The Importance of Updating Census Data. Carla Haiar Catholic Diocese of Sioux Falls

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1 The Importance of Updating Census Data Carla Haiar Catholic Diocese of Sioux Falls

2 Organization Id s Thou shalt know my organization id About ParishSOFT System Info

3 Family Group Family Group filters should NOT be created at a parish Transitioning to CN Family Suite these special, parish filters cause problems Keep the Family Group Filters the same for ALL in your diocese Filters

4 Filters Does this filter combination make sense? Non-Registered and Active Registered and Religious Ed Only Periodically, review your filters and registration status to keep it as clean as possible

5 CN Family Suite Filters WOW!! There are a LOT of CN Filters. Since Browser based, be sure to click REFRESH if results do not seem accurate. OR Click on the clear filter icon and re-apply your filter.

6 CN Family Suite Filters Know your numbers! Be sure to know the number of registered families you have in your database. A quick reference that you have applied your filters correctly Check the bottom of the screen for counts of records that satisfy this criteria

7 Family Group Go to Reports, ParishSOFT Reports, click on F11. This will open the database behind the scenes! Click on Tables, double click on FamGroup_Lookup to open the table and view the values listed

8 Family Group The Organization Id of is our diocesan organization id these are diocesan created! Values of in OwnerOrganization Id is Parish Created! Best to decide as a diocese on Family Group

9 Let s do a Merge Select the Description on the left, populates to the bottom, then grab from drop down what to merge it with. Click Merge Records 9

10 Valid Address Let s export our data and review it for accuracy Click on the Excel icon, and again, save it to your computer

11 Valid Address Open the Excel sheet, select entire sheet by clicking in the upper left hand side of the sheet. Click on the Filter

12 Valid Address Review each column for blanks If a mailing name is blank, it will NOT appear on statements or labels

13 Send No Mail Reports, ParishSOFT Reports, Census Menu Family Filtering and Sorting, check Registered, Envelopes and Active. Click on Show Results

14 Send No Mail Scroll to right of spreadsheet and review those records selected as SendNoMail IsSelected

15 Expanded Filters CN filters Age filter

16 MyOwnChurch Data accuracy in ParishSOFT will be VERY important once you open your Parish information up to My Own Church.

17 MyOwnChurch Note the fields that are REQUIRED ( * ) for a church member to register for Parish and use of My Own Church.

18 My Own Church Member with role of Husband, Wife or Head can register as a My Own Church user Registration Request goes to Suspense Processing. My Ministry and My Education only appear if the parish is licensed for Ministry Scheduler or Religious Ed.

19 A great way get information from your parishioners in order to verify and prepare for use of My Own Church. Registration Forms

20 Parishioner can enter information necessary to register for a Parish. This request goes into Suspense Processing. MyOwnChurch

21 MyOwnChurch Note the error, because the address listed on the record did not match one in our database, we could not Register this user to utilize MyOwnChurch.

22 MyOwnChurch Successful registration results in an being sent to the user s inbox.

23 MyOwnChurch

24 MyOwnChurch Therefore, every Registered and Active member of your parish that wishes to utilize My Own Church needs a valid address. This means LOTS of data entry for those of you who are not yet capturing an address Accuracy is a big issue when entering an address SO Start NOW!

25 MyOwnChurch Note password requirements:

26 Pictorial Directory

27 Pictorial Directory Check your settings in Family Directory for Publish Information!

28 My Giving

29 My Ministry

30 My Family Information can be updated directly by Family.

31 My Family Check what should appear in directory.

32 Questions

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