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Screening Prospects

Access Screening information by using Millennium Explorer Profiles>Prospect>Screening.

Many institutions use volunteer screening sessions as one tool for identifying the top prospects from their constituency, or further segmenting their top prospect pool. In these sessions, a group of constituents (the screeners - usually volunteers but sometimes staff members), gather to render opinions or ratings on a list of constituents (the screenees), evaluating the screenees' ability or interest in giving. Each screener may give an estimate or rating on each of the listed constituents, based on his or her knowledge and experience. This information can be used to help determine which constituents to approach and also to determine an amount to solicit from those prospects.

In Millennium, the Screening table is used to maintain the results of these screening sessions, or the results from some other method of collecting ratings or opinions on constituents. As the row is created, you will be expected to enter another constituent's ID Number or Name (in last name/first Search format) as either the screener or screenee. In the default display, the name is displayed, rather than the ID Number. When you do so, the system will automatically create a linked "reverse" Screening row for the second constituent. Please note that information in the custom fields will not be carried over to the screening row for the second constituent. Each row will include the appropriate Screened/Screened By label.

Each row will contain information including the Date and location of the Screening Session that generated the data. The rows include fields for a dollar Amount and for a Rating. Each of these fields reflect the opinion of the screener. This allows an institution to conduct the session, having the screeners give a dollar amount, to choose a "Rating" from a predefined set of dollar amount ranges or levels, or to use both.

All Screening rows may be identified with a particular Campaign, allowing the screeners to give varying opinions based on the nature of the Campaign.

For example, Sally Smith has just evaluated Joe Jones' capacity to donate to you Capital Campaign. Sally is the screenor and Joe is the screenee. Access the Screener data display for Sally Smith. Provide Joe Jones' name (or id number) in the Name field. Since Sally screened Joe, do not check the Screened/Screened by check box. Fill in other data as desired and Insert the row. On Sally Smith's Screen data display, it will show that Sally screened Joe Jones. Click the name hyperlink to access Joe's Screener data display. Here, it will show that Joe was screened by Sally Smith.

Notes:

An Administrator can remove the Screening Prospects table from the Millennium Explorer if not used. See Table Options for more information.

Millennium system administrators or the database administrator can configure audit logging for the Screening data table. For more information, see Audit Log.

Screening Field Descriptions

Screening data is stored in the screener 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
scrnkey 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)
scrnid 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)
scrndoc 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)
scrndate no label	none	datetime/date [getdate()]	The date that this Screening row was last updated. This field is automatically entered by the system. (system field)
scrnuserid no label	none	varchar/varchar2 30 [suser_sname()]	The User ID of the operator that last edited this Screening row. It is automatically entered by the system. (system field)
scrnugrp non-displaying	none	char 1 ['Z']	This field holds the Group letter that was associated with the User ID of the operator who last edited this row. (system field)
scrnscrnid uses scrnscrnfg as a label	none	char 10	This field holds a copy of the ID Number of the constituent who owns the reverse Screener data row. If the owner of this data row is the Screenor, this field holds the ID number of the Screenee. If the owner of this data row is the Screenee, this field holds the ID Number of the Screener.
scrnscrnfg Screened/Screened By	none	char 1	This field signals the system to indicate whether the constituent who owns the row is the one who is being screened or the one has performed the screening. If the owner of the row is the Screenor, this field will be equal to 'N'. If the owner is the Screenee, this will be 'Y'.
scrnopamt Opinion	none	money/number (19,4)/(16,2) [0]	The screener's dollar amount opinion of the screenee's ability and willingness to give. Some screening sessions are conducted using this form of evaluation, while others are done using a pre-defined rating system for the screeners to use (using the donor Rating column).
scrnopndat Opinion Date	none	datetime/date	The date that the screening opinion was rendered.
scrncamp Campaign	Campaign	char 6 [' ']	The Campaign for which the opinion was offered.
scrnsess Session	Screener Session	char 6 [' ']	The screening session at which the opinion was offered.
scrndrrtng Donor Rating	Donor Rating	char 6 [' ']	A lookup table driven system of rating or evaluating constituents. This technique would usually be an alternative to using the Opinion (scrnopamt) field, though you may use both, if you prefer.
scrnaltkey non-displaying	none	numeric/number 13,0 [0]	When a Screening row is created and the Screened/Screened By name is also a constituent, the system automatically creates a Screening row for the second constituent. This field holds a copy of key field from the linked Screening row for the second constituent. (system field)
scrnsource Source	Source	char 6 [' ']	The source for the information in this row.
scrnpoint non-displaying	None	integer	This system-assigned field is no longer used or supported. (system field)
scrncrdate non-displaying	none	datetime/date [getdate()]	The date that the row was created. (system field)
scrnfnum non-displaying	none	char 2 ['14'] {'14'}	The file (table) number for the Screening table. (system field)
scrncomm no label	none	varchar/varchar2 4000	A free text Comment that may be entered and displayed with this row only.
scrnfamil Familiarity	Screener Familiarity	char 6	An indication of the degree of knowledge the person doing the evaluating has concerning the person being screened. The levels are institution defined in the Screener Familiarity lookup table.
scrndate1	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrndate2	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrnmny1	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.
scrnmny2	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.
scrnnum1	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.
scrnnum2	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.
scrnyesno	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.
scrnlook1	Screener Lookup1	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.
scrnlook2	Screener Lookup2	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.
scrnlook3	Screener Lookup3	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.
scrntext	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.
scrndate3	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrndate4	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrndate5	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrndate6	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrndate7	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrndate8	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrndate9	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrndte10	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrndte11	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrndte12	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
scrnmny3	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.
scrnmny4	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.
scrnmny5	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.
scrnmny6	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.
scrnmny7	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.
scrnmny8	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.
scrnmny9	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.
scrnmny10	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.
scrnmny11	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.
scrnmny12	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.
scrnnum3	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.
scrnnum4	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.
scrnnum5	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.
scrnnum6	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.
scrnnum7	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.
scrnnum8	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.
scrnnum9	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.
scrnnum10	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.
scrnnum11	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.
scrnnum12	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.
scrnchk1	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.
scrnchk2	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.
scrnchk3	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.
scrnchk4	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.
scrnchk5	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.
scrnchk6	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.
scrnchk7	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.
scrnchk8	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.
scrnchk9	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.
scrnchk10	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.
scrntxt1	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.
scrntxt2	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.
scrntxt3	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.
scrntxt4	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.
scrntxt5	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 - Screening

Index	Primary	Foreign	Unique	Fields	Sort
pk_screener	Y		Y	scrnkey	ASC
screener02		Y		scrnid	ASC
screener03		Y		scrncamp	ASC
screener04		Y		scrnscrnid	ASC

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