The Activity Form is to log VT-hosted and non-VT hosted events and activities, such as sitting on a Food Security Committee or attending a TASCOSS forum. This is particularly relevant to the Peak Body, HACC/CHSP and VMA funding contracts. Where multiple VT staff have attended, please ensure only one form is entered.
For events hosted by VT with multiple organisations in attendance, please enter all attendees. This will ensure the activity is logged against each organisation’s account in the CRM.
The most important things to remember whenever inputting data into the CRM is always consider its purpose, and always follow the naming conventions.
|Critically, each interaction or activity is required to be linked to one or more funding instruments. If this is not accurate the VT reporting to funding bodies and stakeholders will be incomplete and/or incorrect.|
|Use Title Case Capitalisation for names.||Migrant resource centre||Migrant Resource Centre|
|Do not use the ampersand symbol. Type the word “and” instead.||Smith, Jones & Cork||Smith, Jones and Cork|
|Only use acronyms if they are commonly used in public by the organisation and only use them in brackets beside the full organisational name.||COTA||Council on the Aging (COTA)|
|Do not use full stops between initials.||D.H.H.S.||DHHS|
|Use the abbreviation for Incorporated organisations with a full stop||Incorporated / Inc / Incorp.||Inc.|
|There should never be multiple records or ‘duplication’ for accounts or contacts.||John Doe
|ALWAYS search for existing records prior to making a new entry
take note of any potential duplicate warnings
|Phone Number Format
+ Country Code | Area Code | Main Number
0400 123 456
|+61 3 6251 5100
+61 400 123 456