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Best practice? - end of relationships/affiliations

Tim Chandler
$organization

Hi all,

I'm just wondering what some other users do when it comes to the end of relationships/affiliations. We really only use this function to record employers/employees, including board members. We have been having a discussion on whether we should be inactivating a relationship when someone's employment ends or just putting in a start and finish date.

My immediate preference is to inactivate as it still keeps the record on the individuals account and doesn't show up as an active affiliation when you load the employer's record. Are there any advantages when it comes to reporting for either method?

 

Thanks,
Tim 

  • $organization

    We inactivate, but I’d say this is kind of an artifact policy from previous software: we set up our Tessitura in light of an established policy (rather than determined our organizational policy based on what might have the best results in Tessitura).  In the end, you just have to attend to inactive/active vis-à-vis relationship types in your reporting, list building, etc.  It works either way if you have a consistent documented organization-wide policy that everyone follows. 

     

     

    John Trimble
    Data and Prospect Manager
    Dallas Symphony Orchestra
    Morton H. Meyerson Symphony Center
    Schlegel Administrative Suites
    2301 Flora Street
    Dallas, Texas 75201

    214-871-4041 - phone
    214-981-2988 - fax

    j.trimble@DalSym.com
    www.dallassymphony.com

    http://www.dallassymphony.com/media/112512/clip_image001.gif


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tim Chandler
    Sent: Monday, May 26, 2014 2:45 AM
    To: John Trimble
    Subject: [Tessitura Development Forum] Best practice? - end of relationships/affiliations

     

    Hi all,

    I'm just wondering what some other users do when it comes to the end of relationships/affiliations. We really only use this function to record employers/employees, including board members. We have been having a discussion on whether we should be inactivating a relationship when someone's employment ends or just putting in a start and finish date.

    My immediate preference is to inactivate as it still keeps the record on the individuals account and doesn't show up as an active affiliation when you load the employer's record. Are there any advantages when it comes to reporting for either method?

     

    Thanks,
    Tim 




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