Screen Images - Version 4

The links provided here display graphics images of the main user interface forms included in the database.

All screen images are provided as PNG files with file sizes less than 40Kb.

This implementation provides an abridged version of the full data model, as applied during implementation for the first client - a nonprofit land trust.

Client database: code defn contact grant help msg main switchboard outreach party payment person price set product type publication stored selection

Server database: help load load sequence

Client Database

Code Set Definitions

Code Set Definitions are sets of codes used to populate drop-down lists on forms, etc. A large number of these codes sets are avaialble for editing by the data administrator through these forms.

Some code definition forms in the database are not represented here. However, forms not represented here are very similar

Constant definition: Defines constants like organization name, etc.
Contact subject definition: Defines codes used to indicate the general subject of a communication contact.
Contact method definitionn: Defines codes used to indicate the communication method used during a contact
Deliverable type definition: Defines codes used to categorize grant deliverables
Ethnicity definition: Defines codes used to indicate the identified ethnicity of a person within the database
Focus area definition: Defines codes used to indicate overarching program areas of the organization that might be used to report or categorize volunteer actions, action team outreach efforts, personal areas of insterest for constituents
Fund definition: Defines codes used to indicate the destination of funds obtained from payments. Typical value might include c3, 2008 construction, c4 pac, etc
Group definition: Defines codes used to indicate a group in which a party may be a member. Groups can be very general and may include mailing lists, subscription recipients, commmitees, persons on waiting lists, formal memberships, etc
Group type definition: Defines codes used to indicate the overarching type of a group. Typically assumes values like subscription, membership, committee
Help message type definition: Defines codes used to indicate a category assigned to a help message stored in the database
Income category definition: Defines codes used to indicate the assigned income category of a product purchase. Might correspond closely to codes used in the organizational accounting system.
Language defn: Defines codes used to indicate languages a person is proficient with
Milestone definition: Defines codes used to indicate the codes used to indicate the type of milestone acheieved by a grant
Outreach method definition: Defines codes used to indicate the method of communication used for an outreach effort
Party category definition: Defines codes used to indicate categories assigned to a party
Party member role definition: Defines codes used to indicate the type of role played by a person within a party they are a member of.
Payment method definition: Defines codes used to indicate the method used to provide a payment. Several of these records are linked to database automation and should be changed only by a knowledgable person
Personal event type definition: Defines codes used to categorize a personal event stored into the database. Typical values might include marriage, birth in family, major illness, etc
Phone type definition: Defines codes used to categorize a phone number entered into the database. Typical values might include voice mobile, pager, fax, etc
Postal code definition: Defines codes used to inidicate postal code of location addresses entered into the database. Entry of a postal code defined in this list will typically cause an automatic entry of the related city and state
Product category definition: Defines codes used to categorize parties. In constrast to group membership, these classifications are not provided with a start/end date
Race definition: Defines codes used to indicate the racial heritage of a person entered in the database. Each person may have multiple codes established in cases where then identify themselves as multiracial
Region definition: Defines codes used to indicate the geographic region a location falls into. These codes would typically not duplicate a city, state or county code, which is provided in specialized fields in the database
Related person role definition: Defines codes used to categorize the relationship between two persons within the database. Typical values might include spouse, father, friend, etc.
Staff member definition: Defines codes used to indicate organization staff members who might be assigned roles such as primary party contact, organizational roles on an outreach, organizational roles in a contact, etc
Volunteer action definition: Defines codes used to indicate volunteer actions a person is willing to perform, or actions they have performed for the organization

Screen Images - Version 4

Client Database

Code Set Definitions

Contacts

Grants

Help Message

Main Switchboard

Outreaches

Parties

Payments

Persons

Price Set

Product Type

Publication

Stored Selection Criteria

Team

Server Database

Help Message

Load

Load Sequence

Screen Images - Earlier Versions