Our Development team would like to audit if the Designation changes for their Prospect Plans. So it would work like -1 Status Change or -2 Campaign Change.
Is this possible? If you yes is there a limit to which fields can be audited?
Yes I am talking about the Designations in the Plan Window (based on what is coded in Campaign)
There are now 2 Steps that are “audit steps” in the TR_STEP_TYPE They are -1 Status Change or -2 Campaign Change. When the Plan Status or Campaign are changed the system automatically adds a step that audit what the change was. We are wondering if we can add other audit steps specifically one that audits a change to Designation.
From: Brian Parker [mailto:bounce-brianparker6265@tessituranetwork.com] Sent: Thursday, December 08, 2016 4:55 PM To: McKinley, Leslie <LMcKinley@nycitycenter.org> Subject: Re: [Tessitura Development Forum] Adding Additional Audit Steps for Plans
Leslie,
When you say "Designation," do you mean the field under "Campaign" on the Plan window? If so, you can enter values into TR_CONT_DESIGNATION and then assign the appropriate values to the relevant Campaign in order to be able to select those values on a given plan.
It sounds like what you're talking about might be more in line with the "Type" or "Status" fields on the Plan window though (unless I'm misunderstanding, which is entirely possible!). Values can be added for Type in TR_PLAN_TYPE while TR_PLAN_STATUS is where you'll add for Status.
I personally use Type to identify my relationship with the Plan prospect at the start of the Plan (Current Donor, Lapsed Donor, Renewed Donor, etc.) while Status is used to track the current status of the Plan (Membership Confirmed, Membership Declined, Membership Cultivation, Stewardship, etc.).
I'm happy to help if you have any other questions (or if I've missed on my initial reading!).
Thank you,
Brian
From: Leslie McKinley <bounce-lesliemckinley4321@tessituranetwork.com> Sent: 12/8/2016 1:51:03 PM
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Ah, okay; now I feel like I'm understanding!
Unfortunately, I don't know the answer; based on the Table Help for TR_STEP_TYPE we know that -1 (Status Change) and -2 (Campaign Change) are the only technically required values, and I'm sure if you look under the hood in SQL you can see what is being done on the back end to add the audit steps on Status and Campaign changes.
Theoretically, a SQL guru could take a look at those procedures and potentially copy to a -3 (Designation Change) and create an audit step, but I'm definitely not comfortable enough with SQL yet to do it myself or advise anybody else on how to make it happen. I am learning, though, so I'll bring it up with our consortium's SQL experts and see how steep the degree of difficulty might be.