Advancement 8.9 SS User Guide

Banner Advancement Self-ServiceUser GuideRelease 8.9December 2015/nWithout limitation: Ellucian®, Banner®, Coll eague®, and Luminis® are trademarks of the Ellucian group of companies that are reg istered in the U.S. and certain other countries; and Ellucian AdvanceŽ, Ellucian Course SignalsŽ, Ellucian Degree WorksŽ, Ellucian PowerCampus Ž, Ellucian RecruiterŽ, Ellucian SmartCallŽ, are also trademarks of the Ellucian group of companies. Other names may be trademarks of their respective owners. © 1998, 2015 Ellucian. Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Elluci an licensees, and is subject to the terms and conditions of one or more written li cense agreements between Ellucian and the licensee in question. In preparing and providing this publicati on, Ellucian is not rendering legal, accounti ng, or other similar professional service s. Ellucian makes no claims that an institution's use of this publication or the soft ware for which it is provided will guarantee compliance with ap plicable federal or state laws, rules, or regulations. Each organiza tion should seek legal, accounting, and other similar professional services from comp etent providers of the organization's own choosing. Ellucian 4375 Fair Lakes Court Fairfax, VA 22033 United States of America Revision History Publication DateSummary December 2015 New version that supports Banner Advancement Self-Service 8.9 software. /n 3Banner Advancement Self-Service User Guide |Contents Contents Application Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Assign Advancement Data Tailor Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Modify Banner Advancement Self-Service Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Assign Other Web Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Change Delivered E-mail Address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Set Web Indicators and Review Code Descriptions in Banner. . . . . . . . . . . . . . . . . . . 17 Update Crosswalk Validation Form (G TVSDAX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 (Optional) Unmask Masked Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Banner Advancement Self-Service Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Alumni and Friends Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Advancement Officers Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Interest Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Audit Trail of Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Banner Web Tailor Baseline and Local Functionality . . . . . . . . . . . . . . . . . . . . . . . 28 Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29 Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Menu Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Related Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 /n 4Banner Advancement Self-Service User Guide |Contents Web Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 View Interest Profile Header (bwakigrp.P_View_ Prof ile). . . . . . . . . . . . . . . . . . . . . . . 35 Update Interest Profile (bwakigrp.P_Update_Profile). . . . . . . . . . . . . . . . . . . . . . . . . . 36 Add an Interest Group to Your Profile (bwakigrp.P_Add_To_ Prof ile) . . . . . . . . . . . . . 37 Remove an Interest Group From Your Profile (bwakigrp.P_Remove_ From_Profile) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 View Interests (bwakigrp.P_View_ Inte rests). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Interests That Changed Since Your Last Visit (bwakigrp.P_View_UpdInterests). . . . . 41 Find a Classmate (bwaksrch.P_ClassSearch). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Classmate Search Results (b waksrch.P_SearchResults) . . . . . . . . . . . . . . . . . . . . . . 43 Let Me Tell You About My Children (bwaknote.P_Ch ildrenNote). . . . . . . . . . . . . . . . . 44 Let Me Tell You About My Job (bwaknote.P_JobNote). . . . . . . . . . . . . . . . . . . . . . . . . 45 Let Me Tell You About a New Degree (bwaknote.P_ DegreeNote). . . . . . . . . . . . . . . . 46 Let Me Tell You General Information (bwaknote.P_ GeneralNote) . . . . . . . . . . . . . . . . 47 Let Me Update You on My Marital Status (bwakn ote.P_MaritalNote). . . . . . . . . . . . . . 49 Answer a Survey (bwgksrvy.P_ShowSurveys). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Survey Questions (bwgksrvy.P_ShowQuestions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Mailing Lists (bwakmail.P_View_Mail_Li st) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Add a Mailing to Your List (bwakm ail.P_Add_To_ Mail_List) . . . . . . . . . . . . . . . . . . . . 52 Remove a Mailing from Your Li st (bwakmail.P_Remove_ From_Mail_List). . . . . . . . . 53 Change an Address or Ef fective Date for a Mailing (bwakmail.P_SelChange_Mail_List). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Change an Address or Effectiv e Date (bwakmail.P_Change_Mail_List) . . . . . . . . . . . 55 Update Address and Phones-Select Type (bwg kogad.P_SelectAtypUpda te) . . . . . . . 56 Update Addresses and Phones-Update/Insert (bwgkogad.P_DispAddrUpdate). . . . . 56 Update E-mail Addresses-Sele ct Address (bwgkogad.P_SelectEmalUpdate) . . . . . . 57 Update E-mail Addresses-Upda te/Insert (bwgkogad.P_DispEmailUpdate). . . . . . . . . 57 Select a Preferred Address (bwakpref.P_Pref_Addre ss). . . . . . . . . . . . . . . . . . . . . . . 57 Directory Profile (bwgkopr f.P_ShowDiroItems) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Career Opportunities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60 Career Advisor Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Employment Opportunity Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Menu Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 /n 5Banner Advancement Self-Service User Guide |Contents Related Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Web Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Current Advisor Commitments (bwakadvs.P_Show_A dvisor_Years). . . . . . . . . . . . . . 63 Sign Me up to Be a Career Advisor (bwakadvs.P_Make_Me_An_Advisor) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Find a Career Advisor (bwakadvs.P_Find_An_Advisor) . . . . . . . . . . . . . . . . . . . . . . . 66 Career Advisor Search Results (bwakadvs.P_SearchResults) . . . . . . . . . . . . . . . . . . 67 Search for Employment Opportunities (bwakjpst. P_Find_A_Job) . . . . . . . . . . . . . . . . 68 Employment Opportunities Search Results (bwakjpst.P_SearchResults) . . . . . . . . . . 69 Your Employment Opportunity Po stings (bwakjpst.P_Show_Postings). . . . . . . . . . . . 70 Employment Opportunity Detail (bwakjpst.P_Show_Posting_Detail). . . . . . . . . . . . . . 71 Add or Change a Posting (bwakjpst.P_Add_A_Posting ) . . . . . . . . . . . . . . . . . . . . . . . 72 Voluntary Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74 Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Menu Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Related Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Using the Non-Secure Area of Advancement Self-Service . . . . . . . . . . . . . . . . . . 77 Creating a User ID and PIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Creating Gifts Without a Banner ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Processing Gifts Within Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Credit Card Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Web Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Giving History (bwakchis.P_View_History). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Gift Detail (bwakchis.P_ViewG ift_Detail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Pledge Detail (bwakchis.P_ViewPledge_Detail). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Add a Pledge (bwakpldg.P_Add_A_Pledge) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Make a Donation (bwakgift.P_Make_A_Donation and bwakgift.P_Pledge_Payment) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Credit Card Payment (bwakgift.P_Pledge_Payment). . . . . . . . . . . . . . . . . . . . . . . . . . 88 Credit Card Payment Status (b wakgift.P_Donation_Receipt and bwakcpmt.P_CCPaymentStatus). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Online Receipt (bwakgift.P_Do nation_Receipt) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Advancement Login (bwakalog.P_DispLoginNon). . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 /n 6Banner Advancement Self-Service User Guide |Contents User Logout (bwakalog.P_DispLogoutNon). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Advancement Login (bwakalog.P_DispPinLocked) . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Security Question and Answer (bwakalog.P_Securi tyQuestion) . . . . . . . . . . . . . . . . . 93 New User (bwakalog.P_DispLoginNew). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Personal Information (bwakalog.P_PersIn fo). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Change My PIN (bwakalog.P_Pin_Change) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 PIN Change Procedure (bwakalog.P_ProcPinChange). . . . . . . . . . . . . . . . . . . . . . . . 97 Make a Donation (bwakngft.P_Make_ A_Donation) . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Credit Card Payment Status (bwakngft.P_CCPay mentSubmitted). . . . . . . . . . . . . . . 99 Online Receipt (bwakngft.P_Donation_Receipt) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Giving History (bwaknhis.P_View_Gifts ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Gift Detail (bwaknhis.P_ViewGift_Details). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Volunteer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104 Configuring Volunteer Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Define Web Tailor Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Modify the Self-Service Link. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Volunteer Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Manage my Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 More information on ways you can volunteer to he lp the University . . . . . . . . . . . . . . 107 Web Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 View or Update Contact Information (bwakvopp.P_ ViewContacts) . . . . . . . . . . . . . . . 108 View Contact Detail Information (bwakvopp.P_View Contact_Detail). . . . . . . . . . . . . 108 Add a Result (bwakvopp.P_AddContact_Results). . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 View Results (bwakvopp.P_ViewContac t_Results) . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Advancement Officers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111 Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 2Web Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 12Profile Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Menu Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Related Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 /n 7Banner Advancement Self-Service User Guide |Contents Web Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 General Profile Preferences (bwdkpref.P_Input_Gnrl_P ref) . . . . . . . . . . . . . . . . . . . . 116 Advancement Individual Profile Preferences (b wdkpref.P_Input_Cons_Pref). . . . . . . 119 Advancement Organization Profile Preferences (bwdkpref.P_Input_Org_Pref). . . . . . 120 Prospect Profile Preferences (bwdkp ref.P_Input_Pros_Pref) . . . . . . . . . . . . . . . . . . . 122 Manage My Prospects (bwdkmpro.P_View_MyPros). . . . . . . . . . . . . . . . . . . . . . . . . . 123 Update Prospect Proposals (bwdkmppr.P_Enter_Proposal) . . . . . . . . . . . . . . . . . . . . 132 Add a Move (bwdkmove.P_Add_Move). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139 Update a Move (bwdkmove.P_Update_A_Move) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 Current Moves (bwdkmove.P Current_Moves). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Move Contact Details (bwdkmove.P_Move_Contacts). . . . . . . . . . . . . . . . . . . . . . . . . 144 Planned Moves by Date (bwdkmove.P_Moves_By_Date). . . . . . . . . . . . . . . . . . . . . . 146 Moves by Constituent (bwdkmove. P_Moves_By_Constituent) . . . . . . . . . . . . . . . . . . 147 Moves Search (bwdkmove.P_Search_Move) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Moves Search (Results) (bwdkmov e.P_Moves_Search_Results). . . . . . . . . . . . . . . . 150 Passed Planned Moves Exist (bwdkmove.P_DispNotify). . . . . . . . . . . . . . . . . . . . . . . 151 Passed Planned Moves (bwdkmove.P_Passed_Planned_Moves) . . . . . . . . . . . . . . . 151 Save the Move (bwdkmove.P_Save_The_Move) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 View Contacts (bwdkpcnt.P_View_Contact). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Add a Contact (bwdkpcnt.P_Enter_Contact) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Population Selection Sear ch (bwdkpsrc.P_Pop_Sel_Select). . . . . . . . . . . . . . . . . . . . 158 Population Select Search Result s (bwdkpsrc.P_Pop_Sel_IDs). . . . . . . . . . . . . . . . . . 159 Custom Search (bwdksrch.P_ Search_Select). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Search Results (bwdksrch.P_Execute_Custom_Search). . . . . . . . . . . . . . . . . . . . . . . 169 Create a New Custom Search (bwdksrch.P_Input Custom_Search) . . . . . . . . . . . . . 170 Update a Custom Search (bwdksrch.P_Get_Custom_Search and bwdksrch.P_Build_Custom_Search) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Constituent Short Profile (b wdkcprf.P_Short_Profile). . . . . . . . . . . . . . . . . . . . . . . . . . 179 Constituent Long Profile (b wdkcprf.P_Long_Profile) . . . . . . . . . . . . . . . . . . . . . . . . . . 186 Prospect Short Profile (bwdkpprf.P_Short_Profile) . . . . . . . . . . . . . . . . . . . . . . . . . . . 193 Prospect Long Profile (bwdkpprf.P_Long_Profile) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 Giving History (bwdkghis.P_View_Gifts ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200 Gift Detail (bwdkghis.P_ViewGift_Detail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Pledge Detail (bwdkghis.P_ViewPledge_Detail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204 Alternate Names and IDs (bwdkpsrc.P_Alternate_Name s) . . . . . . . . . . . . . . . . . . . . . 205 Save the Changes (bwdkmove.P_Save_The_Changes). . . . . . . . . . . . . . . . . . . . . . . 206 /n 8Banner Advancement Self-Service User Guide |Application Overview Application OverviewBanner® Advancement Self-Service provides the following features via the Web: ŁAlumni and friends can communicate with your institution and with each other. ŁUsers can maintain and search for career advisor commitments. ŁUsers can review and maintain em ployment opportunity postings. ŁUsers can view giving history a nd make pledges and donations. ŁUsers can update contact information and view ways to volunteer to help your institution. ŁVolunteer solicitors can add or view the resu lts for each contact they make for fund raising.ŁAdvancement officers can defi ne custom searches to access advancement individual, advancement organization, and prospect profile information. ŁAdvancement officers can access giving history and predefined demographic profiles. This chapter discusse s the following topics: ŁfiSecurityfl on page8 ŁfiSetupfl on page9 ŁfiMain Menufl on page23 ŁfiBanner Advancement Self-Service Menusfl on page23 ŁfiOnline Helpfl on page26 ŁfiInterest Messagefl on page26 ŁfiAudit Trail of Updatesfl on page27 ŁfiBanner Web Tailor Baseline and Local Functionalityfl on page28 SecurityBanner Advancement Self-Service provides acce ss to secure user-specific information. To access this information, the user needs a valid Banner ID and Personal Identification Number (PIN). Both are maintained on the Third Party Access Form (GOATPAC). For added security, the user must re-enter the PIN for verification. PINs are stored in encrypted form. Security is further enhanced by allowing your institution to enforce strong passwords that are long, co mplex, and nearly impossible to guess. Refer to the Banner General User Guide for information on using strong passwords. /n 9Banner Advancement Self-Service User Guide |Application Overview A system-level time-out security feature indicates when Banner Advancement Self- Service is inactive. The user must log in a gain to regain access. For added security, the user can close the Web browser before leaving the computer, so that no one can access the information before the system times out. SetupAfter Banner Advancement Self-Service is installed, you need to configure the product according to your institution™ s specifications. You also n eed to ensure that Banner Advancement and Banner General are set up to support Banner Advancement Self- Service.This section provides the following step-by-step setup procedures: ŁfiAssign Advancement Data Tailor Rolefl on page9 ŁfiModify Banner Advancement Self-Service Rulesfl on page10 ŁfiAssign Other Web Rolesfl on page16 ŁfiChange Delivered E-mail Addressfl on page17 ŁfiSet Web Indicators and Review Code Descriptions in Bannerfl on page17 ŁfiUpdate Crosswalk Validation Form (GTVSDAX)fl on page20 Łfi(Optional) Unmask Masked Fieldsfl on page22 Assign Advancement Data Tailor Role A Web role, assigned via Banner Web Tailor, exists in the TWTVROLE table. It must be assigned to at least one Web user to allow that user access to the Banner Advancement Self-Service rules (step 2). 1.Access the Secure Area and navigate to Web Tailor Administration. 2.From the Web Tailor menu (twbkwbi s.P_GenMenu), select User Roles. 3.Enter the user ID of the person to whom you want to give the role. 4.Select the Submit button. The resulting Up date User Roles page (twbkurol.P_UpdateUserRoles) di splays all available roles. 5.Select the check box for Advancement Data Tailor. 6.Select the Submit Changes button. Advancement Data Tailor is se parate from Web Tailor. The Advancement Data Tailor role should be given to anyone who should have access to the Banner Advancement Self- Service Rules page under the Web Tailor Administration menu. This role allows individuals to control Banner Advancement Self-Service processing without having access to all of Banner Web Tailor. /n 10Banner Advancement Self-Service User Guide |Application Overview Modify Banner Advancement Self-Service RulesYou need to set up the rules that govern how Banner Advancement Self-Service works at your institution. These rules include default values that appear on various Web pages. These rules apply to your entire institution. 1.Access the Secure Area and navigate to Web Tailor Administration. 2.From the Web Tailor menu (twbkwbis.P_GenMenu), select Advancement Self-Service Rules. 3.On the Advancement Self-Service Rules pa ge (bwakwrul.P_ModifyPgWebRules), set up General Rules, Pledge Rule s, Gift Rules, Giving History Display Rules, Constituent Profile Rules, Constituent Search Page Rules, Moves Rules, and Event Rules. 4.When you are finished, select the Save Changes button. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/source information The following fields are displaye d in the General Rules section. Contact Assignment Start DateDate of the earliest contacts that are to be displayed. This value determines which contacts appear on all contact pages. Contact Assignment End DateDate when contacts should no longer be displayed. This value determines which contacts appear on all contact pages. Default Comments User CodeDefault user identification code to be inserted with general comments. When a user adds a general comment on the Let me tell you general information page (bwaknote.P_GeneralNote), this code appears in the Originator field when you look at the comment on the Advancement Individual/Organization Comments Form (APACOMT). Values come from the User Identification Control Form (GUAIDEN). Default Comment Subject Type Code Default subject code to be inserted with general comments. When a user adds a general comment on the Let me tell you general information page (bwaknote.P_GeneralNote), this code appears in the Subject Code field when you look at the comment on APACOMT (Subject Indexes block). Values come from the Subject Index Validation Form (GTVSUBJ). /n 11Banner Advancement Self-Service User Guide |Application Overview Default Advisor Activity Type Default activity type used to indi cate users who are signed up to be career advisors. This rule is used to filter activity records based on the associated type. When a user signs up to be a career advisor, the career type values in the Select a Type of Ad vising pull-down list on the Sign me up to be a Career Advisor page (bwakadvs.P_Make_Me_An_Advisor) reflect the associated career types. The only items in the pull-down list are the values from the Student Activity Code Validation Form (STVACTC) where the code in the Type field matches the codes specified in this rule. For example, if the default adviso r activity type in the rule is Career Advisor (CADV), Banner Advancement Self-Service checks STVACTC to see which codes have CADV in the Type field. Those codes will be displa yed in the Select a Type of Advising pull-down list. Default Fax Telephone Type Default type code used to identify fax numbers. Values come from the Telephone Type Validation Form (STVTELE). Require Job Posting ReviewIf checked, a job posting is not available on the Web page until reviewed in Banner. Both the Display on the Web and Reviewed by check boxes must be sele cted on the Job Posting Form (AOAJPST). If cleared, any open job postings on AOAJPST where the Display on the Web check box is selected is displayed, whether they have been reviewed or not. Display Deceased Constituents on Classmate Search Results If checked, deceased classmates are displayed on the Classmate Search Results page. If cleared, deceased classmates are not displayed. The following fields are displaye d in the Pledge Rules section. Default Cross Reference CodeDefault cross reference (for exam ple, parent, spouse, employee) for the user entering the pledge in the Voluntary Support module. This is not currently used. Default Solicitation CodeDefault solicitation code used on the Review External Pledge Form (AGAWPLG). When a user submits a pledge and you view it on AGAWPLG, Banner automatically populates the Solicitation Type field on the Solicitations and Results window wit h the code specified in this rule. Values come from the Solicitat ion Type Code Validation Form (ATVSOLC). ItemDescription/source information /n 12Banner Advancement Self-Service User Guide |Application Overview Default Pledge Vehicle CodeDefault pledge vehicle code used on AGAWPLG. When a user submits a pledge and you view it on AGAWPLG, Banner automatically populates the Vehicle field with the code specified in this rule. Values come from the Pledge/Gi ft Vehicle Code Validation Form (ATVPGVE). Default Pledge Status CodeDefault pledge status code used on AGAWPLG. When a user submits a pledge and you view it on AGAWPLG, Banner automatically populates the Status field with the code specified in this rule. Values come from the Pledge Status Code Validation Form (ATVPSTA). Default Pledge Reminder CodeDefault pledge reminder code used on AGAWPLG. When a user submits a pledge and you view it on AGAWPLG, Banner automatically populates the Reminder field with the code specified in this rule. Values come from the Pledge Reminder Code Validation Form (ATVPGVE). Default Installment Reminder Code Default installment reminder code used on AGAWPLG when a pledge with installments is saved. When a user submits a pledge and you view it on AGAWPLG, Banner automatically populates the Reminder field in the Installments section with the co de specified in this rule. Values come from the Pledge Reminder Code Validation Form (ATVPGVE). The following fields are displaye d in the Gift Rules section. Default Gift Vehicle CodeDefault gift vehicle co de that appears on the Gift Form (AGAGIFT) or on the Review External Gifts Form (AGAWGIF) for gifts donated by users who did not log in via the secured side of Banner Advancement Self-Service. When a user submits a gift and you view it on AGAGIFT (or AGAWGIF if the user did not use the secure login), Banner automatically populates the Vehicle field with the code specified in this rule.Values come from the Pledge/Gi ft Vehicle Code Validation Form (ATVPGVE). ItemDescription/source information /n 13Banner Advancement Self-Service User Guide |Application Overview Default Gift Class CodeDefault gift class code that appears on AGAGIFT, or on AGAWGIF for gifts donated by users who did not log in via the secured side of Banner Advancement Self-Service. When a user submits a gift and you view it on AGAGIFT (or AGAWGIF if the user did not use the secure login), Banner automatically populates the Class 1 field with the code specified in this rule.Values come from the Gift Classification Code Validation Form (ATVGCLS). Default Gift Solicitation CodeDefault gift solicitation code that appears on AGAGIFT, or on AGAWGIF for gifts donated by users who did not log in via the secured side of Banner Advancement Self-Service. When a user submits a gift and you view it on AGAGIFT (or AGAWGIF if the user did not use the secure login), Banner automatically populates the Solicit ation field in the Solicitation Information block with the code specified in this rule. Values come from the Solicitat ion Type Code Validation Form (ATVSOLC). Default New User Gift Notification User ID ID of the person who reviews unsecured gifts (made by donors who do not have PIDMs) and loads the gifts into the Banner database. Users with PIDMs and users without PIDMs can both make gifts: ŁA user with a PIDM can access the Banner Self-Service Secure Area to make a gift. The AGBGIFT table is automatically updated when the gift is created. ŁA user without a PIDM cannot access the Secure Area. The gift is stored in the Web No PIDM Gift holding tables (AGBGHLD and AGRGHDE) until the user is given a PIDM. When the user is given a PIDM, the person™s gifts are moved from the temporary tables to AGBGIFT. If an unsecured gift is made, th e person specified in this rule will receive a Banner message on the General menu (GUAGMNU). He or she will give the donor a PIDM, review the gift on AGAWGIF, and select OK to Load to load the gift into AGBGIFT. Values for the rule come from the Enterprise Access Controls Form (GOAEACC). Allow Pledge Payment OptionIf checked, donors can pay toward an existing pledge. If cleared, donors can only make a one-time gift. Allow Gift Split OptionIf checked, donors can split a gift with a spouse, or another existing cross-reference if no spouse record exists. If cleared, donors cannot split a gift with anyone. ItemDescription/source information /n 14Banner Advancement Self-Service User Guide |Application Overview Display Employer Match InformationIf checked, matching gift detail for the current employer is displayed on the Credit Card Payment page (bwakgift.P_Pledge_Payment). If cleared, the matching gift detail is not displayed. Allow Web to Satisfy Pledges If checked, paying a pledge in full updates the pledge status to fipaid.fl If cleared, you must manually change the pledge status in Banner Advancement when the pledge is fully paid. Allow Online ReceiptIf checked, the donor can view or print an on-line receipt on the Online Receipt page (b wakgift.P_Donation_Receipt for secured gifts and bwakngft.P_Donation_Receipt for unsecured gifts). If cleared, the donor must arrange for a receipt through the institution.Allow Online Matching Gift Processing If checked, matching gift processing occurs when the gift is created, automatically checking to se e if the gift is eligible to be matched. If cleared, you must run the Ma tching Gift Allocations Report (AGPMATG) in Banner Advancement to see if a gift is eligible to be matched. The following fields are displayed in th e Giving History Display Rules section. Allow Gift Display OptionIf chec ked, All Existing Gifts appears as a filter option for the Giving History Area pull-down lis t on the Giving History page (bwdkghis.P_View_Gifts). If cleared, the option does not appear. Allow Pledge Display OptionIf checked, All Existing Pledges appears as a filter option for the Giving History Area pull-down lis t on the Giving History page (bwdkghis.P_View_Gifts). If cleared, the option does not appear. Allow Gift and Pledge Display Option If checked, All Existing Gifts and Pledges appears as a filter option for the Giving History Area pull-down list on the Giving History page (bwdkghis.P_View_Gifts). If cleared, the option does not appear. Allow Fiscal Year Display OptionIf checked, Totals by Fiscal Year appears as a filter option for the Giving History Area pull-down lis t on the Giving History page (bwdkghis.P_View_Gifts). If cleared, the option does not appear. ItemDescription/source information /n 15Banner Advancement Self-Service User Guide |Application Overview Allow Campaign Display OptionIf checked, Totals by Campaign and Fiscal Year appear as a filter option for the Giving History Area pull-down list on the Giving History page (bwdkghis.P_View_Gifts). If cleared, the option does not appear. Allow Designation Display OptionIf checked, Totals by Designation and Fiscal Year appear as a filter option for the Giving History Area pull-down list on the Giving History page (bwdkghis.P_View_Gifts). If cleared, the option does not appear. Allow Combined Display OptionIf checked, Combined Giving appears as an option for the Giving History Area pull-down list on the Giving History page (bwdkghis.P_View_Gifts). Combined giving includes giving by cross references. If cleared, the option does not appear. Allow Overall Display OptionIf checked, Overall Giving appea rs as an option for the Giving History Area pull-down list on the Giving History page (bwdkghis.P_View_Gifts). If cleared, the option does not appear. The following field is displayed in th e Constituent Profile Rules section. Display both general and prospect contacts in the Contacts section If checked, both general and prospect contact records are included when a user searches for contacts. If cleared, only general contact records are included.: The following fields are displayed in the Constituent Search Page Rules section. Title to display in Institution search selection to query selected home institution codes Name of the home institution that appears in the Degree Institution pull-down list on the Custom Search page (bwdksrch.P_Search_Select). Refer to fiHome Institutionfl on page21 for more details. Include spouse gift transaction records with donor giving in credit range query searches If checked, searches for which credit ranges are entered include giving records for both the donor and spouse. The following field names appear for the credit fields on the Custom Search page: ŁDonor and Spouse Hard Credit ŁDonor and Spouse Soft Credit ŁDonor and Spouse Overall Credit. If cleared, only the donor™s records are included. The following field names appear for the credit fields on the Custom Search page: ŁDonor Hard Credit ŁDonor Soft Credit ŁDonor Overall Credit ItemDescription/source information /n 16Banner Advancement Self-Service User Guide |Application Overview Updates to BannerThis page does not update information in the Banner database. Web menus with links to this page The following menus contai n links to this page. Assign Other Web Roles Banner Advancement Self-Service is delivered with three Web roles that can be assigned to Web users: ŁAdvancement Data Tailor: These users can access the Advancement Self-Service Rules page on the Web Tailor menu but are restricted from other Banner Web Tailor functions. ŁAdvancement Moves Manager: These users can update moves information via the Web. Web users with this role can access the Add a Move and Update a Move pages. ŁAdvancement Officer: These users can access the Advancement Officers section of Banner Advancement Self-Service. The following field is display ed in the Moves Rules section. Allow Deletion of Existing Moves recordsIf checked, Web users with the role of Moves Manager can delete moves records via the Web. If cleared, moves records can only be deleted in Banner Advancement. The following fields are displaye d in the Event Rules section. Event System(s)Type of event(s) whose attendance information you want to be displayed on the Web to advancement officers. Use the Shift key or Ctrl key to select mu ltiple types of events. Year Definition Type of year: Calendar or Fiscal .Limit Past Event Attendance Number of years whose attendance information you want to be displayed on the Web to advancement officers. Select No Limit to include all years. Menu name Menu URL Web Tailor Administration menu bmenu.P_WebTailorMnu ItemDescription/source information /n 17Banner Advancement Self-Service User Guide |Application Overview In fiAssign Advancement Data Tailor Rolefl on page9 , you assigned the Advancement Data Tailor role to a Web user so that person could update the Banner Advancement Self- Service rules. Now you can assign any additional Web roles to Web users as necessary using the Update User Roles page (twbku rol.P_UpdateUserRole s) in Web Tailor Administration. Change Delivered E-mail AddressBanner Advancement Self-Service is delivered with the Ellucian e-mail address as a bottom link on several Web pages. You need to change this generic e-mail address to your institution™s e-mail address. Use the following table to identify the pa ckage.procedures that must be changed. Set Web Indicators and Review Code Descriptions in BannerSeveral Banner forms are used to define the codes that are used on Web pages. For some forms, all defined codes are included on the appropriate Web pages. For example, all gift society codes defined on the Gift Society Validation Form (ATVDCNP) are included on the appropriate Web pages. In othe r cases, you can choose which codes will be included on Web pages. On the Donor Category Code Validation Form (ATVDONR), for example, you can identify th e specific donor ca tegories that will be included on Web pages. Web Page Package.Procedure Static html develop.htm Bottom links (modify using Banner Web Tailor -- Reorder or Customize Menu Items option) Add a mailing to your list bwakmail.P_Add_To_Mail_list Let me tell you about my ch ildrenbwaknote.P_ChildrenNote Let me tell you about my job bwaknote.P_JobNote Let me tell you about a new degreebwaknote.P_DegreeNote Let me tell you general informationbwaknote.P_GeneralNote Let me update you on my marital status bwaknote.P_MaritalNote Search Result bwaksrch.P_SearchResults Information Text (modify using Banner Web Tailor -- Reorder or Customize Information Text option) Find a Classmate bwaksrch.P_Class.Search /n 18Banner Advancement Self-Service User Guide |Application Overview For the forms listed in the following table, set the Web indicators and review code descriptions as follows: ŁIf the form has a Web Indicator check box, select or clear the check box appropriately: ŁSelected: Display the code description on Web pages. ŁCleared: Exclude the code description from Web pages. ŁFor all forms in the following table, review the descriptions of the codes that will be included on Web pages. The descriptions, not the codes, are actually displayed, so make sure the description s are clear and accurate. FormWeb Indicator? ATVAMSTMembership Status Code Validation NoATVDCNPGift Society Validation NoATVDCSTGift Society Type Validation NoATVDONRDonor Category Code Validation Yes ATVDOWPAdvancement Officer Web Profile Items Validation No ATVDOTTDOTT Code Validation NoATVEMPSEmployment Status Validation Yes ATVEXRSExternal Ratings Code Validation NoATVEXCLExclusion Code Validation NoATVFISCFiscal Year Validation NoATVFREQFrequency Code Validation Yes ATVFUNDFunding Areas Validation NoATVGCLSGift Classification Code Validation NoATVGIFTGift/Payment Type Validation Yes ATVGIVHGiving Vehicle Code Validation NoATVGIVLGiving Level Code Validation NoATVIGRPInterest Group Code Validation Yes ATVINCMIncome Code Validation NoATVJOBCJob Category Code Validation Yes ATVMDISMatching Gift Distrib ution Frequency Validation No ATVMOVEMove Type Code Validation NoATVOCONAdvancement Organization Contact Type ValidationNo ATVPDURDuration Code Validation Yes /n 19Banner Advancement Self-Service User Guide |Application Overview ATVPGVEPledge/Gift Vehicle Code Validation NoATVPLDGPledge Type Validation Yes ATVPRMDPledge Reminder Code Validation NoATVPROJProject/Interest Code Validation NoATVPROPProposal Code Validation NoATVPRCDSpecial Purpose Code Validation NoATVPRSTProspect Status Validation NoATVPRTPSpecial Purpose Type Validation NoATVPSTAPledge Status Code Validation NoATVRATEProspect Rating Code Validation NoATVREFRReference Code Validation NoATVRSCRRatings Screen Code Validation NoATVRTGTRatings Type Validation NoATVSALUSalutation Type Validation NoATVSCNTSolicitor Contact Code Validation Yes ATVSCRSSolicitor Contact Result Code Validation Yes ATVSICCStandard Industrial Code Validation Yes ATVSOLCSolicitation Type Code Validation NoATVSORCSource Code Validation NoATVSTFTStaff Assignment Type Validation NoATVUSRCUser Defined Code Validation NoATVVIPCVariable Purpose Validation NoATVXREFCross Reference Code Validation NoAUAIGRPInstitution Interest Group Yes GTVDIRODirectory Item Validation NoGTVMAILMail Code Validation Yes GTVEXPNExpense Code Validation NoGTVEMAILE-mail Address Type Validation Yes GTVNTYPName Type Validation NoGTVSUBJSubject Index Validation NoFormWeb Indicator? /n 20Banner Advancement Self-Service User Guide |Application Overview Update Crosswalk Vali dation Form (GTVSDAX)You need to add the following records on GTVSDAX. Campaigns and Designations You must add records to GTVSDAX to specif y the campaigns and designations that you want displayed first. The bwakcpmt packa ge looks for internal code DSPALUDESG and internal group PAYMENTVENDOR to see if an y default campaigns and designations have been defined. If so, they are displayed first, based on the hierarchy defined on GTVSDAX. The external code is a 15-character code th at consists of the campaign and designation. It is processed in two parts: The first five char acters are for the campaign, and the last ten characters represent the designation. The designation must begin with the sixth character. If the campaign is less than fi ve characters, enter spaces for the remainder of the five characters. GUASRVYSurvey Definitions Yes STVACCGActivity Category Validation No STVACTCStudent Activity Code Validation No STVACTPActivity Type Validation No STVATYPAddress Type Code Validation No STVCNTYCounty Code Validation No STVCOLLCollege Code Validation No STVDEGCDegree Code Validation Yes STVETHNEthnic Code Validation No STVGEODGeographic Region Division Code Validation No STVGEORGeographic Region Code Validation No STVHONRInstitutional Honors Code Validation No STVLGCYLegacy Code Validation No STVMAJRMajor, Minor, Concentration Code Validation No STVNATNNation Code Validation No STVRELGReligion Code Validation No STVSBGISource/Background Institution Code Validation NoSTVTELETelephone Type Validation NoFormWeb Indicator? /n 21Banner Advancement Self-Service User Guide |Application Overview ExampleCampaign ABC and designation 12345 would be entered as ABC 12345. Enter the appropriate sequence numbers for each record on GTVSDAX. The hierarchy depends on the sequence numbers. If you add a record without a sequence number, that record is assigned sequence number 99 for displaying in the pull-down list. The basic setup for each record is as follows: Home Institution Advancement officers can search for all advancement individuals and advancement organizations that have a specific institution code (in addition to the other search options). A fihome institutionfl can be defined to include multiple institution codes. To do this, you must add a record to GTVSDAX for each institution you want to include in the fihome institution.fl ExampleSuppose your institution ha s four satellite campuses, each with its own STVSBGI code. On GTVSDAX, enter a rule for each campus™s STVSBGI code. When the advancement officer executes a search and selects fiHome Institutionfl (or whatever title has been designated on the Advancement Self-Service Rules page), the search will return any record where the institutio n code matches any of the four codes entered on GTVSDAX. This simplifies se arching for associated institutions. The bwdksrch package looks for internal code SBGICODE and internal group ADVSEARCH to see if any home inst itution codes have been defined. Field Description/Value Internal CodeDSPALUDESG Sequence Number that specifies the hierarchy in which you want the items to appear. Internal GroupPAYMENTVENDOR External Code Value of the campaign and designation. The first five characters represent the campaign and the last ten characters specify the designation. Description Default designation number Translation Code blank Reporting Date blankSystem Required cleared /n 22Banner Advancement Self-Service User Guide |Application Overview The basic setup for each record is as follows: The record can be repeated multiple times for different institution codes. Once the group is defined in GTVSDAX, the titl e defined in the Search Page Rules section of the Advancement Self-Service Rules page is displayed after All Institutions at the top of the pull-down list for the Degree Institutions fiel d of the Individual or Organization Search page (bwdksrch.P_Search_Select). Note: Banner Advancement Self-Service is delivered with one record entry on GTVSDAX where the external code is UPDATE ME. This entry is ignored by the search process. The title entered on the Advancement Self-Service Rules page is displayed as a search option only if there is at least one GTVSDAX rule where the external code is not UPDATE ME. ZIP Code/Postal Code You must add a GTVSDAX record to specify wh ich nation codes require a ZIP/postal code when a credit card is used to make a payment. (Optional) Unmask Masked FieldsThe following data can be displayed or hidden on Web pages: ŁLast name prefix ŁHouse number ŁStreet line 4 ŁTelephone country code Because many users do not need these fields, Banner Advancement Self-Service is delivered with these fields masked. This means the fields are hidden from display. If you Field Description/Value Internal CodeSBGICODE Sequence NAInternal GroupADVSEARCH External CodeInstitution code from STVSBGI Description Advancement Se arch Institution code Translation Code blank Reporting Date blankSystem Required cleared /n 23Banner Advancement Self-Service User Guide |Application Overview want to display these fields on your Web pages, use the Data Display Mask Rules Form (GORDMSK) to unmask the fields. The object code used for Banner Advancement Self- Service masking rules is SSB_ MASKING. You can unmask fields for specific packages. Refer to the Banner General Data Security Handbook for more details. Main MenuA user can access the main menu as follows: 1.Select the Enter Secure Area link on the home page. 2.Enter a user ID. The ID must be a valid Banner ID. 3.Enter a personal identification number (PIN). The PIN must be the PIN maintained for the person on the Third Party Access Form (GOATPAC). The format of the PIN depends on the preference set by your institution. 