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Defining Initiative Goal Types

To set up goal types, use the Goal Type Table component (AV_GOAL_TYPE_TABLE).

This section discusses how to define goal types for the initiative.

Page Name

Definition Name

Navigation

Usage

Goal Types

AV_GOAL_TYPE_TABLE

select Set Up SACR, then select Product Related, then select Contributor Relations, then select Initiatives, then select Goal Type Table

Define the types of goals that the institution tracks.

Access the Goal Types page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Initiatives, then select Goal Type Table).

Image: Goal Types page

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

Goal Types page

Examples of goal types are attendance levels, percentage of participation, and financial goals.

Select the appropriate option to make the goal appear as an Amount, Number, or Percentage.