Field Label

Record Type (G/P or GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

-

-

Ongoing Opportunities NOT In Gift Handover stage

Fund Raised is NOT NULL

1

Alert Opportunity Owners to review and update the stage

AND

Send report to Manager

Y

Field Label

Record Type

(G/P, GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

Opportunity Amount

G/P

Open Opportunities

AND

Closed Won

Field value < $99

246

Update:
If Ask Amount >100k then Amount = Ask Amount

Unsure

(CTD)

Opportunity Amount

G/P

Planning, Solicitation, Gift Handover
(CTD)

Field value < $99

474

Alert Opportunity Owners to update the field with estimated amount

AND

Send report to Manager

Unsure

Capacity was assessed in Qualification stage

Ask Amount

G/P

Open Opportunities

AND

Closed Won
(CTD)

Field value < $99 AND Ask Made = TRUE

3

If Gift Amount >100k then Ask Amount = Gift Amount

Y

Verbal Acceptance

G/P

GIW

Closed Won

Verbal Acceptance = FALSE

Ask Made = TRUE
Gift Amount > $99
Fund Received > $99

464

386

Set Verbal Acceptance to
TRUE

Y

Ask Made

G/P

GIW

Closed Won
(CTD)

Ask Made = FALSE
Ask Amount > $99

139

373

Set Ask Made to TRUE

Y

Gift Amount

G/P

GIW

Open Opportunities NOT IN Gift Handover

OR

Closed Won
(CTD)

Verbal Acceptance = FALSE
Gift Amount

NOT NULL

31

9

Gift Amount = NULL

Y

Gift Amount

G/P

Closed Won
(CTD)

Gift Amount = NULL
Fund Raised > $99

3

Gift Amount = Fund Raised

Y

Fund Raised Fund Received

G/P

Closed Won
(CTD)

Gift Amount > $99
Fund Raised = 0
Fund Received = 0

47

To be Discussed

Y

Issue found in Years 2019 to 2022, Transactions were made

Field Label

Record Type

(G/P, GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

Academic Lead

G/P
GIW

Closed Won (CTD)

Opportunity Lead Source <> NULL
Academic Lead = NULL

2

If the Opportunity Owner is an Active User, alert to update the field

Y

Contact Role

G/P
GIW

Household with Primary Contact NOT Closed Lost

Contact Roles = NULL and
Account = Household with Primary Contact

51

Assign Primary Contact as Contact Role of the Opportunity

Y

Rule previously discussed

Stakeholders: Polina Nikulina, Alain Gasquet

Field Label

Record Type

(G/P, GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

Payment Received

G/P

Closed Lost

Closed Lost Opportunity with Opportunity Component

2

If the Opportunity Owner is an Active User, Contact them for deletionto fix issue

Y

Payment Received and Amount fields in the object are populated

Field Label

Record Type

(G/P, GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

Opportunity Owner

G/P
GIW

At any stage
(CTD)

Opps on Coordinators or Grads as Opp Owners

2

3

Identify Development Officer and Report to Team Leader

Y

Opportunity Owner

G/P
GIW

Ongoing Opps
(CTD)

Opps

owned by Inactive Users

53

Identify Development Officer and Report to Team Leader

Y

Opportunity Owner

G/P
GIW

Ongoing Opps on Pos-Solicitation stage
(CTD)

Opps owned by Staff NOT in Major Giving team

29

Identify Active Team Members and Alert Team Leader

Y

Including 25 Opps owned by “House Account”

Role

G/P
GIW

Ongoing Opps (CTD)

Opps on Solicitation stage owned by Inactive Users

3

Reported for Business decision

Y

Same User with multiple roles in 1 Opportunity

TBC

-

Y

Snowflake issue under review

Opportunity Owner

G/P
GIW

Closed Won
Closed Lost
(CTD)

Closed & Solicited Opps owned by Coordinators, Grads or Non-MG Team

6

Reported for Business decision

Y

Opportunity Owner

G/P
GIW

Closed Won
Closed Lost
(CTD)

Ongoing Opps

More than 1 Opportunity Owner in the Opportunity Team

27

Send Report - Opp to be assessed by Managers

Y

Snowflake issue under review