Tracking Change Requests and Audit Trails

LINDSEY COPELAND

We're looking for a better way to track not only the volume of change requests for records that we receive, but who they come from, how often and what they are requesting, etc. 


Currently, we use a form built outside of Raiser's Edge but would like to find something that either integrates very well with Blackbaud or is built directly within Raiser's Edge.

The form is built so that the gift officer or campus partner submits a request to have information updated on a specific constituent. It's really well, but we would love to have something that is reportable (like actions, for instance, in NXT) and can be easily query-able.


Does anyone currently have a system in place that works really well for their organization/DBA?


Thanks!

Elizabeth Johnson

In the past, we had action defaults set up that they could use for particular types of requests. It would provide the fields in the notes and they could just type the info in and it would be set to notify the data entry person automatically and the requestor as the solicitor. 


We weren't tracking it so we abandoned it and simply use email. If we were tracking I would want to move back to this method.


Good luck LINDSEY COPELAND‍!

LINDSEY COPELAND

Elizabeth Johnson:

In the past, we had action defaults set up that they could use for particular types of requests. It would provide the fields in the notes and they could just type the info in and it would be set to notify the data entry person automatically and the requestor as the solicitor. 


We weren't tracking it so we abandoned it and simply use email. If we were tracking I would want to move back to this method.


Good luck LINDSEY COPELAND‍!






Elizabeth Johnson‍  - did the requester add the task action to constituent in question, or did you use a generic record to add all actions to? I'm sure that's a silly question, but i'm trying to think through all the steps in going this route!  Thank you!

 

Elizabeth Johnson

Oh thanks, LINDSEY COPELAND‍ for asking that clarifying question. I had meant to share that info and got distracted. We put the bulk of the actions on the constituent record in question. Sometimes if it was more generic we put it on our organization's record.

Shaun Field

We do the same thing as Elizabeth Johnson.  We created an action type called: Record Update Request.  The PM, or another enters that action in the donor's record then either I or my team, Data Services, updates the record per the request. It's great for keeping track of who, what and when.