|
Policy Title: Constituent Data Requests
Effective Date: 11/01/2003
Policy Code:
Supercedes Policy Code: N/A
Responsible Department: Operations
Other Departments Impacted by this Policy:
Policy Statement: The Operations Department is responsible for providing data from The Raiser's Edge database to the FIU Community for purposes directly related to the University's mission. This policy provides the instructions for requesting and utilizing the desired information.
Policy Purpose/Rationale: The Constituent Data Request Form provides the Operations Department with the information necessary to generate the proper data in the most effective format to the person or department making the request. The form also serves as a signed agreement that all data will be kept confidential and will be used solely for the purposes of Florida International University .
Additional Policy Contents:
i. Standard Operating Procedures In Support Of This Policy
ii. Required Forms And Instructions In Support Of This Policy
iii. Frequently Asked Questions About This Policy And The Supporting Procedures
iv. Definitions In Support Of This Policy
v. History Of This Policy
i. Standard Operating Procedures In Support Of This Policy
1) Fill out Constituent Data Request Form. This form contains the specific criteria and parameters of request as well as delivery preference, format preference, and purpose. The form should be filled out in its entirety and should be signed by the person responsible for the data.
2) Fax the form to (305) 348-3337 to the attention of your unit/college/school liaison in Advancement Operations. If your liaison is on leave or your unit does not have a liaison, requests should be submitted to the Associate Director of Advancement Operations, Sofie Durkee.
3) When request is received in Advancement Operations, request is stamped with date and deadline date is scheduled on the calendar for 7 business days from receipt of request. All university requests are completed in order of receipt. Requests may be completed sooner than the deadline if workload permits it. Special requests may take longer than 7 business days. If this is the case of your request, you will be told upon receipt of request. No ASAP requests are permitted.
4) Liaison will contact requestor to acknowledge receipt of request, verify parameters, requestor information, purpose of request, criteria, fields and format. Liaison will inform requestor of deadline date.
5) When job is completed, an email will be sent to the contact person specified on the form. Requested information will be sent according to specifications made on the Date Request Form.
6) In the case of mailing lists, all returned mail should be sent immediately upon receipt to MARC 540 to the attention of the person who executed your request. Returned Mail should not be accumulated and then sent, but rather sent as soon and as often as received so that addresses can be corrected as soon as possible.
ii. Required Forms And Instructions In Support Of This Policy
iii. Frequently Asked Questions About This Policy And The Supporting Procedures
iv. Definitions In Support Of This Policy
v. History Of This Policy
Date Initiated: 11/1/03
Date Revised/Explanation:
|
