Defining Initiative Types

To set up initiative types, use the Initiative Type Table component (AV_INTV_TYPE_TABLE).

Before you can create and manage an initiative, you must define the types of initiatives used by the institution.

This section discusses how to define initiative types.

Page Name	Definition Name	Navigation	Usage
Initiative Types	AV_INTV_TYPE_TABLE	select Set Up SACR, then select Product Related, then select Contributor Relations, then select Initiatives, then select Initiative Type Table	Define institution-specific initiative types.

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

Image: Initiative Types page

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

There are five delivered initiative types, which you should not modify. Institutions can define additional initiative types that fulfill their needs. Institution-defined initiative types are classified as OTHER.

Initiative Type Required Values

These values are required in the INTV_TYPE field that resides in the AV_INTV_TYPE_TBL table:

Code	Value
CAMPAIGN	Campaign
EVENT	Event
VOLUNTEER	Volunteer
MEMBERSHIP	Membership
OTHER	Other Initiative

The system treats any initiative types that you add in addition to those listed in the preceding table as Other Initiative types. Other Initiative types appear as options in the Initiative Type field on the Other Initiatives page.

Defining Initiative Types

Page Used to Define Initiative Types

Defining Initiative Types

Initiative Type Required Values