How to Enter a Marriage |
| 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, address, the marriage date, and, if the
last name will be changing, what the new last name will be. Don’t make
the assumption that the wife will take the husband’s last name. Also
check to see if the husband and wife will be using a different last
name. (Some couples choose to create a new
last name.)
If you are missing information do not add the
marriage information into Shelby until all required information is
received. The place (city/state) of the marriage and who officiated are
not required to enter a marriage, but can be added if known. Marriage
information is only entered if one or both are members. Also, you will
need to make
sure that if either have been previously married that whatever caused
the dissolution of that marriage (divorce, death) has been recorded. If
this is because of a divorce, it must be recorded before the new
marriage can be entered. (Refer to section on entering a divorce) If
this is because of the death of a spouse, this information must be
recorded before the new marriage can be entered. (Refer to section on
how to record a death).
|
| Both are
members |
Member to Non-member
|
How to Enter Marriage Information When Both Are Members
|
| 1. |
In the Membership Module click
on the “Change Criteria” button. Enter the woman’s last name (as it is
before the marriage) and her first name, in the appropriate boxes.
Choose “OK”. Double click on her name to enter the record.
|
 |
| 2. |
Click on the “GlobaFile
Information” box, in the lower right corner. This will take you to the
GlobaFile. Where her name appears at the top of the screen, change her
last name if needed. If she is keeping her last name, leave the name as
it is.
|
| 3. |
Tab 1 – The address
should be entered. Verify that it is correct. If it needs to be changed,
please refer to the section on updating an address.
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 |
| 4. |
Tab 2 - The phone number
should be entered. Verify that it is correct.
|
| 5. |
Tab 3 – This will change
automatically.
|
| 6. |
Tab 4 – The information
on this tab will be added from the husband’s record.
|
| 7. |
Tab 5 – This tab is not
used for this type of entry. Tabs 6 and 7 are not used at this
time.
|
| 8. |
Tab 8 – This should have
the congregation that this person is enrolled. If the information is not
correct, please refer to the section on how to process a transfer.
Do not change the information on this screen. It must be
changed through the Utility process.
|
| 9. |
Click “Finished”. This will
take you back to the Membership module.
|
| 10. |
Tab 1 –
This screen shows some of the information contained in the record, such
as 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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 |
| 11. |
Tab 2 – This tab should
not need to be changed.
|
| 12. |
Tab 3 – This screen is
not used at this time.
|
| 13. |
Tab 4 – This screen
shows the relationship information if they are connected to someone
else. Information on this screen cannot be
changed here. You must go back to the GlobaFile to make any changes or
corrections.
|
| 14. |
Tab 5 – This screen is
not used at this time.
|
| 15. |
Tab 6 – On already
existing records, this screen may contain information that was converted
from our old system into Shelby. |
| 16. |
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 a small box that
will say “Description” and will have “Baby Blessing” already entered.
Use the drop down arrow (to the right) to choose which life event you
are going to enter. Choose “Marriage”. Add the marriage
information:
- Effective Date: Date of marriage
- Officiant: Name of person that performed the ceremony.
- Location: City, State where the marriage took place. (Use the
two digit state abbreviation, for example, Independence, MO)
- Congregation Enrolled: Enter the official name of the
congregation. (You can use Tab 8 in the GlobaFile to see the
official name. Use the name not the four digit number.)
|
 |
| 17. |
In the “Notes” section at the
bottom of the screen, enter the information in the following format.
- Spouse: Enter his full name
- Maiden name: Add her maiden name
- Previous name: if this is a second marriage and you know the
previous name.
|
| 18. |
Click “OK” to save and exit out
of that screen and “OK” again to save and exit out of the record.
|
| 19. |
The information for the husband
can now be added. Please start at step 1 and enter the husband’s name
and continue to step 4 and use
the instructions below for Tab 4. |
| 20. |
Tab 4 – Click in the
first box and a drop down arrow will appear. Click on the drop down
arrow. This will bring up a box where you will enter the last name only
of the spouse. Anyone with that last name will then appear in the box.
Choose the spouse by clicking once on their name and the click “OK”.
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 |
| 21. |
You will now need to change
their “position” to “spouse” by clicking on the drop down arrow.
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| 22. |
Click “finished to save and
exit out of this screen. This will take you back to the Membership
module.
|
| 23. |
Tab 7 – Follow the instructions
in Step 16 to add the marriage information to this screen. In the notes
section enter the spouse’s full name. Click “OK” to exit out of this
screen and “OK” again to save the entered information and exit the
record.
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|
How to Enter Marriage Information for Member
to Non-Member
|
| 1. |
Follow steps
1-18 (Skip step 6) that are listed above.
|
| 2. |
If non-member spouse is active
in the congregation, they can be added to Shelby using the steps for how
to enter a non-member parent. Use step 6, listed above to connect the
non-member spouse to the member, after they have been added to Shelby.
The member should always be listed as the Head of House.
|
| 3. |
If the non-member spouse in not
active in the congregation, do not add them to Shelby. Their name will
be listed in the notes section of
the marriage information.
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