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.

Understanding Involvement Codes

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 Used to Define Involvement Codes

Page Name	Definition Name	Navigation	Usage
Involvement Codes	AV_INVLV_CD_TBL	Set Up SACR, and then Product Related, and then Contributor Relations, and then Constituent Information, and then Involvement Codes	Define the different types of involvement to track at the institution.

Setting Involvement Codes Values

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

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.

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	Description
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.