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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).
 
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.

 

 


 

 screen shot
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. screen shotTab 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.
 
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. screen shotTab 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.
 
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. screen shotTab 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. screen shotTab 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”.
 
21. You will now need to change their “position” to “spouse” by clicking on the drop down arrow.screen shot
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.

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.