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Defining Involvement Codes

To set up involvement codes, use the Involvement Codes component (AV_INVLV_CD_TBL).

This section provides an overview of involvement codes and discusses how to set involvement code values.

Involvement is a constituent's participation tracked as activities, affiliations, interests, and awards and honors. When you create an involvement record, you identify the involvement type, a code for the actual involvement and its related description, a category such as charitable or political, an institution, and start and end dates. For example, you might set up an involvement code called GOLF, for which the related description might read "Avid Golfer."

Page Name

Definition Name

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Usage

Involvement Codes

AV_INVLV_CD_TBL

select Set Up SACR, then select Product Related, then select Contributor Relations, then select Constituent Information, then select Involvement Codes

Define the different types of involvement to track at the institution.

Access the Involvement Codes page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Constituent Information, then select Involvement Codes).

Image: Involvement Codes page

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

Involvement Codes page

All involvement codes are required to be tied to at least one involvement type and one involvement category. Click the Add all Types or Add all Categories buttons to quickly associate commonly used codes between all types and categories as appropriate.

Field or Control

Definition
Valid Involvement Types

Select the involvement types that can use this involvement code. Involvement Types to choose from include Interest, Activity, Affiliation, Award, and Honor, as well as any institution-defined involvement types.
Valid Involvement Categories

Select the involvement categories to which the involvement code applies.