4.Select the Login button. If the ID and PIN are valid and the user is elig ible to access the self-service functions, the system displays the main menu. If the user logs in to the system and has not previously provided PIN hint questions and responses, he or she is asked to supply them. These values are used to verify the person™s identity and allow the person to log in to the self-service products if he or she forgets the current PIN. Institutional preferen ces determine whether the user or institution generates the security questions. The security questions and answers can be changed at any time. The Change Security Question page appears on the Personal In formation menu. This page can also be accessed directly from the Change PIN page. A user who forgets his/her PIN can select the Forgot PIN button on the login page. The Security Answer page then provides the user ™s hint questions. Once the questions are answered correctly, the user can enter a new PIN. Banner Advancement Self-Service MenusBanner Advancement Self-Service uses a m enu hierarchy for dynamic navigation through the system. Hypertext links and buttons provi de click-on navigation through the Banner Advancement Self-Service Web pages. /n 24Banner Advancement Self-Service User Guide |Application Overview Each Web page has Menu and Exit buttons: ŁMenu takes the user to the previous page, the main menu, or to a menu of options for a particular function, depending on which page or menu the person is currently using. ŁExit opens the User Logout page. The user ca n navigate to the institution™s home page or close the Web browser before leaving. Banner Advancement Self-Service has the following menus: ŁfiAlumni and Friends Menufl on page24 ŁfiAdvancement Officers Menufl on page25 Alumni and Friends MenuThe Alumni and Friends menu provides access to non-secure, online functions that allow your institution to build and maintain relationships with alumni and friends. These functions are grouped into the following menus: ŁfiCommunicationsfl on page24 ŁfiCareer Opportunitiesfl on page25 ŁfiVoluntary Supportfl on page25 Communications Your institution can communicate back and fort h with alumni and friends. In addition, they can communicate with each other. The Communi cations menu includes options to perform the following functions: ŁReview or update an interest profile ŁFind a classmate ŁSubmit a note about life events (children, marriage, etc.) ŁRespond to a survey ŁSign up for mailings ŁUpdate addressees, telephone numbers, and e-mail addresses ŁSelect a preferred address ŁSelect information to be included in the class member directory /n 25Banner Advancement Self-Service User Guide |Application Overview Career Opportunities Your institution can help alumni and friends explore career opportunities. The Career Opportunities menu includes option s to perform the following functions: ŁSign up to be a career advisor ŁReview current career advisor commitments ŁSearch for a ca reer advisor ŁSearch for employment opportunities ŁPost employment opportunities Voluntary Support Alumni and friends can make online pledges and donations and view giving history. The Voluntary Support menu includes option s to perform the following functions: ŁView giving history ŁMake a pledge ŁMake a donation Advancement Officers MenuThe Advancement Officers menu provides access to advancement individual and advancement organization information via the W eb. This allows advancement officers to access, view, and update information while th ey are traveling. The Advancement Officers menu includes options to perform the following functions: ŁUpdate profile preferences ŁManage moves ŁView contacts ŁAdd contacts ŁSearch for people or organizations /n 26Banner Advancement Self-Service User Guide |Application Overview Online HelpNote: This section is applicable only when you use Banner Advancement Self-Service as a standalone produc t. When used with a portal, users access the portal™s help. Banner Advancement Self-Service comes with one HTML help file (scthelp.htm). Selecting the Help icon on a Banner Advancement Self-Service page displays this help page. This help file is used by all Banner self-s ervice products. Ellucian recommends that your institution customize this page to reflect the procedures and information specific to your institution. Some suggested ideas are: ŁContact information (for example, phone numbers and e-mail addresses) for key personnel in each department (Admissions, Registrar, Payroll, Advancement) ŁFrequently asked questions ŁRegistration procedures ŁFinancial Aid procedures Providing such information might answer many questions and reduce the calls to your help desk and administrative offices. Interest MessageWhen there is new information about interests, the following message appears at the end of every Banner Advancement Self-Service menu: View areas of interest that have changed since your last visit .A list of interests (bwakigrp.P_View_UpdInterests) is displayed with links that take the user to the corresponding Web page. Once a user accesses this Web page, the message disappears until the next time new information is issued. /n 27Banner Advancement Self-Service User Guide |Application Overview Audit Trail of Updates Users can use the Web pages to communicate with your institution. Alumni might update information about their addresses, pledges, job postings, children, new degrees, and other general comments. You can review this information using the following Banner General and Banner Advancement forms. FormDescription Address Review and Verification Form (GOAADDR) In the key block, either the Not Reviewed or Reviewed check box may be checked (query-only) to indicate whether addresses were reviewed. If the Reviewed check box is checked in the SPRADDR block, then the address information was reviewed. The By field displays the name of the user who reviewed the address. Review External Pledges Form (AGAWPLG) You can use this form to review pledges entered or received from an outside source (such as the Web), a telemarketing firm, or tele marketing software. This information can be entered via the Voluntary Support Add a Pledge page. Job Posting Form (AOAJPST)The Reviewed by check box indicates whether the job posting information was reviewed. The name of the reviewer appears in the adjacent field. The name of the last person to add or update the information is also displayed. This information can be displayed via the Career Opportunities Add or Change a Posting page. The Display on the Web check box must be selected for a posting to appear on the Web. You can require job postings to be reviewed before they appear on the Web by checking the Require Job Posting Review check box on the Banner Web Tailor Advancement Self-Service Rules page. Advancement Individual/ Organization Comments Form (APACOMT) When the Reviewed check box is checked, the comments were reviewed. The name of the reviewer is displayed in the adjacent field. This information is entered in the Class Notes Let me tell you general information page. /n 28Banner Advancement Self-Service User Guide |Application Overview Banner Web Tailor Baseline and Local FunctionalityThere are two types of Banner self-service menus, roles, menu items, and info text: ŁBaseline records are shipped by Ellucian and should not be changed in any way. ŁLocal records can be created and changed by your institution. They are never overwritten by Ellucian. This lets you customize info text and menus without losing anything during upgrades, and still a llows Ellucian to ship new items. When the system attempts to disp lay an item, it first looks for a local record and, if found, uses that record. If a local record is not found, it displays the baseline record. To accomplish this, the TWGBWMNU, TWGRWMRL, TWGRMENU, and TWGRINFO tables include a source indicato r field. Baseline rows contain a B, and Local rows contain an L. For more information, refer to the Banner Web Tailor User Guide ./n 29Banner Advancement Self-Service User Guide |Communications CommunicationsThe Communications option allows alumni and friends to communicate with your institution and with each other. Communi cation features include the following: ŁYour institution and the users can define spec ific information to appear in the directory. ŁUser addresses and phone numbers can be updated on request. The user can indicate if this is the fipreferredfl address. ŁUsers can update their address via the Web. These changes are reported to the institution through a process that allows so meone at your institution to review the addresses and make sure that they meet data entry requirements. ŁUsers can create an interest profile by choos ing from a list of interests defined by the institution. The institution can then keep the users informed about those areas of interest. ŁUsers can respond to surveys and update th eir information. Questions are mapped to locations in the appropriate database to be updated. ŁUsers can send a class note to the institut ion. The information is in free-form text. Indicators in the database control what is published in class notes, and when it was included. ŁUsers can communicate suggestions to t he institution regarding the Web site. ŁUsers can add themselves to or remove themselves from mailing lists. Users can indicate which address to use for mail. The institution iden tifies mailings that can be added or removed. ŁUsers can search for classmates. This chapter discusse s the following topics: ŁfiSetupfl on page30 ŁfiMenu Optionsfl on page30 ŁfiRelated Formsfl on page31 ŁfiWeb Pagesfl on page34 /n 30Banner Advancement Self-Service User Guide |Communications SetupBefore implementing the Communications function of Banner® Advancement Self- Service, ensure that the following are properly set up: ŁWeb Tailor Customize Web Rules page (twbkwrul.P_ModifyPgWebRules) ŁWeb Tailor Advancement Self -Service Rules page (bwakwrul.P_ModifyPgWebRules) ŁMail Code Validation Form (GTVMAIL) ŁE-mail addresses on the Advancement Identification Form (APAIDEN) ŁInterest Group Code Validation Form (ATVIGRP) ŁInstitution Interest Group Form (AUAIGRP) ŁAdvancement Individual Interest Group Form (APAIGRP) Menu OptionsThe Communications menu (bmenu.P_ComMn u) includes the following options with associated links. Menu Option LinksInterests View Your Interest Profile Update Your Interest Profile View Your Interests Find a Classmate Class Notes Let me tell you about my children Let me tell you about my job Let me tell you about a new degree Let me tell you general information Let me update you on my marital status Respond to a Survey Mailing Lists View Mailing Lists Update Mailing Lists Update Addresses and Phones Update E-Mail Addresses Select a Preferred Address Show Directory Profile /n 31Banner Advancement Self-Service User Guide |Communications Related FormsWhen the Communications option is implemented, the following forms are either used to control the display of information via the Web or control information that may be updated by the user via the Web. Interest Group Code Vali dation Form (ATVIGRP) Use this form to enter interest codes and desc riptions. A field indicator allows the user or institution to determine whether or not to disp lay this information on the Web. This form allows the institution to define new interest groups that users can sign up for via the Web. Each group includes a six-character code, a 30- to 60-character short description, and up to a 2000-character long description. Institution Interest Group Form (AUAIGRP)Use this form to define what interests are presented, enter details for the interest, and select whether or not to display this information on the Web. Valid codes are selected from ATVIGRP. Information entered on this form is displayed for those advancement individuals and advancement organizations who have the interest in their profile. This form allows your institution to define new information for an interest group. It contains an interest code, date range of when the code is active, activi ty date, URL for the Web page to go to, and a free-form text field that has details of the interest. From the Web, users can view active events in their interests or other interest ev ents entered by the institution and selected by the users. Banner uses the last access date that a user logged in and compares it to the last update of the items in the user™s interest profile. A menu item allows access to the new information about the interest, and new informati on about interests in the user™s interest profile is displayed. Advancement Individual Inte rest Group Form (APAIGRP) Use this form to view and change the in terests of an advancement individual or advancement organization. If the Display on Web check box is select ed, the interest will appear on the Web for that individual or organization. The related interest codes and descriptions are selected from a list of values on the Interest Group Code Validation Form (ATVIGRP). Advancement Identification Form (APAIDEN) Use this form to enter individuals and organizations into Banner. Use the E-mail tab to store an unlimited number of e-mail addresses for IDs. Field indicators are used to determine whether e-mail information and/or the URL are displayed on the Web. E-mail and URL information are displayed only if the Web pages can be updated. The Telephone window can store an unlimited number of telephone numbers for IDs. /n 32Banner Advancement Self-Service User Guide |Communications Advancement Individual In formation Form (APACONS) Use this form to add and maintain an advancement individual™s information. Employment History Form (APAEHIS) Use this form to maintain an advancement individual™s employment information. Directory Options Rules Form (GOADIRO)Use this form to set default options for display in the directory. E-mail Address Type Valid ation Form (GTVEMAL)Use this form to identify URL address types. The Web check box determines if the e-mail address type is displayed on the Web. E-mail Address Form (GOAEMAL) Use this form to identify URL addresses. The Web check box determines if the e-mail address is displayed on the Web. Advancement Individual/Organiza tion Comments Form (APACOMT) This Advancement form includes the following functions: ŁDisplayed in Notes check box for display on the Web ŁNotes Date check box ŁOK for Notes check box for display on the Web User Identification Control Form (GUAIDEN)Use this form to enter user IDs, names, and Banner IDs. Survey Definition Form (GUASRVY) Use this form to define surveys for display on the Web. This form defines the question and valid responses (up to five). The survey is definable by a group code so that you can maintain multiple surveys. Th e survey code allows you to assign roles, for example, Employee, Faculty, Student, Alumni, to iden tify the population that should access the /n 33Banner Advancement Self-Service User Guide |Communications survey. The survey code may be mapped to a population selection that determines who can access the survey. If no population select ion is defined for the survey, everyone in the role can access it. Each survey code has a date range for how long it is to be available on the Web. Survey Response Query Form (GOISRVY) Use this form to display the results of the survey by respondent. Survey Summary Query Form (GUISRVS) Use this form to display su mmary results of the survey. Mail Code Validation Form (GTVMAIL) Use this form to determine whether the mail code is to appear on the Web by indicating Yes or No. Users can add or remove mail codes based on those that are allowed to appear on the Web. Advancement Mail Form (APAMAIL) Use this form to define user IDs for mailings and salutations, as applied to mailing lists selected for the Web. Web User Directory Profile Form (GOADPRF) Use this form to view the profile of a Web us e, update the profile, and reset the profile. The institution may override their defaults and manually set up or remove a directory profile. Address Role Privileges Form (GOAADRL) Use this form to assign address types from a list of values to role s in a drop-down menu. The privilege code and activity date are displayed. /n 34Banner Advancement Self-Service User Guide |Communications Web Pages This section provides details about the following Web pages: Interests ŁfiView Interest Profile Header (bwa kigrp.P_View_ Profile)fl on page35 ŁfiUpdate Interest Profile (bwakigrp.P_Update_Profile)fl on page36 ŁfiAdd an Interest Group to Your Profile (bwakigrp.P_Add_To_ Profile)fl on page37 ŁfiRemove an Interest Group From Your Profile (bwakigrp.P_Remove_ From_Profile)fl on page39 ŁfiView Interests (bwakigrp.P_View_ Interests)fl on page40 ŁfiInterests That Changed Since Your Last Visit (bwakigrp.P_View_UpdInterests)fl on page41 Find a Classmate ŁfiFind a Classmate (bwaksrch.P ClassSearch)fl on page42 ŁfiClassmate Search Results (bwaksrch.P_SearchResults)fl on page43 Class Notes ŁfiLet Me Tell You About My Children (bwaknote.P_ChildrenNote)fl on page44 ŁfiLet Me Tell You About My Job (bwaknote.P_JobNote)fl on page45 ŁfiLet Me Tell You About a New Degree (bwaknote.P_DegreeNote)fl on page46 ŁfiLet Me Tell You General Information (bwaknote.P_GeneralNote)fl on page47 ŁfiLet Me Update You on My Marital Status (bwaknote.P_MaritalNote)fl on page49 Respond to a Survey ŁfiAnswer a Survey (bwgksrvy.P_ShowSurveys)fl on page50 ŁfiSurvey Questions (bwgksrvy. P_ShowQuestions)fl on page50 Mailing Lists ŁfiMailing Lists (bwakmail.P View_Mail_List)fl on page51 ŁfiAdd a Mailing to Your List (bwakma il.P_Add_To_ Mail_List)fl on page52 ŁfiRemove a Mailing from Your List (bwakma il.P_Remove_ From_Ma il_List)fl on page53 /n 35Banner Advancement Self-Service User Guide |Communications ŁfiChange an Address or Effective Date for a Mailing (bwakmail.P_SelChange_Mail_List)fl on page54 ŁfiChange an Address or Effective Date (bwakmail.P_Change_Mail_List)fl on page55 Update Addresses and Phones ŁfiUpdate Address and Phones-Select Type (bwgkogad.P_Select AtypUpdate)fl on page56 ŁfiUpdate Addresses and Phones-Update/Insert (bwgkogad.P_DispAddrUpdate)fl on page56 Update E-mail Addresses ŁfiUpdate E-mail Addresses-Select Addres s (bwgkogad.P_SelectEmalUpdate)fl on page57 ŁfiUpdate E-mail Addresses-Update/Insert (bwgkogad.P_DispEmailUpdate)fl on page57 Select a Preferred Address ŁfiSelect a Preferred Address (bwakp ref.P_Pref_Address)fl on page57 Show Directory Profile ŁfiDirectory Profile (bwgkoprf.P_ShowDiroItems)fl on page58 View Interest Profile Header (bwakigrp.P_View_ Profile) The View Interest Profile page displays t he advancement individual™s current interest groups and their descriptions. The links to add to your profile and remove from your profile provides the ability to u pdate the interest list. Setup requirements The following setup is required for this page to work as expected. ItemDescription Interest Group Code Validation Form (ATVIGRP) The Code , Description , Display on Web , and Activity Date fields are used for setup. /n 36Banner Advancement Self-Service User Guide |Communications Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Update Interest Profile (b wakigrp.P_Update_Profile) The Update Interest Profile page displays the links to add an interest group to your profile or to remove an interest group from your profile. Setup requirements This page has no setup requirements. ItemDescription/source information Interest Groups The in terest profile is maintained on the Advancement Individual Interest Group Form (APAIGRP). Link ActionAdd to your profileGoes to the Add an Interest Group to Your Profile page (bwakigrp.P_Add_To_Profile )Remove from your profileGoes to the Remove an Interest Group from Your Profile page (bwakigrp.P_Remove_From_Profile) Menu name Menu URL Interests menu bmenu.P_InterestMnu /n 37Banner Advancement Self-Service User Guide |Communications Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Add an Interest Group to Your Profile (bwakigrp.P_Add_To_ Profile) The Add an Interest Group to Your Profile page is used to add an interest. Only one interest can be added at a time, but you can repeat the process as often as needed to add all the desired interests to a profile. This page has a pull-down list to add interests. Wh en an interest is sele cted from the list, it is added to the profile when the Add Interest Group to Profile button is selected. The results of this update may be viewed on APAIGRP. Link ActionAdd an Interest Group to Your Profile Goes to the Add an Interest Group to Your Profile page (bwakigrp.P_Add_To_Profile )Remove an Interest Group from Your Profile Goes to the Remove an Interest Group From Your Profile page (bwakigrp.P_Remove_From_Profile )Menu name Menu URL Interests menu bmenu.P_InterestMnu /n 38Banner Advancement Self-Service User Guide |Communications Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Buttons/icons on this page This page contains the following buttons/icons. ItemDescription Interest Group Code Validation Form (ATVIGRP) Select the Display on Web check box for each interest group code that you want to be available on the Web. Interest Group Detail Form (AUAIGRP) Select the Display on Web check box for each interest group code that you want to be available on the Web. ItemDescription/source information New Interest GroupInterest groups from which to choose. ItemDescription Add Interest Group to ProfileAdvancement Indivi dual Interest Group Form (APAIGRP) Button/icon ActionAdd Interest Group to ProfileAdds the interest group to the user profile and goes to the Interest menu (bmenu.P_InterestMnu) /n 39Banner Advancement Self-Service User Guide |Communications Remove an Interest Group From Your Profile (bwakigrp.P_Remove_ From_Profile)The Remove an Interest Group from Your Profile page is used to remove an interest group. Only one interest can be removed at a time, but you can repeat the process as often as needed to remove all the desired interests from a profile. This page has a pull-down list to remove in terest groups. When an interest group is selected from the list, it is removed from the profile when the Remove from Profile button is selected. When an interest is removed from an interest profile, it no longer exists on APAIGRP for that individual. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Buttons/icons on this page This page contains the following buttons/icons. ItemDescription/source information Existing Interest GroupInterest groups from which to choose. ItemDescription Delete Interest Group from ProfileAdvancement Indivi dual Interest Group Form (APAIGRP) Button/icon ActionDelete Interest Group from ProfileRemoves the interest group from the user profile and goes to the Interest menu (bmenu.P_InterestMnu) /n 40Banner Advancement Self-Service User Guide |Communications View Interests (bwakigrp.P_View_ Interests) The View Interests page displays all the information that exists on the interest groups in your profile. The Link to Interest Web page is an active Web link to the site listed. The information displayed is defined on AUAIGRP. Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. ItemDescription Interest Group Detail Form (AUAIGRP) Enter the URL in the URL field for each inte rest group for which you want a hyperlink to appear on the Web. ItemDescription/source information Interests List of interest groups associated with the user profile. A hyperlink is provided if defined on AUAIGRP. Link ActionAdd to your profileGoes to the Add an Interest Group to Your Profile page (bwakigrp.P_Add_To_Profile )Remove from your profileGoes to the Remove an Interest Group from Your Profile page (bwakigrp.P_Remove_From_Profile )/n 41Banner Advancement Self-Service User Guide |Communications Web menus with links to this page The following menus contai n links to this page. Interests That Changed Since Your Last Visit (bwakigrp.P_View_UpdInterests) The Interests that changed since your last visit page displays the information that exists on the interest groups in your profile that have changed since the last time the detail was viewed. The Link to Interest Web page is an active Web link to the site listed. The information displayed is defined on AUAIGRP. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Menu name Menu URL Interests menu bmenu.P_InterestMnu ItemDescription/source information Interests Interest groups that have been changed since your last visit. Link ActionAdd to your profileGoes to the Add an Interest Group to Your Profile page (bwakigrp.P_Add_To_Profile )Remove from your profileGoes to the Remove an Interest Group from Your Profile page (bwakigrp.P_Remove_From_Profile )/n 42Banner Advancement Self-Service User Guide |Communications Find a Classmate (bwaksrch.P_ClassSearch)The Find a Classmate page is used to sear ch for classmate information. Only the information that the institution has set up or that the classmate appro ves for display on the Web can be viewed. The Class Year fields allows users to sear ch for classmate information by a class year range. The College pull-down list allows users to search for classmate information for an individual college. If the Sounds Like Name Search indicator is selected, record s that resemble or sound like the query values entered display. If it is n™t selected, only records that match the query values entered display. Alternate name details are also considered in the search for possible matches. Searches can be expanded by using the wildcard (%) to display all possible matches based on the selection criteria. The number of records retrieved appears at the bottom of the page. After a successful search, s earch results are displayed. This page also allows a user to e-mail the Advancement Office for help in finding a classmate.Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. ItemDescription Web User Directory Profile Form (GOADPRF) Select the Display in Directory check box for the person to be displayed. Directory Options Rule Form (GOADIRO) Select the Display in Profile , Update in Profile , Default to Directory check boxes, as applicable, for each item you want to be displayed on the Web. ItemDescription/source information Search criteria Fields in which to enter the known values on which to search. /n 43Banner Advancement Self-Service User Guide |Communications Buttons/icons on this page This page contains the following buttons/icons. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Classmate Search Results (bwaksrch.P_SearchResults) The Classmate Search Results page displays the results of the Find a Classmate search. Only the information th at the institution has set up or that the classmat e approves for display on the Web can be viewed. If your in stitution chooses to include deceased persons in the search results, an indicator is displayed next to these records. Setup requirements The following setup is required for this page to work as expected. Button/icon ActionGo Find It! Goes to the Classmate Search Results page (bwaksrch.P_Search_Results) Link ActionAdvancement Office E- mail Link Launches the user™s e-mail program. Menu name Menu URL Communications menubmenu.P_ComMnu ItemDescription Banner Web Tailor Advancement Self-Service RulesSelect the Display Deceased check box if you want records for deceased persons to be in cluded in search results. /n 44Banner Advancement Self-Service User Guide |Communications Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Let Me Tell You About My Children (bwaknote.P_ChildrenNote)The Let me tell you about my children page provides an e-mail link that can be defined to default the address desired when selected. Th e user can then enter the details they wish to share about their children. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. ItemDescription/source information First name, middle initial, last name, class year, collegeAdvancement Identifica tion Form (APAIDEN). Advancement Individual Information Form (APACONS), Preferred block. E-mailAdvancement Identification Form (APAIDEN). ItemDescription New Search Goes to the Find a Classmate page (bwaksrch.P_ClassSearch) Advancement Office E- mail Link Launches the user™s e-mail program. /n 45Banner Advancement Self-Service User Guide |Communications Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Let Me Tell You About My Job (bwaknote.P_JobNote) The Let me tell you about my job page provides an e-mail link that can be defined to default the address desired when selected. Th e user can then enter the details they wish to share about their job. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. ItemDescription Advancement Office E- mail Link Launches the user™s e-mail program. Menu name Menu URL Class Notes menubmenu .P_ClassNoteMnu /n 46Banner Advancement Self-Service User Guide |Communications Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Let Me Tell You About a New Degree (bwaknote.P_DegreeNote)The Let me tell you about a new degree page provides an e-mail link that can be defined to default the address desired when selected . The user can then enter the details they wish to share about a new degree. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. ItemDescription Advancement Office E- mail Link Launches the user™s e-mail program. Menu name Menu URL Class Notes menubmenu .P_ClassNoteMnu /n 47Banner Advancement Self-Service User Guide |Communications Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Let Me Tell You General Information (bwaknote.P_GeneralNote)The Let me tell you g eneral information page provides the ability to enter a general comment and submit the information. The details entered can then be viewed in Banner. Before using this page, the institution must set up defaults on the Banner Web Tailor Advancement Self-Service Rules page. You must identify a default comments user. This default user becomes the originator of th e comment. You must also define a default subject type code for ge neral comment entries. The results of general comments entered vi a the Web can be viewed on the Advancement Individual/Organization Comments Form (APACOMT). When OK for Notes is selected on APACOMT, the comments can be published in Class Notes. When Displayed in Notes is checked, the comment displayed in notes and the date field show when it appeared (for the institution to update). When Reviewed is selected, the comments were reviewed. Setup requirements The following setup is required for this page to work as expected. ItemDescription Advancement Office E- mail Link Launches the user™s e-mail program. Menu name Menu URL Class Notes menubmenu .P_ClassNoteMnu ItemDescription Banner Web Tailor Advancement Self-Service Rules page Select the desired values in the Default Comments User Code and Default Comment Subject Type Code fields. /n 48Banner Advancement Self-Service User Guide |Communications Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Links to other Web pages This page contains the following links to other Web pages. Buttons/icons on this page This page contains the following buttons/icons. ItemDescription/source information Comments Enter desired text and specify whether the information may be published. ItemDescription Send Info Web Changes Information Form (APIWCHG), Comment field Advancement Individual/Organization Comments Form (APACOMT), OK for Notes field ItemDescription Advancement Office E- mail Link Launches the user™s e-mail program. Button/icon ActionSend Info Submits the data to Banner and redisplays the page. /n 49Banner Advancement Self-Service User Guide |Communications Web menus with links to this page The following menus contai n links to this page. Let Me Update You on My Marital Status (bwaknote.P_MaritalNote) The Let me update you on my marital status page provides an e-mail link that can be defined to default the address desired when selected. The user can then enter the details they wish to share about their marital status. