tutorial - confirmation with previous baptism

Shelby v5.11Entering a Confirmation

With a Shared Understanding

Of Previous Baptism

Before you begin to enter the confirmation, • first check to see if the person has already been

entered as a friend or miscellaneous name. • If not, you are ready to enter them into Shelby, see

“Entering Friend or a Non-member Parent”. • If the person is already in Shelby, you will use that

existing record to enter the confirmation.

• Search for the name in the Name Filter.

• Double click the name.

• Click once on “Life Events” on the left side of the screen.

• Click the “Add New” button at the bottom right of the screen. This will bring up the data entry screen to enter life events.

• The top box will be “Description” and will say “Baby Blessing”, click on down arrow and choose “Baptism”.

• Add the baptism information:

Effective Date: Date of previous Baptism (if known)

Officiant: Enter “other.” Do not enter officiant of previous baptism in this field.

Tip: Type the first letter of the life event to bring it up, i.e. “b” for Baptism, “o” for Ordination. Type “d” once for Death and twice for Divorce.

Location: City, State/Province where the baptism took place. Use the two digit state/province abbreviation. For example: Independence, MO or Chatham, ONCongregation Enrolled: Enter the official name of the congregation.

Notes: Enter the following information in the “notes” section of the baptism:• Birthplace: City, two digit state/province abbreviation• Father: Full name• Mother: Full name (Maiden Name)• Any additional details from previous baptism (officiant,

denomination)

Click “ok” to exit and save

At the top left of the screen, click the “save and close” button, which looks like a white sheet of paper with a green check mark

• Double click the name for which you just entered a baptism.

Adding the Confirmation

• Click once on “Life Events” on the left side of the screen.

• Click the “Add New” button at the bottom right of the screen. This will bring up the data entry screen to enter life events.

• The top box will be “Description” and will say “Baby Blessing”, click on down arrow and choose “Confirmation”.

• Add the confirmation information:

Effective Date: Date of ConfirmationOfficiant: Enter the full name (first/middle/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. (Do not check “Use GlobaFILE”. When that is checked, the Officiant field is blank on the report that goes to Membership to generate the certificate.)

Tip: Type the first letter of the life event to bring it up, i.e. “b” for Baptism, “o” for Ordination. Type “d” once for Death and twice for Divorce.

Location: City, State/Province where the confirmation 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.

Click “ok” to exit and save

• Click on “Individual Information”.

• This screen should read:• Module: Member• Record Status: Active• Relationship: Active• How Received: Baptism• Date Received: Date of

Confirmation• The baptismal number will be

added from Headquarters

At the top left of the screen, click the “save and close” button, which looks like a white sheet of paper with a green check mark