As of 7.4.1SP1, the "Maintain Staff Abstract Role" task will only display in the Involvement History task category in CRM360 if the selected constituent has a constituent class of "STAFF", as defined on the Demographics screen. For more information, please see Adding Demographic Information to a Constituent's Record in CRM360.
To add a constituent's staff abstract role:
1. From the Involvement History task category in CRM360, click Maintain Staff Abstract Role.
The Staff Abstract Role screen displays, as shown below.
2. Click Add.
3. Select the abstract role Begin Date.
4. If necessary, select the End Date of the abstract role.
5. Select the Staff Role Code of the staff member.
This is for informational purposes only and does not work with the Administrator Privileges checkbox below. This drop-down is populated based on the non-fixed ABS "STAFF_ROLE" system type.
6. Check the Administrator Privileges checkbox if you want this staff member to be an Abstract Administrator.
Only Abstract Administrators can create a Call for Participation. Staff members who have not been defined as Administrators can do anything an Administrator can do with the exception of creating new Calls for Participation and submission types. As of 7.4.0, there is a known defect that only staff with Administrator privileges are able to access all required screens for ABS.
7. The Active checkbox is read-only and calculates whether the ABS staff person is active based on the begin and end dates selected. Only active ABS staff can be assigned to a call submission type.
8. If desired, click the Default Call link to search for the default call for this ABS staff person.
Alternatively, the system will set this automatically the first time the ABS staff person logs into the ABS system.
9. If desired, click the Default Submission Type link to search for the default submission type for this ABS staff person.
The options are based on the non-fixed "SUBMISSION_TYPE" system code.
An ABS staff person can change their default call and submission type at any time via the Web.
10. Click Save.