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Menu name Menu URL Class Notes menubmenu .P_ClassNoteMnu ItemDescription Advancement Office E- mail Link Launches the user™s e-mail program. /n 50Banner Advancement Self-Service User Guide |Communications Web menus with links to this page The following menus contai n links to this page. Answer a Survey (bwgksrvy.P_ShowSurveys) The Answer a Survey page allows users to se lect and participate in surveys. For form information and Web pages or menus linked to this page, refer to the Banner Web General User Guide.Survey Questions (bwgksrvy.P_ShowQuestions) The Survey Questions page allows users to co mplete surveys. Info Text on each survey page gives instructions for completing the surv ey. The responses for the survey are stored in distinct tables. Population selection may be used to identify a target audience for survey response.This page allows a user to send an e-mail to the Advancement Office. Users can select not to respond to the survey by selecting the Remove Survey from List button. This button applies to the entire survey, not to the individual question. This button removes the survey selection from the user™s list of surveys. Select the Survey Complete button to submit the survey results to the institution™s database. The survey selection is dele ted from the user™s list of surveys. A survey remains as an option until one of the following occurs: ŁThe user completes the survey ( Survey Complete).ŁThe user requests the survey to be removed ( Remove Survey from List ).ŁThe date allowing the survey to appear on the Web expires. The institution defines how the questions appear on the survey, as follows: ŁType of question ŁMore Than One Response Allowed (check boxes) ŁOnly One Response Allowed (radio group) ŁComments Only ŁAdditional Comments Allowed ŁOrder of the questions ŁValid responses Menu name Menu URL Class Notes menubmenu .P_ClassNoteMnu /n 51Banner Advancement Self-Service User Guide |Communications For form information and Web pages or me nus linked to this page, refer to the Banner Web General User Guide .Mailing Lists (bwakmail.P_View_Mail_List) The Mailing Lists page displays all current subscriptions for the user including the selected address type and the effective date for each mailing. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. ItemDescription/source information Current Mailing ListsInformation about the mailing lists to which the user subscribes. Link ActionAdd a mailing to your listGoes to th e Add a Mailing to Your List page (bwakmail.P_Add_To_Mail_List) Remove a mailing from your listGoes to the Remove a Mailing from Your List page (bwakmail.P_Remove_From_Mail_List) Change a mailing address or effective date Goes to the Change an Address or Effectiv e Date for a Mailing page (bwakmail.P_Se lChange_Mail_List) /n 52Banner Advancement Self-Service User Guide |Communications Web menus with links to this page The following menus contai n links to this page. Add a Mailing to Your List (bwakmail.P_Add_To_ Mail_List)The Add a Mailing to Your List page displa ys drop-down lists to select a mailing to be added and the address where the mailing should be sent. You can ente r the beginning date for the mailing. For each selection made, select the Add to Mailing List button. This page allows a user to send an e-mail to the Advancement Office. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Menu name Menu URL Mailing Lists menubmenu.P_MailListMnu ItemDescription/source information Mailing to add Name of the mailing to which the user wa nts to subscribe. Address for the mailingType of address (such as Permanent or Business) to which the mailing is to be sent. Date for the mailing to begin First date of the subscription. ItemDescription MailingStores the data on the Ad vancement Mail Form (APAMAIL). /n 53Banner Advancement Self-Service User Guide |Communications Buttons/icons on this page This page contains the following buttons/icons. Remove a Mailing from Your List (bwakmail.P_Remove_ From_Mail_List)The Remove a Mailing from Your List page di splays a drop-down list that identifies the user™s mailings. When a user select s a mailing from the list and selects Delete Mailing from List , the item is removed. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Button/icon ActionAdd a Mailing to the ListAdds the mailin g and goes to the Mailing Lists page (bwakmail.P_View_Mail_List). ItemDescription/source information Mailing to remove Subscrip tion to be removed. ItemDescription MailingStores the data on the Ad vancement Mail Form (APAMAIL). /n 54Banner Advancement Self-Service User Guide |Communications Buttons/icons on this page This page contains the following buttons/icons. Change an Address or Effective Date for a Mailing (bwakmail.P_SelChange_Mail_List)This page displays a drop-down list that identifies the user™s mailings. This list is used to select a mailing that ne eds an address and/or effective date change. Use the following steps to change an address or effective date for a mailing. 1.Navigate to the Alumni and Friends menu. 2.Select the Communications link.3.Select the Mailing Lists link.4.Select the Update Mailing Lists link. 5.Select the Change an Address or Effective Date for a Mailing link. 6.Select a mailing from the Mailing to change drop-down list. 7.Select the Change Address or Effective Date b utton. The Change an Address or Effective Date page is displayed. 8.Change the address and/or effective date. 9.Select the Update button. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Button/icon ActionDelete Mailing from ListAdds the mailin g and goes to the Mailing Lists page (bwakmail.P_View_Mail_List). ItemDescription/source information Mailing to change Subscr iption to be changed. /n 55Banner Advancement Self-Service User Guide |Communications Updates to BannerThis page does not update information in the Banner database. Buttons/icons on this page This page contains the following buttons/icons. Change an Address or Effective Date (bwakmail.P_Change_Mail_List)The Change an Address or Effective Date page is used to change the address and/or effective date for a selected mailing. This page contains a drop-down list of the user™s addresses.Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Button/icon ActionChange address or effective date Goes to the Change an address or effective date page (bwakmail.P_Change_Mail_List). ItemDescription/source information Change mailing entryName of the mailing to which the user wa nts to subscribe. New address for the mailingType of address (such as Permanent or Business) to which the mailing is to be sent. New date for the mailing to begin First date of the subscription. /n 56Banner Advancement Self-Service User Guide |Communications Updates to BannerThis page updates Banner as follows. Buttons/icons on this page This page contains the following buttons/icons. Update Address and Phones-Select Type (bwgkogad.P_SelectAtypUpdate) This page displays current addresses and phone numbers. ŁTo update an address, select the Current link for the address that needs to be updated. ŁTo update a phone number, select the Primary link for the phone number that needs to be updated. ŁTo insert an address, select the address type from the Type of Address to Insert drop- down list and select the Submit button.These actions display the Update Addresses and Phones-Update/Insert page where the actual update or insert is made. Update Addresses and Phones-Update/Insert (bwgkogad.P_DispAddrUpdate) This page is used to update or insert address and phone numbers for a user. Required fields are Valid From This Date , Address Line 1 , City , State or Province, and ZIP or Postal Code .ItemDescription MailingStores the data on the Ad vancement Mail Form (APAMAIL). Button/icon ActionUpdateChanges the ma iling and goes to the Mailing Lists page (bwakmail.P_View_Mail_List). /n 57Banner Advancement Self-Service User Guide |Communications Update E-mail Addresses-Select Address (bwgkogad.P_SelectEmalUpdate) This page displays current e-mail addresses. ŁTo update an e-mail address, select the link for the address that needs to be updated. ŁTo insert an e-mail address, select the e-mail type from the Type of E-mail to Insert drop-down list and select the Submit button.These actions display the Update E-mail Addresses-Update/Insert page where the actual update or insert is made. Update E-mail Addresses-Update/Insert (bwgkogad.P_DispEmailUpdate) This page is used to update or insert e-mail address for a user. E-mail is the only required field.Select a Preferred Address (bwakpref.P_Pref_Address)The Select a Preferred Address page enables users to determine which address type is preferred. This page displays address types that the user™s role is permitted to access and update. The current preferred address is listed first. Changes made on this page are saved to the APBCONS table and can be viewed via the Advancement Individual Information Form (APACONS). Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/source information Preferred Radio group that indicates the current preferred address and allows the user to select a di fferent preferred address. The preferred address setting is maintained on the Advancement Individual Information Form (APACONS). Address Type Address type description. this field originates from the STVATYP table for the SPRADDR_ATYP_CODE. /n 58Banner Advancement Self-Service User Guide |Communications Updates to BannerThis page updates Banner as follows. Web menus with links to this page The following menus contai n links to this page. Directory Profile (bwgkoprf.P_ShowDiroItems)The Directory Profile page allows the user to include or exclude selected information in the directory for display on the Web. The institution uses the Directory Options Rule Form (GOADIRO) to define default pr ofile information to be displayed on the Web. Individual users can select information to display from the following list: ŁNameŁPermanent address and phone ŁCampus address and phone ŁBusiness address and phone ŁHome address and phone ŁFax number ŁEmployee department ŁExpected graduation year ŁCollege affiliation ŁJob titleAddress DetailAddress details from the SPRADDR table. Addresses are maintained on the Advancement Identification Form (APAIDEN). ItemDescription Preferred Advancement Individual Information Form (APACONS), Preferred Address Menu name Menu URL Communications menubmenu.P_ComMnu ItemDescription/source information /n 59Banner Advancement Self-Service User Guide |Communications ŁE-mail address ŁMaiden name ŁClass yearŁPreferred college For form information and Web pages or me nus linked to this page, refer to the Banner Web General User Guide ./n 60Banner Advancement Self-Service User Guide |Career Opportunities Career OpportunitiesThe Career Opportunities option provides the ability to maintain and search for career advisor commitments. This option also pr ovides the ability to review and maintain employment opportunity postings. This chapter discusse s the following topics: ŁfiCareer Advisor Activityfl on page60 ŁfiEmployment Opportunity Activityfl on page61 ŁfiSetupfl on page62 ŁfiMenu Optionsfl on page62 ŁfiRelated Formfl on page63 ŁfiWeb Pagesfl on page63 Career Advisor ActivityThe institution can define an activity type code that indicates activities representing different career volunteer options (for example, provide internship or career advising). The institution can also define an e-mail address for the user to contact regarding career advising. Users can obtain a list of career advisor or networking contacts. They can search the advisor list using th e following criteria: ŁSpecific class year ŁGraduate degree ŁMajor ŁType of advisor ŁOccupation ŁIndustry category ŁCity or state of primary employer The search result is an online report th at shows the following advisor information: ŁNameŁClass yearŁOccupation /n 61Banner Advancement Self-Service User Guide |Career Opportunities ŁPrimary employer ŁPrimary employer address ŁPrimary employer phone number ŁE-mail address of alumni who are interested and meet the criteria If alumni indicate a desire to be a career advisor, they choose the activity code that represents the appropriate role they desire. The year code can be the current year or any year for the next 10 years. A user can sign up to be an advisor, even without an employment record. However, if the SIC, city, or state is entered as search criteria and either no employment record exists or no primary employ er was identified, the advisor will not be returned. An advisor can add or update the occupation code while signing up. Advisor information is stor ed in the following tables: ŁAdvisor™s preferred class on APBCONS ŁExisting degree for the advisor on APRADEG ŁExisting major for the advisor on APRADEG ŁOccupational code associat ed with the advisor on APBCONS ŁSIC code associated with the advisor™s pr imary employer on APREHIS or AOBORGN ŁCity associated with the employment address type and sequence number (APREHIS_ATYP_CODE and SEQ_NO) of the advisor™s primary employer ŁState associated with the employment address type and sequence number (APREHIS_ATYP_CODE and SEQ_NO) of the advisor™s primary employer Employment Opportunity ActivityThe Web provides users with career information from employers who offer job opportunities. This includes matching gift co mpanies or any organization on the system. It also includes users who offer internships to students, as a way of updating information about the internships. When looking up inform ation, users can search by SIC, city and state of the company, and the job category of the position available. Users can view or update the following in formation about the opportunity from the company: ŁTitle of the position ŁCompany name and address (physical and Web) ŁContact person (name, title, phone number, fax number, and e-mail address) ŁDescription of the posit ion (free-format text) ŁLocation of the position /n 62Banner Advancement Self-Service User Guide |Career Opportunities ŁJob category (for example, exec utive, professional, part-time) ŁJob requirements (free-format text) Job opportunities for companies are stored in a table. The information includes: ŁIndicating an address from the Job Posting Repeating Table (AORJPST) ŁContact name from AORJPST ŁContact™s e-mail address ŁWeb URL of the company ŁTelephone number and extension ŁFax number (a phone type that is defined as a fax type) Users can search for job opportunities via a se arch engine, or view all opportunities where the Accepting Applications Until date has not passed. Users can e-mail the address or access the Web URL. The search engine searches via the SIC of the company, city and state of the company, and job category. The Banner® Web Tailor Advancement Self-Servi ce Rules page allows the institution to select whether they require job posting review (audit). SetupBefore implementing the Career Opportunities function of Banner Advancement Self- Service, ensure that the Banner Web Tailor Advancement Self-Service Rules page (bwakwrul.P_ModifyPgWebRules) is set up properly. You must indicate whether to show job postings on the Web without being review ed on the Organization Job Posting Form (AOAJPST). Menu OptionsThe Career Opportunities menu (bmenu.P_CareerMnu) includes the following options: ŁCurrent Advisor Commitments ŁSign Me Up to Be a Career Advisor ŁFind a Career Advisor ŁSearch for Employment Opportunities ŁReview Your Employment Opportunity Postings ŁAdd a Posting /n 63Banner Advancement Self-Service User Guide |Career Opportunities Related FormUse the Job Posting form (AOAJPST) to store job posting informatio n. All organizations entered on this form must have a donor category. Web Pages This section provides details about the following Web pages: ŁfiCurrent Advisor Commitments (bwakadvs.P_Show_Advisor_Years)fl on page63 ŁfiSign Me up to Be a Career Advisor (bwakadvs.P_Make_Me_An_Advisor)fl on page65 ŁfiFind a Career Advisor (bwakadvs.P_Find_An_Advisor)fl on page66 ŁfiCareer Advisor Search Results (bwa kadvs.P_SearchResults)fl on page67 ŁfiSearch for Employment Opportunities (bwakjpst.P_Find_A_Job)fl on page68 ŁfiEmployment Opportunities Search Results (bwakjpst.P_SearchResults)fl on page69 ŁfiYour Employment Opportuni ty Postings (bwakjpst.P_ Show_Postings)fl on page70 ŁfiEmployment Opportunity Detail (bwakjps t.P_Show_Posting_Detail)fl on page71 ŁfiAdd or Change a Posting (bwakjpst.P_Add_A_Posting)fl on page72 Current Advisor Commitments (bwakadvs.P_Show_Advisor_Years) The Current Advisor Commitments page displays the type of advising and the commitment years selected for the user. Additi onal records can be added by selecting the Add a Year button. Setup requirements The following setup is required for this page to work as expected. ItemDescription Activities Form (APAACTY) Years field/n 64Banner Advancement Self-Service User Guide |Career Opportunities Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Advancement Self-Service Rules page (bwakwrul.P_ModifyPgWe bRules) Advancement Self-Ser vice Rules page, Default Advisor Activity Type field.ItemDescription/source information Advising Years Activities Form (APAACTY), Years field.Type of Advising Advancemen t Self-Service Rules page, Default Advisor Activity Type field.Activities Form (APAACTY), Activity field.Link ActionAdd a Year Goes to the Sign Me up to Be a Career Advisor page (bwakadvs.P_Make_Me_An_Advisor) Menu name Menu URL Career Opportunities menu bmenu.P_CareerMnu ItemDescription /n 65Banner Advancement Self-Service User Guide |Career Opportunities Sign Me up to Be a Career Advisor(bwakadvs.P_Make_Me_An_Advisor)The Sign me up to be a Career Advisor page displays the current career advising commitments. This page also allows the user to add new advising records as needed. Selecting the Submit button results in the page refres hing to display the record just entered. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Web menus with links to this page The following menus contai n links to this page. ItemDescription/source information Select a year to addActivities Form (APAACTY), Years field.Select a Type of Advising Advancement Self-Service Rules page, Default Advisor Activity Type field.Activities Form (APAACTY), Activity field.Current Occupation Change my occupation Advancement Individual Info rmation Form (APACONS), Occupation Title field.ItemDescription SubmitUpdates APACONS Menu name Menu URL Career Opportunities menu bmenu.P_CareerMnu /n 66Banner Advancement Self-Service User Guide |Career Opportunities Find a Career Advisor (bwakadvs.P_Find_An_Advisor)The Find a Career Advisor page provides the search options available to execute a query when attempting to locate an advisor. Any co mbination of the fields listed can be used. Selecting no values results in a query retu rning all existing Career Advisor records. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. ItemDescription/source information Enter a Class YearAdvancement Indivi dual Information Form (APACONS), Class Year field. Degree Major Academic Information Form (APAADEG), Degree, Major fields.Type of AdvisingAdvancemen t Self-Service Rules page, Default Advisor Activity Type field.Activities Form (APAACTY), Activity field.OccupationAdvancement Individual Information Form (APACONS), Occupation Title field.Industry CategoryEmployment History Form (APAEHIS), Standard Industry Code field.Enter a City State or Province Advancement Identification Fo rm (APAIDEN) Address window, City, State or Province fields. /n 67Banner Advancement Self-Service User Guide |Career Opportunities Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Career Advisor Search Results (bwakadvs.P_SearchResults) The Career Advisor Search Results page di splays all records th at match the search selection criteria. Details displayed for each returned record vary depending on the institution settings and the details the adv isor has approved for display on the Web. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Link ActionGo find it! Goes to the Career Advisor Search Results page (bwakadvs.P_Se archResults) Menu name Menu URL Career Opportunities menu bmenu.P_CareerMnu ItemDescription/source information Class Year Advancement Individual Information Form (APACONS), Class Year field. Degree, Major Academic Information Form (APAADEG), Degree, Major fields.Occupation Advancement Individual Information Form (APACONS), Occupation Title field./n 68Banner Advancement Self-Service User Guide |Career Opportunities Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Search for Employment Opportunities (bwakjpst.P_Find_A_Job) The Search for Employment Opportunities page provides the search options available to execute a query when attempting to locate a position. Any combination of the fields listed can be used. Selecting no values results in a query returning all existing employment opportunity records. Setup requirements This page has no setup requirements. EmployerEmployment History Form (APAEHIS), Employer field. Employer information is displa yed regardless of whether the employer is defined on the Advancement Organization Header Form (AOAORGN). Address, Phone, E-mailAddress Revi ew and Verification Form (GOAADDR), Address, City, State or Province , Telephone fields.E-mail Address Form (GOAEMAL), E-mail Address field.Link ActionCareer Advisor Search Link Goes to the Find a Career Advisor page (bwakadvs.P_Fi nd_An_Advisor)ItemDescription/source information /n 69Banner Advancement Self-Service User Guide |Career Opportunities Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Employment Opportunities Search Results (bwakjpst.P_SearchResults) The Employment Opportunities Search Results page displays all the records matching the search selection crit eria. All existing details fo r the record are displayed. Setup requirements This page has no setup requirements. ItemDescription/source information Company, City, State, Job Category, Industry CategoryOrganization Job Posting Form (AOAJPST), ID, Location , Job Codes , Display on the Web fields. Link ActionGo find it! Goes to the Employment Opportunity Search Results page (bwakjpst.P_SearchResults) Menu name Menu URL Career Opportunities menu bmenu.P_CareerMnu /n 70Banner Advancement Self-Service User Guide |Career Opportunities Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Your Employment Opportunity Postings (bwakjpst.P_Show_Postings) The Your Employment Opportunity Postings page is used to post employment opportunities. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/source information Employer Organization Job Posting Form (AOAJPST), ID, Location , Job Codes , Display on the Web fields. Link ActionNew Employment Search Link Goes to Search for Employment Opportunities page (bwakjpst.P_Find_A_Job) ItemDescription/source information Posting informationOrganization Job Posting Form (AOAJPST), ID, Location , Job Codes , Display on the Web fields. /n 71Banner Advancement Self-Service User Guide |Career Opportunities Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Employment Opportunity Detail (bwakjpst.P_Show_Posting_Detail) The Employment Opportunity Detail page displays all the existing information for the position selected. If e-mail deta ils exist, the information is an active e-mail link. The user has the option to add a posting, change this posting, or delete this posting from this page. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Link ActionAdd a Posting Goes to the Add or Change a Posting page (bwakjpst.P_Add_A_Posting) Menu name Menu URL Career Opportunities menu bmenu.P_CareerMnu ItemDescription/source information All informationOrgan ization Job Posting Form (AOAJPST), ID, Location , Job Codes , Display on the Web fields. /n 72Banner Advancement Self-Service User Guide |Career Opportunities Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Add or Change a Posting (bwakjpst.P_Add_A_Posting) The Add or Change a Posting page provides the details required to post a position for Web review. Note: You can post positions to the listed employers only. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Link ActionAdd a Posting Goes to the Add or Change a Posting page (bwakjpst.P_Add_A_Posting) Change this PostingGoes to the Add or Change a Posting page (bwakjpst.P_Add_A_Posting) Delete this PostingGoes to the Your Employment Opportunity Postings page (bwakjpst.P_Show_Posting_Detail) ItemDescription/source information Employer Organization Job Posting Form (AOAJPST), ID, Location , Job Codes , Display on the Web fields. /n 73Banner Advancement Self-Service User Guide |Career Opportunities Updates to BannerThis page updates Banner as follows. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. ItemDescription All information, except Employer Updates AOAJPSTLink ActionAdd the Posting Goes to the Your Employment Opportunity Postings page (bwakjpst.P_Show_Postings) Menu name Menu URL Career Opportunities menu bmenu.P_CareerMnu /n 74Banner Advancement Self-Service User Guide |Voluntary Support Voluntary Support The Voluntary Support option gives advan cement individuals and advancement organizations the ability to view giving hist ory and make pledges and donations via the Web. They can perform the following functions: ŁMake a donation to one campaign/designation combination at a time, using a credit card over the Web ŁSplit gifts with their spouses ŁDisplay an employer™s matching gi ft information while making the gift ŁCreate anticipated matching gift records ŁView giving history ŁSubmit pledges via the Web A user must have a Banner® ID (PIDM) to access the Voluntary Support pages in the Secure Area of Banner Advancement Self-Servi ce. Users who do not have a Banner ID or do not know their PIDM can still share person al information, make donations, and view their giving history. See fiUsing the Non-Secure Area of Advancement Self-Servicefl on page77 for information about the procedures that support this functionality. This chapter discusse s the following topics: ŁfiSetupfl on page74 ŁfiMenu Optionsfl on page75 ŁfiRelated Formsfl on page75 ŁfiUsing the Non-Secure Area of Advancement Self-Servicefl on page77 ŁfiWeb Pagesfl on page79 SetupBefore implementing the Voluntary Support func tion of Banner Adv ancement Self-Service, ensure that the following sections of the Banner Web Tailor Advancement Self-Service Rules page (bwakwrul.P_ModifyPgWebRules) are properly set up: ŁPledge Rules ŁGift Rules ŁGiving History Display Rules /n 75Banner Advancement Self-Service User Guide |Voluntary Support Menu OptionsThe Voluntary Support menu (bmenu.P_GivingMnu) includes the following links: ŁView Giving History ŁAdd a Pledge ŁMake a Donation Related FormsWhen the Voluntary Support option is implemen ted, the following forms are either used to control the display of information via the Web or control information that may be updated by the user via the Web. Review External Pledge Form (AGAWPLG) This form allows the institution to review pledges made from the Web, make changes, and indicate that a real pledge can be created in the database. Gifts entered over the Web, when confirmed, create a record in the gift ta bles the same as the gifts entered via the Gift Form (AGAGIFT). Advancement Prospect Info rmation Form (AMAINFO)This form has field indicators that determi ne whether the Web user can make Web gifts, Web pledges, or both. If the Web indicators ar e not checked, that user cannot enter a pledge or gift via the Web pages. Campaign Detail Form (AFACAMP) This form has indicators that determine whether the campaign/designation accepts Web gifts, Web pledges, or both. The Allow Web Gifts and Allow Web Pledges check boxes on the Base Information window determine whether the campaign accept s Web gifts and pledges. These indicators are used with indicators on the Designation Form (ADADESG) when creating a new designation record for a campaign. The Allow Web Gifts and Allow Web Pledges check boxes on the Designations window determine whether the campaign/designation accepts Web gifts and pledges. This processing is used with indicators on the Base Information window and on the Designation Form (ADADESG) when creating a new designation record for a campaign. /n 76Banner Advancement Self-Service User Guide |Voluntary Support If a Web indicator is set to N at the campaign level, the corresponding Web indicator is set to N on the Designations window. If a Web indicator is set to N at the designation level, the corresponding Web indicator is set to N on the Designations window. The following matrix represents the default campaign and designation Web processing: The default settings can be manually overridden for any campaign/designation combination on the Desi gnations window. If the Allow Web Gifts check box or the Allow Web Pledges check box on ADADESG is changed to unchecked ( N), the corresponding Web indicator is set to N on the Designations window for all campaigns where the designation exists. Designation Form (ADADESG)This form™s start and end dates determine whether the designation accepts Web gifts, Web pledges, or both. The Allow Web Gifts and Allow Web Pledges indicators are used with indicators on the Campaign Header Form (AFACAMP) when creating a new designation record for a campaign. Pledge Type Validation Form (ATVPLDG) This form has a field indicator that determines which pledges are displayed on the Web. Gift/Payment Type Validation Form (ATVGIFT) This form has an indicator that determines which gifts are displayed on the Web. Duration Code Validation Form (ATVPDUR) This form has an indicator that determines whether or not this information is displayed on the Web. AFACAMP Base Information windowADADESG AFACAMP Designations windowAllow Web... YYYYNN NYN NNN/n 77Banner Advancement Self-Service User Guide |Voluntary Support Frequency Code Validati on Form (ATVFREQ) This form has an indicator that determines whether or not this information is displayed on the Web. Gift Form (AGAGIFT) This form allows the institution to review gifts made from the Web. Pledge/Gift Adjustm ent Form (AGAADJS)This form allows the institution to make any necessary changes to the Web gifts. Gift List Form (AGCGIFT) This form allows the institut ion to review the complete lis t of gifts for the advancement individual or advancement organization. The lis t include all gifts including the Web gifts. Gift Soft Credit ID Form (AGAGMEM) This form allows the institut ion to review and make any ne cessary changes to the soft credit record.Gift Hard Credit ID Form (AGAGIDS)This form allows the institut ion to review and make any necessary changes to the hard credit record.Using the Non-Secure Area of Advancement Self-ServiceThe Alumni and Friends menu includes the following links: ŁMy Information : Used to add or change personal de tails, change a PIN, or change the security question and answer. If personal deta ils were previously entered, current details from the hold table are displayed in the ap propriate fields. Basi c fields are required. ŁMake a Donation : Used to collect campaign, designation, comments, and amount for processing a Web credit card gift. ŁView My Giving History : Used to view details of gifts made before the Banner ID is created. /n 78Banner Advancement Self-Service User Guide |Voluntary Support These links do not require a Banner ID (PIDM), but they do require an ID and PIN to be entered. fiSmartfl logic handles the ID and PIN entries as follows: ŁIf the ID and PIN exist in the APBWIDN table, the user is automatically granted access to the appropriate page described in this section (PIDM not required). ŁIf the ID and PIN exist in the GOBTPAC table, the user is automatically granted access to the appropriate page in the Secure Ar ea of Banner Advancement Self-Service. ŁIf the ID does not exist in either the GOBTPAC or APBWIDN table, this message is displayed: User ID does not exist. Please check your User ID and try again or log in as a First-Time User . The login page is redisplayed for the user to reenter the ID/PIN or create a new user account. ŁIf the ID/PIN combination does not exist in either the GOBTPAC or APBWIDN table, the following message is displayed: Invalid PIN entered for User ID. Please enter correct PIN for this User ID. The login page is redisplayed for the user to reenter the ID/PIN or create a new user account. Creating a User ID and PINA Web user can create an ID and PIN in the unsecured area of Banner Advancement Self- Service.1.Select the desired link (My Information, Make a Donation, or View my Giving History) on the Alumni and Friends menu. The Login page is displayed. 2.Select the First time user account creation option. The New User page is displayed. 3.Enter an ID, PIN, and PIN verification. 4.Select the Login button. The Security Question and Answer page is displayed. 5.Enter a security question and answer. 6.Select the Submit button. The Personal Information page is displayed. 7.Enter personal information. 8.Select the Submit button. The originally selected page is displayed. The next time the user logs into the Web, t he user can log in using the login ID and PIN. The previously described fismartfl logic is performed. /n 79Banner Advancement Self-Service User Guide |Voluntary Support Creating Gifts Without a Banner ID Once the user create a user ID and PIN an d enters basic personal information (see previous instructions), the us er can select the Make a Donation option from the menu to submit an online gift. The Make a Donation page is similar to the online donation page that requires a Banner ID. The user is redirected to the payment processing vendor where payment card details are captured and validated. When the gift is created, a confirmation message is displayed. The gift details are stored in a hold table until they are viewed and processed within Banner. After a gift is created, View Giving History can be selected from the menu. This history page, which is similar to the All Existing Gifts view that requires a Banner ID, displays a list of gifts with the option to view gift details via an active link defined for the gift amount. The user can only see those gifts that exist in the hold table. Total giving history options are not available until the person is matched with an existing Banner ID or a new Banner ID is created. Once this connection to Banner is made, giving history is available through the View Giving History option within the Banner Secure Area. Processing Gifts Within Banner When a gift is created and submitted withou t a Banner ID, the process sends a message to the user ID identified in the Advancement Self-Service Rules page that a Web gift from a new user was created and that a gift record is waiting to be reviewed. The notification provides better response time and helps gu arantee that no new gifts sit without being reviewed. The designated user ID uses the Re view External Person Form (APAWPRS) to review the gift and give the user a Banner ID. Once the gift is reviewed and a baseline Banner ID is created, the user can access options in the Secure Area, based on the role of the ID. Credit Card ProcessingA person who creates an ID via the Web can ma ke a credit card gift using that ID. The payment pages in the unsecure area are only available until the person is matched with an existing Banner ID or a new Banner ID is cr eated. Once this connection to Banner is made, a credit card gift is made through the Make a Donation option within the Secure Area. Web Pages Note: A user must have a Banner ID (PIDM) to access the Voluntary Support pages in the Secure Area of Banner Advancement Self-Service. Users who do not have a Banner ID (PIDM) or do not know their PIDM can still share personal information, make donations, and view their giving history via links on the Alumni and Friends menu. These functions require /n 80Banner Advancement Self-Service User Guide |Voluntary Support a user to create a login ID and PIN. The ID and PIN are stored on the APBWIDN hold table until your institution verifies them. Once verified, the ID and PIN are moved to the Banner tables. See fiUsing the Non-Secure Area of Advancement Self-Servicefl on page77 for more information. This section provides details about the following Web pages: Secure area, Banner ID requiredŁfiGiving History (bwakchis.P_View_History)fl on page81 ŁfiGift Detail (bwakchis.P_ViewGift_Detail)fl on page83 ŁfiPledge Detail (bwakchis.P_ViewPledge_Detail)fl on page84 ŁfiAdd a Pledge (bwakpldg.P_Add_A_Pledge)fl on page85 ŁfiMake a Donation (bwakgift.P_Make_A_Donation and bwakgift.P_Pledge_Payment)fl on page87 ŁfiCredit Card Payment (bwakgift.P_Pledge_Payment)fl on page88 ŁfiCredit Card Payment Status (bwakgift.P_Donation_Receipt and bwakcpmt.P_CCPaymentStatus)fl on page89 ŁfiOnline Receipt (bwakgift.P_Donation_Receipt)fl on page90 Non-secure area, Banner ID non requiredŁfiAdvancement Login (bwakalog.P_DispLoginNon)fl on page91 ŁfiUser Logout (bwakalog.P_DispLogoutNon)fl on page92 ŁfiAdvancement Login (bwakalog.P_DispPinLocked)fl on page93 ŁfiSecurity Question and Answer (bwakalog.P_SecurityQuestion)fl on page93 ŁfiNew User (bwakalog.P_DispLoginNew)fl on page94 ŁfiPersonal Information (bwakalog.P_PersInfo)fl on page95 ŁfiChange My PIN (bwakalog.P_Pin_Change)fl on page96 ŁfiPIN Change Procedure (bwakalog.P_ProcPinChange)fl on page97 ŁfiMake a Donation (bwakngft.P_Make_A_Donation)fl on page98 ŁfiCredit Card Payment Status (bwakngft.P_CCPaymentSubmitted)fl on page99 ŁfiOnline Receipt (bwakngft.P_Donation_Receipt)fl on page100 ŁfiGiving History (bwaknhis.P_View_Gifts)fl on page101 ŁfiGift Detail (bwaknhis.P_View Gift_Details)fl on page102 /n 81Banner Advancement Self-Service User Guide |Voluntary Support Giving History (bwakchis.P_View_History) Advancement individuals and advancement orga nizations can view and sort their giving history information using the following options on the Giving History page: ŁTotals by Fiscal Year ŁTotals by Campaign and Fiscal Year ŁTotals by Designation and Fiscal Year ŁAll Existing Gifts ŁAll Existing Pledges ŁAll Existing Gifts and Pledges ŁCombined GivingŁOverall Giving Pledge totals depend on the Include in Giving indicator on the Pledge Status Code Validation Form (ATVPSTA). If th is indicator is selected for a pledge status code, then all pledges with that status code are included in the pledge totals. The following conditions determine which pledge and gift details are displayed: ŁA pledge is displayed if its type code, defined on the Pledge Type Validation Form (ATVPLDG), is flagged for display on the Web. ŁA gift is displayed if its type code, defined on the Gift/Payment Type Validation Form (ATVGIFT), is flagged for display on the Web. ŁZero-amount pledges and gifts are never displayed to advancement individuals and advancement organizations. (P lanned giving pledges and gifts are the only transactions that can have a zero amount.) Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/source information Totals by Fiscal YearGiving Histor y by Fiscal Year Form (APAFHIS) The Pledge Credit calculation dep ends on the ATVPSTA settings./n 82Banner Advancement Self-Service User Guide |Voluntary Support Updates to BannerThis page does not update information in the Banner database. Totals by Campaign and Fiscal Year Giving History by Campaign Form (APACHIS) The Pledge Credit calculation dep ends on the ATVPSTA settings.Totals by Designation and Fiscal Year Giving History by Designation Form (APADHIS) The Pledge Credit calculation dep ends on the ATVPSTA settings.All Existing GiftsGift List Form (AGCGIFT) Displays type, date, credit, amount, campaign, and designation information for all existing gifts. For gifts with multiple campaign and designation records, the detail is sorted first by date, then alphabetically by campaign, and then alphabetically by designation within campaign. All Existing PledgesPledge List Form (AGCPLDG) Displays date, credit, amount, balance, campaign, and designation information for all existing pledges. For pledges with multiple campaign and designation records, the detail is sorted first by date, then alphabetically by campaign, and then alphabetically by designation within campaign. All Existing Gifts and Pledges Gift List Form (AGCGIFT) Pledge List Form (AGCPLDG) Displays type, date, credit, amount, balance, campaign, and designation information for all existing gifts and pledges. For gifts/ pledges with multiple campaign and designation records, the detail is sorted first by date, then alphabetically by campaign, and then alphabetically by designation within campaign. Combined GivingCombined Giving History Summary Form (APACOMB) The Pledge Credit calculation dep ends on the ATVPSTA settings.Overall GivingGiving History Summary Form (APAGHIS) The Number of Pledges and Pledged calculations depend on the ATVPSTA settings. ItemDescription/source information /n 83Banner Advancement Self-Service User Guide |Voluntary Support Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Gift Detail (bwakchis.P_ViewGift_Detail) Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Link ActionView Giving HistoryGoes to the Givi ng History page (bwakchis.P_View_History) Add a PledgeGoes to the Add a Pledge page (bwakpldg.P_Add_A_Pledge) Make a DonationGoes to the Make a Donation page (bwakgift.P_Mak e_A_Donation) Menu name Menu URL Voluntary Support menubmenu.P_GivingMnu ItemDescription/source information Gift Detail: Date, Amount, Gift Type, Gift Number Gift List Form (AGCGIFT) Allocation: Campaign, Designation, Amount Given, Pledge Number Gift List Form (AGCGIFT) Hard Credit: Name, Campaign, Designation, Credit Amount Gift Hard Credit ID List Form (AGCGMLT) /n 84Banner Advancement Self-Service User Guide |Voluntary Support Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Pledge Detail (bwakchis.P_ViewPledge_Detail) Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Soft Credit: Name, Campaign, Designation, Credit Amount Gift Soft Credit ID List Form (AGCGMMO) Link ActionView Giving HistoryGoes to the Giving History page (bwakchis.P_View_Gift) Add a PledgeGoes to the Add a Pledge page (bwakpldg.P_Add_A_Pledge) Make a DonationGoes to the Make a Donation page (bwakgift.P_Mak e_A_Donation) ItemDescription/source information Pledge Detail: Date, Amount, Balance, Status, Pledge Type, Pledge Number Pledge List Form (AGCPLDG) Allocation: Campaign, Designation, Amount Pledged, Amount PaidGift List Form (AGCGIFT) ItemDescription/source information /n 85Banner Advancement Self-Service User Guide |Voluntary Support Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Add a Pledge (bwakpldg.P_Add_A_Pledge)Setup requirements This page has no setup requirements. Payments: Date, Gift Type, Campaign, Designation, Amount Pledge/Gift List Form (AGAPPAY) Hard Credit: ID, Name, Campaign, Designation, Credit Amount, 3PP Amount Pledge Hard Credit ID List Form (AGCPMLT) Soft Credit: ID, Name, Campaign, Designation, Credit Amount, 3PP Amount Pledge Soft Credit ID List Form (AGCPMMO) Installments: Number, Date Due, Amount Due, Amount Paid Pledge Installment Form (AGAPINS) Link ActionView Giving HistoryGoes to the Giving History page (bwakchis.P_View_Gift) Add a PledgeGoes to the Add a Pledge page (bwakpldg.P_Add_A_Pledge) Make a DonationGoes to the Make a Donation page (bwakgift.P_Mak e_A_Donation) ItemDescription/source information /n 86Banner Advancement Self-Service User Guide |Voluntary Support Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. ItemDescription/source information Campaign/Designation, Split Credit with your Spouse? Campaign Detail Form (AFACAMP), Campaign , Designation fieldsDurationDuration Valid ation Form (ATVPDUR), Months fieldReviewed External Pledges Form (AGAWPLG), Duration fieldFrequency Frequency Code Validation Form (ATVFREQ), Code, Description fieldsItemDescription All itemsReviewed External Pledges Form (AGAWPLG) Link ActionSend Pledge Goes to the Voluntary Support menu (bmenu.P_GivingMnu) View Giving HistoryGoes to the Giving History page (bwakchis.P_View_Gift) Add a Pledge Goes to the Add a Pledge page (bwakpldg.P_Add_A_Pledge) Make a Donation Goes to the Make a Donation page (bwakgift.P_Mak e_A_Donation) Menu name Menu URL Voluntary Support menubmenu.P_GivingMnu /n 87Banner Advancement Self-Service User Guide |Voluntary Support Make a Donation (bwakgift.P_Make_A_Donation and bwakgift.P_Pledge_Payment) The Make a Donation page gives advancement individuals and advancement organizations the option of either making a pledge payment (if outstanding pledges exist) or making a new gift. For pledge payments, pl edge details default as appropriate based on the record selection. For new gifts, the page allows users to select or enter the appropriate details as needed. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. ItemDescription/source information Yes/No Indicates whether to pay against an existing pledge ( Yes) or to make a new gift ( No). This option is displayed only if pledges with outstanding balances exist. Link ActionAdd a Pledge Goes to the Add a Pledge page (bwakpldg.P_Add_A_Pledge) Menu name Menu URL Voluntary Support menubmenu.P_GivingMnu /n 88Banner Advancement Self-Service User Guide |Voluntary Support Credit Card Payment (bwakgift.P_Pledge_Payment) The Credit Card Payment page allows donors to make credit card payments via the Web. This page collects and disp lays the following information: ŁCampaign and designation to which the donor has chosen to donate. ŁGift amount. ŁChoice to split the gi ft with the spouse. ŁEmployer matching donation information. If employer matching donation information is not already stored in Banner, an option is displayed so the donor can enter the information. ŁComments for the incoming Web gifts. Note: This is an e-mail option, and the information is not saved in Banner. The Submit Payment button redirects the user to an external payment vendor, passing common parameters. The user enters payment card information in the payment vendor™s application. The payment vendor tries to auth orize the payment then calls a Web service. The Web service updates Banner with the results of the authorization. Then the payment vendor redirects the user to the Credit Card Payment Status page with an appropriate message. Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. ItemDescription Campaign Detail Form (AFACAMP) Select the Allow Web Gifts check box for those each record that you want to be available for Web gifts. Crosswalk Validation Form (GTVSDAX)Define the order in which campaigns and designations are to be displayed as explained in fiCampaigns and Designationsfl on page20 .ItemDescription/source information Gift Campaign, Designation Campaign Detail Form (AFACAMP), Campaign, Designation fieldsSpouse Split DetailCross Re ference Form (APAXREF), Name/ID fields based on the spouse cross refere nce and split rules /n 89Banner Advancement Self-Service User Guide |Voluntary Support Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Credit Card Payment Status (bwakgift.P_Donation_Receipt and bwakcpmt.P_CCPaymentStatus) Once the payment processing is completed, the Credit Card Payment Status page is displayed. This page notifies the donor of the request status and whether the payment was credited to the account. The bwakgift.P_Donation_Receipt page is di splayed if the paymen t is successful. The bwakcpmt.P_CCPaymentStatus page is displayed if the payment fails. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Employer Matching InformationOrganization Header Form (AOAORGN), MG % field based on the employer cross reference for record Link ActionAdd a Pledge Goes to the Add a Pledge page (bwakpldg.P_Add_A_Pledge) View Giving HistoryGoes to the Givi ng History page (bwakchis.P_View_History) Make a Donation Goes to the Make a Donation page (bwakgift.P_Mak e_A_Donation) ItemDescription/source information /n 90Banner Advancement Self-Service User Guide |Voluntary Support Updates to BannerThis page updates Banner as follows. Note: This update is processed via the baseline agkgift.P_CreateGift package.procedure. Links to other Web pages This page contains the following links to other Web pages. Online Receipt (bwakgift.P_Donation_Receipt) The Online Receipt page provides summary in formation that donors can print for their records. It contains the followi ng gift information: donor™s name, ID, gift number, name of the campaign/designation that benefits from the gift, gift amount, comments (if any), and date. It also displays the payment amount and authorization code for the credit card. The text on the receipt can by customized by your instit ution using Banner Web Tailor. Setup requirements This page has no setup requirements. ItemDescription Gift Date, Gift Number, Gift Amount, Gift Campaign, Gift Designation, Gift Pledge Number, Fiscal Year, Type, Vehicle, Class 1 Updates AGAGIFTPayment indicator, Split indicator, Soft (if soft credit), MG gift detail (if needed) Gift List Form (AGCGIFT) Link ActionAdd a Pledge Goes to the Add a Pledge page (bwakpldg.P_Add_A_Pledge) View Giving HistoryGoes to the Givi ng History page (bwakchis.P_View_History) Make a Donation Goes to the Make a Donation page (bwakgift.P_Mak e_A_Donation) /n 91Banner Advancement Self-Service User Guide |Voluntary Support Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Advancement Login (bwakalog.P_DispLoginNon)The Advancement Login page enables a Web user to log in with a previously defined login ID and PIN, or to request a new login ID and PIN to be created. Web users who try to access a page on the Alumni and Friends menu are forced to log in. Then they are forwarded to the requested page. Setup requirements This page has no setup requirements. ItemDescription/source information Name, ID, Gift Number, Gift Campaign/ Designation Amount, Total Gift Amount, Gift Date, CommentGift List Form (AGCGIFT): Name, ID, Number, Campaign, Designation, Amount, Date fieldsThe name does not include the last name prefix. Amount, Authorization CodeDisplayed from Credit Card Payment Status page Link ActionAdd a Pledge Goes to the Add a Pledge page (bwakpldg.P_Add_A_Pledge) View Giving HistoryGoes to the Givi ng History page (bwakchis.P_View_History) Make a Donation Goes to the Make a Donation page (bwakgift.P_Mak e_A_Donation) /n 92Banner Advancement Self-Service User Guide |Voluntary Support Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. User Logout (bwakalog.P_DispLogoutNon)The User Logout page is displayed when the Exit link at the top of pages generated by the bwakalog, bwakngft, and bwaknhis packages is selected. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page updates Banner as follows. Link ActionFirst time user account creationGoes to the New User page (bwakalog.P_DispLoginNew) Return to HomepageRetu rns to the main menu ItemDescription Activity dateUpdates APBWIDN/n 93Banner Advancement Self-Service User Guide |Voluntary Support Links to other Web pages This page contains the following links to other Web pages. Advancement Login (bwakalog.P_DispPinLocked)The Advancement Login page is displayed when a user exceeds the maximum number of failed login attempts. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Security Question and Answer (bwakalog.P_SecurityQuestion)The Security Question and Answer page allows the user who selected the I forgot my PIN option to answer a predefined question to a ccess PIN information. When the user enters the correct answer, the next page fo rces the user to reset the PIN. The validation is based on the incoming informati on entered in the answer field. If the user enters invalid information, the message displays Authorization Failure Œ Invalid Answer Link ActionBack to HomepageReturns to the main menu Link ActionBack to HomepageReturns to the main menu /n 94Banner Advancement Self-Service User Guide |Voluntary Support and the user is able to answer the question again. The number of attempts allowed before freezing access is the same as the limi t set in the twbkwbis.P_ProcSecurityAnswer package. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. New User (bwakalog.P_DispLoginNew)The New User page enables a Web user who does not have an ID or does not know the ID to create a login ID and PIN. The PIN must conform to the rules set up on the Enterprise PIN Preferences Form (GUAPPRF). This login ID and PIN are stored on the APBWIDN table until verified by your institution. On ce verified, the ID and PIN are moved to the Banner baseline tables. Link ActionPersonal InformationGoes to the Personal Information page (b wakalog.P_PersInfo) Change my PIN Goes to the Change My PIN page (bwakalog.P_Pin_Change) Menu name Menu URL My Information menubmenu.P_AluNonSecurePersMnu /n 95Banner Advancement Self-Service User Guide |Voluntary Support Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page updates Banner as follows. Personal Information (bwakalog.P_PersInfo)The Personal Information page enables the user to enter name, address, relationship with the institution, and other biographical/demogr aphic information that may be helpful in identifying the Web user within Banner baseline. Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. ItemDescription Login informationUpdates APBWIDN ItemDescription Donor Category Validation Form (ATVDONR) Enter Y in the Display on Web field for each donor category you want to be available on the Web. ItemDescription/source information Personal InformationAll items on this page are displayed from the APBWIDN table. This information can be reviewed on the Review External Person Form (APAWPRS). /n 96Banner Advancement Self-Service User Guide |Voluntary Support Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Change My PIN (bwakalog.P_Pin_Change)The Change My PIN page enables Web users to change their PINs. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Link ActionChange my PIN Goes to the Change My PIN page (bwakalog.P_Pin_Change) Change my Security Question and Answer Goes to the Security Question and Answer page (bwakalog.P_SecurityQuestion) Menu name Menu URL My Information menubmenu.P_AluNonSecurePersMnu /n 97Banner Advancement Self-Service User Guide |Voluntary Support Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. PIN Change Procedure (bwakalog.P_ProcPinChange)This procedure processes the information entered on the Change my PIN page and updates the APBWIDN table. This is a procedure, not a Web page. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page updates Banner as follows. Link ActionPersonal InformationGoes to the Personal Information page (b wakalog.P_PersInfo) Change my Security Question and Answer Goes to the Security Question and Answer page (bwakalog.P_SecurityQuestion) Menu name Menu URL My Information menubmenu.P_AluNonSecurePersMnu ItemDescription PIN data Updates APBWIDN /n 98Banner Advancement Self-Service User Guide |Voluntary Support Make a Donation (bwakngft.P_Make_A_Donation)The Make a Donation page is used to co llect campaign, designation, amount, and comments used to process Web credit card gifts from users who do not have a Banner ID (PIDM) or do not know their PIDM. The Submit Payment button redirects the user to an external payment vendor, passing common parameters. The user enters payment card information in the payment vendor™s application. The payment vendor tries to auth orize the payment then calls a Web service. The Web service updates Banner with the results of the authorization. Then the payment vendor redirects the user to the Credit Card Payment Status page with an appropriate message. Setup requirements The following setup is required for this page to work as expected. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. ItemDescription Campaign Detail Form (AFACAMP) Select the Allow Web Gifts check box for those each record that you want to be available for Web gifts. Crosswalk Validation Form (GTVSDAX)Define the order in which campaigns and designations are to be displayed as explained in fiCampaigns and Designationsfl on page20 .Link ActionMy InformationGoes to the My Information page (bmenu.P_AluNonSecurePersMnu)Make A Donation Goes to the Make A Donation page (bwakngft.P_Make_A_Donation) View my Giving HistoryGoes to the Giving History page (bwaknhis.P_View_Gifts) /n 99Banner Advancement Self-Service User Guide |Voluntary Support Web menus with links to this page The following menus contai n links to this page. Credit Card Payment Status (bwakngft.P_CCPaymentSubmitted) The Credit Card Payment Status page shows the result of processing the credit card payment through the payment vendor. If the credit card is accepted, an ‚Approval™ message is received and the donation is pr ocessed into the holding tables (AGBGHLD and AGRGHDE).Setup requirements The following setup is required for this page to work as expected. Web page fields This page does not contain any fields. Updates to BannerThis page updates Banner as follows. Menu name Menu URL Alumni and Friends menubmenu.P_AluNonSecureMnu ItemDescription Reorder or Customize Information Text Page in Banner Web Tailor Customize the text for the messages returned by this page by specifying Info Text for the bwakcpmt.P_CCPaymentStatus process. ItemDescription Approval Updates AGBGHLD and AGRGHDE /n 100 Banner Advancement Self-Service User Guide |Voluntary Support Links to other Web pages This page contains the following links to other Web pages. Online Receipt (bwakngft.P_Donation_Receipt) The Online Receipt page provides summary information that donors can print for their records. It contains the following gift information: donor™s name, ID, gift number, name of the campaign/designation that benefits from the gift, gift amount, comments (if any), and date. It also displays the payment amount and authorization code for the credit card. The text on the receipt can be customized by your institution using Banner Web Tailor. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Link ActionMy InformationGoes to the My Information page (bmenu.P_AluNonSecurePersMnu)Make a Donation Goes to the Make a Donation page (bwakngft.P_Make_A_Donation) View My Giving HistoryGoes to the Giving History page (bwaknhis.P_View_Gifts) ItemDescription/source information Name, ID, Gift Number, Gift Campaign/ Designation Amount, Total Gift Amount, Gift Date, Comments Review on Gift List Form (AGCGIFT), Name , ID, Number, Campaign , Designation , Amount, DatePayment Amount, Authorization Code Displayed from Credit Card Payment Status page /n 101 Banner Advancement Self-Service User Guide |Voluntary Support Links to other Web pages This page contains the following links to other Web pages. Giving History (bwaknhis.P_View_Gifts) The Giving History page lists donations ma de by a user accessing Banner Advancement Self-Service without a Banner ID. The page displays only those gifts that have not yet been processed on the Review External Gifts Form (AGAWGIF). Once the Banner ID is created or matched to an existing Banner ID and the gifts are processed on AGAWGIF, a user can see complete giving history in t he Secure Area of Banner Advancement Self- Service.Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Link ActionMy InformationGoes to the My Information page (bmenu.P_AluNonSecurePersMnu)Make a Donation Goes to the Make a Donation page (bwakngft.P_Make_A_Donation) View My Giving HistoryGoes to the Giving History page (bwaknhis.P_View_Gifts) ItemDescription/source information All Gifts Gifts made in the Alumni and Friends area of Banner Advancement Self-Service are stored in the AGBGHLD and AGRGHDE tables. Selecting the amount displays details about the gift. For gifts with multiple campaign and designation records, the detail is sorted first by date, then alphabetically by campaign, and then alphabetically by designation within campaign. /n 102 Banner Advancement Self-Service User Guide |Voluntary Support Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Gift Detail (bwaknhis.P_ViewGift_Details) The Gift Detail page displays detail information for gifts made by the Web user accessing the Make a Donation page without a Banner ID. The page displays only those gifts that have not yet been processed on the Review External Gifts Form (AGAWGIF). Once the Banner ID is created or matched to an existi ng Banner ID and the gifts are processed on AGAWGIF, a user can see complete giving history in the Secure Area of Banner Advancement Self-Service. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Link ActionMy InformationGoes to the My Information page (bmenu.P_AluNonSecurePersMnu)Make a Donation Goes to the Make a Donation page (bwakngft.P_Make_A_Donation) View My Giving HistoryGoes to the Giving History page (bwaknhis.P_View_Gifts) Menu name Menu URL Alumni and Friends menubmenu.P_AluNonSecureMnu ItemDescription/source information Gift Detail Date, Amount , Gift Type , and Gift Number are retrieved from the AGBGHLD table. AllocationCampaign , Designation , and Amount Given are retrieved from the AGRGHDE table. /n 103 Banner Advancement Self-Service User Guide |Voluntary Support Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Link ActionMy InformationGoes to the My Information page (bmenu.P_AluNonSecurePersMnu)Make a Donation Goes to the Make a Donation page (bwakngft.P_Make_A_Donation) View My Giving HistoryGoes to the Giving History page (bwaknhis.P_View_Gifts) /n 104 Banner Advancement Self-Service User Guide |Volunteer Volunteer The Volunteer option provides the ability to ma nage contacts assigned to the user, in the capacity of a volunteer. The Volunteer tab is displayed on the main menu of Self-Service as long as the user is identified as an advancement individual in Banner (via the APACONS form). This same logic is also used to determine whether the Alumni and Friends tab displays for the user. This chapter discusse s the following topics: ŁfiConfiguring Volunteer Optionsfl on page104 ŁfiVolunteer Optionsfl on page105 ŁfiWeb Pagesfl on page107 Configuring Volunteer Options The following procedures allow you to configure your Volunteer options: ŁfiDefine Web Tailor Parametersfl on page104 ŁfiModify the Self-Service Linkfl on page105 Define Web Tailor Parameters To impact the volunteers functionality, configure these two parameters in the Advancement Self-Service Rules within the WebTailor Administration tab: ŁContact Assignment Start Date . Enter earliest date for wh ich you want the contact assignments to display. ŁContact Assignment End Date . Either leave blank or enter the latest date for which you want contact assignments to display. The date of the contact assignment as indi cated on AFACLST or ASASANG are used with the first two parameters above to determine which contact assignments should display. /n 105 Banner Advancement Self-Service User Guide |Volunteer Modify the Self-Service LinkComplete the followi ng steps to modify the information displayed for this Self-Service link: 1.Select the Web Tailor Administration tab. 2.Select the Menu Items option. 3.Select the hyperlink for the Volunteer menu (bmenu.P_VolOppMnu.) You can add a new local menu item so a nd customize this link, as desired. For example, alter the link to point to an institutional site where alumni can find additional volunteer information. Volunteer Options Users can choose from the following options on the Volunteer tab: ŁfiManage my Contactsfl on page105 ŁfiMore information on ways you can volunteer to help the Universityfl on page107 Manage my Contacts When this option is selected, the volunteer user is presented with a list of their contact assignments on the View or Update Contact Information page. The user chooses the desired contact from the drop-down and select s the View Details butt on. The View Contact Detail Information page is then displayed. This page contains two sections: ŁContact Name and Address . Basic information for the contact. ŁContact Assignment Detail. A list of contact assignment records for this volunteer. Within this section, the user can also click the Add a Result or View Results hyperlinks. These links allow the user to enter or view the results of their communications related to the selected contact assignment record. At the bottom of the page, the user can click the Select another Contact link to view information for one of the user™s other contact assignments. This link returns the user to the View or Update Contact Information page where they can select a different contact from the drop-down. The following tasks can be performed: ŁfiAdding a result to the contact recordfl on page106 ŁfiViewing resultsfl on page106 ŁfiCreating a volunteer contact assignment in Bannerfl on page107 /n 106 Banner Advancement Self-Service User Guide |Volunteer Adding a result to the contact record To record the results of a communication with the listed assigned contact, click the Add a Result link, and enter the following information:ŁContact Type. (Optional) This drop-down value is controlled by the data on the Solicitor Contact Code Validation form (ATVSCNT) in Banner. Only values that have the Web Indicator checked will display in Self-Service. ŁContact Result . (Optional) This drop-down value is controlled by the data on the Solicitor Contact Result Code Validation form (ATVSCRS) form in Banner. Only values that having the Web Indicator ch ecked will display in Self-Service. ŁContact Date . (Optional) Defaults to today's date but can be overridden. ŁAsk Amount. (Optional) Allows entry of an ask am ount if applicable for this Result. ŁComments . (Optional) Additional information you can enter about the Result. Click Add Result to save the information. The user is automatically redirected to the View Contact Detail Information page. If needed, click Reset to clear the information from all of the fields. The saved contact records are written to the appropriate Banner table(s) and display on the Results tab of the form that corresponds to the specific contact assignment. For additional details, see fiCreating a volunteer contact assignment in Bannerfl on page107 .Viewing results To view results for the se lected contact, click the View Results link. On the View Contact Results page, you see the vari ous results for the contact as signment. The result records are displayed in the order of assigned sequence number with the highest number displaying first. This page displays all data entered by the volunteer for each record. If any of the fields were left blank during record cr eation, the field and corresponding label do not display on this page. Click the Select Other Results link on the bottom of the page to return to the View Contact Detail Information page. /n 107 Banner Advancement Self-Service User Guide |Volunteer Creating a volunteer contact assignment in BannerBanner supports the following methods for creating Contact Assignments for volunteers that are displayed in Self-Service: Note: In Banner, volunteers are identified as solicitors .ŁCampaign level assignments . Managed in Banner through the use of the solicitor/ contact assignment function on AFACLST. ŁCampaign and Solicitor Organization assignments . Managed in Banner through the use of the solicitor/contact assignment func tion on AFACLST. In this case, both the campaign and a particular solicitor organization are assigned. ŁSolicitor Organization and Year assignments . Managed in Banner through the use of the solicitor /contact assi gnment function on ASASANG. More information on ways you can volunteer to help the UniversityThis is a link that can be customized by the in stitution. When selected by the user, it can point to the appropriate URL to allow the Volunteer to understand other volunteer opportunities at the inst itution. The steps below provide information on how this link can be customized by the institution. Typically, this functionality would be restricted to appropriate administrators at the institution. Web Pages This section provides details about the following Web pages: ŁfiView or Update Contact Information (bwakvopp.P_ViewContacts)fl on page108 ŁfiView Contact Detail Information (bwakvopp.P_View_Contact_Detail)fl on page108 ŁfiAdd a Result (bwakvopp.P_AddContact_Results)fl on page109 ŁfiView Results (bwakvopp.P_View Contact_Results)fl on page109 /n 108 Banner Advancement Self-Service User Guide |Volunteer View or Update Contact Information (bwakvopp.P_ViewContacts) The View or Update Contact Information page displays those contacts assigned to the user. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Web menus with links to this page The following menus contai n links to this page. View Contact Detail Information (bwakvopp.P_View_Contact_Detail) The View Contact Detail Information page disp lays all existing contact records for the name selected. The user has the option to add a result or view existing result records for each contact record. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Menu name Menu URL Volunteer Opportunities menu bmenu.P_VolOppMnu /n 109 Banner Advancement Self-Service User Guide |Volunteer Updates to BannerThis page does not update information in the Banner database. Add a Result (bwakvopp.P_AddContact_Results) The Add a Result page allows the user to enter and submit the required details to insert a result record for the contact selected. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. View Results (bwakvopp.P_ViewContact_Results) The View Results page displays all the exis ting result records for the contact Assign selected. The result records are displayed in the order of assigned sequence number with the highest number displaying first. Link ActionAdd a Result Goes to the Add Contact Results (bwakvopp.P_AddContact_Results) page. View Results Goes to th e View Contact Results (bwakvopp.P_ViewContact_Results) page Select another Contact Goes to the View or Update Contact Information (bwakvopp.P_ViewContacts) page /n 110 Banner Advancement Self-Service User Guide |Volunteer Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Link ActionAdd Result Goes to the View Contact Detail Information (bwakvopp.P_View_Contact_Detail) page Select Other ResultsGoes to the View Contact Detail Information (bwakvopp.P_View_Contact_Detail) page /n 111 Banner Advancement Self-Service User Guide |Advancement Officers Advancement OfficersThe Advancement Officers option provides the ability to review constituent information via the Web. This gives advancement officers th e ability to access info rmation in the Banner® Advancement database while they are traveling. They can create custom searches to locate records. They can view and update appropriate information via the Web. Advancement officers can do the following via the Web: ŁCreate custom searches ŁIndicate the format to display profiles ŁView predefined profiles for selected advancement individuals, advancement organizations, and prospects ŁView the giving history for advancement individuals and advancement organizations ŁEnter contacts, which can be used to generate letters, send e-mail, and perform follow- up actions ŁView moves for advancement individuals and advancement organizations ŁView moves for a date or date range ŁView passed planned moves ŁAdd or update moves, if given appropriate permission This chapter discusse s the following topics: ŁfiSetupfl on page112 ŁfiMenu Optionsfl on page112 ŁfiRelated Formsfl on page113 ŁfiWeb Pagesfl on page114 /n 112 Banner Advancement Self-Service User Guide |Advancement Officers SetupEach advancement officer needs a Web role and profile preferences. Web Roles Two Web roles exist in the TWTVROLE table a nd must be assigned to individual users via Banner Web Tailor. Use the Web Tailor Administration Update User Role page (twbkurol.P_UpdateUserRoles) to assign one of the following roles: ŁAdvancement Officer (DEVELOPMENTOFFICE): Assign this role to anyone who should have access to the pages under the Advancement Officers menu, including the pages under the Moves Management submenu. ŁAdvancement Moves Manager (MOVESMANAGER): Assign this role to anyone who should have access to the Add a Move and Update a Move pages under the Moves Management submenu of the Advancement Officers menu. Profile PreferencesProfile preferences do not need to be loaded for each advancement officer. When an advancement officer access a page to set the preferences, the profile preferences are built for that individual from system defaults. If no profile preference exists for an individual, the defaults set on the Advancement Officer Web Profile Items Validation Form (ATVDOWP) are used. Menu OptionsThe Advancement Officers menu (bmenu.P_Dev_Off_Mnu) includes the following options with associated links: Menu OptionLinks Manage My Prospects PreferencesManage My Prospects Preferences General ProfileAdvancement Individual Profile Advancement Organization Profile Prospect Profile Passed Planned Moves Exist /n 113 Banner Advancement Self-Service User Guide |Advancement Officers Related FormsWhen the Advancement Officers option is implemented, the following forms are either used to control the display of information vi a the Web or control information that may be updated by the advancement officer via the Web. Advancement Officer Search Options Form (ATVDOSR) This form lets you specify which search opt ions are available to advancement officers when they create custom searches on the Web. This form provid es institution-level security to control the search criteria av ailable for custom searches. The options you choose on this form are displayed on the Update a Custom Search page (bwdksrch.P_Build_Custom_Search) where advancement officers build their custom searches. Advancement Officer Web Profile Items Validation Form (ATVDOWP) This form should be reviewed by the institution before implementing the Advancement Officers option of Advancement Self-Service . The displayed information is loaded during the Banner Advancement upgrade. Records cannot be deleted from this form and new records cannot be added. This form determines which elements are available for the advancement officers to view, and the de fault display sequence used when building a profile preference for the advancement officer. Moves Management Add a Contact Add a Move Current Moves Planned Moves by Date Moves by Constituent Moves Search Passed Planned Moves Exist View/Edit Contacts Add a Contact Advancement Officer Searches Population Selection Search ID Number Search Individual or Organization Constituent Search Name Search Prospect Search Custom searches defined by advancement officer Passed Planned Moves Exist Menu OptionLinks /n 114 Banner Advancement Self-Service User Guide |Advancement Officers Gift/Payment Type Validation Form (ATVGIFT) This form lets you specific which gift ty pe codes are used for planned giving gifts. Advancement officers can display planned giving gifts as follows: ŁWith the All Planned Gifts display option on the Giving History page ŁIn the Planned Giving section on profile pages Pledge Type Validation Form (ATVPLDG) This form lets you specific which pledge ty pe codes are used for planned giving pledges. Advancement officers can display planned giving pledges as follows: ŁWith the All Planned Gifts display option on the Giving History page ŁIn the Planned Giving section on profile pages Enterprise Access Controls Form (GOAEACC) For a user™s list of contacts to be populated on the View Contacts page, the ID and Name fields must be populated on the Ente rprise Access Controls Form (GOAEACC).Web Pages The following chart lists the procedures used to create the pages for the Advancement Officers functions. The packages containing the procedures are also included in the list. The format used is package .procedure ; with the package and procedure names shown as they appear in the Unifo rm Resource Locator (URL). This section provides details about the following Web pages: ŁfiGeneral Profile Preferences (bwdkpref.P_Input_Gnrl_Pref)fl on page116 ŁfiAdvancement Individual Profile Prefer ences (bwdkpref.P_Input_Cons_Pref)fl on page119 ŁfiAdvancement Organization Profile Prefer ences (bwdkpref.P_Input_Org_Pref)fl on page120 ŁfiProspect Profile Preferences (bwdkpref.P_Input_Pros_Pref)fl on page122 ŁfiManage My Prospects (bwdkmpro.P_View_MyPros)fl on page123 ŁfiUpdate Prospect Proposals (bwdkm ppr.P_Enter_Proposal)fl on page132 ŁfiAdd a Move (bwdkmove.P_Add_Move)fl on page139 ŁfiUpdate a Move (bwdkmove.P_Update_A_Move)fl on page141 ŁfiCurrent Moves (bwdkmove.P_Current_Moves)fl on page143 /n 115 Banner Advancement Self-Service User Guide |Advancement Officers ŁfiMove Contact Details (bwdkmove.P_Move_Contacts)fl on page144 ŁfiPlanned Moves by Date (bwdkmove.P_Moves_By_Date)fl on page146 ŁfiMoves by Constituent (bwdkmove.P_Moves_By_Constituent)fl on page147 ŁfiMoves Search (bwdkmove.P_Search_Move)fl on page149 ŁfiMoves Search (Results) (bwdkmove.P_ Moves_Search_Results)fl on page150 ŁfiPassed Planned Moves Exist (bwdkmove.P_DispNotify)fl on page151 ŁfiPassed Planned Moves (bwdkmove.P_Passed_Planned_Moves)fl on page151 ŁfiSave the Move (bwdkmove.P_Save_The_Move)fl on page153 ŁfiView Contacts (bwdkpcnt.P_View_Contact)fl on page153 ŁfiAdd a Contact (bwdkpcnt.P_Enter_Contact)fl on page155 ŁfiPopulation Selection Search (bwdkpsrc.P_Pop_Sel_Select)fl on page158 ŁfiPopulation Select Sear ch Results (bwdkpsrc.P_ Pop_Sel_IDs)fl on page159 ŁfiCustom Search (bwdksrch.P_Search_Select)fl on page161 ŁfiSearch Results (bwdksrch.P_Execu te_Custom_Search)fl on page169 ŁfiCreate a New Custom Search (bwdksrch.P_Input_Custom_Search)fl on page170 ŁfiUpdate a Custom Search (bwdksrch.P_Get_Custom_Search and bwdksrch.P_Build_Custom_Search)fl on page173 ŁfiConstituent Short Profile (bwdkcprf.P_Short_Profile)fl on page179 ŁfiConstituent Long Profile (bwdkcprf.P_Long_Profile)fl on page186 ŁfiProspect Short Profile (bwdkpprf.P_Short_Profile)fl on page193 ŁfiProspect Long Profile (bwdkpprf.P_Long_Profile)fl on page196 ŁfiGiving History (bwdkghis.P_View_Gifts)fl on page200 ŁfiGift Detail (bwdkghis.P_ViewGift_Detail)fl on page202 ŁfiPledge Detail (bwdkghis.P_ViewPledge_Detail)fl on page204 ŁfiAlternate Names and IDs (bwdkpsrc.P_Alternate_Names)fl on page205 ŁfiSave the Changes (bwdkmove.P_Sa ve_The_Changes)fl on page206 /n 116 Banner Advancement Self-Service User Guide |Advancement Officers General Profile Preferences (bwdkpref.P_Input_Gnrl_Pref)The General Profile Preferences page allows the user to define the overall profile settings to be applied to Web pages. These settings affect what and how the information is displayed. Heading Information The heading type determines how much information is displayed on the following pages: ŁConstituent Short Profile (bwdkcprf.P_Short_Profile) ŁConstituent Long Profile (bwdkcprf.P_Long_Profile) ŁProspect Short Profile (bwdkpprf.P_Short_Profile) ŁProspect Long Profile (bwdkpprf.P_Long_Profile) ŁGiving History (bwdkghis.P_View_Gifts) ŁAdd a Contact (bwdkpcnt.P_Enter_Contact) ŁMoves by Constituent (bwdkmove.P_Moves_By_Constituent) If you select ID and Name Only , you see only the ID and name at the top of these pages. If you select Expanded, the header includes additional information. For pages that pertain to advancement individuals, the following information appears in the header: ŁNameŁIDŁDonor categories ŁPreferred class year ŁPreferred college ŁConfidential indicatorŁDeceased indicator ŁDate of death, if known ŁPrefixŁSuffix If the advancement individual has a spouse, th e header includes the same information for the spouse./n 117 Banner Advancement Self-Service User Guide |Advancement Officers If the person is a prospect, the following information is also included: ŁProspect status ŁPrimary prospect manager If the ID belongs to an advancement organization, the following information appears in the header: ŁNameŁIDŁOrganizational Status ŁDonor categories If the advancement organization is a prospect, the following also appears in the header: ŁProspect status ŁPrimary prospect manager If the advancement organization has a parent company, the following appears in the header: ŁNameŁIDŁOrganizational Status ŁDonor categories If the parent company is a prospect, the following also appears in the header: ŁProspect status ŁPrimary prospect manager Links to Related IDsWhen you look at information on the profile pages, you can select a link to see more information about the following related IDs: ŁCross references ŁChildren informationŁEmployment history ŁSecondary contacts You can select the default page for the ID link from the Profile ID Hot Link Default Page pull-down list. (However, you can select a different page when you are looking at the data. A pull-down list on the profile pages allows you to select the target page you want.) /n 118 Banner Advancement Self-Service User Guide |Advancement Officers Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/source information Address Type Hard-coded values: Preferred , Active , and AllEmployment Type Hard-coded values: Primary, Active , and AllContact Display MonthsNumber of months of contacts that are displayed for long and short profiles. For example, 3 means the last 3 months, and 999 means everything. If this field is null, then all prospect contacts for that prospect are displayed. Heading TypeRadio group that specifies whether condensed or expanded header information is displayed. Profile ID Hot Link Default PageDefault page that is displaye d if you select a related ID. Alternate Name TypeDefault alternate name type you want to see when you access a constituent™s long or short profile, or a prospect™s long or short profile. Required. These profiles also include information about advancement organizations. Valid choices include values from the Name Type Validation Form (GTVNTYP) and All.If you do not select a value, all available alternate names are displayed on the profile. (To be an alternate name, the Change Type must be Name on APAIDEN.) Preferred Giving History DisplayMethod for displaying giving history. You can show giving history as follows:ŁSorted by fiscal year ŁSorted by campaign and fiscal year ŁSorted by designation and fiscal year ŁCombined giving, including giving from cross references ŁDisplayed with gift details ŁDisplayed with pledge details ŁDisplayed with both gift and pledge details ŁDisplayed as overall giving /n 119 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page updates Banner as follows. Web menus with links to this page The following menus contai n links to this page. Advancement Individual Profile Preferences (bwdkpref.P_Input_Cons_Pref)The Advancement Individual Profile Preferences page allows the user to define the profile settings to be applied when viewing the pr ofiles of advancement individuals. These settings affect what and how the information is displayed. Setup requirements The following setup is required for this page to work as expected. ItemDescription Development Officer General Profile Preferences AOBDOWP table Menu name Menu URL Profile Preferences menubmenu.P_Dev_Off_Pref_Mnu ItemDescription Advancement Officer Web Profile Items Validation Form (ATVDOWP) Select the Advancement Individual Profile check box for each item you want displayed on the Web. /n 120 Banner Advancement Self-Service User Guide |Advancement Officers Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Web menus with links to this page The following menus contai n links to this page. Advancement Organization Profile Preferences (bwdkpref.P_Input_Org_Pref)The Advancement Organization Profile Preferences page allows the user to define the profile settings to be applied when viewing the profiles of advancement organizations. These settings affect what and how the information is displayed. ItemDescription/source information All itemsAORDOWP table aordowp_prof_type=™C™; descriptions from ATVDOWP ItemDescription Development Officer Constituent Profile Preferences AORDOWP table Menu name Menu URL Profile Preferences menubmenu.P_Dev_Off_Pref_Mnu /n 121 Banner Advancement Self-Service User Guide |Advancement Officers Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Web menus with links to this page The following menus contai n links to this page. ItemDescription Advancement Officer Web Profile Items Validation Form (ATVDOWP) Select the Advancement Organization Profile check box for each item you want displayed on the Web. ItemDescription/source information All items AORDOWP table aordowp_prof_type=™O™; descriptions from ATVDOWP ItemDescription Development Officer Organization Profile Preferences AORDOWP table Menu name Menu URL Profile Preferences menubmenu.P_Dev_Off_Pref_Mnu /n 122 Banner Advancement Self-Service User Guide |Advancement Officers Prospect Profile Preferences (bwdkpref.P_Input_Pros_Pref)The Prospect Profile Preferences page allows the user to define the profile settings to be applied when viewing a prospect™s profile. These settings affect what and how the information is displayed, The Prospect Moves setting gives the user the option to display prospect moves detail on the long and short versions of the Prospect Profile, and to indicate where the detail should be located in the display sequence. Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. ItemDescription Advancement Officer Web Profile Items Validation Form (ATVDOWP) Select the Prospect Profile check box for each item you want displayed on the Web. ItemDescription/source information All items AORDOWP table aordowp_prof_type=™P™; descriptions from ATVDOWP ItemDescription Development Officer Prospect Profile Preferences AORDOWP table /n 123 Banner Advancement Self-Service User Guide |Advancement Officers Web menus with links to this page The following menus contai n links to this page. Manage My Prospects (bwdkmpro.P_View_MyPros) The Manage My Prospects page provides a consolidated list of your active prospect assignments in an easy to use format. This page provides hyperlinks that allow you to quickly drill down to additional details about your prospects. This pa ge is available by selecting the first menu option that displays on the Advancement Officers menu in Banner Advancement Self-Service. Prospect View The Prospect View drop-down at the top of the page allows you to control the active prospect assignments listed on the Manage My Prospects page. These assignments are defined on the Staff tab of the AMAINFO form in Banner Advancement and can be for individuals or organizations. An active assign ment is one that has the Active check box checked and has Start Date and End Date values that make it effective today. If either of these conditions are not met, it is not considered an active assignment and will not display on this page. Valid values in the Prospect View drop-down include the following: Sort ByThe Sort By drop-down allows you to choose from different sort options, depending on your needs. Menu name Menu URL Profile Preferences menubmenu.P_Dev_Off_Pref_Mnu ItemDescription Primary Only Displays your pr imary active prospect assignments. This is the default value. Other AssignmentsDisplays your non-primary active prospect assignments. AllDisplays both your primary and non-primary active prospect assignments. /n 124 Banner Advancement Self-Service User Guide |Advancement Officers Valid values in the Sort By drop-down include the following: Request a Prospect Assignment The Request a Prospect Assignment hyperlink allows you to send an email to a specified individual, and request being assigned to a prospect. When you click this hyperlink, your email application will open, with pr edetermined information in the To and Subject fields. The values that default into these fields, and the individual to which the email will be sent, are specified in the Prospect Assignment Re quest tab on the AGACTRL form in Banner Advancement. Web Page Fields This section describes the standard columns delivered for the Manage My Prospects Page. Please note that you and the institution each have some flexibility in controlling which of these columns display along with the or der in which they display. The institution also has the ability to change t he name of the columns. Info rmation on these configuration options are described below. Note: When selecting hyperlinks from the Manage My Prospects page, you can select the browser back button to navigate directly back to the Manage My Prospects page. However, when selecting a hyperlink, if you do anything more than scroll up and down on the page, the browser back arrow may need to be selected multiple times to return to the Manage My Prospects page. The other option is to select Manage My Prospects from the Advancement Officer menu. ItemDescription Name Sorts the prospect list by Last Name, First Name, Middle Name, in ascending order. While the Surnam e Prefix and Suffix values will also display, they are not a part of the sort. This is the default value.Status Sorts the prospect list by the value displayed in the Status column. The sort is ascending. This sort may be helpful if you are focusing on moving prospects that are all in a particular status. Next Open Move DateSorts the prospect list by the Date value in the column of the same title, in ascending order. Prospects with no value in this column will sort to the bottom of the list. Th is sort may be helpful for you to see upcoming moves on which you need to take action, across all of your prospects. Preferred LocationSorts the prospect list by Nation, State, Zip/Postal Code and City, in ascending order. This sort may be helpful if you are visiting a particular area and wanted to determine if any of your prospects are also in that area. /n 125 Banner Advancement Self-Service User Guide |Advancement Officers Web page fields This page contains the following fields. ItemDescription/source information NameThis field displays the Name of your prospect in the following format.ŁIndividuals - Prefix + First + Midd le + Surname Prefix + Last + ',' + Suffix ŁOrganization - Organization Name Selecting the Name hyperlink navigates you to the Prospect Long Profile for this prospect. Additionally: ŁIf a prospect is identified as confidential, after the name there will be a dash and then t he word Confidential.ŁIf an individual prospect is deceased, the word Deceased will display after the name and the Confidential text, if applicable. ŁIf there is a deceased date for the deceased individual, this date will also display. Example: Mr. Joseph Robert Von Smith, MD Œ Confidential (Deceased, 10/18/1993) If the prospect is an organization , and the organization is inactive, the word Inactive will display ne xt to the organi zation's name.Status This field displays the current prospect status, as viewable on the General Information tab of AMAINFO in Banner Advancement. If you are the current primary staff assigned to this prospect, the status will display as a hyperlin k. When selected, it will position you on the Update Prospect Status page where you can view and make updates to the prospect™s status. If you are not the primary active staff assigned to the prospect, this value will not be a hyperlink as you do not have access to update this prospect™s status in Banner Advancement Self- Service.Lapsed Planned MovesIf passed plans moves exist for the prospect, the word Yes displays as a hyperlink. The word No displays and there is no hyperlink if there are no passed planned moves. Selecting the Yes hyperlink navigates you to the Moves by Constituent page for the prospect . This displays the complete picture of open moves so you can view and take any appropriate action. /n 126 Banner Advancement Self-Service User Guide |Advancement Officers Next Open Move Type and Date If there is at least one open move planned for today or a future date, this field displays the Move Type description and the Planned Move Date. If there are no upcoming planned moves, nothing will display in this column for this prospect. If a value displays in this field, it will be a selectable hyperlink. When selected, this navigates you to the Current Moves page for the prospect. This allows you to view the upcoming moves and take the appropriate action. Event AttendanceThis field indicates whet her there are past or future event attendance records for the prospect. If Past , Future , or Past and Future is displayed in this field, the text is a hyperlink t hat goes to the Event Attendance section of the Prospect Long Profile (bwdkpprf.P_Long_Profile) page. Note: If your institution has chosen not to display event attendance information on the Web, these values will be displayed but will not be hyperlinks. Primary Staff AssignmentIf you are not the primary active staff assignment for this prospect, the First Name Middle Initial and Last Name of the active primary staff assigned to this prospect displays. This may be helpful information if you needed to speak with the primary staff regarding this prospect. This value will be blank If you are the primary active staff assignment. There is no hyperlink for this field. Assignment TypeThis field displays the assignment type for this staff assignment. This value is viewed on the Staff Assignments tab of the AMAINFO form in Banner Advancement. There is no hyperlink for this field. ItemDescription/source information /n 127 Banner Advancement Self-Service User Guide |Advancement Officers Largest Recognized GiftThis field displays the gift amount and date of the largest gift for which this Prospect has received some type of credit. This includes gifts made by this donor as well as gifts for which they received hard and/or soft credit. If there are multiple gifts that are for this same, largest amount, the most recent gift will be reflec ted in this column. If the gift was one for which the prospe ct received hard or soft credit, text will display indicating that it was either for hard or soft credit. If the identified Largest Recognized Gift has both hard and soft credit associated to the prospect in context, the one having the highest credit value will be th e one used to determine whether (Hard) or (Soft) should display. Selecting the hyperlink navigates you to the Gift Detail page for the indicated gift. Largest Recognized Pledge This field displays the pledge amount and date of the largest pledge for which this Prospect ha s received some type of credit. This includes pledges made by this donor as well as pledges for which they received hard and/or soft credit. If there are multiple pledges that are for this same, largest amount, the most recent pledge will be reflected in this column. If the pledge was one for which the prospect received hard or soft credit, text will display indicating that it was either fo r hard or soft credit.If the identified Largest Recognized pledge has both hard and soft credit associated to the prospect in context, the one having the highest credit value will be th e one used to determine whether (Hard) or (Soft) should display. Selecting the hyperlink navigates you to the Pledge Detail page for the indicated pledge. Lifetime GivingDisplays the total lifetime gi ving for the prospect. This includes all gifts and pledge payments made in their name as well as gifts and pledge payments made by others for which the prospect received hard and or soft credit, including matching gifts and third party payments. ItemDescription/source information /n 128 Banner Advancement Self-Service User Guide |Advancement Officers Spouse This field displays the name of the current spouse along with a hyperlink to the spouse™s record. Format: Prefix + First + Middle + Surname Prefix + Last + ',' + Suffix If the spouse is a prospect in Banner Advancement, selecting the link will navigate you to the Prospe ct Long Profile for the spouse. If the spouse has a Banner ID but is not a prospect, selecting the hyperlink navigates you to the Constituent Long Profile for the spouse. If the spouse does not have a Banner ID, their name will not be a hyperlink. Additionally: ŁIf a spouse is identified as co nfidential, after the name there will be a dash and then the word Confidential. ŁIf an spouse is deceased, the word Deceased will display after the name. ŁIf there is a deceased date for the deceased spouse, this date will also display. Example: Mrs. Alexandra Von Sm ith, MD (Decea sed, 10/18/1993) Target Ask AmountThis field displays the Asking Amount value from the General Information tab of AMAINFO in Banner Advancement. There is no hyperlink for this field. Preferred LocationThis field displays the City, State, Postal Code and Nation from the prospect™s preferred address. All individuals should have a preferred address. Preferred a ddresses for organizations are optional. If no preferred organiza tion address exists, the text ‚No Preferred Address™ displays. Example: Boston, Massachusetts 02132 United States Add a Contact The Add a Contact hyperlink displays for each prospect. If selected, you are navigated to the Add a Contact page for the prospect. If there are outstandi ng moves associated with the prospect, you will be asked to indi cate whether or not the contact should complete a move. Hyperlink: See description above Add a Proposal The Add a Proposal hyperlink displays for each prospect. If you are the primary active assigned staff to a prospect, the hyperlink text Add a Proposal will display in this field. This indicates that you can add a proposal for the prospect. If you are not the primary active assigned staff for the pros pect, no link will display in this field, indicating you do not have access to add a proposal for the prospect. If the link is selected, you will be navigated to the Prospect Proposal Create page. ItemDescription/source information /n 129 Banner Advancement Self-Service User Guide |Advancement Officers Update Prospect Status If you are the Primary active assigned staff for a prospect, the value in the Status column is a hyperlink. When selected, you are navigate d to the Update Prospect Status page. This page allows you to view the current status and status history of the prospect. You also have the ability to update the status on this page as many times as necessary. The top section of the page provides inform ation on the prospect and spouse, including the current prospect status. The bottom section of the page displays the Prospect Status History information. The middle portion allows you to insert a new prospect status history record. There are two required fields: Status and From Date. Web page fields This page contains the following fields. Open Proposal InformationIf a prospect has any active Proposals, the name of each active proposal will be displayed in t he line (or lines) underneath the prospect™s main record. If you would like to view or modify the Proposal and associated Projects, select the desired proposal hyperlink and you will be positi oned on the Prospect Proposal Update page for the prospect and proposal in context. This means proposals that are inactive do not display on this page and you do not have access to update thes e proposals in Self-Service. Active indicator for the prop osal status code is checked. ItemDescription/source information Status The drop-down allows you to se lect the appropriate status for the prospect. From Date This is the date on which the new status became effective. Institutions have the option of defa ulting today™s da te into this field, as can be done for the sa me field on the AMAINFO form in Banner Advancement. This is controlled by the ‚Default current date as From Date on AMAINFO' parameter on the Miscellaneous Defaults tab of the AGACTRL form in Banner Advancement. ItemDescription/source information /n 130 Banner Advancement Self-Service User Guide |Advancement Officers User Configuration You have the option of changing the display order of the columns on the Manage My Prospects page. This can be accomplished by selecting the Preferences option from the Advancement Officer menu, then selecting the Manage My Prospects Preferences link. Web page fields This page contains the following fields. Authorized ByYour name will de fault in this field, for display purposes only. It is assumed that all status changes you are making are authorized by you.Once the Status and From Date fields are populated correctly, select the Update Status button. You will then see the list refreshed and see this latest status reflected in both the top and bottom portions of the page. You are free to insert another record if desired. The system will create the Status History record using the same logic called when this update is made in Banner Advancement through the AMAINFO form. This includes populating the From Date and To Date fields and calculating the Days value. To return to the Manage My Prospe cts page, select the Return to Manage My Prospects page. The browser back arrow is an option as well.ItemDescription/source information Description This field lists the various sections (headings) for the Manage My Prospects page. Display only. Sequence NumberThis field controls the display order of the columns. Sequence number 1 displays before Sequence number 2, etc. You can change the numbers to re-order the columns. DisplayThis field controls whether or not this column displays on your Manage My Prospects page. If you de-select the Display indicator for a section and save your changes by selecting the Update Preferences button, those fields will no longer display on the Manage My Prospects page. Update PreferencesClick this button when you want to save your changes. Reset All Fields Click this button to return the values to their last saved state. This is useful if you have started ma king modifications, haven™t yet saved and decide you want to cancel all of the non-saved modifications. ItemDescription/source information /n 131 Banner Advancement Self-Service User Guide |Advancement Officers Institutional Configuration This section addresses the institutional configuration options for the Manage My Prospects page via the ATVDOPP form in Ban ner Advancement. This section is intended for those who have access to this form in Banner Advancement. The ATVDOPP form can be accessed as follows in Banner Advancement: 1.Select the Advancement menu [ALUMNI] 2.Select the Advancement Se lf-Service menu [ALUWEB] 3.Select the Advancement Self-Service Validation menu [ALUWVAL] 4.Select the last option on this list Œ Ad vancement Officer Web Manage My Prospects Validation Form [ATVDOPP] The ATVDOPP form displays a record for each column supported for display on the Manage My Prospects Self-Service page. Th ese records are stored in the ATVDOPOP table and are provided as seed data. This form allows your institutio n to perform the following tasks: ŁShut-off the display of particular columns or change the display order in which these columns appear for the Advancement Officers in Self-Service. These changes must be made by the institution prior to the Advanc ement Officers accessing Self-Service. Once this is done, the profile, as defined at that point by the ATVDOPP form, is used to create the Manage My Prospects profile for all Advanc ement Officers in of Self-Service. From that point on, the Self-Service user can modify that defaulted profile in Self-Service to change the Sequence or Display values defau lted from INB to further configure which columns they do and do not want to see as well as change the display order of the columns. Changes made by the institution to the Sequence and Display fields in Banner Advancement after this point never update the Self-Service user™s profile. ŁChange the actual column titles of the co lumns on the Manage my Prospects page in Self-Service. These changes can only be done at the institution level using this form. These changes can be done at any time and will be reflected immediately in Self- Service for all Advancement Officers viewing those columns on the Manage My Prospects page. Any changes made on this form potentially impact the Manage My Prospects self-service page for all users (per timing consideratio ns noted above) as these change are being made at the institutional leve l. Therefore, the appropriate personnel should be given access to this form. The sort on this form is by sequence number, in ascending order. Note: The Record Delete option is not allowed on this form. If a column is not needed, simply un-check the Display indicator for that column. /n 132 Banner Advancement Self-Service User Guide |Advancement Officers Disabling the Update Prospect Status page If your institution does not want to provide a ccess to the Update Prospect Status page in Banner Advancement Self-Service, you can disable the page through Web Tailor. To disable the display of the page in Web Tailor: 1.Select the Web Tailor menu option. 2.Select the Web Menus and Procedures options. 3.Search for the bwdkmpro.P_View_ProsStat procedure. 4.Select the hyperlink for the procedure name. 5.Un-check the Enabled check box. 6.Save your changes. Once this procedure is followed, you will see th at the status continues to display on the Manage My Prospects page, however it is no longer a hyperlink. Refer to Web Tailor documentation for additional information. Update Prospect Proposals (bwdkmppr.P_Enter_Proposal) This functionality allows Advancement Officers to maintain proposals and projects in Self- Service. The Self-Service user™s relationship to the prospect, their proposals and projects dictates the level of access they have to maintaining this inform ation. This allows Development Officers to perform more of thei r work in Self-Service, thereby minimizing their reliance on Banner Advancement and requiring other personnel to enter this information for them. Add a Proposal for a Prospect The Manage My Prospects link on the Advancement Officer menu allows you to view summary information regarding prospects to whom you are the actively assigned staff (per the AMAINFO Staff tab, the active indicator is checked, and start and end dates make this assignment effective ‚today™). To add a proposal for a prospect: 1.From the Advancement Officer Menu select Manage My Prospects .2.Scroll through the list and locate the Prospect to which you wish to add a Proposal. 3.Select the Add a Proposal hyperlink in the Add a Proposal Column for the prospect. This hyperlink only displays if you have acce ss to add a proposal for that prospect (i.e. you are the active primary staff assigned to the prospect as of today). Otherwise, no text or hyperlink displays, indicating you do not have access to add a proposal for this prospect in Self-Service. 4.Add information in the Prospect Proposal Cr eate page and save your changes. This function is supported for both indi vidual and organizational prospects. /n 133 Banner Advancement Self-Service User Guide |Advancement Officers View/Modify an Existing Proposal for a ProspectIf a prospect on the Manage My Prospects page has active proposals, the name of each active proposal displays in the line (or lines) below the prospect™s main record with the label Open Proposals. The active proposal names are individual hyperlinks. To view or modify the proposal and associated projects, select the desired proposal hyperlink and the Prospect Proposal Update page for the prospect and proposal in context will display. This function is supported for both indi vidual and organizational prospects. *Active indicator for the prop osal status code is checked. Note: The Update Prospect Proposal function is only accessible for prospects for which you have a current active staff assignment or for which you are associated at the proposal or project level. However, the ability to perform an Advancement Of ficer search, find a prospect and view their Prospect Profiles is avail able. These profiles contain a Prospect Proposal section where this info rmation can be viewed. Note: Proposals that are inactive do not display on the Manage My Prospects page and the Advancement Officer does not have access to update these proposals in Self-Service. Recommended Best Practices The following best practices are recommended for the Prospect Proposals page: ŁIt is expected that anyone assigned as a staff on a proposal or a project (Additional staff tab) also has an active staff assignment for this prospect (Staff Assignment tab on AMAINFO). It does not have to be a primar y assignment. This prospect staff active assignment is required as it enables the user to view this prospect on the Manage My Prospects page. The expectation is that an yone assigned to a prospect would want to be involved in all of the proposals be ing presented to that prospect. Thus, the assignment should be reflected at both the prospect and proposal levels. ŁIt is expected that anyone identified as a Prospect Supervisor (per AGACTRL) would be making any necessary proposal and project updates in Banner Advancement, not Self- Service. **Active check box is checked and the start and end dates make the assignment active "today". Access Levels for Maintaining Proposa ls and Projects in Self-Service The chart below summarizes the levels of access that users have to the various components that make up Proposals and Projects . The first column lists the various types of associations (roles) the self-service user can have to the prospect and/or the prospect™s proposals, projects and additi onal staff, all of which are also maintained on the AMAPROP form in Banner Advancement. /n 134 Banner Advancement Self-Service User Guide |Advancement Officers If a self-service user has more than one of the roles listed below, they will have all of the access levels listed for all of their roles. For example, if an Advancement Officer is both the primary active staff assigned to the prospect and the staff assigned to a particular proposal for that prospect, they have the following access: ŁProposal Œ Insert (which includes View) ŁAssociated Projects Œ Insert and Modify ŁAssociated Additional Staff for t hose Projects Œ Insert and Delete However, if the Advancement Officer is not the staff assigned to the proposal, they would be able to view everything but will only be able to insert new propos als. They would not have any other access. Prospect Proposal CreateThis page allows you to insert a new proposal, which can contain one or more projects. Records can be insert one at a time. For each project you can identify any additional staff. The page has three main sections: ŁAdvancement Individual Information header ŁNew Proposal ŁNew Project To create a prospect proposal: 1.Enter the information for the Proposal 2.Enter the first project (if applicable) and the first Additional Staff assignment (if applicable). 