Hello,
We are struggling a bit with getting our CSIs set up in a way that makes them work as a means of communication between our consortium organizations.
For example, when a user at organization A updates a constituent record (as in case of a death or divorce) we want key users at organizations B and C to become aware of this.
I've seen mention that other consortia are doing this and wonder if anyone would be willing to share the details?
Thank you!
Stacey Voigt Database Manager Santa Barbara Center for the Performing Arts (805)899-3000 x128 svoigt@granadasb.org
Hi Stace
In the Sydney (UCSS) consortium, we have a process set up whereby when someone is alerted to a death or divorce, they create a CSI of a particular type, as well as marking the record and dealing with anything that org needs to do.
The consortium Application Support team (who have access to everybody's data) run a daily report to sweep up any new csi's of that type. Then they check the constituent, and add actions for any other consortium org that has touch on the constituent.. (There is a nominated human at each org who gets the action, and is responsible for tidying up the record). Once all those actions are marked as complete, the consortium support team does any final tidy-up needed ( eg inactivating deceased records or defunct households)
We've just been reviewing our process for this. I've put a copy of our new user guide in my files here, for your amusement.
Ken