FundSvcs Community

Hi -

My college will be working on several federal grant proposals this coming year.  Our Director of Grants would like to track this work under individual records set-up for polilbiticiams with whom she will be working to secure these grants.  My initial thought is that tracking this work on an individual's record who may be in office for a limited time may create some issues in the future.  Are there and suggestions on tracking work on grants so that it's easily accessible and not living on a record that may become inactive in the future.  Our system is RENXT.

Rick West
St. John's College

------------------------------
Richard West
Director of Advancement Services
SJC Business Card
west.richarda@gmail.com
------------------------------

Hi Rick,

I agree with you - if you want to see the proposal history in one place, it's best not to track under an individual record. I suggest creating an organization record for the office or department and tracking proposals on this record. You can then link the individual record for the elected official (plus any other personnel important to the projects) to the organization as a relationship. When the individual is no longer in office, you can update the relationship to "former" and add a new relationship to the org record. The director of grants should still be able to search based on the elected official name to find the correct record.

In this model, it is also important to create a new database maintenance task to update elected officials after elections.

Good luck and feel free to reach out if you would like to chat about this further!

Brittany

------------------------------
Brittany Schwartz
Advancement Consultant
Sage70, Inc.
brittany@sage70.com
------------------------------