Purpose
The Constituent Status screen enables you to enter and view all the constituent statuses
associated with the selected employee. The Constituent Status screen maintains this information in a grid.
Access
Access the Constituent Status screen by selecting Demographics from the menubar, and then selecting Constituent Status.
Note: For more information about constituent statuses and their usage, see the Jenzabar guide Alumni Development User Guide.
Contents
The Constituent Status screen contains regions that maintain the following types of information:
ID Information Constituent Status Constituent Status List Secondary Tab See also:
Maintaining Constituent Information What are constituent statuses?
Constituent statuses are types of relationships that may exist between individuals and your institution. Examples of such relationships include friend, alumni, parent, former parent, and trustee. You maintain the valid codes your institution uses to identify these types of relationships in the Constituent Status table (consstat_table).
ID Information - Constituent Status Screen
The ID Information region identifies the key information about an employee so you can ensure you are using the records for the correct individual. The information in the ID Information region is unique for every individual on your database. You can perform queries by selectively entering data in the fields in this region, or by using the ID Lookup feature.
The ID Information region contains the following elements:
ID# - The system-generated number associated with the employee. The system assigns an ID number to every individual or organization on the database.
Name - The name of the employee, in the format Last, First Middle (e.g., Smith, Mary Jo). You can enter an unlimited number of middle names.
SS# - The social security number of the employee. You must insert the dashes (-) in the number where needed.
ID Lookup Button - A command button that displays the ID Lookup screen.
See also:
Constituent Status Constituent Status List
Secondary Tab
Performing a Query in Human Resources Administration Constituent Status - Constituent Status Screen
The Constituent Status region enables you to view or enter constituent status information that relates to a particular employee. Use this region to add or update information about the
employee’s relationship with your institution. This region becomes active when you click Add or Update on the toolbar.
The Constituent Status region contains the following fields:
Constituent Status - The employee’s eight-character constituent status, as defined in your institution’s Constituent Status table (consstat_table). Constituent statuses may be, for example, FRIEND, ALUMNI, or PARENT.
Office Code - The campus office that added the constituent information, as defined in your institution’s Office table (ofc_table).
Begin Date - The date (mm/dd/yyyy) on which the status began. For example, for the ALUMNI status code, the Begin Date could be the graduation date. Click on the arrow next to the field to view a calendar from which you can select a date.
End Date - The date (mm/dd/yyyy) on which the status ended. For example, for the PARENT status code, the End Date could be the date on which the child graduated. Click on the arrow next to the field to view a calendar from which you can select a date.
Add Date - The date (mm/dd/yyyy) on which the constituent status was added. Click on the arrow next to the field to view a calendar from which you can select a date.
Highest CASE Reporting Priority - A checkbox that, if checked, signifies the constituent status is the highest level according to criteria established by CASE (the professional association for Alumni/Development/Advancement). CASE considers ALUMNI as the highest level, so if the constituent status is ALUMNI, this box should be checked.
Highest Institution Reporting Priority - A checkbox that, if checked, signifies the constituent status is the highest level according to criteria established by your institution.
See also:
ID Information
Constituent Status List Secondary Tab
Constituent Status List - Constituent Status Screen
The Constituent Status List enables you to view and select information about a particular constituent status for an employee. When the grid appears, you can select a row of the grid and cause the information from the grid to fill the Constituent Status region in the top part of the screen.
Note: The grid is for selection and viewing purposes only. To change or add information, you must use the Constituent Status region of the screen.
The grid does not appear under the following circumstances:
• If you have not yet queried and selected an employee ID
• If the selected ID does not have associated constituent status information The Constituent Status List contains the following columns:
Const. Status Code - The employee’s eight-character constituent status, as defined in your institution’s Constituent Status table (consstat_table). Constituent statuses may be, for example, FRIEND, ALUMNI, or PARENT.
Office Code - The campus office that added the constituent information, as defined in your institution’s Office table (ofc_table).
Begin Date - The date (mm/dd/yyyy) on which the status began. For example, for the ALUMNI status code, the Begin Date could be the graduation date.
End Date - The date on which the status ended. For example, for the PARENT status code, the End Date could be the date on which the child graduated.
CASE Priority - A value indicating the highest level according to criteria established by CASE (the professional association for Alumni/Development/Advancement). CASE considers ALUMNI as the highest level, so if the constituent status is ALUMNI, this box should be checked.
Inst. Priority - A value indicating the highest level according to your institution’s criteria.
Add Date - The date (mm/dd/yyyy) on which the constituent status was added.
See also:
ID Information Constituent Status Secondary Tab Using Grids
Secondary Tab - Constituent Status Screen
The secondary tab of the Constituent screen contains information that is unique to your institution. With appropriate permissions (i.e., membership in the group carsprog), you can add fields, labels, and text to this tab. Note that your secondary tab may have a different name, depending on the setup at your institution.
Most of the information on this tab resides in your database in the consstat_rec.
See also:
ID Information Constituent Status Constituent Status List
Secondary Tabs in Human Resources Administration Customizing Screens in Human Resources Administration