Send Action
This section describes the workflow that allows the user to send an action to notify someone who needs to know or who is impacted by the assignment.
See Campus Self Service: Managing Prospect Actions.
Description
| Information Type | Description |
|---|---|
|
Event Description |
When a development officer creates or alters a constituent action, the officer may want to notify others that the action has occurred or will occur. This workflow allows the officer to send the action information to individuals who have an interest in its execution or outcome. It includes the ability to alter the action report prior to sending, adding explanatory text or removing sensitive information that should not be widely distributed. |
|
Action Description |
The development officer creates or alters an action. From the action in Outreach, the officer clicks the Send Report button to create the email text. The system begins the email workflow when the user clicks the Send button. |
|
Notification Method |
The system sends an email notification with the action information update to the specified recipients. Fields utilized in the email text include: ID, Name, Constituent Type, City, State, Gender, Action Number, Brief Description, Description, Planned Date, Action Type, Contact, Type, Status, Result, Contact Report Author, Contact Report Date, and Contact Report if it exists. The user can edit the information that defaults on the Send Contact Report page. |
Workflow Objects
| Information Type | Description |
|---|---|
|
Workflow Objects |
Event AV_OUTR_SEND Page PeopleCode |
|
Workflow Actions |
Role This workflow starts manually when the user clicks the Send button. |
|
Development Officer |
Email Template AV_OUTR_CNCT_SEND1 delivers an email notification to the specified recipient's inbox with the Subject: Action Update for Constituent's Name- Action Description from the constituent action. Email text includes the name of the sender and the action information. |
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Business Process |
AV_OUTR_SEND |
|
Business Activity |
AV_OUTR_SEND Outreach Send Data includes three steps: 1) Submit Data, 2) Trigger email Action/Contact Report, 3) Email Outreach Data |
|
Business Event |
Send Report |