Send Contact Report

This section discusses the workflow that distributes contact reports, with added comments, through email notifications.

See Entering Action Results.

Description

Information Type	Description
Event Description	When a development officer completes a constituent action or contact with a prospect, the officer summarizes the results and information gathered in a contact report. This workflow allows the officer to send the contact report to individuals who have an interest in the outcome of the action. It includes the ability to alter the report prior to sending, adding explanatory text or removing sensitive information that should not be widely distributed.
Action Description	The development officer completes an action and its related contact report. From the contact report, 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 contact report information update to the specified recipients. Fields utilized in the email text include: Constituent Name, a description of the related Constituent Action, the sender's Name, and the contact report text. The user can edit the information that defaults 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_CNCT_SEND delivers an email notification to the specified recipient's inbox with the Subject: Contact Report for Constituent's Name — Action Description from completed action. Email text includes the name of the sender and the body of the contact report.
Business Process	AV_OUTR_SEND
Business Activity	AV_OUTR_SEND Outreach Send Data includes three steps: 1) Submit Data, 2) Trigger email Contact Report, 3) Email Outreach Data
Business Event	Send Report