How to Enter a Baby Blessing |
Before you begin entering the information
into Shelby, edit the report. This means checking the report for
required information. Required information includes: Full name
(first/middle/last), birth date, parents name (when entering a child),
address, full name of officiants, date and place of blessing. Optional
information is the place of birth. If you are missing required
information do not add to Shelby.
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| 1. |
Before you begin to enter a
baby blessing, first check to see if the child has already been entered
as a friend or miscellaneous name. If not, you are ready to enter. If
the child is already in Shelby, you will use that record to enter the
blessing. After verifying that the child is connected to a parent, you
can proceed to step 8 and continue from there. If they are not in Shelby
go to step 2. |
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| 2. |
If either of the parents are a
member, pull-up the Head of House parent name. If both parents are
non-members, at least one parent will need to be added to Shelby as a
“friend” so that the child can be attached to them. (Refer to section on
“How to Enter a Non-Member Parent” for additional information.) The
parent must be added before the child. |
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| 3. |
After you have pulled-up the Head of House
parent name, highlight the name by clicking on it once. 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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| 4. |
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”. |
| 5. |
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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| 6. |
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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| 7. |
This will bring you into the
GlobaFile 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
(Stepchild, Foster-child) 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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| 8. |
Tab 1 - The address should be
entered. Verify that it is correct. |
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| 9. |
Tab 2 - The phone number
should be entered. Verify that it is correct. |
| 10. |
Tab 3 - Add the child’s
birth date, gender and marital status. Change the salutation if needed.
(For example if the child’s name is William, but goes by Bill you
would enter William in the First Name field and Bill in the salutation.)
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| 11. |
Tab 4 - make sure
relationship says child. (If only one parent is listed, the system will
automatically put each added entry in as a spouse, change this to
child.) If child has different last name, check the box “Spouse or child
with different last name”.
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| 12. |
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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| 13. |
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 filled in.
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| 14. |
Click “Finished”. This will
take you to the Individual Information area or Membership Module.
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| 15. |
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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| 16. |
Tab 2 - Should read:
- Module: Friend
- Record Status: Active
- Relationship: Active
- How Received: Baby Blessing
- Date Received: Date the blessing took place.
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| 17. |
Tab 3 - This screen is
not used at this time.
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| 18. |
Tab 4 - This screen
shows 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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| 19. |
Tab 5 – This screen is
not used at this time.
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| 20. |
Tab 6 – On already
existing records, this screen may contain information that was converted
from our old system into Shelby.
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| 21. |
Tab 7 - Click the “Add
new” button at the bottom left of the screen. This will bring up the
data entry screen to enter life events. At the top is small box that
will say “Description” and will have “Baby Blessing” already filled in.
Add the blessing information:
- Effective Date: Date of Blessing
- Officiant: Enter the full name (First, Middle Initial, Last)
Note: Make sure the officiant holds the proper Priesthood office. If
an officiant from outside of your area has participated, you can
call Membership Records to verify the Priesthood office held by that
person.
- Location: City, State/Province where the baptism took place.
(Use the two digit state/province abbreviation, for example,
Independence, MO or Chatham, ON)
- Congregation Enrolled: Enter the official name of the
congregation. (You can use Tab 8 in the GlobaFile to see the
official name of the congregation. Use the name not the four digit
number.)
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| 22. |
In the “Notes” section
at the bottom enter the information in the following format:
- Birthplace: City, Two Digit State/Province abbreviation
- Father: Full Name
- Mother: Full Name (Maiden Name)
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| 23. |
Click “OK” to exit out of this
screen and “OK” again to save the information that has been entered and
exit the record. |
