CT 1.3: Family Changes

Clerk Tutorial 1: Basics

Start here:  Intro
Exercise 1 : Adding a Family (of one)
Exercise 2: Adding a Large Family (of four)
Exercise 3: Family Changes
Exercise 4: Fixing Mistakes

Exercise 3: Family Changes

Next, we'll cover some changes that involve people leaving the Family.

Step 1 - Child Goes to College

Wendy's son, Allen, is going to Andrews University for his junior year. He is not transferring his membership but would like to receive the union paper and church newsletter. We need to move him to a new family of his own.

  1. Use Person Search to find Allen's record.
  2. Click the "Change Family" button.
  3. Ensure that "Create a new Family" is selected for the "Change" and click the "Save" button.
  4. Verify that the Person screen now shows Allen as the only person in the new Family and that he is the Primary Contact.
  5. On the "Family Unit" tab, enter his new address and phone number. 212 Meier Hall, Andrews University, 100 US Hwy 21, Berrien Springs MI 49104 and 269-555-7212. 
  6. On the "Student" tab, change his "Grade" to "15", change the "School type" to "SDA" and select Andrews University. 
  7. Click the "Save" button.
  8. You can use Person Search to find Wendy's record and verify that Allen is no longer included in her family.
TRY: Click the "History" link on Allen's record and see how your changes have been recorded.

Step 2 - Child Gets Married

Wendy's daughter, Barbara, has graduated and married Steve Manning - another member in your church. She needs to join Steve's family unit.

  1. Use Person Search to find Barbara's record.
  2. Click the "Change Family" button.
  3. Select "Join an existing Family" and click the "Select" link that appears.
  4. Use the Select Family pop-up to find Steve Manning. Note that this pop-up will search for the Primary Contacts of other families. (HINT: Enter "man" and "ste" to save time and find any name/spelling variations).
  5. Select Steve from the search results and click the "Select" button. (HINT: you can also select Steve by double-clicking on his row).
  6. On the Change Family screen, click the "Save" button.
  7. The Person screen should display Barbara's record. Notice that Steve is now listed in the family members and as the Primary Contact.
  8. Click the "Edit Person" button to update her "Last name", "Former/maiden name" and "Marital status".
  9. Click on the "Personal" tab to enter her "Married on" date (Feb 14, 2017).
  10. Click the "Save" button.
  11. Finally, Steve's record also needs to be updated so click on his name in the Family Unit grid.
  12. Click the "Edit Person" button and update Steve's "Marital status" and "Married on" date. Finally, click the "Save" button.
  13. Use Person Search to find Wendy's record again and verify that Barbara is no longer included in Wendy's family.

Step 3 - A Member Dies

Sadly, you have been informed that Wendy passed away unexpectedly yesterday.

  1. Use Person Search to find Wendy's record.
  2. Click on the "Change Status" button.
  3. Ensure that "Change" is set to "Deceased" and enter yesterday's date in the "on" field. Click the "Save" button.
  4. Verify that Wendy's "Status" is now "Deceased". 
  5. There will be a warning at the top of the screen indicating that another person needs to be selected as Primary Contact in order for the family to continue receiving church mail. Don't bother making this change for this exercise.
  6. Verify that Wendy is not listed in grid on the Family Unit tab. However, you can click on the "More..." link to see her record.TIP: Use advanced search if you need search criteria that aren't available in search.

Step 4 - Divorce

Unfortunately, part of your work as a clerk will involve splitting families as the result of a divorce. In this example, Steve and Barbara are divorcing, with Steve moving to an apartment.

  1. Use Person Search to find the record for the individual moving out of the home. In this case, it will be Steve.
  2. Click the "Edit Person" button. Change Steve's "Marital status" to "Divorced", then click the "Save" button.
  3. To remove him from the family unit, click the "Change Family" button. You should see a warning to "Choose a new Primary Contact first".
  4. Click the "Change" button next to the "Primary contact", select Barbara and click the "Save" button. Barbara should now be listed as the "Primary contact".
  5. Click the "Change Family" button again. You should see the Change Family screen this time.
  6. Choose "Create a new Family" and click the "Save" button.
  7. This will take you to Steve's Person page. Note that the address is empty since this is a new family.
  8. Enter 324 Main St, Laurel MD 20707 and click the "Save" button.
  9. Steve is now in his own family unit.
TRY: Find Barbara's record and update her "Marital status". Notice that Steve is no longer listed in Barbara's family and that she is now the Primary Contact..
Continue to Exercise 4 -  Fixing Mistakes

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