How to Enter a Non-Member Parent |
| When entering a child where neither parent
is a member, at least one must be entered as a Friend and then the child
attached to that parent. A child under 18 should not be entered in the
system as Head of House. If the parents are not married, the parent
added should be the parent the child is living with. |
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| 1. |
Before you begin to enter the
non-member parent, first check to see if they have already been entered
as a friend or miscellaneous name. If not, you are ready to enter. If
yes, you will use that record to attach the child to, and do not need to
add them again, proceed to step 7.
If they are not in Shelby continue with step 2.
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| 2. |
Go to the tool bar and click the “New” tab.
(It’s the first item on the
toolbar and looks like a white sheet of paper.) |
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| 3. |
You will get a message that says, “ Is this
new person to be added to the family of…” If yes click “Yes”, if no
click “No”.
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| 4. |
You will now have a screen that
says GlobaFile Information Criteria. Click “OK”. (Don’t add anything to
this tab, just the last name will be there and that is how it should be
for now.)
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| 5. |
Next will be a screen that says “GlobaFile
Information -(Pick a name)”. Do not pick a name or change anything on
this screen, just click “Add” at the bottom middle of the screen.
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| 6. |
This will bring you into the GlobaFile.
This is where you add the first and middle name; the last name should
already be in the last name field. If the last name is different change
the last name to what it
should be. If the name is Mc or Mac do not put a space between. EXAMPLE:
McDonald not Mc Donald.)
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| 7. |
Tab 1 - The address
should be entered. Verify that it is correct.
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| 8. |
Tab 2 - The phone number
should be entered. Verify that it is correct.
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| 9. |
Tab 3 - Add the parent’s
birth date, gender and marital status. Change the salutation if needed.
(For example if their name is William, but they go by Bill you would
enter William in the First Name field and Bill in the salutation.)
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| 10. |
Tab 4 - Make sure
relationship says Head of House. (If only one parent is listed, the
system will automatically put each added entry in as a spouse. Make sure
you change this to child as needed.)
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| 11. |
Tab 5 – This tab is not
used for this type of entry. Tabs 6 and 7 are not used at this
time.
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| 12. |
Tab 8 - If this is a new
entry and not connected to someone already in the system you will need
to add the last four digits of the congregation they are attending. If
this is a new entry and they are connected to someone, this should
already be entered.
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| 13. |
Click “Finished”. This will
take you to the Individual Information area in the Membership Module.
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| 14. |
Tab 1 – This screen shows some of
the information that you have already entered, such as the address,
phone number, and the DOB. The information on this screen cannot be
changed here. You must go back to the GlobaFile to make any changes or
corrections.
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 |
| 15. |
Tab 2 - Should read:
- Module: Friend
- Record Status: Active
- Relationship: Active
- How Received: Leave Blank
- Date Received: Date of entry
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| 16. |
Tab 3 - This screen is
not used at this time.
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| 17. |
Tab 4 – This screen show
the relationship information if they are connected to a parent or
spouse. The information on this screen cannot be changed here. You must
go back to the GlobaFile to make any changes or corrections.
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| 18. |
Tab 5 – This screen is
not used at this time.
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| 19. |
Tab 6 – On already
existing records, this screen may contain information that was converted
from our old system into Shelby.
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| 20. |
Tab 7 - This screen
would not be used unless the non-member parent becomes baptized.
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| 21. |
Click “OK” to exit out of this
screen and “OK” again to save the information that has been entered and
exit the record. |
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