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May 2016

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Subject:
From:
Carolyn V Dickerson <[log in to unmask]>
Reply To:
Carolyn V Dickerson <[log in to unmask]>
Date:
Tue, 10 May 2016 15:54:34 +0000
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text/plain
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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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