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Date: | Tue, 10 May 2016 15:54:34 +0000 |
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Possible Experience:
Additional attributes are present to reflect the Campaign Priorities that each designation falls into
Change Detail:
XINS 10 - INNOVATION INSTITUTE is now Innovation
XLIB 20 - LIBRARY is now Library
XSCH 40 - SCHOLARSHIPS, FIN AID has been deleted
The following have been added:
XPEN Pending
XSCA Annual Scholarship
XSCE Endowed Scholarship
The final complete list of attributes for campaign reporting on priorities (as of May10th, 2016):
XINS Innovation
XLIB Library
XPEN Pending
XSCA Annual Scholarship
XSCE Endowed Scholarship
Reason:
Reason: Campaign Reporting - Executive dashboards (Thanks to Molly, Prospect Management Team, coordinators and Stewardship Team for input)
The attributes now align with the campaign reporting delineation.
Action:
New Designation Creation:
Assign new designations to one of these priorities as appropriate. It is ok for a designation to not be in one of these campaign priorities. In that case, all funds going to a designation without a priority will be assigned a priority of "Other". If an X campaign priority attribute is assigned, there should only be one X Campaign attribute to prevent double counting of funds.
New Proposal Interest:
If a new proposal interest is desired or created, two additional steps are needed:
1) New Campaign (AFBCAMP)
Type ZA
Campaign Code = Proposal Interest Code
Campaign Description matches the Proposal Interest Description
2) New Designation Attribute (ATVDATR)
Code starts with X
Code ends with the first three characters of the Proposal Interest Code
Designation Attribute Description matches the Proposal Interest Description
3) Annual funds are still tagged with the 4A1 attribute.
Carolyn Dickerson
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