Data Quality Views for Households
There are several views on the Households page to help keep your data clean.
- Empty Households
- Shows Households that are empty (meaning it has no Household Members) and can safely be deleted. Empty Households can result from normal data management operations like manually changing a Contact record's assigned household. Be aware of the following when deleting empty Households:
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The Delete action requires you to reassign or delete the Contact Household and Household Care Log records. The former isn't a big deal, but the latter may be something you'd want to preserve. You might make note of a generic "catch-all" record you can use in that case.
- After a Household record is deleted, the Delete action itself isn't recorded in the Audit Log. However, any previous Audit Log entries relating to that Household_ID remain in the database after the record is deleted.
- The default of Unassign can be left for the Activity Log data. Since the people have been moved to another household, their activity is regenerated on the new Household the next time the Activity Log process is run.
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- Fix Too Many Heads
- Shows Households with more than two Heads of Household. Why do you need to fix this? The Household position is used by the Platform and by reports to perform certain actions or pull certain information. If you have more than two heads, it can cause an issue when these actions are attempted or information is pulled. To fix this, open each Household to review and change the Household positions as needed.
- Fix Home Page
- Records in this view have home phone formatting that is not consistent with the MinistryPlatform standard of ###-###-####. To fix these, open each record to change the phone number format.
For more information on keeping your data clean, see Data Quality Routine.