Proposal/Planned Gift Ratings
In managing a Proposal or Planned Gift solicitation, some institutions employ the technique of applying a rating system that evaluates the likelihood that the constituent will fund a request. This rating is usually done by staff member, following a significant amount of research into the process and into the constituent's situation. This rating would apply to this specific solicitation, only. To maintain this information in Millennium, a secondary Proposal/Planned Gift Rating table is used. This table will contain Ratings that are linked to specific Proposal OR Planned Gift rows. When the linked Rating is displayed, it will use the name, Proposal Rating or Planned Gift Rating, though they are stored together.
Note: The Rating table allows you to apply this same technique to the Tracking table. Those Ratings would usually be used as a more general evaluation of the donor, while the PG Rating is linked specifically to a particular Proposal or Planned Gift solicitation.
Any number of PG Ratings rows may be attached to an individual Proposal or Planned Gift row. Each of the secondary rows may include a Rating value as defined in the Proposal/Planned Gift Rating lookup table. These values may be expressed as a percentage, as dollar ranges, or any other system which your institution uses. Start and Stop dates allow you to associate the Rating with a particular time period, enabling you to maintain a history of all the Ratings that have been assigned to this Proposal. The Update/Archive function of Millennium facilitates that process. A field for the Cultivation Level allows you to track the stages of solicitation for this Proposal. The Status field allows you to track the degree of research that has taken place at the point at which the PG Rating is defined (giving you an indication of the degree of confidence that may be associated with the evaluation.)
Update/Archive
If your institution makes it a policy to retain the details of previous ratings and create a new data row when the rating changes (rather than simply editing the data in the existing row), the Update/Archive function will facilitate the process. When Update/Archive is used, the system automatically performs several edits to that existing row and then prompts for the creation of the row for the new information. (Remember that the Update/Archive function is available in addition to the standard editing functions.)
When using Update/Archive, the following things occur:
- The original PG Rating field, Inactive? is set to Y.
- If the original row does not already have a Stop Date, the insert form for the new data row will default the Start Date to the current day's date. It may be manually edited in that form before the new row is inserted. Whether it is the current date or another date that you have chosen, when you click on Insert in that form, the system will set the Stop Date of the original to match the Start Date for the new row.
- However, if a Stop Date is already present in the original row before you began the Update/Archive process, that date will be retained in the original and also used as the default Start Date in the insert form for the new data row. The Start Date may be manually edited in that form before the new row is inserted, resulting in differing Stop and Start dates in the two rows.
- All other data from the original data row is copied into the insert form for the new row, and is available for editing before you click on Insert to create the data row.
Update/Archive is an available menu item on the context menu for the specific Rating that is to be archived. Update/Archive is available for Active Ratings only.
Planned Gift Rating Field Descriptions
Proposal/Planned Gift Rating data is stored in the pgrating data table. The following fields are included. The field labels and non-displaying designations that are listed are those that the system uses by default. If you want to override these default settings, you must customize your display definition.
Note: Custom fields are included in the data table, and are available for any purpose that you want to define. These fields are not shown on the standard Display or standard Data Maintenance forms. If you want to make use of one or more of the custom fields, use the Custom Display Designer to edit the standard Display and Data Maintenance forms.
|
Field Name Field Label |
Lookup Table |
Type SQL/Oracle Length [Default] {Check} |
Description |
|---|---|---|---|
|
pgrkey non-displaying |
none |
numeric/number 13,0
|
The primary key field for all rows in all tables. This field holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (system field) |
|
pgrid non-displaying |
none |
char 10
|
This field holds the Id number of the constituent who owns this row, providing a link between this row and all others in all other tables which also belong to the same constituent. (system field) |
|
pgrdoc non-displaying |
none |
char 1 ['N']
|
This field holds a Y/N flag to indicate the existence of a linked document for this row. (system field) |
|
pgrdate no label |
none |
datetime/date
[getdate()]
|
The date that this PG Rating row was last updated. This field is automatically entered by the system. (system field) |
|
pgruserid no label |
none |
varchar/varchar2 30 [suser_sname()]
|
The User ID of the operator that last edited this PG Rating row. It is automatically entered by the system. (system field) |
|
pgrugroup non-displaying |
none |
char 1 ['Z']
|
This field holds the Group letter that was associated with the UserId of the operator who last edited this row. (system field) |
|
pgrating Rating |
char 6 [' ']
|
This field is used to maintain an assessment by the staff of your institution, evaluating the likelihood that the constituent will fund this Proposal effort. The lookup table entries may be expressed as a percentage, a dollar amount range or any other system of evaluation that your institution finds helpful. |
|
|
pgrcult Cultivation |
char 6 [' ']
|
This field allows you to define levels of solicitation as your institution wants to describe them. |
|
|
pgrstatus Inclination |
char 6 [' ']
|
This field and lookup table are designed to identify the constituent's likelihood to fund the Proposal or Planned Gift. |
|
|
pgrbegdate Start Date |
none |
datetime/date
|
This field identifies the first date for which this rating has been established or for which it is effective. |
|
pgrenddate Stop Date |
none |
datetime/date
|
This field identifies the last date for which this rating was (or will be) in effect. In general, Active ratings would not have a Stop date. |
|
pgrflag Inactive? |
none |
char 1
|
This field is used to identify a rating as active or inactive. The ability to maintain multiple ratings makes it possible to maintain a history of previous ratings for a constituent. This Inactive field provides an easy means of selecting and reporting on active ratings, only. |
|
pgrlnkfil non-displaying |
none |
char 2
|
This field holds a copy of the file (table) number to which this PG Rating row is attached. (system field) |
|
pgrlnkkey non-displaying |
none |
numeric/number (13,0)
|
This field holds a copy of the key field from the primary row to which the PG Rating row is attached. (system field) |
|
pgrsource Source |
char 6 [' ']
|
The source for the information in this row. |
|
|
pgrpoint non-displaying |
none |
numeric/number 10,0
|
This system-assigned field is no longer used or supported. (system field) |
|
pgrcrdate non-displaying |
none |
datetime/date
[getdate()]
|
The date that the row was created. (system field) |
|
pgrfnum non-displaying |
none |
char 2 ['30'] {'30'} |
The file (table) number for the PG Rating table. (system field) |
|
pgrcomm no label |
none |
varchar/varchar2 4000
|
A free text Comment that may be entered and displayed with this row only. |
|
pgrdate1 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrdate2 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrmny1 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrmny2 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrnum1 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrnum2 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgryesno |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrlook1 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
|
pgrlook2 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
|
pgrlook3 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
|
pgrtext |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
|
pgrdate4 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrdate5 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrdate6 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrdate7 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrdate8 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrdate9 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrdte10 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrdte11 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrdte12 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
pgrmny3 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrmny4 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrmny5 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrmny6 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrmny7 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrmny8 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrmny9 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrmny10 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrmny11 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrmny12 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
pgrnum3 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrnum4 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrnum5 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrnum6 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrnum7 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrnum8 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrnum9 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrnum10 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrnum11 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrnum12 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
pgrchk1 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrchk2 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrchk3 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrchk4 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrchk5 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrchk6 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrchk7 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrchk8 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrchk9 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrchk10 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
pgrtxt1 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
pgrtxt2 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
pgrtxt3 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
pgrtxt4 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
pgrtxt5 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
Indices - PG Rating
| Index | Primary | Foreign | Unique | Fields | Sort |
|
pk_pgrating |
Y |
|
Y |
pgrkey |
ASC |
|
pgrating02 |
|
Y |
|
pgrid |
ASC |
|
pgrating03 |
|
|
|
pgrlnkkey |
ASC |