Maintaining Involvement Information

This section provides an overview of involvement and discusses how to:

  • Add involvement records.

  • Filter involvement records.

  • Create an involvement roster.

The Involvement component of Contributor Relations enables you to maintain information about a constituent's activities, affiliations, interests, and awards and honors. When you create an involvement record, you identify the involvement type, a description of the involvement, a category such as charitable or political, an institution, and start and end dates.

Page Name

Definition Name

Navigation

Usage

Involvement

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  • Contributor Relations > Constituent Information > People > Biographic Information > Involvement

  • Contributor Relations > Constituent Information > Organizations > Participation > Involvement

  • Contributor Relations > Constituent Information > Workset > Involvement

Add new involvement records for a constituent.

Involvement Filter

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  • Contributor Relations > Constituent Information > People > View Person Information > Participation > Involvement Summary > Involvement Filter

  • Contributor Relations > Constituent Information > Organizations > Participation > Involvement Summary > Involvement Filter

  • Contributor Relations > Constituent Information > Workset > Workset Constituent Info > Involvement Summary > Involvement Filter

Filter the types of involvement that you view on the Involvement Summary page.

Involvement Summary

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  • Click the Search button on the Involvement Filter page.

  • Contributor Relations > Constituent Information > People > Participation > Involvement Summary > Involvement Summary

  • Contributor Relations > Constituent Information > Organizations > Participation > Involvement Summary

  • Contributor Relations > Constituent Information > Workset > Workset Constituent Info > Involvement Summary > Involvement Summary

View a list of the involvement records that match the filter criteria that you specify on the Involvement Filter page.

Involvement Detail

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  • You can access the Involvement Detail page through multiple navigation paths. The most frequently used path follows:

  • Click the Detail link on the Involvement Summary page.

View additional information about an involvement record.

Roster Filter

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Contributor Relations > CR Reports > Involvement Roster > Roster Filter

Create a list of all the constituents who share common involvement. For example, you can generate a list of the constituents who participated in the annual 10k walk on your campus or a list of constituents with an interest in golfing.

Roster List

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Contributor Relations > CR Reports > Involvement Roster > Roster List

View a list of constituents who share a common involvement based on the selections that you made on the Involvement Roster page.

Access the Involvement page (Contributor Relations > Constituent Information > People > Biographic Information > Involvement).

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

 Involvement page

Field or Control

Description

Involvement Type

Select an involvement type, such as a constituent's interest, activities, awards, or affiliations. Its description appears to the right.

Involvement Category

Select a category of involvement information such as professional, charitable, academic, social, religious, and so on. The category's description appears to the right.

Involvement

Select an involvement code from the available options, which are defined by your institution. The code's description appears to the right.

Institution

Indicate with which institution the involvement is associated.

Received Date

If the involvement type is Award and Honor or another type that requires a received date rather than a date range, enter the date in the Rcvd Dt field. Make this determination when defining involvement types.

Source Description

The person or publication that alerted you to the constituent's involvement.

Last Modified Date

The date on which this information was most recently updated.

Access the Involvement Filter page (Contributor Relations > Constituent Information > People > View Person Information > Participation > Involvement Summary > Involvement Filter).

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

 Involvement Filter page

Field or Control

Description

Institution

Select the institution for which you want to view involvement information.

Involvement Type

Select the involvement types about which you want to view information on the Involvement Summary page.

Involvement Category

Select the involvement categories about which you want to view information on the Involvement Summary page. Involvement categories describe the nature of the involvement.

Search

Click to retrieve a list of the involvement records that match the criteria that you selected on the Involvement Summary page.

Access the Roster Filter page (Contributor Relations > CR Reports > Involvement Roster > Roster Filter).

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

 Roster Filter page

Field or Control

Description

Involvement Type

Select the involvement type for which you want to create a roster. Its description appears to the right.

Involvement Category

Select the involvement category for which you want to create a roster. Involvement categories describe the nature of the involvement, such as Professional, Political, Charitable, and so on. The description of the category appears to the right.

Involvement Code

Select the involvement code for which you want to create a roster. Involvement codes describe the specific involvement, such as Golf, Hunting, Dancing, Kiwanis Club, and so on. The description of the code appears to the right.

Search

Click to retrieve a list of involvement records that make up your roster on the Roster List page.

Note: The maximum retrieval value, set on the Institution Installation page, determines the maximum number of results returned per search.

You can build a workset from the records that you retrieve on the Roster List page.