Maintaining Constituent Types

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

Understanding 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.

Pages Used to Maintain Constituent Types

Page Name	Definition Name	Navigation	Usage
Constituent Type	AV_CNST_TYPE_TBL AV_CNST_TYPE_TBL_W	Contributor Relations, and then Constituent Information, and then People, and then Relationships, and then Constituent Types Contributor Relations, and then Constituent Information, and then Workset, and then Workset Constituent Info, and then Relationships - Workset, and then Constituent Types - Workset	Assign constituent types to a constituent.
Constituent Type Summary	AV_CNST_TYPE_INQ AV_CNST_TYPE_INQ_W	Contributor Relations, and then Constituent Information, and then People, and then Relationships, and then Constituent Type Summary Contributor Relations, and then Constituent Information, and then Workset, and then Workset Constituent Info, and then Constituent Type Summary	View a list of all the constituent types assigned to a constituent.

Page Name

Definition Name

Navigation

Usage

Constituent Type

AV_CNST_TYPE_TBL

AV_CNST_TYPE_TBL_W

Contributor Relations, and then Constituent Information, and then People, and then Relationships, and then Constituent Types
Contributor Relations, and then Constituent Information, and then Workset, and then Workset Constituent Info, and then Relationships - Workset, and then Constituent Types - Workset

Assign constituent types to a constituent.

Constituent Type Summary

AV_CNST_TYPE_INQ

AV_CNST_TYPE_INQ_W

Contributor Relations, and then Constituent Information, and then People, and then Relationships, and then Constituent Type Summary
Contributor Relations, and then Constituent Information, and then Workset, and then Workset Constituent Info, and then Constituent Type Summary

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

Assigning Constituent Types

Access the Constituent Type page (Contributor Relations, and then Constituent Information, and then People, and then Relationships, and then 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.