields utilized in the email text include: ID, Name, Constituent Type, City, State, Gender, Action Number, Brief Description, Description, Planned Date, Action Type, Contact, Type, Status, Result, Contact Report Author, Contact Report Date, and Contact Report if it exists. The user can edit the information that defaults on the Send Contact Report page. |
Workflow Objects
Information Type |
Description |
---|---|
Workflow Objects |
Event AV_OUTR_SEND Page PeopleCode |
Workflow Actions |
Role This workflow starts manually when the user clicks the Send button. |
Development Officer |
Email Template AV_OUTR_CNCT_SEND1 delivers an email notification to the specified recipient's inbox with the Subject: Action Update for Constituent's Name- Action Description from the constituent action. Email text includes the name of the sender and the action information. |
Business Process |
AV_OUTR_SEND |
Business Activity |
AV_OUTR_SEND Outreach Send Data includes three steps: 1) Submit Data, 2) Trigger email Action/Contact Report, 3) Email Outreach Data |
Business Event |
Send Report |
This section discusses the workflow that sends email notifications of biodemographic updates in PeopleSoft Outreach.
See Sending Updated Biographical Information.
Description
Information Type |
Description |
---|---|
Event Description |
A development officer often learns new address or other biodemographic data during contact with a prospect. This workflow allows the officer to send the new information on to the person responsible for record updates at the point when the contact report is being written. |
Action Description |
The development officer completes an action and prepares to enter the contact report. From the contact report, the officer clicks the Send Biodemo Update button to create the email text. The system sends the email workflow when the user clicks the Send button. |
Notification Method |
The system sends an email notification with the biodemographic information update to the specified person(s) who handle record updates. Fields utilized in the email text include: Constituent ID, Constituent Name, and the sender's Name. The user can edit the information that appears by default on the Send Contact Report page. |
Workflow Objects
Information Type |
Description |
---|---|
Event |
AV_OUTR_BIO_SEND Page PeopleCode |
Workflow Action |
This workflow starts manually when the user clicks the Send button. |
Role |
Development Officer |
Email Template |
AV_OUTR_BIO_SEND delivers an email notification to the specified recipient's inbox with the Subject: Biodemo Update for EmplID: EMPLID, Constituent's Name. The email text includes the name of the sender. |
Business Process |
AV_OUTR_SEND |
Business Activity |
AV_OUTR_SEND Outreach Send Data includes three steps: 1) Submit Data, 2) Trigger email Biodemo Data, 3) Email Outreach Data |
Business Event |
Send Biodemo Update |
This section discusses the workflow that distributes contact reports, with added comments, through email notifications.
Description
Information Type |
Description |
---|---|
Event Description |
When a development officer completes a constituent action or contact with a prospect, the officer summarizes the results and information gathered in a contact report. This workflow allows the officer to send the contact report to individuals who have an interest in the outcome of the action. It includes the ability to alter the report prior to sending, adding explanatory text or removing sensitive information that should not be widely distributed. |
Action Description |
The development officer completes an action and its related contact report. From the contact report, the officer clicks the Send Report button to create the email text. The system begins the email workflow when the user clicks the Send button. |
Notification Method |
The system sends an email notification with the contact report information update to the specified recipients. Fields utilized in the email text include: Constituent Name, a description of the related Constituent Action, the sender's Name, and the contact report text. The user can edit the information that defaults on the Send Contact Report page. |
Workflow Objects
Information Type |
Description |
---|---|
Event |
AV_OUTR_BIO_SEND Page PeopleCode |
Workflow Action |
This workflow starts manually when the user clicks the Send button. |
Role |
Development Officer |
Email Template |
AV_OUTR_CNCT_SEND delivers an email notification to the specified recipient's inbox with the Subject: Contact Report for Constituent's Name — Action Description from completed action. Email text includes the name of the sender and the body of the contact report. |
Business Process |
AV_OUTR_SEND |
Business Activity |
AV_OUTR_SEND Outreach Send Data includes three steps: 1) Submit Data, 2) Trigger email Contact Report, 3) Email Outreach Data |
Business Event |
Send Report |