Viewing Initiative Action Summary Information

This section discusses how to:

  • View to do lists.

  • View initiative action summary information.

  • View action details.

Pages Used to View Action Summary Information

Page Name Definition Name Navigation Usage

Initiative Action Summary

AV_INTV_ACTN_SMRY

  • Contributor Relations, and then Initiatives, and then Campaign Initiatives, and then Initiative Action Summary

  • Contributor Relations, and then Initiatives, and then Membership Initiatives, and then Membership Action Summary

  • Contributor Relations, and then Initiatives, and then Event Initiatives, and then Event Action Summary

  • Contributor Relations, and then Initiatives, and then Volunteer Initiatives, and then Volunteer Action Summary

  • Contributor Relations, and then Initiatives, and then Other Initiatives, and then Oth Initiative Action Summary

View information about the existing actions for an initiative at your institution.

Action Detail

AV_INTV_ACTN_SP

Click the Details link on the Action Summary page.

View additional information about an initiative action.

Other Initiatives/Others Assigned

AV_INTV_ACTN2_SP

Click the Resource Assignment button on the Action Detail page.

View additional information about related initiatives and those assigned to the action.

Viewing To Do Lists

Use the Staff, Volunteer, and Unit To Do List pages to view lists of all the initiative actions a resource is responsible for during a particular time frame or for a particular designee.

See Viewing To Do Lists.

Viewing Initiative Action Summary Information

Click the Details link to access detailed information about a particular initiative action on the Action Detail page.

Viewing Action Details

Click the Edit Action button to access the Initiative Action page where you can make changes to the existing action. Click the Intv/Rsrc Asgn (initiative/resource assignments) button to view information about other initiatives linked to this action and about the resources at your institution that are assigned to the action.