Send BioDemo Update

This section discusses the workflow that sends email notifications of biodemographic updates in PeopleSoft Outreach.

See Campus Self Service: Sending Updated Biographical Information.

Description

Information Type	Description
Event Description	A development officer often learns new address or other biodemographic data during contact with a prospect. This workflow allows the officer to send the new information on to the person responsible for record updates at the point when the contact report is being written.
Action Description	The development officer completes an action and prepares to enter the contact report. From the contact report, the officer clicks the Send Biodemo Update button to create the email text. The system sends the email workflow when the user clicks the Send button.
Notification Method	The system sends an email notification with the biodemographic information update to the specified person(s) who handle record updates. Fields utilized in the email text include: Constituent ID, Constituent Name, and the sender's Name. The user can edit the information that appears by default on the Send Contact Report page.

Workflow Objects

Information Type	Description
Event	AV_OUTR_BIO_SEND Page PeopleCode
Workflow Action	This workflow starts manually when the user clicks the Send button.
Role	Development Officer
Email Template	AV_OUTR_BIO_SEND delivers an email notification to the specified recipient's inbox with the Subject: Biodemo Update for EmplID: EMPLID, Constituent's Name. The email text includes the name of the sender.
Business Process	AV_OUTR_SEND
Business Activity	AV_OUTR_SEND Outreach Send Data includes three steps: 1) Submit Data, 2) Trigger email Biodemo Data, 3) Email Outreach Data
Business Event	Send Biodemo Update