Quick Tips










Vision Computer Programming Services, Inc.
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QUICK TIPS
Find and Fix Missing Data

Some of your members may have been keyed in and be missing information.  The Find and Fix tool will let you easily fill the missing information in your program

Follow the steps below to Find and Fix missing data in your system

1. Click on Procedures from the Main Menu of the Member Tracking System

2. Click on the Tools tab at the top of the screen

3. Click on the Find and Fix Missing Member Data button.  NOTE: This procedure is also available for missing staff data

4. On the Universal Selection Ending - choose the people you would like to cleanup.  A few examples are listed below:

     a. All Members - leave the Time Frame on All Members in the system

     b. Active Members - click on the Membership Status checkbox on the left and then choose Active on the right and click Continue

     c. Members that have Attended - choose the Attended any Activity at Least one Day between  __/__/____ and __/__/____

     d. Members from a single School - click on the School checkbox on the left and then choose a school or schools on the right

5. Once you make your choices from the Universal Selection then click Continue

6. On the Find and Fix screen you will be able to fix data for those members you have selected

7. In the Data Group dropdown, choose the data you want to review and cleanup

8. A list will appear with all members that are missing data in your chosen data group

9. If no list appears, that means that there is no missing data in that group

10. When the list appears, you will see checkmarks across the top that you can turn on or off certain fields that you may not track

11. For each member that is missing data, click in the empty box next to their name and fill in the missing data - this will populate the data in the members record and they will not appear on this list again

12. If you don't know the answers then you can print a hardcopy of the list then gather the data and come back later to fill it in

Missing data can be entered for:
Addresses
Date of Birth and Age Groups
Ethnicity, Gender, Religion and Social Security Number
Income and Fee Level
Membership – Member Status, Member Type, Entry Date, Expiration Date, New/Renew and Unit
Phone and Phone Type
School, Teacher and School Grade
Lives With: Mom, Dad, Grandparents, Step parents, Foster parents, Other
Household: Over 65, Handicapped, Head of Household, Single Parent, # in Household, Housing
Doctor and Doctor Phone
Contact Occupation/Employer

 

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

Contents Copyright ©2010 Vision Computer Programming Services, Inc.