Viewing Initiative Action Summary Information

This section discusses how to:

  • View to do lists.

  • View initiative action summary information.

  • View action details.

Page Name

Definition Name

Navigation

Usage

Initiative Action Summary

AV_INTV_ACTN_SMRY

  • Contributor Relations > Initiatives > Campaign Initiatives > Initiative Action Summary

  • Contributor Relations > Initiatives > Membership Initiatives > Membership Action Summary

  • Contributor Relations > Initiatives > Event Initiatives > Event Action Summary

  • Contributor Relations > Initiatives > Volunteer Initiatives > Volunteer Action Summary

  • Contributor Relations > Initiatives > Other Initiatives > Oth Initiative Action Summary

View information about the existing actions for an initiative at your institution.

Action Detail

AV_INTV_ACTN_SP

Click the Details link on the Action Summary page.

View additional information about an initiative action.

Other Initiatives/Others Assigned

AV_INTV_ACTN2_SP

Click the Resource Assignment button on the Action Detail page.

View additional information about related initiatives and those assigned to the action.

Use the Staff, Volunteer, and Unit To Do List pages to view lists of all the initiative actions a resource is responsible for during a particular time frame or for a particular designee.

See Viewing To Do Lists.

Click the Details link to access detailed information about a particular initiative action on the Action Detail page.

Click the Edit Action button to access the Initiative Action page where you can make changes to the existing action. Click the Intv/Rsrc Asgn (initiative/resource assignments) button to view information about other initiatives linked to this action and about the resources at your institution that are assigned to the action.