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Assigning Initiative Resources

This section discusses how to assign initiative resources.

Page Name

Definition Name

Navigation

Usage

Resources

AV_INTV_CMPGN_RSRC

AV_INTV_EVNT_RSRC

AV_INTV_MEMBR_RSRC

AV_INTV_VOL_RSRC

AV_INTV_OTHR_RSRC

  • select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Manage Campaigns, then select Campaign Initiatives, then select Resources

  • select Contributor Relations, then select Initiatives, then select Membership Initiatives, then select Membership Initiatives, then select Resources

  • select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Manage Volunteer Initiatives, then select Resources

  • select Contributor Relations, then select Initiatives, then select Event Initiatives, then select Manage Events, then select Resources

  • select Contributor Relations, then select Initiatives, then select Other Initiatives, then select Manage Other Initiatives, then select Other Initiatives, then select Resources

Maintain information about the human resources that support an initiative.

Access the Resources page (select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Manage Campaigns, then select Campaign Initiatives, then select Resources).

Image: Resources page

This example illustrates the fields and controls on the Resources page. You can find definitions for the fields and controls later on this page.

Resources page

You assign the responsible person for an initiative on the initial definition page in the component, but you maintain information about other resources associated with the initiative on this page.

Field or Control

Definition
Responsible Manager

This is the person, above the responsible person, who should get reports and notifications related to the initiative. Only valid defined staff and units are available for assignment.
Staff Role

Enter the role of the responsible manager at the institution. Examples of staff roles are Prospect Manager, Campaign Manager, Solicitor, and so on. Roles are defined by your institution using the Roles page. Only valid defined staff and units are available for assignment.
Other Primary Staff Resources

Enter any other staff members who are participating in the initiative, such as the class giving officer or the reunion manager. Only valid defined staff and units are available for assignment.

Important! These resources only need to be linked here if the person's assignment has not been established as the responsible person for a related initiative.
Staff Role

Enter the role of the staff member at the institution. Examples of staff roles are Prospect Manager, Campaign Manager, Solicitor, and so on. Roles are determined by your institution.

Responsible Unit

Enter the name of the unit that is responsible for the initiative.
Unit Role

Enter the purpose of the unit at the institution. Roles are determined by your institution.

Resource Type

Assign a volunteer as a resource. Values include Initiative or Mbr Org (member organization).
Initiative Type

If you selected Initiative as a resource type, select an initiative type associated with the volunteer.
Initiative

If you selected Initiative as a resource type, select the initiative with which the volunteer is associated.
Mbr Org Code

If you selected Mbr Org as a resource type, select the code with which the volunteer is associated.
Volunteer Structure

To assign a volunteer as a resource, select a volunteer structure code for the volunteer. This prompt is only active if you have a defined volunteer structure assigned to this initiative. If you do not have a volunteer structure defined, click the New Vol button to create one.
New Vol (new volunteer)

Click to access the Volunteer Structure page, where you can structure a new volunteer leadership group to assign specifically to this initiative.