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Creating Initiative Actions

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Initiative Action

AV_INTV_ACTN

  • select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Campaign Actions, then select Initiative Action

  • select Contributor Relations, then select Initiatives, then select Membership Initiatives, then select Membership Actions, then select Initiative Action

  • select Contributor Relations, then select Initiatives, then select Event Initiatives, then select Manage Event Initiatives, then select Event Actions, then select Initiative Action

  • select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Manage Volunteer Initiatives, then select Volunteer Initiative Actions, then select Initiative Action

  • select Contributor Relations, then select Initiatives, then select Other Initiatives, then select Other Initiative Actions, then select Initiative Action

Create actions associated with an initiative.

Action Info (action information)

AV_INTV_ACTN2

  • select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Campaign Actions, then select Action Info

  • select Contributor Relations, then select Initiatives, then select Membership Initiatives, then select Membership Actions, then select Action Info

  • select Contributor Relations, then select Initiatives, then select Event Initiatives, then select Manage Event Initiatives, then select Event Actions, then select Action Info

  • select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Manage Volunteer Initiatives, then select Volunteer Initiative Actions, then select Action Info

  • select Contributor Relations, then select Initiatives, then select Other Initiatives, then select Other Initiative Actions, then select Action Info

Continue the process of adding actions associated with an initiative.

Access the Initiative Action page (select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Campaign Actions, then select Initiative Action).

Image: Initiative Action page

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

Initiative Action page

Field or Control

Definition
Action

Describe the action, using up to 30 characters.

Action Type

Select a classification for the action. Actions are typically things such as Design Session, Hire Contractor, and so on. Action types are defined on the Action Types page.
Expiration Date

(Optional) Enter the date on which the action is no longer valid, regardless of whether or not it is completed. If the action is not completed by the expiration date, it no longer appears on the To Do List after the expiration date.
Contact Type

Determine whether the action is made through a telephone call, letter, email, personal visit, and so on. Contact types are defined by your institution.
Description

Describe the action, using up to 250 characters. Your description can include information about the purpose and goal of the action, and any other information needed to complete the action such as a contact phone number.

Responsible Person

Select the name and ID of the person overseeing the action.

Initiative Responsible Person

The person responsible for the initiative appears.

Access the Action Info page (select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Campaign Actions, then select Action Info).

Image: Action Info page

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

Action Info page

Field or Control

Definition
Initiative Type and Initiative

Select these to add this action to the To Do List for another initiative.
Type, Resource Assigned, and Role

Select the resource type, resource ID, and role.

Type values are delivered with the system as translate values. Do not modify these translate values in any way. Any modifications to these values will require a substantial programming effort.
Result Code

When the action status has been changed to Complete, select the appropriate result code. Action result codes are defined by your institution.