3.Click Create Proposal to save these first records. RolesProposal Associated ProjectAssociated Additional Staff Primary active staff assigned to prospect Insert and ViewViewView Non-primary active staff assigned to prospect ViewViewView Staff assigned to the proposal ModifyInsert and ModifyInsert and Delete Primary staff assigned to the project ViewModifyInsert and Delete Non-primary staff assigned to the project ViewViewView /n 135 Banner Advancement Self-Service User Guide |Advancement Officers 4.When positioned on the Prospect Proposal Update page, a message displays at the top indicating that your Pr oposal information has been su ccessfully saved. If desired, use the Prospect Proposal Update page to add any further projects or Additional Staff information for this proposal, or insert a nother proposal. This page is discussed more later in this document. Advancement Individual Information HeaderThis is the standard section found at the top of many self-service pages about an advancement individual. It provides basic in formation about the person and their spouse, if applicable. This information is display only to help confirm you are positioned on the desired prospect™s record. New ProposalThe new proposal section is where you ca n enter the information pertaining to the proposal. The following fields appear on the page. ItemDescription/source information Proposal When adding a new proposal, this drop-down displays the description of the proposal codes from the Proposal Code validation table (from the ATVPROP form in Banner Advancement). Description values are sorted in ascending order. This field is protected from update once the initial record is added and saved. Required Status This drop-down displays valid Proposal Status codes from the ATVPRST form in Banner Advancement. This field can be modified after initial population. Since the Status code is not required, Self-Service will treat the proposal as one whose status is active if you do not select a Status code. This occurs in order to ensure the proposal displays in Self-Service if a Status is not selected. Only proposals that have an active status will display in Self-Service. If you do not want a proposal to display in Self- Service, you must exp licitly select a Status value whose Active check box is not checked on ATVPRST. Optional Status Date This is the date on which the status was added, updated or modified. By default, the current date displays in this field when adding a new record, however this value can be overridden. There is no validation on this date other than ensuring it is a valid date. This field can be modified after initial popu lation. Optional Create DateThis is the date on which the proposal was created. By default, the current date displays in this field when adding a new proposal, however the date can be overridden. There is no validation on this date other than to ensure it is a valid date. This field is grayed out and cannot be modified after the initial record is saved. Required /n 136 Banner Advancement Self-Service User Guide |Advancement Officers New ProjectThe New Project section is where you can add projects that you want to associate with a newly added proposal. The following fields appear on the page. Due DateThis is the date on which the proposal is due. There is no default for this field and there is no va lidation on this field other than ensuring it is a valid date. This field can be modified after initial population. Optional AmountThis field represents the amount of the proposal. The value entered in this field must be numeric and and supports two decimals. OptionalStaffThis field indicates the name of the staff assigned to the proposal. The user name of th e logged on user will aut omatically be added and will display in inquiry only be cause it is assu med the person adding the record is the person responsible for the proposal. This value cannot be modified in Self-Service. Required CommentThis is a large text field th at allows you to enter as many comments as necessary regarding the proposal. This field can be modified after initia l population. Optional ItemDescription/source information Project This drop-down provides a lis t of project/interest descriptions displayed on the ATVPROJ form in Banner Advancement. Values are sorted in ascending order. If the prospect has this project assigned to them in Banner Advancement on the AMAINFO form, an asterisk will display as the firs t character of the project name. This aims to help you understand which projects are associated with the prospect. Once this field is populated and the record is saved, you cannot modify the proj ect in Self-Service. If you select and save the wrong project, yo u will need to coordinate with someone to correct the code in Banner Advancement. If you select a project that is not associated with the prospect (per AMAINFO), when you are done with data entry and select Create Proposal , the page will refresh a nd you will see the message ‚Project not associated with the Prospect. Select the check box below to associate the project wit h the Prospect'. You will then see a new check box display in the Project Section to the left labeled Assign Project to Prospect . If you want this project associated with the prospect, select this check box and select Create Proposal again. If you do not want the project associated to the prospect (on AMAINFO in Banner Advancement), simply select Create Proposal again. Required ItemDescription/source information /n 137 Banner Advancement Self-Service User Guide |Advancement Officers Target Ask AmountIf populated, the value entered here must be numeric with no more than two decimals. This field can be modified after initial population. Optional Target Ask DateThis is the date on which the ask is scheduled. There is no default for this field and the only validation is to ensure the date entered is a valid date. This value can be mo dified after the initial entry is saved. Optional StatusThis is the status of the project. All Status values that are valid for projects display in this drop-down. Values in this drop-down sort in ascending order. This value can be modified after the initial entry is saved. Optional Status DateThis is the date on which the status was most recently updated. By default the current date appears in this field, however, the value can be overridden. The only validation on this field is to ensure the date entered is a valid date. Optional Giving VehicleThis is the gi ving vehicle associated with the project. Values in this drop-down sort in ascending order. This field can be modified after the initial insert is saved. This value can be modified after the initial entry is saved. Optional Effective from DateThis is th e date on which the project became effective. There is no default for this field. The only va lidation on this field is to ensure the date entered is a valid date. This value can be modified after the initial entry is saved. OptionalEffective to Date This is the date on which the project is no longer effective. The only validation on this field is to ensure the date entered is a valid date. This value can be modified after the initial entry is saved. Optional Comment This text field allows you to enter additional text that pertains to the project. This text can be modifi ed after the initial record insert is saved. Optional Additional Staff This drop-down displays the names of staff assigned to the prospect (per AMAINFO in Banner Advancement) that have an active assignment (active indica tor is checked and the effective dates make it effective today). The drop-down list is sorted by Last Name, First Name, Middle Name, in ascending order. This value can be modified after the initial entry is saved. Optional Primary This check box allows you to indicate if one of the Additional Staff is primary. There can be zero or one primary Additional Staff assignment. This value can be mo dified after the initial entry is saved. Optional ItemDescription/source information /n 138 Banner Advancement Self-Service User Guide |Advancement Officers Prospect Proposal UpdateThe Prospect Proposal page appears after you add a new proposal or when you select an open proposal link on the Manage My Prospects page. This page is very similar to the Prospect Proposal Creation page except that it is used to maintain proposals, projects and additional staff. OverviewThe information below assumes you have fu ll maintenance access for maintaining proposals and projects. If you do not, your view will be slig htly different and you may not see some of the lin ks discussed below. When you access this page a particular proposal will be in context. Th erefore, if you have access to modify the proposal information, yo u™ll notice that these fields are immediately available for update, as appropriate. Since there can be more than one project and you may want to either create a new project or modify an existing one, you will need to indi cate the desired action by taking one of the following actions: ŁSelect the name of an existing project to mo dify the project. If you select an existing project, the data entry fields will become available for edit and you can make any appropriate modifications, including Additional Staff information. ŁClick Create a New Project link (found in the Project section) to create a new project. If you select Create a New Project , a new blank project re cord will appea r above any existing projects and you can enter the desired project information. As noted earlier, the Create a New Proposal and Create a New Project hyperlinks only display and are active if you have access to perform these functions. Otherwise, this page will provide you with View only capabilities for th e data elements for wh ich you do not have access. When working with this page: ŁOnly active proposals display on this pa ge. Active proposals are those that have a status value with the Active indicator checked in the Prospect/Project Status Validation Code table (ATVPRST). ŁOnly active projects display on this page. Active projects are those that have a status value with the Active indicator checked in the Prospect/Project Status Validation Code table (ATVPRST). ŁA proposal can have an unlimited number of projects but no more than four projects can be active for a proposal at any time. This same constraint is required in Self-service at this time to be consistent with Banner Advancement. ŁA prospect can have multiple proposals wi th the same proposal code, per existing Banner Advancement standards. /n 139 Banner Advancement Self-Service User Guide |Advancement Officers Disabling the Prospect Proposal Create and Prospect Proposal Update pages If your institution does not want to provide access to the Prospect Proposal Create or Prospect Proposal Update pages, they can be disabled through Web Tailor by modifying the following procedures: ŁP_Enter_Proposal - Builds the page for both creates and updates. ŁP_Insert_Proposal - The procedure that processes the Create ŁP_Update_Proposal Œ The proced ure that processes the Update If your institution would like to disable the Prospect Proposal Creation page but have the Prospect Proposal Update page available, you should only update the P_Insert_Proposal procedure. To disable access to a procedure in self-service: 1.Select the Web Tailor menu option. 2.Select the Web Menus and Procedures option. 3.Search for the desired procedure (listed above). 4.Select the hyperlink for the procedure name (listed above). 5.Un-check the Enabled indicator. 6.Save your changes. Once this procedure is followed, you will see th at there are no longer any active links to the page(s). Add a Move (bwdkmove.P_Add_Move)The Add a Move page allows the user to add a move to a strategy plan for a prospect. This page is only available to IDs with a Moves Manager role. Use the following steps to access the page: 1.Select the Add a Move menu link. 2.Select a Name or enter an ID.3.Select the Go button or press Return. The page refreshes with the selected name/ID and the list of existing strategy assignments. If no strategy assignments exist, the page displays the message No Strategy Assignments exist for the selected ID. A new Name or ID can be selected. Note: Moves cannot be inserted without an existing assignment. 4.Select a strategy/project assi gnment from the pull-down list. 5.Use the fields in the lower part of the page to insert a new move record. /n 140 Banner Advancement Self-Service User Guide |Advancement Officers 6.Select the Submit Changes or Save and Exit button to update the appropriate fields on AMRPLAN. Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. ItemDescription Move Move Type Code Validation Table (ATVMOVE) pull-down menu ItemDescription/source information Name Prospect Pool Inquiry Form (AMAPOOL) pull-down list IDAdvancement Prospect Information Form (AMAINFO) Strategy/Project Assignment Prospect Strategy Plan Form (AMAPLAN) Strategy Prospect Strategy Plan Form (AMAPLAN) Project Prospect Strategy Plan Form (AMAPLAN) Start Date Prospect Strategy Plan Form (AMAPLAN) Moves Manager Prospect Strategy Plan Form (AMAPLAN) Move Prospect Strategy Plan Form (AMAPLAN) Wait Days Prospect Strategy Plan Form (AMAPLAN) Planned Date Prospect Strategy Plan Form (AMAPLAN) Contacts Prospect Strategy Plan Form (AMAPLAN) Move Move Type Code Validation Table (ATVMOVE) Comments Prospect Strategy Plan Form (AMAPLAN) ItemDescription MoveUpdates AMRPLAN /n 141 Banner Advancement Self-Service User Guide |Advancement Officers Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Update a Move (bwdkmove.P_Update_A_Move) The Update a Move page allows the user to update information related to a planned move or delete a Move record. The Update a Move page can be accessed from any Moves Management page where the moves detail is an active link. Note: This page is only available to IDs with a Moves Manager role. The top part of the page lists all existing Move records associated with a constituent™s move strategy. The lower part of the page displays details for the selected move. The page contains the following options: ŁSubmit Changes button - Saves changes on AMAPLAN, refreshes the detail displayed, and allows you to add a new move or make other changes. ŁSave and Exit button - Saves changes and exits the page. This option returns to the menu if Add a Move was selected, or Curr ent Moves if the update link was selected. ŁExit without Saving Changes button - Exits the page without saving changes or inserting new records. This opt ion returns to the menu if Add a Move was selected, or Current Moves if the up date link was selected. ŁReset Fields button - Resets all the details in the Move record. If you are updating, it resets the original values. If you are inserting, it clears all fields. ŁAdd a Move link - Calls the Add a Move page. Link ActionMove name Goes to the Update a Move page (bwdkmove.P_Update_A_Move) Add a Contact Goes to the Add a Contact page (bwdkpcnt.P_Enter_Contact) Contacts Exist Goes to the Move Contact Details page (bwdkmove.P_Move_Contact_Details) Menu name Menu URL Moves Management menu Bmenu.P_Dev_Off_Move_Mnu /n 142 Banner Advancement Self-Service User Guide |Advancement Officers ŁDelete this Move check box Œ If checked when the Submit Changes or Save and Exit option is selected, removes th e current Move record and returns to the calling page. This option is displayed only when the delete option is turned on via the Banner Advancement Self-Service Rules page in Banner Web Tailor, and for IDs with a Move Manager role. ŁSchedule Dates check box Œ If checked when the Submit Changes or Save and Exit option is selected, reviews the wait days detail for each Move record and updates the Planned Date detail accordingly. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Links to other Web pages This page contains the following links to other Web pages. ItemDescription/source information All itemsProspect Strategy Plan Form (AMAPLAN) ItemDescription Update Updates AMRPLAN Link ActionMove name Goes to the Update a Move page (bwdkmove.P_Update_A_Move) Add a Contact Goes to the Add a Contact page (bwdkpcnt.P_Enter_Contact) Contacts Exist Goes to the Move Contact Details page (bwdkmove.P_Move_Contact_Details) Add a Move Add a Move page (bwdkmove.P_Add_Move) /n 143 Banner Advancement Self-Service User Guide |Advancement Officers Current Moves (bwdkmove.P_Current_Moves)The Current Moves page displays all current moves for a prospect. The selected ID must be a prospect and must have a strategy. If the ID selected is not a prospect, the page displays a message, The selected ID is not a prospect , and returns to the selection ID secti on of the page. If the ID selected is a prospect but doesn™t have a plan, the page displays a message, No Strategy Assignments exist for the selected ID , and returns to the selection ID section of the page. The Move field links to the Move record. This link is only active if the advancement officer has the Moves Manager role assigned in Banner Web Tailor. Select this link to open the Update a Move page. The detail of the selected move is returned in edit mode. The user can then make needed changes and save. This updates the appropriate fields on AMRPLAN.Two Contacts options are available from this page: ŁIf a contact is associated with the Move record, the Contacts link displays Contacts exist. Select this link to open the Move Co ntacts Details page. This page displays details for the move and rela ted contact details. ŁIf a contact is not associated with the Move record, the Contacts link displays Add a Contact. Select this link to open the Add a Contact page. The Move record details default as appropriate and the user can add and save the related contact details. Completing this action updates the move as complete and changes the link to Contacts exist. The Add a Contact link is only active if the advancement officer has the Moves Manager role assigned in Banner Web Tailor. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/source information Name Prospect Pool Inquiry Form (AMAPOOL) pull-down list IDAdvancement Prospect Information Form (AMAINFO) Strategy Prospect Strategy Plan Form (AMAPLAN) Project Prospect Strategy Plan Form (AMAPLAN) Start Date Prospect Strategy Plan Form (AMAPLAN) Moves Manager Prospect Strategy Plan Form (AMAPLAN) Move Prospect Strategy Plan Form (AMAPLAN) /n 144 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Move Contact Details (bwdkmove.P_Move_Contacts) The Move Contact Details page displays bas ic move information and contact details associated with the move. The Prospect Profile displays contact records based on the settings on the Advancement Self-Service Rules in Banner Web Tailor. Several Moves Management pages display the Contacts exist link. Select this link to open the Move Contact Details page. Wait DaysProspect Strategy Plan Form (AMAPLAN) Planned DateProspect Strategy Plan Form (AMAPLAN) ContactsProspect Contact Form (AMACONT) CommentsProspect Strategy Plan Form (AMAPLAN) Link ActionMove name Goes to the Update a Move page (bwdkmove.P_Update_A_Move) Add a Contact Goes to the Add a Contact page (bwdkpcnt.P_Enter_Contact) Contacts Exist Goes to the Move Contact Details page (bwdkmove.P_Move_Contact_Details) Add a Move Add a Move page (bwdkmove.P_Add_Move) Menu name Menu URL Moves Management menu Bmenu.P_Dev_Off_Move_Mnu ItemDescription/source information /n 145 Banner Advancement Self-Service User Guide |Advancement Officers Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. ItemDescription ItemDescription/source information Move Prospect Strategy Plan Form (AMAPLAN) Planned Date Prospect Strategy Plan Form (AMAPLAN) Strategy Prospect Strategy Plan Form (AMAPLAN) Project Prospect Strategy Plan Form (AMAPLAN) Moves Manager Prospect Strategy Plan Form (AMAPLAN) Contact Prospect Contacts Form (AMACONT) Contact Date Prospect Contacts Form (AMACONT) Project Prospect Contacts Form (AMACONT) Ask Amount Prospect Contacts Form (AMACONT) Originator Prospect Contacts Form (AMACONT) DescriptionProspect Contacts Form (AMACONT) Call Report Prospect Contacts Form (AMACONT) Action Date Prospect Contacts Form (AMACONT) Assignee Prospect Contacts Form (AMACONT) Action Prospect Contacts Form (AMACONT) /n 146 Banner Advancement Self-Service User Guide |Advancement Officers Links to other Web pages This page contains the following links to other Web pages. Planned Moves by Date (bwdkmove.P_Moves_By_Date)The Planned Moves by Date page displays moves for the advancement officer to perform for a selected date. If no moves exist for the date, the following message is displayed: No Moves for the Date selected . Links are provided to select the next day or previous day. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Link ActionMove name Goes to the Update a Move page (bwdkmove.P_Update_A_Move) ItemDescription/source information Select a Date Enter a date in format described. Name Prospect Pool Inquiry Form (AMAPOOL) Move Prospect Strategy Plan Form (AMAPLAN) Strategy Prospect Strategy Plan Form (AMAPLAN) Project Prospect Strategy Plan Form (AMAPLAN) Contacts Prospect Contacts Form (AMACONT) /n 147 Banner Advancement Self-Service User Guide |Advancement Officers Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Moves by Constituent (bwdkmove.P_Moves_By_Constituent)The Moves by Constituent page displays a ll moves and associated contacts and/or unplanned contacts for a specific advancement individual or advancement organization. The page includes anything recorded, regardless of interest, campaign, or person responsible for completing the move. If no moves exist for the selected ID, the page displays the following message: No Moves for the ID selected .A General Profile Preferences setting determi nes how much information is displayed in the header of the Moves by Constituent page. You can display the ID and name only, or you can display expanded header information. Moves can be sorted by: ŁStrategy (alphabetical) ŁProject (alphabetical) ŁStart date (default; newest to oldest) ŁMoves manager (by moves manager Link ActionName Goes to the Prospect Short Profile page (bwdkpprf.P_Short_Profile) Move name Goes to the Update a Move page (bwdkmove.P_Update_A_Move) Add a Contact Goes to the Add a Contact page (bwdkpcnt.P_Enter_Contact) Menu name Menu URL Moves Management menu Bmenu.P_Dev_Off_Move_Mnu /n 148 Banner Advancement Self-Service User Guide |Advancement Officers Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. ItemDescription/source information Name Prospect Pool Inquiry Form (AMAPOOL) pull-down list IDAdvancement Prospect Information Form (AMAINFO) Sort By Strategy Project Start Date Moves Manager Strategy Prospect Strategy Plan Form (AMAPLAN) Project Prospect Strategy Plan Form (AMAPLAN) Start Date Prospect Strategy Plan Form (AMAPLAN) Moves Manager Prospect Strategy Plan Form (AMAPLAN) Move Prospect Strategy Plan Form (AMAPLAN) Wait Days Prospect Strategy Plan Form (AMAPLAN) Planned Date Prospect Strategy Plan Form (AMAPLAN) Contacts Prospect Contact Form (AMACONT) Comments Prospect Strategy Plan Form (AMAPLAN) Link ActionMove name Goes to the Update a Move page (bwdkmove.P_Update_A_Move) Add a Contact Goes to the Add a Contact page (bwdkpcnt.P_Enter_Contact) /n 149 Banner Advancement Self-Service User Guide |Advancement Officers Web menus with links to this page The following menus contai n links to this page. Moves Search (bwdkmove.P_Search_Move)The Moves Search page collects the parameters necessary to search for a se t of moves. The query can be sorted by constituent, da te, project, or geographic region. If no moves exist for the date range selected, the page displays the message: No Moves for the date range selected .Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Contacts ExistGoes to the Move Contact Details page (bwdkmove.P_Move_Contact_Details) Add a MoveAdd a Move page (bwdkmove.P_Add_Move) Menu name Menu URL Moves Management menu Bmenu.P_Dev_Off_Move_Mnu ItemDescription/source information From Starting date for search range. The current date is the default. To Ending date for search range. The current date is the default. Sort By Constituent Name Planned Date Project Preferred Geographic Region Link Action/n 150 Banner Advancement Self-Service User Guide |Advancement Officers Web menus with links to this page The following menus contai n links to this page. Moves Search (Results) (bwdkmove.P_Moves_Search_Results) The Moves Search Results page displays the moves found for the parameters entered on the Moves Search page. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Menu name Menu URL Moves Management menu Bmenu.P_Dev_Off_Move_Mnu ItemDescription/source information Move Prospect Strategy Plan Form (AMAPLAN) Strategy Prospect Strategy Plan Form (AMAPLAN) Project Prospect Strategy Plan Form (AMAPLAN) Contacts Prospect Contacts Form (AMACONT) Wait Days Prospect Strategy Plan Form (AMAPLAN) Planned Date Prospect Strategy Plan Form (AMAPLAN) Comments Prospect Strategy Plan Form (AMAPLAN) Preferred Geographic Regions Geographic Regions by ID Form (SOAIGEO) /n 151 Banner Advancement Self-Service User Guide |Advancement Officers Passed Planned Moves Exist (bwdkmove.P_DispNotify)The Passed Planned Moves Exist message is di splayed on self-service menus to indicate that passed planned moves for a specific advan cement officer (based on login ID) exist. These moves have a planned date before the current date are not yet marked as completed.Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Passed Planned Moves (bwdkmove.P_Passed_Planned_Moves)The Passed Planned Moves page lists all moves that have planned dates earlier than the current date and do not have contacts indi cating the move is complete. The moves are sorted from oldest passed date to newest passed date. The user can update the move, cancel the move, or go to the Add a Contact page to mark the move complete. Updating a Move1.Select the Move name to display the Update a Move page. 2.Update the move data ( Wait Days, Planned Date, and/or Comment ).3.Select the Submit Changes button. Canceling a Move 1.Select the Move name to display the Update a Move page. 2.Select the Delete this Move check box. 3.Select the Submit Changes button. /n 152 Banner Advancement Self-Service User Guide |Advancement Officers Marking a Move Complete1.Select the Move name to display the Update a Move page. 2.Select the Add a Contact link for the selected move. The Add a Contact page is displayed. 3.Select Complete in the Action Status check box. 4.Select the Submit Contact button.Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. ItemDescription/source information Planned Date Prospect Strategy Plan Form (AMAPLAN) Name Advancement Identification Form (APAIDEN) Move Prospect Strategy Plan Form (AMAPLAN) Strategy Prospect Strategy Plan Form (AMAPLAN) Project Prospect Strategy Plan Form (AMAPLAN) Link ActionMove name Goes to the Update a Move page (bwdkmove.P_Update_A_Move) Add a Contact Goes to the Add a Contact page (bwdkpcnt.P_Enter_Contact) /n 153 Banner Advancement Self-Service User Guide |Advancement Officers Save the Move (bwdkmove.P_Save_The_Move)The Save the Move page confirms the move updates were saved. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page updates Banner as follows. View Contacts (bwdkpcnt.P_View_Contact) The View Contacts page displays all existing contact records for a selected Name or ID. The pull-down list of assigned prospect name s is based on the login ID of the user. Note: If the ID and Name fields are blank on the Enterprise Access Controls Form (GOAEACC), then the drop-do wn list for the contacts is blank for that user. Contact records are displayed in contact date order, from newest to oldest. Move information is displayed, if it exists. If no contacts exist for the ID, the following message is displayed: No contact records exist for the ID. Setup requirements This page has no setup requirements. ItemDescription MoveUpdates AMRPLAN /n 154 Banner Advancement Self-Service User Guide |Advancement Officers Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Web menus with links to this page The following menus contai n links to this page. ItemDescription/source information Name Prospect Pool Inquiry Form (AMAPOOL) IDAdvancement Identifica tion Form (APAIDEN) Contact Prospect Contacts Form (AMACONT) Contact Date Prospect Contacts Form (AMACONT) Project Prospect Contacts Form (AMACONT) Ask Amount Prospect Contacts Form (AMACONT) Originator Prospect Contacts Form (AMACONT) DescriptionProspect Contacts Form (AMACONT) Call Report Prospect Contacts Form (AMACONT) Action Date Prospect Contacts Form (AMACONT) Assignee Prospect Contacts Form (AMACONT) Action Prospect Contacts Form (AMACONT) Menu name Menu URL Advancement Officers menu bmenu.P_Dev_Off_Mnu /n 155 Banner Advancement Self-Service User Guide |Advancement Officers Add a Contact (bwdkpcnt.P_Enter_Contact) The Add a Contact page allows an advancement officer to enter a contact. This page can be accessed directly from the Advancement Of ficers menu or from links on several search results and Moves Management pages. There are three types of contacts: ŁA general contact can be associated with a prospect or nonprospect. ŁA proposal contact is associated with a specific proposal for a prospect. ŁA non-proposal contact is associated with a prospect but not with a specific proposal. A General Profile Preferences setting determi nes how much information is displayed in the header of the Add a Contact page. You can display the ID and name only, or you can display expanded header information. Note: When an officer clicks Add a Contact and subsequently completes entry of the contact information, t he officer will be positioned back on the page where they selected Add a Contact .Adding a Contact for a Cons tituent With Prospects 1.Select the Add a Contact link on the Advancement Officers menu, search results page, or Moves Management page. The Add a Contact page is displayed. 2.Select a Name, or enter an ID.3.Select the Go button or press Return. If the cons tituent has prospects, the page is redisplayed with three radio buttons for se lecting the type of contact to be added. 4.Select a radio button ( General Contact , Proposal Contact , or Non-Proposal Contact ).5.Select the Go button. 6.To enter a general contact: 6.1. Enter contact information. The Originator , Contact Date , Contact Type , and Contact Description are required. 6.2. Select the Submit Contact button.7.To enter a proposal contact: 7.1. Select a Proposal from the pull-down list. (A sequence number distinguishes multiple proposals with the same proposal code.) 7.2. Select the Go button. 7.3. Enter contact information. The Originator , Contact Date , Project 1, Contact Type , and Contact Description are required. 7.4. Select the Submit Contact button./n 156 Banner Advancement Self-Service User Guide |Advancement Officers 8.To enter a non-proposal contact: 8.1. Enter contact information. The Originator , Contact Date , Project 1, Contact Type , and Contact Description are required. 8.2. Select the Submit Contact button.Adding a Contact for a Consti tuent With No Prospects 1.Select the Add a Contact link on the Advancement Officers menu, search results page, or Moves Management page. The Add a Contact page is displayed. 2.Select a Name, or enter an ID.3.Select the Go button or press Return. If the consti tuent has no prospects, the page is redisplayed with general contact details for data entry. 4.Enter general contact information. The Originator , Contact Date , Contact Type , and Contact Description are required. 5.Select the Submit Contact button.General contacts can be viewed on the Contact Form (APACONT). Both prospect and general contacts can be viewed on the Prospect Contacts Form (AMACONT). Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. ItemDescription Solicitor Contact Code Validation Form (ATVSCNT) Select the Web Indicator check box for each contact type code you want to be available on the Web. ItemDescription/source information Name Prospect Pool Inquiry Form (AMAPOOL) IDAdvancement Identifica tion Form (APAIDEN) Originator User Identification Control Form (GUAIDEN) pull-down list. The default value is the user ID of the person adding the contact. Proposal Prospect Proposal Form (AMAPROP) pull-down menu Contact Date Specified date when contact was made /n 157 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page updates Banner as follows. Web menus with links to this page The following menus contai n links to this page. Project 1-4 Project/Interest Code Vali dation Form (ATVPROJ) pull-down list Ask AmountSpecifies amount solicited Contact TypeSolicitor Contact Code Va lidation Form (ATVSCNT) pull-down list Contact DescriptionDescribes the contact Call ReportSpecifies additional contact details Move CodeMove Type Code Validation Form (ATVMOVE) pull-down list AssigneeUser Identification Control Form (GUAIDEN) pull-down list. The default value is the user ID of the person adding the contact. ActionDescribes action taken Action DateSpecifies date action was taken ConfidentialIf checked, indicates the contact is confidential. Action StatusSelect CompleteHold PendingItemDescription Contact/Action Updates AMRPRIN and AMRCONT General MessagesUpdates GURTKLR Menu name Menu URL Advancement Officers menu bmenu.P_Dev_Off_Mnu Moves Management menu P_Dev_Off_Move_Mnu ItemDescription/source information /n 158 Banner Advancement Self-Service User Guide |Advancement Officers Population Selection Search (bwdkpsrc.P_Pop_Sel_Select) The Population Selection Search page allows the user to search for the results of an existing Banner population selection record. The values entered in this search must be an exact match for results to be displayed. If the displayed record has move s detail, you can view it by selecting the Moves link to open the Moves by Constituent page (bwdkm ove.P_Moves_By_Constit uent). The ID from the search results list where the link was selected is carried forward. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. ItemDescription/source information Application Population Selection Extract Inquiry (GLIEXTR) Selection IDPopulation Selection Extract Inquiry (GLIEXTR) Creator Population Selection Extract Inquiry (GLIEXTR) UserPopulation Selection Extract Inquiry (GLIEXTR) Records to Include People Organizations Records per page 1, 2, 3, 4, 5, 6,7 8, 9, 10 ItemDescription MoveUpdates AOBSTMP/n 159 Banner Advancement Self-Service User Guide |Advancement Officers Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Population Select Search Results (bwdkpsrc.P_Pop_Sel_IDs) The Population Selection Search Results page displays details for the records included in the population selection entered. Also includ ed are active links to existing information for the associated record. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Link ActionStart Another SearchGoes to the Advancement Officer Searches menu (bwdksrch.P_Display_Custom_Searchs) Menu name Menu URL Advancement Officers Searchbwdksrch.P_Display_Custom_Searches ItemDescription/source information The following fields are displayed for an advancement individual contact: IDAdvancement Identifica tion Form (APAIDEN) NameAdvancement Identification Form (APAIDEN) ClassAdvancement Individual In formation Form (APACONS) CategoryAdvancement Individual Information Form (APACONS) CollegeAdvancement Individual Information Form (APACONS) /n 160 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. ConfidentialAdvancement Identification Form (APAIDEN) DeceasedAdvancement Identification Form (APAIDEN) The following fields are displayed for an advancement individual contact™s spouse: IDAdvancement Individual In formation Form (APACONS) NameAdvancement Individual In formation Form (APACONS) ClassAdvancement Individual In formation Form (APACONS) CategoryAdvancement Individual Information Form (APACONS) CollegeAdvancement Individual Information Form (APACONS) ConfidentialAdvancement Identification Form (APAIDEN) DeceasedAdvancement Identification Form (APAIDEN) The following fields are displayed for an advancement organization contact: IDAdvancement Identifica tion Form (APAIDEN) NameAdvancement Identification Form (APAIDEN) ClassNA CategoryAdvancement Organiza tion Header Form (AOAORGN) CollegeNA ConfidentialNA DeceasedNA The following fields are displayed for an advanc ement organization contact™s parent company: IDAdvancement Organization Header Form (AOAORGN) NameAdvancement Organization Header Form (AOAORGN) ClassNA CategoryAdvancement Organiza tion Header Form (AOAORGN) CollegeNA ConfidentialNA DeceasedNA ItemDescription/source information /n 161 Banner Advancement Self-Service User Guide |Advancement Officers Links to other Web pages This page contains the following links to other Web pages. Custom Search (bwdksrch.P_Search_Select)The Custom Search page allows a user to search for existing Banner records based on several search options. Banner Advancement Se lf-Service is delivered with four searches. The delivered searches can be modified. In addition, advancement officers can create their own custom searches. The same package (bwdksrch.P_Search_Select) is used to display all of the pages for entering search criteria. The package dynamica lly displays the page title and relevant items for the requested search. For example, for an ID number search, only the Identification Number search criteria is displayed, whereas for an individual or organization constituent search, all search cr iteria items are displayed. Similarly, for a custom search, those search criteria specified by the user are displayed in the order defined by the user. Advancement officers can search for all advancement individuals and advancement organizations that have a specific institution code (in addition to other search options). A fihome institutionfl can be defined to include mult iple institution codes. To do this, you must add a record to GTVSDAX for each institution yo u want to include in the fihome institution.fl fiHome Institutionfl on page21 for more details on using a fihome institution.fl Link ActionShort Constituent Goes to the Constituent Short Profile page (bwdkcprf.P_Short_Profile) Long Constituent Goes to the Constituent Long Profile page (bwdkcprf.P_Long_Profile) Short Prospect Goes to the Prospect Short Profile page (bwdkpprf.P_Short_Profile) Long Prospect Goes to the Prospect Long Profile page (bwdkcprf.P_Long_Profile) Alternate_Names/IDsGoes to the Alternate Names and IDs page (bwdkpsrc.P_Alternate_Names) Giving History Goes to the Giving History page (bwdkghis.P_View_Gifts) Add a Contact Goes to the Add a Contact page (bwdkpcnt.P_Enter_Contact) Moves Detail Goes to the Moves by Constituent page (bwdkmove.P_Moves_By_Constituent) /n 162 Banner Advancement Self-Service User Guide |Advancement Officers Delivered Searches The following predefined searches are delivered in Banner Advancement Self-Service. You can modify the delivered searches. Custom SearchesAn advancement officer can define custom search es that include any of the search criteria on the Individual or Organization Constitu ent Search page. The advancement officer can create a title for each cust om search. This title is displayed on his/her Advancement Officers Searches menu. For example, if you create a custom search called fiClass Year and Giving,fl that title is displayed on the menu. Custom searches are not displayed on other users™ menus. Household Giving History An advancement officer can search for donors whose credit falls within a certain range. Depending on settings in Banner Web Tailor, the search can be performed for the donor™s credit or for the combined total of the donor™s credit and the spouse™s credit. To improve performance, household (donor plus spouse) to tals are calculated in advance and stored in the AGTOGIV temporary table. It is recommended that you run the p_process_gift_data procedure daily to calculate the giving totals and store them in AGTOGIV. Delivered Search Title Search Fields Included ID Number Search Identification Number Individual or Organization Constituent SearchAll search fields Name Search Sounds Like Name Search First Name Middle NameLast Name Prefix Last Name Prospect Search Geographic Region Geographic Region Division Prospect Status Prospect Rating Project or Interest Staff ID Number Staff Identification Code /n 163 Banner Advancement Self-Service User Guide |Advancement Officers Performing a Custom Search1.Access the Secure Area and navigate to the Advancement Officers menu (twbkwbis.P_GenMenu). 2.Select the Advancement Officer Searches link. The Advancement Officer Searches menu (b wdksrch.P_Display_Custom_Searchs) is displayed. 3.Select the search you want to perform from the menu. Note: An advancement officer can see on ly the delivered searches and the ones he/she created. 4.Enter desired values for the search criteria. All the search criteria fields are optional. To select several contiguous items, select the first one, hold down the Shift key, and then se lect the last one. To select multiple, non-contiguous items, select the first one, hold down the Ctrl key, and then select each desired item. Both methods can be used in the same pull-down menu. 5.Select the Go Find It button. Records that meet the search criteria are displayed on the Search Results page (bwd ksrch.P_Execute_Custom_Search). Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/source information Depending on the specific search being performe d, the Custom Search page displays fields from the following list. The actual sequence of th e fields depends on the order defined when the advancement officer created the custom search. Sounds Like Name SearchCheck box that specifies whether you want to perform a Soundex search. If checked, the search returns all names th at resemble or sound like the query entered. If cleared, the search only returns names that match exactly. First Name First name of the advancem ent individual you want to find. Middle Name Middle name of the advancement individual you want to find. Last Name Prefix Last name prefix of the advancement individual you want to find. Last Name Last name of the advancement individual or full name of the advancement organization. /n 164 Banner Advancement Self-Service User Guide |Advancement Officers State State(s) to include in the search criteria. The values displayed in the pull-down list are All States and the states defined on the State/Province Code Validation Form (STVSTAT). ZIP or Postal Code FromFirst ZIP or postal code in the range to be searched. ZIP or Postal Code ToLast ZIP or postal code in the range to be searched. NationNation(s) to include in the sear ch criteria. The values displayed in the pull-down list are All Nations and the nations defined on the Nation Code Validation Form (STVNATN). Geographic RegionGeographic region(s) to incl ude in the search cr iteria. The values displayed in the pull-down list are All Regions and the regions defined on the Geographic Region Rules Form (SOAGEOR). Geographic Region Division Geographic region division(s) to include in the search criteria. The values displayed in the pull-down list are All Region Divisions and the region division defined on the Geographic Region Rules Form (SOAGEOR) and the Geographic Region Division Validation Form (STVGEOD). Degree Year, College, and Major Combinations of a specific degree year, college, and major. You can search for up to three different combinations. Valid values displayed in the pull-down lists are: ŁFor Degree Year, All Years and the years defined on the Academic Year Validation Form (STVACYR) ŁFor College, All Colleges and the colleges defined on the College Code Validati on Form (STVCOLL) ŁFor Major, All Majors and the majors defined on the Major, Minor, Concentration Code Validation Form (STVMAJR) Degree InstitutionInstitution(s) to includ e in the search criteria. Valid values displayed in the pull-down list are: ŁAll Institutions ŁIf applicable, the title that identi fies the fihome institutionfl that includes multiple institution codes. Rules on the Crosswalk Validation Form (GTVSDAX) identify the institutions that are part of the fihome institution.fl See fiHome Institutionfl on page21 for more information. ŁThe institutions defined on the Source/Background Institution Code Validation Form (S TVSBGI) for which the Type is C.Preferred Class YearPreferred class year(s) to include in the search criteria. The values displayed in the pull-down list are All Years and the years listed on the APBCONS table. Preferred CollegePreferred college(s) to incl ude in the search criteria. The values displayed in the pull-down list are All Colleges and the values for the Colleges field on the APACONS table. (These values come from the STVCOLL table.) ItemDescription/source information /n 165 Banner Advancement Self-Service User Guide |Advancement Officers Donor Category Donor category(s) to include in the search criteria. The values displayed in the pull-down list are All Categories and the categories defined on the Donor Category Code Validation Form (ATVDONR). Job CategoryJob category(s) to include in the search criteria. The values displayed in the pull-down list are All Categories and the categories defined on the Job Category Code Validation Form (ATVJOBC). Income CodeIncome code(s) to include in the search criteria. The values displayed in the pull-down list are All Income Codes and the codes defined on the Income Code Validation Form (ATVINCM). Last Process Run Date (untitled)Message indicating the last run date of the agkgrpt.p_process_gift_data process, which populates the Combined Lifetime Giving for a Spouse Pair Table (AGTOGIV) containing the details that are stored by the process. This indicates how current the da ta is that will be searched. Donor (and Spouse) Hard Credit From / To Low and high monetary amounts (in whole values) for the hard credit range on which you want to search. This option allows you to search for people and organizations whose hard credit giving fits within a range of amounts. A rule on the Advancement Self-Service Rules page (bwakwrul.P_ModifyPgWebRules ) specifies whether spouse records are included in the calculation: ŁIf spouse records are included, the label of this field is Donor and Spouse Hard Credit . Banner Advancement Self-Service includes hard credit for both the donor and spouse when searching. ŁIf spouse records are not included, the label of this field is Donor Hard Credit . Banner Advancement Self-Service includes hard credit for the donor only when searching. When the system searches for ma tching records, it includes any soft credit in the calculations to determine who meets the search criteria.ItemDescription/source information /n 166 Banner Advancement Self-Service User Guide |Advancement Officers Donor (and Spouse) Soft Credit From / To Low and high monetary amounts (in whole values) for the soft credit range on which you want to search. This option allows you to search for people and organizations whose soft credit giving fits within a range of amounts. A rule on the Advancement Self-Service Rules page (bwakwrul.P_ModifyPgWebRules ) specifies whether spouse records are included in the calculation: ŁIf spouse records are included, the label of this field is Donor and Spouse Soft Credit . Banner Advancement Self-Service includes soft credit for both the donor and spouse when searching. ŁIf spouse records are not included, the label of this field is Donor Soft Credit . Banner Advancement Self-Service includes soft credit for the donor only when searching. When the system searches for ma tching records, it includes any gifts, pledge payments, soft credit ID, or hard credit in the calculations to determine who meets the search criteria. Donor (and Spouse) Overall Credit From / To Low and high monetary amounts (in whole values) for the overall credit range on which you want to search. This option allows you to search for people and organiza tions whose overall credit giving fits within a range of amounts. A rule on the Advancement Self-Service Rules page (bwakwrul.P_ModifyPgWebRules ) specifies whether spouse records are included in the calculation: ŁIf spouse records are included, the label of this field is Donor and Spouse Overall Credit . Banner Advancement Self-Service includes overall credit for both the donor and spouse when searching. ŁIf spouse records are not included, the label of this field is Donor Overall Credit . Banner Advancement Self-Service includes overall credit for the donor only when searching. When the system searches for ma tching records, it includes any gifts, pledge payments, or hard credit in the calculations to determine who meets the search criteria. Activity Type and CategoryActivity type and category combinat ions to include in the search criteria. You can select up to three different combinations. The individuals and organizations found by the search have the selected combinations on the Activities Form (APAACTY). Valid values displayed in the pull-down list are: ŁFor Activity Type, All Types and the activity types defined on the Activity Type Validation Form (STVACTP) ŁFor Activity Category, All Activities and the activity categories defined on the Student Activity Code Validation Form (STVACTC) ItemDescription/source information /n 167 Banner Advancement Self-Service User Guide |Advancement Officers Activity Code Activity code(s) to include in the search criteria. The values displayed in the pull-down list are All Activities and the activity codes defined on the Student Activity Code Validation Form (STVACTC). Variable Purpose CodeVariable purpose code(s) to include in the search criteria. The values displayed in the pull-down list are All Variable Purposes and the codes defined on the Variable Purpose Validation Form (ATVVIPC). Special Purpose Type and CodeCombinations of special purpose type and special purpose code to include in the search criteria . The values displayed in the pull- down lists are All Special Types and codes defined on the Special Purpose Type Validation Form (ATVPRTP) and Special Purpose Code Validation Form (ATVPRCD). Prospect StatusProspect status(es) to incl ude in the search criteria. The values displayed in the pull-down list are All Statuses and the statuses defined on the Pros pect Status Validation Form (ATVPRST). Prospect RatingProspect rating(s) to inclu de in the search cr iteria. The values displayed in the pull-down list are All Ratings and the ratings defined on the Prospect Rating Code Validation Form (ATVRATE). Project or InterestProject(s) or interest(s) to include in the search criteria. The values displayed in the pull-down list are All Projects and the ratings defined on the Project/Interest Code Validation Form (ATVPROJ). Staff ID NumberStaff member name where the prospect staff assignment has been made using the staff Banner ID to include in the search criteria. The values displayed in the pull-down list are All Staff and the staff in the AMRSTAF table (AMRSTAF_STAFF_PIDM). Staff Identification CodeStaff member name where the prospect staff assignment has been made using the staff initials to include in the search criteria. The values displayed in the pull-down list are All Staff and the staff in the AMRSTAF table (AMRSTAF_IDEN_CODE). Membership CodeMembership(s) to includ e in the search criteria. The values displayed in the pull-down list are All Memberships and the values set up in the AABMSHP table (AABMSHP_MEMBERSHIP). Membership TypeMembership type(s) to include in the search criteria. The values displayed in the pull-down list are All Types and the values set up in the ATVAMTP table. Organizational Status Status of the organizational records to include in the search. All Statuses , Active, or Inactive .ItemDescription/source information /n 168 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Buttons/icons on this page This page contains the following buttons/icons. Web menus with links to this page The following menus contai n links to this page. Records to Include Type of records to include in the search: All, People , or Organizations .Number of records per page Number of records to be displayed on a page in the search results. Valid values are 1 to 99.Link ActionStart Another SearchGoes to the Ad vancement Officers Searches menu (bwdksrch.P_Display_Custom_Searchs) Button/icon ActionGo Find It! Goes to the Search Results page (bwdksrch.P_Execute_Custom_Search) Reset All Fields Redisplays the page with default settings. Menu name Menu URL Advancement Officers Searches bwdksrch.P_Display_Custom_Searchs ItemDescription/source information /n 169 Banner Advancement Self-Service User Guide |Advancement Officers Search Results (bwdksrch.P_Execute_Custom_Search) The Search Results page displays the results of a custom search (but not a Population Selection Search). The title of this page is dynamic, displaying the title of the selected search followed by the word fiResults.fl For example, if you perform an ID number search, the page title is ID Number Search Results ; if you perform a custom search titled fiClass Year and Givingfl, the page title is Class Year and Giving Results .Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/source information The following fields are displayed in the Contact column. Depending on whether the constituent is an individual or organization, the fields are also displayed in the Spouse/Parent Company column.IDID of the individual or organization. The value comes from the Advancement Identifica tion Form (APAIDEN). NameName of the individual or organization. The name includes the prefix and/or suffix, if one exists. The value comes from the Advancement Identifica tion Form (APAIDEN). ClassPreferred class of the individual. The value comes from the Advancement Individual Info rmation Form (APACONS) Category Category of the individual. The value comes from the Advancement Individual Info rmation Form (APACONS). College Name of the preferred college associated with the individual. The value comes from the Advancement Individual Information Form (APACONS). Confidential Indicates whether the record is confidential. The value comes from the Advancement Identification Form (APAIDEN). Deceased Indicates whether the individual is deceased. This field does not display for organizations. For organizations, the organizational status field displays. The valu e comes from the Advancement Identification Form (APAIDEN) Organizational StatusIndicates whether the organization is active or inactive. For individuals, the deceased field displays. The value comes from the Advancement Identification Form (APAIDEN). /n 170 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Create a New Custom Search (bwdksrch.P_Input_Custom_Search)The Create a New Custom Search page is used to create a new custom search. Once the search header is created on this page and de tails are defined on the Update a Custom Search page (bwdksrch.P_Get_Custom_Search), the Advancement Officers Searches menu (bwdksrch.P_Display_Custom_Searches ) displays a link to the search. An advancement officer can have any number of custom, personalized searches. Creating a Custom Search1.Access the Secure Area and navigate to the Advancement Officers menu (twbkwbis.P_GenMenu). 2.Select the Advancement Officer Searches link. The Advancement Officers Searches menu (bwdksrch.P_Display_Custom_Searches) is displayed. Link ActionShort Constituent Goes to the Constituent Short Profile page (bwdkcprf.P_Short_Profile) Long Constituent Goes to the Constituent Long Profile page (bwdkcprf.P_Long_Profile) Short Prospect Goes to the Prospect Short Profile page (bwdkpprf.P_Short_Profile) Long Prospect Goes to the Prospect Long Profile page (bwdkcprf.P_Long_Profile) Alternate_Names/IDsGoes to the Alternate Names and IDs page (bwdkpsrc.P_Alternate_Names) Giving History Goes to the Giving History page (bwdkghis.P_View_Gifts) Add a Contact Goes to the Add a Contact page (bwdkpcnt.P_Enter_Contact) Moves Detail Goes to the Moves by Constituent page (bwdkmove.P_Moves_By_Constituent) New Search Returns to the search pa ge you used to access this page /n 171 Banner Advancement Self-Service User Guide |Advancement Officers 3.Select the Create a New Custom Search button. The Create a New Custom Search page (bwdksrch.P_Input_Custom_Search) is displayed. The system creates a custom search with all the defaults defined by your institution and automatically displays the details. 4.Enter header information that defines your custom search: 4.1. In Custom Search Name , enter a unique name for your search. 4.2. In Custom Search Title , enter the title of the sear ch that will appear on the Advancement Officers Searches menu as a link to the search. 4.3. If you want to displa y the search on th e menu, select the Display search on menu check box. If you want to create it now and display it later, clear the check box. Your custom search will not be visible until th is check box is selected. 4.4. If you want to search for prospects only, select the Limit search to Prospect records only check box. If you want to find both prospect and general records, clear the check box. 4.5. If you want your search to find only advancement individuals, select People from the Records to Include pull-down menu. If you want it to find only advancement organizations, select Organizations . If you want it to find all records, select All.4.6. Select the number of records you want to see on a page from the Number of records per page pull-down list. 5.Select the Save Header Information button. The Update a Custom Search page (bwdksrch.P_Build_Custom_Search) is displayed so you can define the search criteria for your cust om search. The Search Header Information section contains the information from the previous page, but you can change it. You can also select a different search to change from the first pull-down list. 6.In the Detail Search Options section, review the possible search criteria items that are listed (Identification Number , Name, Donor Category , and so on). All are included in your custom search by default. You must clear the Include check box for each item you do not want to appear in your search. For example, if you want to search for peop le in a specific geographic region but you do not want to search for people by income code, make sure the Include check box is selected for Geographic Region and cleared for Income Code .7.Review the sequence in which the items are listed. If you want them to appear in a different order when your search results are displayed, change the number in the Sequence field.For example, if you want Preferred Class Year to be at the top of your search results, change the value in the Sequence field to 1.8.Select the Update Options button to save your changes. The Advancement Officers Searches me nu (bwdksrch.P_Display_Custom_Searches) now includes the new search. When selected, it displays the chosen search criteria in the order you specified. /n 172 Banner Advancement Self-Service User Guide |Advancement Officers Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. ItemDescription/source information Custom Search NameName of the custom search. This name is displayed in the pull- down list on the Update a Custom Search page (bwdksrch.P_Get_Custom_Search). Once defined and saved, this name cannot be changed. Required. Custom Search TitleTitle of the custom search, up to 60 characters. This title is displayed in the list of available custom searches on the Advancement Officers Searches menu (bwdksrch.P_Display_Custom_Searches) and as the dynamic title on the Search Results page (bwdksrch.P_Execute_Custom_Search). Required. Searches are displayed on the Advancement Officers Searches menu alphabetically by custom sear ch title (after the Population Selection search). Display search on menuCheck box used to spec ify whether the title should appear on the Advancement Officers Searches menu (bwdksrch.P_Display_Custom_Searches). Limit search to Prospect records only Check box used to specify whether the search should find only prospect records. Records to IncludePull-down list used to specify if the search includes persons, organizations, or both. Number of records per page Pull-down list that specifies the ma ximum number of records to be displayed before you have to go to another page. You can display between 1 and 99 records at a time. ItemDescription Save Header InformationUpdates AOBDOSR /n 173 Banner Advancement Self-Service User Guide |Advancement Officers Buttons/icons on this page This page contains the following buttons/icons. Update a Custom Search (bwdksrch.P_Get_Custom_Search and bwdksrch.P_Build_Custom_Search)The Update a Custom Search page has two uses: ŁWhen accessed via the Update Custom Searches button on the Advancement Officers Searches menu (bwdksrch.P_Display_Custom_Searches), this page is used to update an existing custom search. ŁWhen accessed via the Save Header Information button on the Cr eate a New Custom Search page (bwdksrch.P_Input_Custom_Searc h), this page is used to build search details for a new custom search. The Advancement Officer Search Options Fo rm (ATVDOSR) determines what fields are displayed in the Detail Search Options section of this page. This form also determines the sequence in which the search options are listed on this page. For more information, refer to the Banner Advancement User Guide .If none of the listed searches meets your needs, you can select the Create a New Custom Search button at the bottom of the page to create a new search. Updating a Custom SearchYou can modify any custom or delivered search except a Population Selection Search. 1.Access the Secure Area and navigate to the Advancement Officers menu (twbkwbis.P_GenMenu). 2.Select the Advancement Officer Searches link. The Advancement Officers Searches menu (bwdksrch.P_Displa y_Custom_Searches) is displayed.3.Select the Update Custom Searches button. The Update a Custom Search page (bwdks rch.P_Get_Custom_Search) is displayed with a pull-down list of search titles. 4.Select the search you want to modify from the pull-down list. Button/icon ActionSave Header InformationSaves your custom search Reset All FieldsReturns default values to the fields /n 174 Banner Advancement Self-Service User Guide |Advancement Officers 5.Select the Go button. The Update a Custom Search page is displayed with all available fields. Note: Your institution defines what search criteria options are available. This is done on the Advancement Officer Search Options Form (ATVDOSR). 6.In the Search Header Information section, review the values and make any changes, if desired. 7.In the Detail Search Options section, review the possible search criteria items that are listed (Identification Number , Name, Donor Category , and so on). Review the selections and make any changes, if desired. (Select the Include check box for the search options you want to incl ude in the custom search. Clear the check box for the search options you want to exclude from th e custom search.) 8.Review the order in which the items are listed. If you want them to appear in a different order when your search results are displayed, change the number in the Sequence field. For example, if you want Preferred Class Year to be at the top of your search results, make sure the value in the Sequence field is 1.9.Select the Update Options button to save your changes. Building Details for a New Custom Search 1.Access the Secure Area and navigate to the Advancement Officers menu (twbkwbis.P_GenMenu). 2.Select the Advancement Officer Searches link. The Advancement Officers Searches menu (bwdksrch.P_Displa y_Custom_Searches) is displayed.3.Select the Create a New Custom Search button. The Create a New Custom Search page (bwdksrch.P_Input_Custom_Search) is displayed. 4.Enter header information that defines your custom search. 5.Select the Save Header Information button. The Update a Custom Search page (bwdksr ch.P_Build_Custom_Search) is displayed so you can define the search criteria for your custom search. The Search Header Information section contains the information from the previous page, but you can change it. You can also select a different search to change from the first pull-down list. 6.In the Detail Search Options section, review the possible search criteria items that are listed (Identification Number , Name, Donor Category , and so on). All are included in your custom search by default. You must clear the Include check box for each item you do not want to appear in your search. /n 175 Banner Advancement Self-Service User Guide |Advancement Officers For example, if you want to search for peop le in a specific geographic region but you do not want to search for people by income code, make sure the Include check box is selected for Geographic Region and cleared for Income Code .7.Review the sequence in which the items are listed. If you want them to appear in a different order when your search results are displayed, change the number in the Sequence field. For example, if you want Preferred Class Year to be at the top of your search results, change the value in the Sequence field to 1.8.Select the Update Options button to save your changes. Deleting a Custom SearchYou can delete any custom or delivered sear ch except a Populati on Selection Search. Note: If you delete all custom and delivered searches, the system automatically rebuilds and displays the delivered searches the next time you sign on.1.Access the Secure Area and navigate to the Advancement Officers menu (twbkwbis.P_GenMenu). 2.Select the Advancement Officer Searches link. The Advancement Officers Searches menu (bwdksrch.P_Displa y_Custom_Searches) is displayed.3.Select the Update Custom Searches button. The Update a Custom Search page (bwdks rch.P_Get_Custom_Search) is displayed with a pull-down list of search titles. 4.Select the search you want to delete from the pull-down list. 5.Select the Go button. The Update a Custom Search page is displayed with all its fields. 6.Select the Delete this Custom Search button. Making a Custom Search InactiveIf a custom search is inactive, it is not disp layed on the Advancement Officers menu but is available for later use. 1.Access the Secure Area and navigate to the Advancement Officers menu (twbkwbis.P_GenMenu). 2.Select the Advancement Officer Searches link. The Advancement Officer Searches menu (b wdksrch.P_Display_Custom_Searchs) is displayed. /n 176 Banner Advancement Self-Service User Guide |Advancement Officers 3.Select the Update Custom Searches button. The Update a Custom Search page (bwdks rch.P_Get_Custom_Search) is displayed. 4.Select the search that you want to make inactive from the pull-down list. 5.Select the Go button. The Update a Custom Search page (bwdks rch.P_Get_Custom_Search) is displayed. 6.Clear the Display search on menu check box. This makes the search inactive but does not delete it. 7.Select the Update Options button to save your changes. When you go to the Advancement Officers Searches menu (bwdksrch.P_Display_Custom_Searchs), the search is not included on the menu. Making an Inactive Custom Search ActiveIf a custom search is acti ve, it is displayed on t he Advancement Officers menu. 1.Access the Secure Area and navigate to the Advancement Officers menu (twbkwbis.P_GenMenu). 2.Select the Advancement Officer Searches link. The Advancement Officer Searches menu (b wdksrch.P_Display_Custom_Searchs) is displayed. 3.Select the Update Custom Searches button. The Update a Custom Search page (bwdks rch.P_Get_Custom_Search) is displayed. 4.Select the search that you want to make active from the pull-down list. 5.Select the Go button. The Update a Custom Search page (bwdks rch.P_Get_Custom_Search) is displayed. 6.Select the Display search on menu check box to make the search active. 7.Select the Update Options button to save your changes. When you go to the Advancement Officers Searches menu (bwdksrch.P_Display_Custom_Searchs), the search is included on the menu. Setup requirements The following setup is required for this page to work as expected. ItemDescription Advancement Officer Search Options Form (ATVDOSR) Select the Display check box for each item that you want to appear on the Web. /n 177 Banner Advancement Self-Service User Guide |Advancement Officers Web page fields This page contains the following fields. ItemDescription/source information Custom Search Name (untitled)Pull-down list that allows you to select the name of the custom search you want to update. Custom searches that you can update are displayed alphabetically by search name. The following fields are displayed in the Search Header Information section after a custom search is selected fr om the Custom Search Name pull-down list. Custom Search TitleTitle of the custom search, up to 60 characters. This title will be displayed in the list of available custom searches on the Advancement Officers Searches menu (bwdksrch.P_Display_Custom_Searches) and as the dynamic title on the Search Results page (bwdksrch.P_Execute_Custom_Search). Required. Searches are displayed on the Advancement Officers Searches menu alphabetically by custom sear ch title (after the Population Selection search). Display search on menuCheck box used to spec ify whether the title should appear on the Advancement Officers Searches menu (bwdksrch.P_Display_Custom_Searches). Limit search to Prospect records only Check box used to specify whether the search should find only prospect records. Records to IncludePull-down list used to specify if the search includes persons, organizations, or both. Number of records per page Pull-down list that specifies the ma ximum number of records to be displayed before you have to go to another page. You can display between 1 and 99 records at a time. Selection fieldsFor all fields that you want to appear in the custom search: ŁEnter a number in Display Sequence to indicate the order in which the item should appear in the custom search. ŁSelect the Include check box. If any of the follo wing fields are selected, three sets of fields will be displayed on the search page for that item. This allows advancement officers to search on three combinations of the associated item. ŁDegree Year, College, and Major ŁActivity Type and Category ŁSpecial Purpose Type and Code /n 178 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page updates Banner as follows. Links to other Web pages This page contains the following links to other Web pages. Buttons/icons on this page This page contains the following buttons/icons. ItemDescription Update Options Updates AORDOSR Link ActionReturn to MenuGoes to the Adv ancement Officers Searches menu (bwdksrch.P_Display_Custom_Searches) Button/icon ActionGoRetrieves your custom search Update Options Saves your custom search with any changes you made Reset All Fields Returns the values in the fields to the default values Delete this Custom SearchDeletes the search Create a New Custom SearchGoes to the Create a New Custom Search page (bwdksrch.P_Input_Custom_Search ) so you can create another custom search/n 179 Banner Advancement Self-Service User Guide |Advancement Officers Constituent Short Profile (bwdkcprf.P_Short_Profile)The Constituent Short Profile page displays profile information for the selected record. Setup requirements The following setup is required for this page to work as expected. You can define different settings for the short and long profile pages. Web page fields There are multiple versions of this page: ŁfiIndividual version of the pagefl on page180 ŁfiOrganization version of the pagefl on page183 ItemDescription General Profile Preferences (bwdkpref.P_Input_Gnrl Pref) page Specify the information you want to be displayed in the header of this page. You can display the ID and name only, or you can display expanded header information. Advancement Individual Profile Preferences (bwdkpref.P_Input_Cons_ Pref) page Specify which details you want to be included and the order in which the details are displaye d for advancement individuals. Advancement Organization Profile Preferences (bwdkpref.P_Input_Org_P ref) page Specify which details you want to be included and the order in which the details are displayed for advancement organizations. /n 180 Banner Advancement Self-Service User Guide |Advancement Officers Individual version of the page This page contains the following fields. ItemDescription/source information Names and SalutationsThis section shows alternate names, salutations, gift society name, and combined name. The information comes from: ŁAdvancement Mail Form (APAMAIL) ŁAdvancement Individual/Organization Names Form (APANAME) ŁAdvancement Identification Form (APAIDEN) Salutations are sorted alphabetically by code description. If you selected an alternate name type on the General Profile Preferences page, any alternate name records with that type are displayed for the advancement indi vidual. If alternate names exist, they are sorted first by activity date and then alphabetically by name type description. Internet AddressesAdvancement E-mail Address Form (APAEMAL) This section shows e-mail addresses as links. Employment HistoryEmployment History Form (APAEHIS) This field is displayed only if the constituent is an individual. If specified in the General Profile Preferences settings, the employer IDs in this section are displayed as links that go directly to information about that ID. You specify the default target page (e.g., Constituent L ong Profile, Prospect Short Profile) on the General Profile Preferences page. However, you can select a different page from the pull-down list next to the ID and select the Go button. If the default target page you se lected is not available for the ID, that ID is not rendered as a link. /n 181 Banner Advancement Self-Service User Guide |Advancement Officers Cross ReferencesCross Reference Form (APAXREF) If information about the person is confidential, (Confidential) appears after the person™s name. If the person is deceased, Deceased appears in that column. If known, the date of death appears after the word Deceased .If specified in the General Profile Preferences settings, the IDs in this section are displayed as links that go directly to information about that ID. You specify th e default target page (e.g., Constituent Long Profile, Prospect Short Profile) on the General Profile Preferences page. However, you can select a different page from the pull-down list next to the ID and select the Go button. If the default target page you se lected is not available for the ID, that ID is not rendered as a link. Organization InformationAdvancement Organization Header Form (AOAORGN) This field is displayed only if the constituent is an organization. DegreesAcademic Information Form (APAADEG) ChildrenChildren Information Form (APACHLD) If the information about t he person is confidential, (Confidential) appears after the person™s name. If the person is deceased, Deceased appears in that column. If known, the date of death appears after the word Deceased .If specified in the General Profile Preferences settings, the IDs in this section are displayed as links that go directly to information about that ID. You specify th e default target page (e.g., Constituent Long Profile, Prospect Short Profile) on the General Profile Preferences page. However, you can select a different page from the pull-down list next to the ID and select the Go button. If the default target page you se lected is not available for the ID, that ID is not rendered as a link. Biographic InformationAdvancement Identification Form (APAIDEN) Constituent Info rmationAdvancement Individual Information Form (APACONS) ActivitiesActivities Form (APAACTY) Solicitor InformationContacts by Solicitor Query Form (ASICONT)Prospect InformationAdvancement Pros pect Information Form (AMAINFO) Membership InformationMembership by ID List Form (AACMEMB) Gift Society InformationGift Society List Form (APACLUB) ItemDescription/source information /n 182 Banner Advancement Self-Service User Guide |Advancement Officers Constituent CategoriesAd vancement Individual Info rmation Form (APACONS) Exclusion CodesAdvancement Mail Form (APAMAIL) Mail CodesAdvancement Mail Form (APAMAIL) AddressesAdvancement Addr ess List Form (APCADDR) This section displays the full address, including nation (as defined on the Advancement Identification Form (APAIDEN)) for all address types. It also displays the telephone number, telephone type and comments associated with the telephone record if the telephone record is linked to the address (the Address Type drop- down on the telephone record on APAIDEN contains a value). In addition, if an address is associated with an Employment History record, the address information also includes the employer™s name and the employee™s job title. ContactsContact Form (APACONT) Religion, Race and Ethnicity This section shows religion, race and ethnicity information from the Biographical tab of the Advancement Identification Form (APAIDEN). You may want to restrict access to sensitive information such as religion, race, and ethnicity using Banner™s Fine-Grained Access Control (FGAC). For details on hiding information via FGAC, refer to the Banner Data Security Handbook .Additional Phone Numbers Advancement Identifica tion Form (APAIDEN) Telephone records only display in this section when they are not associated with an address (the Address Type drop-down on the Telephone record on APAIDEN is blank). When a telephone record appears here, it will include the te lephone number, telephone type and comments associated with the telephone record. External RatingsAdvancement Pr ospect Informat ion (AMAINFO) Giving TotalsValues are calculated us ing the same logic as in the Giving History Summary Form (APAGHIS). RatingsAdvancement Prospe ct Information (AMAINFO) Staff AssignmentsAdvancement Pr ospect Informat ion (AMAINFO) Planned GivingPledge Form (AGAPLDG) and Gift Form (AGAGIFT) User AlertsUser Alerts Form (AUAALRT) ItemDescription/source information /n 183 Banner Advancement Self-Service User Guide |Advancement Officers Organization version of the page This page contains the following fields. CommentsAdvancement Individual/Organization Comments (APACOMT) When a confidential comment exists, the word Yes appears in the confidential column and the confidential comment displays in the Comment field. The restriction of confidential comments only displaying for the originator or supervisor in Banner Advancement do not apply to Self-Service. Variable and Special Purpose Information Special Purpose (APASPUR) Displays three sections: variable purpose, special purpose, and memo. Event Attendance Displays an event atte ndance summary, a list of past events attended, and a list of upcoming events the individual is registered to attend. Events on the current date are in the Upcoming Event Registrations section. ItemDescription/source information Names and SalutationsThis section shows alternate names, salutations, gift society name, and combined name. The information comes from: ŁAdvancement Mail Form (APAMAIL) ŁAdvancement Individual/Organization Names Form (APANAME) ŁAdvancement Identification Form (APAIDEN) Salutations are sorted alphabetically by code description. If you selected an alternate name type on the General Profile Preferences page, any alternate name records with that type are displayed for the advancement organization. If alternate names exist, they are sorted first by ac tivity date and then alphabetically by name type description. Internet AddressAdvancement E-mail Address Form (APAEMAL) This section shows e-mail addresses as links. ActivitiesActivities Form (APAACTY) ItemDescription/source information /n 184 Banner Advancement Self-Service User Guide |Advancement Officers Cross ReferencesCross Reference Form (APAXREF) If information about the organization is confidential, (Confidential) appears after the person™s name. If specified in the General Profile Preferences settings, the IDs in this section are displayed as links that go directly to information about that ID. You specify the def ault target page (for example, Constituent Long Profile, Prospect Short Profile) on the General Profile Preferences page. However, you can select a different page from the pull-down list next to the ID and select the Go button. If the default target page you se lected is not available for the ID, that ID is not rendered as a link. Organization InformationAdvancement Organization Header Form (AOAORGN) Contact InformationAdvancement Or ganization Header Form (AOAORGN) If specified in the General Profile Preferences settings, the IDs in this section are displayed as links that go directly to information about that ID. You specify the def ault target page (for example, Constituent Long Profile, Prospect Short Profile) on the General Profile Preferences page. However, you can select a different page from the pull-down list next to the ID and select the Go button. If the default target page you se lected is not available for the ID, that ID is not rendered as a link. Funding InformationAdvancement Or ganization Header Form (AOAORGN) Matching Gift InformationAdvancement Organization Header Form (AOAORGN) Financial InformationAdvancement Organization Header Form (AOAORGN) Exclusion Codes Advancement Mail Form (APAMAIL) Mail Codes Advancement Mail Form (APAMAIL) Solicitor InformationContacts by Solicitor Query Form (ASICONT) Membership InformationMembership by ID List Form (AACMEMB) Gift Society InformationGift Society List Form (APACLUB) Constituent CategoriesAd vancement Organization Header Form (AOAORGN) Addresses Advancement Address List Form (APCADDR) This section displays the full address, including nation (as defined on the Advancement Identification Form (APAIDEN)) for all address types. It also displays the telephone number and telephone type. Contacts Contact Form (APACONT) ItemDescription/source information /n 185 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Additional Phone Numbers Advancement Identifica tion Form (APAIDEN) External RatingsAdvancement Pros pect Information Form (AMAINFO) Giving TotalsValues are calculated us ing the same logic as in the Giving History Summary Form (APAGHIS) RatingsAdvancement Prospect Information Form (AMAINFO) Staff AssignmentsAdvancement Pros pect Information Form (AMAINFO) Planned GivingPledge Form (AGAPLDG) and Gift Form (AGAGIFT) User AlertsUser Alerts Form (AUAALRT) CommentsAdvancement Individual/Organization Comments (APACOMT) When a confidential comment exists, the word Yes appears in the confidential column and the confidential comment displays in the Comment field. The restriction of confidential comments only displaying for the originator or supervisor in Banner Advancement do not apply to Self-Service. Variable and Special Purpose Information Special Purpose (APASPUR) Displays three sections: variable purpose, special purpose, an memo. Event Attendance Displays an event atte ndance summary, a list of past events attended, and a list of upcoming events the individual is registered to attend. Events on the current date are in the Upcoming Event Registrations section. Link ActionEmployer ID Goes to the Constituent Short Profile page (bwdkcprf.P_Short_Profile) for the employer Child ID Goes to the Constituent Short Profile page (bwdkcprf.P_Short_Profile) for the child Parent ID Goes to the Constituent Short Profile page (bwdkcprf.P_Short_Profile) for the parent ItemDescription/source information /n 186 Banner Advancement Self-Service User Guide |Advancement Officers Constituent Long Profile (bwdkcprf.P_Long_Profile)The Constituent Long Profile page displays profile information for the selected record. Setup requirements The following setup is required for this page to work as expected. You can define different settings for the short and long profile pages. Web page fields There are multiple versions of this page: ŁfiIndividual version of the pagefl on page187 ŁfiOrganization version of the pagefl on page190 Pledge Amount Goes to the Pledge Detail page (bwdkghis.P_ViewPledge_Detail) Gift Amount Goes to the Gift Detail page (bwdkghis.P_ViewGift_Detail) View Combined GivingGoes to the Giving History page (bwdkghis.P_View_Gifts) Return to ID List Goes to the Search Results page (bwdksrch.P_Display_Search_Results) ItemDescription General Profile Preferences (bwdkpref.P_Input_Gnrl_ Pref) page Specify the information you want to be displayed in the header of this page. You can display the ID and name only, or you can display expanded header information. Advancement Individual Profile Preferences (bwdkpref.P_Input_Cons_ Pref) page Specify which details you want to be included and the order in which the details are displaye d for advancement individuals. Advancement Organization Profile Preferences (bwdkpref.P_Input_Org_P ref) page Specify which details you want to be included and the order in which the details are displayed for advancement organizations. Link Action/n 187 Banner Advancement Self-Service User Guide |Advancement Officers Individual version of the page This page contains the following fields. ItemDescription/source information Names and SalutationsThis section shows alternate names, salutations, gift society name, and combined name. The information comes from: ŁAdvancement Mail Form (APAMAIL) ŁAdvancement Individual/Organization Names Form (APANAME) ŁAdvancement Identification Form (APAIDEN) Salutations are sorted alphabetically by code description. If you selected an alternate name type on the General Profile Preferences page, any alternate name records with that type are displayed for the advancement indi vidual. If alternate names exist, they are sorted first by activity date and then alphabetically by name type description. Internet AddressesAdvancement Identification Form (APAIDEN) This section shows e-mail addresses as links. Employment HistoryEmployment History Form (APAEHIS) If specified in the General Profile Preferences settings, the employer IDs in this section are displayed as links that go directly to information about that ID. You specify the default target page (e.g., Constituent L ong Profile, Prospect Short Profile) on the General Profile Preferences page. However, you can select a different page from the pull-down list next to the ID and select the Go button. If the default target page you se lected is not available for the ID, that ID is not rendered as a link. Cross ReferencesCross Reference Form (APAXREF) If information about the person is confidential, (Confidential) appears after the person™s name. If the person is deceased, Deceased appears in that column. If known, the date of death appears after the word Deceased .If specified in the General Profile Preferences settings, the IDs in this section are displayed as links that go directly to information about that ID. You specify th e default target page (e.g., Constituent Long Profile, Prospect Short Profile) on the General Profile Preferences page. However, you can select a different page from the pull-down list next to the ID and select the Go button. If the default target page you se lected is not available for the ID, that ID is not rendered as a link. /n 188 Banner Advancement Self-Service User Guide |Advancement Officers Degrees Academic Information Form (APAADEG) Children Children Information Form (APACHLD) If the information about t he person is confidential, (Confidential) appears after the person™s name. If the person is deceased, Deceased appears in that column. If known, the date of death appears after the word Deceased .If specified in the General Profile Preferences settings, the IDs in this section are displayed as links that go directly to information about that ID. You specify th e default target page (e.g., Constituent Long Profile, Prospect Short Profile) on the General Profile Preferences page. However, you can select a different page from the pull-down list next to the ID and select the Go button. If the default target page you se lected is not available for the ID, that ID is not rendered as a link. Biographic InformationAdvancement Identification Form (APAIDEN) Constituent Info rmationAdvancement Individual Information Form (APACONS) ActivitiesActivities Form (APAACTY) Solicitor InformationContacts by Solicitor Query Form (ASICONT) Prospect InformationAdvancement Pros pect Information Form (AMAINFO) Membership InformationMembership by ID List Form (AACMEMB) Gift Society InformationGift Society List Form (APACLUB) Constituent CategoriesAd vancement Individual Info rmation Form (APACONS) Exclusion CodesAdvancement Mail Form (APAMAIL) Mail CodesAdvancement Mail Form (APAMAIL) AddressesAdvancement Addr ess List Form (APCADDR) This section displays the full address, including nation (as defined on the Advancement Identification Form (APAIDEN)) for all address types. It also displays the telephone number, telephone type and comments associated with the telephone record if the telephone record is linked to the address (the Address Type drop- down on the telephone record on APAIDEN contains a value). In addition, if an address is associated with an Employment History record, the address information also includes the employer™s name and the employee™s job title. ContactsContact Form (APACONT) ItemDescription/source information /n 189 Banner Advancement Self-Service User Guide |Advancement Officers Religion, Race and Ethnicity This section shows religion, race and ethnicity information from the Biographical tab of the Advancement Identification Form (APAIDEN). You may want to restrict access to sensitive information such as religion, race, and ethnicity using Banner™s Fine-Grained Access Control (FGAC). For details on hiding information via FGAC, refer to the Banner Data Security Handbook .Additional Phone Numbers Advancement Identifica tion Form (APAIDEN) Telephone records only display in this section when they are not associated with an address (the Address Type drop-down on the Telephone record on APAIDEN is blank). When a telephone record appears here, it will include the te lephone number, telephone type and comments associated with the telephone record. External RatingsAdvancement Pr ospect Informat ion (AMAINFO) Giving TotalsValues are calculated us ing the same logic as in the Giving History Summary Form (APAGHIS). RatingsAdvancement Prospe ct Information (AMAINFO) Staff AssignmentsAdvancement Pr ospect Informat ion (AMAINFO) User AlertsUser Alerts Form (AUAALRT) Planned GivingGift List Form (AGCGIFT) Pledge List Form (AGCPLDG) This section shows pledges that have a type code flagged for planned giving on the Pledge Type Validation Form (ATVPLDG) and gifts that have a type code flagged for planned giving on the Gift/Payment Type Validation Form (ATVGIFT). CommentsAdvancement Individual/Organization Comments (APACOMT) When a confidential comment exists, the word Yes appears in the confidential column and the confidential comment displays in the Comment field. The restriction of confidential comments only displaying for the originator or supervisor in Banner Advancement do not apply to Self-Service. Variable and Special Purpose Information Special Purpose (APASPUR) Displays three sections: variable purpose, special purpose, and memo. Event Attendance Displays an event atte ndance summary, a list of past events attended, and a list of upcoming events the individual is registered to attend. Events on the current date are in the Upcoming Event Registrations section. ItemDescription/source information /n 190 Banner Advancement Self-Service User Guide |Advancement Officers Organization version of the page This page contains the following fields. ItemDescription/source information Names and SalutationsThis section shows alternate names, salutations, gift society name, and combined name. The information comes from: ŁAdvancement Mail Form (APAMAIL) ŁAdvancement Individual/Organization Names Form (APANAME) ŁAdvancement Identification Form (APAIDEN) Salutations are sorted alphabetically by code description. If you selected an alternate name type on the General Profile Preferences page, any alternate name records with that type are displayed for the advancement organization. If alternate names exist, they are sorted first by ac tivity date and then alphabetically by name type description. Internet AddressAdvancement E-mail Address Form (APAIDEN) This section shows e-mail addresses as links. ActivitiesActivities Form (APAACTY) Cross ReferencesCross Reference Form (APAXREF) If information about the person is confidential, (Confidential) appears after the organization™s name. If specified in the General Profile Preferences settings, the IDs in this section are displayed as links that go directly to information about that ID. You specify the def ault target page (for example, Constituent Long Profile, Prospect Short Profile) on the General Profile Preferences page. However, you can select a different page from the pull-down list next to the ID and select the Go button. If the default target page you se lected is not available for the ID, that ID is not rendered as a link. Organization InformationAdvancement Organization Header Form (AOAORGN) Contact InformationAdvancement Or ganization Header Form (AOAORGN) If specified in the General Profile Preferences settings, the IDs in this section are displayed as links that go directly to information about that ID. You specify th e default target page (e.g., Constituent Long Profile, Prospect Short Profile) on the General Profile Preferences page. However, you can select a different page from the pull-down list next to the ID and select the Go button. If the default target page you se lected is not available for the ID, that ID is not rendered as a link. /n 191 Banner Advancement Self-Service User Guide |Advancement Officers Funding InformationAdvancement Or ganization Header Form (AOAORGN) Matching Gift InformationAdvancement Organization Header Form (AOAORGN) Financial InformationAdvancement Organization Header Form (AOAORGN) Exclusion CodesAdvancement Mail Form (APAMAIL) Mail CodesAdvancement Mail Form (APAMAIL) Solicitor InformationContacts by Solicitor Query Form (ASICONT) Membership InformationMembership by ID List Form (AACMEMB) Gift Society InformationGift Society List Form (APACLUB) Constituent CategoriesAd vancement Organization Header Form (AOAORGN) AddressesAdvancement Addr ess List Form (APCADDR) This section displays the full address, including nation (as defined on the Advancement Identification Form (APAIDEN)) for all address types. It also displays the telephone number, telephone type and comments associated with the telephone record if the telephone record is linked to the address (the Address Type drop- down on the telephone record on APAIDEN contains a value). ContactsContact Form (APACONT) Staff AssignmentsAdvancement Pros pect Information Form (AMAINFO) RatingsAdvancement Prospect Information Form (AMAINFO) External RatingsAdvancement Pros pect Information Form (AMAINFO) Giving TotalsValues are calculated us ing the same logic as in the Giving History Summary Form (APAGHIS) Additional Phone Numbers Advancement Identifica tion Form (APAIDEN) Planned Giving Gift List Form (AGCGIFT) Pledge List Form (AGCPLDG) This section shows pledges that have a type code flagged for planned giving on the Pledge Type Validation Form (ATVPLDG) and gifts that have a type code flagged for planned giving on the Gift/Payment Type Validation Form (ATVGIFT). User Alerts User Alerts Form (AUAALRT) ItemDescription/source information /n 192 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. CommentsAdvancement Individual/Organization Comments (APACOMT) When a confidential comment exists, the word Yes appears in the confidential column and the confidential comment displays in the Comment field. The restriction of confidential comments only displaying for the originator or supervisor in Banner Advancement do not apply to Self-Service. Variable and Special Purpose Information Special Purpose (APASPUR) Displays three sections: variable purpose, special purpose, and memo. Event Attendance Displays an event atte ndance summary, a list of past events attended, and a list of upcoming events the individual is registered to attend. Events on the current date are in the Upcoming Event Registrations section. Link ActionEmployer ID Goes to the Constituent Short Profile page (bwdkcprf.P_Short_Profile) for the employer Child ID Goes to the Constituent Short Profile page (bwdkcprf.P_Short_Profile) for the child Parent ID Goes to the Constituent Short Profile page (bwdkcprf.P_Short_Profile) for the parent Pledge Amount Goes to the Pledge Detail page (bwdkghis.P_ViewPledge_Detail) Gift Amount Goes to the Gift Detail page (bwdkghis.P_ViewGift_Detail) View Combined GivingGoes to the Giving History page (bwdkghis.P_View_Gifts) Return to ID List Goes to the Search Results page (bwdksrch.P_Display_Search_Results) ItemDescription/source information /n 193 Banner Advancement Self-Service User Guide |Advancement Officers Prospect Short Profile (bwdkpprf.P_Short_Profile)The Prospect Short Profile page displays profile information for the selected record. Setup requirements The following setup is required for this page to work as expected. You can define different settings for the short and long profile pages. Web page fields This page contains the following fields. ItemDescription General Profile Preferences (bwdkpref.P_Input_Gnrl_ Pref) page Specify the information you want to be displayed in the header of this page. You can display the ID and name only, or you can display expanded header information. Prospect Profile Preferences (bwdkpref.P_Input_Pros_ Pref) page Specify which details you want to be included and the order in which the details are displayed for prospects. ItemDescription/source information Addresses Advancement Address List Form (APCADDR) This section displays the full address, including nation (as defined on the Advancement Identification Form (APAIDEN)) for all address types. It also displays the telephone number, telephone type and comments associated with the telephone record if the telephone record is linked to the address (the Address Type drop- down on the telephone record on APAIDEN contains a value). In addition, if an address is associated with an Employment History record, the address information also includes the employer™s name and the employee™s job title. User Alerts User Alerts Form (AUAALRT) Internet AddressesAdvancement Identification Form (APAIDEN) This section shows e-mail addresses as links. General Advancement Prospect Information Form (AMAINFO) /n 194 Banner Advancement Self-Service User Guide |Advancement Officers Target InformationAdvancement Pr ospect Informati on Form (AMAINFO) This section displays the Asking Amount and Asking Date . If only one field contains data, the field that doesn't contain a value will appear blank. If inform ation is not available for either field, the text No Target Information appears. RatingsAdvancement Prospect Information Form (AMAINFO) Staff AssignmentsAdvancement Pros pect Information Form (AMAINFO) Project/Interest AreasAdvancement Prospect Informat ion Form (AMAINFO) External RatingsAdvancement Pros pect Information Form (AMAINFO) Strategy PlansProspect Strategy Plan Form (AMAPLAN) Prospect ContactsContact Form (APACONT) Prospect ProposalsProspect Proposal Form (AMAPROP) Prospect MovesMoves by Prospect Form (AMAPROS) The move codes in this section are displayed as links that go directly to the Update a Move page (if the user has the Moves Manager role). Links are also available to view or add contacts for moves. Names and SalutationsThis section shows alternate names, salutations, gift society name, and combined name. The information comes from: ŁAdvancement Mail Form (APAMAIL) ŁAdvancement Individual/Organization Names Form (APANAME) ŁAdvancement Identification Form (APAIDEN) Salutations are sorted alphabetically by code description. If you selected an alternate name type on the General Profile Preferences page, any alternate name records with that type are displayed for the constituent. If alternate names exist, they are sorted first by activity date and then alphabetically by name type description. CommentsProspect Comments Form (AMACOMT) Advancement Individual/Organization Comments Form (APACOMT) When a confidential comment exists, the word Yes appears in the confidential column and the confidential comment displays in the Comment field. The restriction of confidential comments only displaying for the originator or supervisor in Banner Advancement do not apply to Self-Service. Research DataAdvancement Prospect Information Form (AMAINFO) (Research Data subtab on the Research tab) ItemDescription/source information /n 195 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Prospect Resource or Source InformationAdvancement Prospect Information Form (AMAINFO) This section displays the sour ces of prospect information. Prospect ResearchersAdvancement Pr ospect Informati on Form (AMAINFO) This section lists the researchers and the date the information was prepared. Additional Phone Numbers Advancement Identifica tion Form (APAIDEN) Telephone records only display in this section when they are not associated with an address (the Address Type drop-down on the Telephone record on APAIDEN is blank). When a telephone record appears here, it will include the te lephone number, telephone type and comments associated with the telephone record. Giving TotalsValues are calculated us ing the same logic as in the Giving History Summary Form (APAGHIIS). Planned GivingGift List Form (AGCGIFT) Pledge List Form (AGCPLDG) This section shows pledges that have a type code flagged for planned giving on the Pledge Type Validation Form (ATVPLDG) and gifts that have a type code flagged for planned giving on the Gift/Payment Type Validation Form (ATVGIFT). Variable and Special Purpose Information Special Purpose (APASPUR) Displays three sections: variable purpose, special purpose, and memo. Event AttendanceDisplays an event atte ndance summary, a list of past events attended, and a list of upcoming events the prospect is registered to attend. Events on the current date are in the Upcoming Event Registrations section. Link ActionPledge Amount Goes to the Pledge Detail page (bwdkghis.P_ViewPledge_Detail) ItemDescription/source information /n 196 Banner Advancement Self-Service User Guide |Advancement Officers Prospect Long Profile (bwdkpprf.P_Long_Profile)The Prospect Long Profile page displays pr ofile information for the selected record. Setup requirements The following setup is required for this page to work as expected. You can define different settings for the short and long profile pages. Gift Amount Goes to the Gift Detail page (bwdkghis.P_ViewGift_Detail) View Combined GivingGoes to the Giving History page (bwdkghis.P_View_Gifts) Move Code Update a Move page (bwdkmove.P_Update_A_Move) Add a Contact Goes to the Add a Contact page (bwdkpcnt.P_Enter_Contact) Contacts Exist Goes to the View a Contact page (bwdkpcnt.P_View_Contacts) Return to ID List Goes to the Search Results page (bwdksrch.P_Display_Search_Results) ItemDescription General Profile Preferences (bwdkpref.P_Input_Gnrl_ Pref) page Specify the information you want to be displayed in the header of this page. You can display the ID and name only, or you can display expanded header information. Prospect Profile Preferences (bwdkpref.P_Input_Pros_ Pref) page Specify which details you want to be included and the order in which the details are displayed for prospects. Link Action/n 197 Banner Advancement Self-Service User Guide |Advancement Officers Web page fields This page contains the following fields. ItemDescription/source information Addresses Advancement Address List Form (APCADDR) This section displays the full address, including nation (as defined on the Advancement Identification Form (APAIDEN)) for all address types. It also displays the telephone number, telephone type and comments associated with the telephone record if the telephone record is linked to the address (the Address Type drop- down on the telephone record on APAIDEN contains a value). In addition, if an address is associated with an Employment History record, the address information also includes the employer™s name and the employee™s job title. Internet Address Advancement Id entification Form (APAIDEN) This section shows e-mail addresses as links. General Advancement Prospect Information Form (AMAINFO) Target InformationAdvancement Pr ospect Informati on Form (AMAINFO) This section displays the Asking Amount and Asking Date . If only one field contains data, the field that doesn't contain a value will appear blank. If inform ation is not available for either field, the text No Target Information appears. Ratings Advancement Prospect Information Form (AMAINFO) Staff Assignments Advancement Pros pect Information Form (AMAINFO) Project/Interest AreasAdvancement Prospect Informat ion Form (AMAINFO) External Ratings Advancement Pros pect Information Form (AMAINFO) Strategy Plans Prospect Strategy Plan Form (AMAPLAN) Prospect ContactsContact Form (APACONT) Prospect ProposalsProspect Proposal Form (AMAPROP) Prospect Moves Moves by Prospect Form (AMAPROS) The move codes in this section are displayed as links that go directly to the Update a Move page (if the user has the Moves Manager role). Links are also available to view or add contacts for moves. /n 198 Banner Advancement Self-Service User Guide |Advancement Officers Names and SalutationsThis section shows alternate names, salutations, gift society name, and combined name. The information comes from: ŁAdvancement Mail Form (APAMAIL) ŁAdvancement Individual/Organization Names Form (APANAME) ŁAdvancement Identification Form (APAIDEN) Salutations are sorted alphabetically by code description. If you selected an alternate name type on the General Profile Preferences page, any alternate name records with that type are displayed for the constituent. If alternate names exist, they are sorted first by activity date and then alphabetically by name type description. CommentsProspect Comments Form (AMACOMT) Advancement Individual/Organization Comments Form (APACOMT) When a confidential comment exists, the word Yes appears in the confidential column and the confidential comment displays in the Comment field. The restriction of confidential comments only displaying for the originator or supervisor in Banner Advancement do not apply to Self-Service. Research DataAdvancement Prospect Information Form (AMAINFO) (Research Data subtab on the Research tab) Prospect Resource or Source InformationAdvancement Prospect Information Form (AMAINFO) This section displays the sour ces of prospect information. Prospect ResearchersAdvancement Pr ospect Informati on Form (AMAINFO) This section lists the researchers and the date the information was prepared. Giving TotalsValues are calculated us ing the same logic as in the Giving History Summary Form (APAGHIIS). Additional Phone Numbers Advancement Identifica tion Form (APAIDEN) Telephone records only display in this section when they are not associated with an address (the Address Type drop-down on the Telephone record on APAIDEN is blank). When a telephone record appears here, it will include the te lephone number, telephone type and comments associated with the telephone record. User AlertsUser Alerts Form (AUAALRT) ItemDescription/source information /n 199 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Planned GivingGift List Form (AGCGIFT) Pledge List Form (AGCPLDG) This section shows pledges that have a type code flagged for planned giving on the Pledge Type Validation Form (ATVPLDG) and gifts that have a type code flagged for planned giving on the Gift/Payment Type Validation Form (ATVGIFT). Variable and Special Purpose Information Special Purpose (APASPUR) Displays three sections: variable purpose, special purpose, and memo. Event AttendanceDisplays an event atte ndance summary, a list of past events attended, and a list of upcoming events the prospect is registered to attend. Events on the current date are in the Upcoming Event Registrations section. Link ActionPledge Amount Goes to the Pledge Detail page (bwdkghis.P_ViewPledge_Detail) Gift Amount Goes to the Gift Detail page (bwdkghis.P_ViewGift_Detail) View Combined GivingGoes to the Giving History page (bwdkghis.P_View_Gifts) Move Code Goes to the Update a Move page (bwdkmove.P_Update_A_Move) Add a Contact Goes to the Add a Contact page (bwdkpcnt.P_Enter_Contact) Contacts Exist Goes to the View a Contact page (bwdkpcnt.P_View_Contacts) Return to ID List Goes to the Search Results page (bwdksrch.P_Display_Search_Results) ItemDescription/source information /n 200 Banner Advancement Self-Service User Guide |Advancement Officers Giving History (bwdkghis.P_View_Gifts) The Giving History page displays giving histor y for the record selected. The pledges that are included in pledge totals on this page are determined as follows: ŁIf the Include in Giving indicator on the Pledge Status Code Validation Form (ATVPSTA) is selected for a pledge status co de, then all pledges with that status code are included in the pledge totals. ŁIf the Include in Giving indicator on ATVPSTA is not selected for a pledge status code, then the radio group at the top of the page ( Include partially paid pledges in counts and totals regardless of pledge status ) determines whether pledges with that status code are included in the pledge totals. You can choose to exclude these pledges, include the full pledge amount, or include the amount actually paid. Setup requirements The following setup is required for this page to work as expected. Web page fields This page contains the following fields. ItemDescription General Profile Preferences (bwdkpref.P_Input_Gnrl_ Pref) page Specify the information you want to be displayed in the header of this page. You can display the ID and name only, or you can display expanded header information. ItemDescription/source information Include partially paid pledges in counts and totals, regardless of pledge status Radio group that determines whether pledge totals include partially paid pledges: No - Do not include partially paid pledges in the pledge totals. Include Full Amount - Include the full pledge amount of partially paid pledges in the pledge totals. Include Amount Paid - Include the amount actually paid for partially paid pledges in the pledge totals. This radio group applies to all pledges that have a pledge status code with a cleared Include in Giving indicator on the Pledge Status Code Validation Form (ATVPSTA). /n 201 Banner Advancement Self-Service User Guide |Advancement Officers Giving History Area By Fiscal Year By Campaign and Fiscal Year By Designation and Fiscal Year All Existing Gifts All Existing Pledges All Existing Gifts and Pledges All Planned Gifts Combined Giving Overall Giving By Fiscal Year Giving History by Fiscal Year Form (APAFHIS) The Pledge Credit calculation depends on the ATVPSTA settings and the radio group at the top of the page. By Campaign and Fiscal Year Giving History by Campaign Form (APACHIS) The Pledge Credit calculation depends on the ATVPSTA settings and the radio group at the top of the page. By Designation and Fiscal Year Giving History by Designation Form (APADHIS) The Pledge Credit calculation depends on the ATVPSTA settings and the radio group at the top of the page. All Existing Gifts Gift List Form (AGCGIFT) Displays type, date, credit, amount, campaign, designation and comment information for all existi ng gifts. For gifts with multiple campaign and designation records, the detail is sorted first by date, then alphabetically by camp aign, and then alphabetically by designation within campaign. All Existing PledgesPledge List Form (AGCPLDG) Displays date, credit, amoun t, balance, status, campaign, designation and comment information for all existing pledges (including unpaid pledges). For pledges with multiple campaign and designation records, the detail is sorted first by date, then alphabetically by campaign, and then alphabetically by designation within campaign. All Existing Gifts and Pledges Gift List Form (AGCGIFT) Pledge List Form (AGCPLDG) Displays type, date, credit, amount, balance, campaign, designation and comment information for all existing gifts and pledges. For gifts/pledges with multiple campaign and designation records, the detail is sorted first by date, then alphabetically by campaign, and then alphabetic ally by designation within campaign. ItemDescription/source information /n 202 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Gift Detail (bwdkghis.P_ViewGift_Detail) The Gift Detail page displays all information av ailable for the gift selected. This page is accessed by selecting the active dollar amount link from the gift list. Setup requirements This page has no setup requirements. All Planned GiftsGift List Form (AGCGIFT) Pledge List Form (AGCPLDG) Displays type, date, transaction type, amount, balance, campaign, designation and comment information for all planned giving gifts and pledges. Combined GivingCombined Giving History Summary Form (APACOMB) The Pledge Credit calculation depends on the ATVPSTA settings and the radio group at the top of the page. Overall GivingPledge and Gi ft Summary Forms (APAGHIS) The Recent , Largest , Most Recent Recognized and Largest Recognized gifts and pledges. Link ActionGift Amount Goes to Gift Detail page (bwdkghis.P_ViewGift_Detail) Pledge Amount Goes to Pledge Detail page (bwdkghis.P_ViewGift_Detail) Return to ID List Goes to the Search Results page (bwdksrch.P_Display_Search_Results) ItemDescription/source information /n 203 Banner Advancement Self-Service User Guide |Advancement Officers Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. ItemDescription/source information All Existing Gifts Gift List Form (AGCGIFT) Displays date, amount, gift type, gift number, gift classification 1, 2, 3 code descriptions and comments for all existing gifts. Associated ID Gift Associated ID (AGAGASC) Displays Banner ID, Associated Type, Name and Comment for each associated donor. Allocation Gift List Form (AGCGIFT) Displays campaign, designation, amount given, and pledge number for each allocation. Soft Credit Gift Soft Credit ID List Form (AGCGMMO) Displays ID, name, campaign, designation, and credit amount for each soft credit. Additional Details Additional Details Form (AGAADTL) Displays type code, pledge number, gift number, and details for each additional detail. Beneficiaries Beneficiary Information Form (AGAPGBE) Displays information for each beneficiary. Link ActionPledge Number Pledge Detail page (bwdkghis.P_ViewPledge_Detail) Return to Giving HistoryGiving Hi story page (bwdkg his.P_View_Gifts) /n 204 Banner Advancement Self-Service User Guide |Advancement Officers Pledge Detail (bwdkghis.P_ViewPledge_Detail) The Pledge Detail page displays all information available for the pledge selected. This page is accessed by selecting the active monetary amount link from the pledge list. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/source information All Existing PledgesPledge List Form (AGCPLDG) Displays date, amount, balance, status, pledge type, pledge number, pledge classification 1, 2, 3 code descriptions and comments for all existing pledges Associated IDPledge Associated ID (AGAPASC) Displays Banner ID, Associated Type, Name and Comment for each associated donor. AllocationGift List Form (AGCGIFT) Displays campaign, designation, amount pledged, and amount paid for each allocation PaymentPledge/Gift List Form (AGAPPAY) Displays date, gift type, campaign, designation, and amount for each payment Hard CreditPledge Hard Cred it ID List Form (AGCPMLT) Displays ID, name, campaign, designation, credit amount, and third party amount for each hard credit. Soft CreditPledge Soft Cred it ID List Form (AGCPMMO) Displays ID, name, campaign, designation, credit amount, and third party amount for each soft credit InstallmentsPledge Insta llment Form (AGAPINS) Displays number, date due, amount due, and amount paid for each installment Additional DetailsAdditional Details Form (AGAADTL) Displays type code, pledge number, gift number, and details for each additional detail. /n 205 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Alternate Names and IDs (bwdkpsrc.P_Alternate_Names) The Alternate Names and IDs page displays any existing details for alternate names or IDs. This page is display only. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. BeneficiariesBeneficiary Information Form (AGAPGBE) Displays information for each beneficiary. Link ActionReturn to Giving HistoryGiving Hi story page (bwdkg his.P_View_Gifts) ItemDescription/source information The following fields apply to the assigned name. IDAdvancement Identifica tion Form (APAIDEN) NameAdvancement Identification Form (APAIDEN) The following fields apply to the alternate names. IDAdvancement Individual/Organi zation Name Form (APANAME) NameAdvancement Individual/Organization Name Form (APANAME) Name TypeName Type Validation Form (GTVNTYP) ItemDescription/source information /n 206 Banner Advancement Self-Service User Guide |Advancement Officers Updates to BannerThis page does not update information in the Banner database. Save the Changes (bwdkmove.P_Save_The_Changes)The Save the Changes page confirms the information updates were saved. Setup requirements This page has no setup requirements. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. DateAdvancement Indi vidual/Organization Name Form (APANAME) ItemDescription/source information /n

Banner_Advancement_Self-Service_User_Guide_8.9.pdf (984.4 KB)
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