Maintaining Constituent Types

This section provides an overview of constituent types and discusses how to assign constituent types.

Constituent types are the relationships that exist between a constituent and your institution. Constituent types are used extensively in reporting and in completing many business processes.

Page Name

Definition Name

Navigation

Usage

Constituent Type

AV_CNST_TYPE_TBL

AV_CNST_TYPE_TBL_W

  • Contributor Relations > Constituent Information > People > Relationships > Constituent Types

  • Contributor Relations > Constituent Information > Workset > Workset Constituent Info > Relationships - Workset > Constituent Types - Workset

Assign constituent types to a constituent.

Constituent Type Summary

AV_CNST_TYPE_INQ

AV_CNST_TYPE_INQ_W

  • Contributor Relations > Constituent Information > People > Relationships > Constituent Type Summary

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

View a list of all the constituent types assigned to a constituent.

Access the Constituent Type page (Contributor Relations > Constituent Information > People > Relationships > Constituent Types).

Your selections on this page indicate the relationships that exist between a constituent who is a person and your institution. An organization can be assigned one constituent type. You can assign an organization's constituent type on the Organization Financial Information page.

Field or Control

Description

Past

Select if the constituent no longer has a relationship with your institution. For example, if a constituent has a value of Parent and the child graduates, then select the Past option for the constituent type of Parent.

Note: When constituent types are assigned to a constituent, you cannot delete the last remaining constituent type assignment. For example, if a constituent is assigned values of Alumni and Parent, you can delete one of these constituent types, but one must remain in the system.