There are numerous page views throughout the system that when used on a regular basis help keep your data clean. These views start with the word "Fix" and are available to anyone assigned to the Data Quality Team User Group, which is created during your MinistryPlatform implementation. Add users to this group so that they can the Data Quality Views.

Each view displays records on a page that need to be reviewed and possibly updated. Your church may create additional Data Quality Team views, or request assistance from Support for views which reveal data quality issues unique to your setting. For example, you may not want someone to serve in children's ministry who is not a member of the church. That kind of view can be created and titled Fix: Non Member Serving.

Below is a list of data quality views and the explanation of what each one shows.

Contacts Page

Fix: 2 Donor Records

This view will show any Contact with more than one Donor record. See also Troubleshooting Donor Problems (Scenario #2).

Note: There is a nightly data quality routing that is looking for this scenario. When a record of this type is found, the Contact record will be duplicated, the additional Donor record associated with the new record will be created and a "Duplicate of" relationship will be added to tie both records together. This can then be combined via the Combine Contacts tool.

Fix: 2 Participant Records

This view will show any Contact with more than one Participant record. See also Participant FAQ Q1.

Note: There is a nightly data quality routing that is looking for this scenario. When a record of this type is found, the Contact record will be duplicated, the additional Participant record associated with the new record will be created and a "Duplicate of" relationship will be added to tie both records together. This can then be combined via the Combine Contacts tool.

Fix 2: User Records

This view will show any Contact with more than one User record.See also User FAQ Q2.

Note: There is a nightly data quality routing that is looking for this scenario. When a record of this type is found, the Contact record will be duplicated, the additional User record associated with the new record will be created and a "Duplicate of" relationship will be added to tie both records together. This can then be combined via the Combine Contacts tool.

Fix: Family of Participant

Shows active Contacts who have household members who are participants but they do not yet have a Participant record. To fix the issue, Participant Records can be created automatically by selecting the records on the Contacts page, clicking Tools > Transfer Selection, copy the records to the Participant page and make sure that Create Missing Records is checked.

Fix: Household Position

Lists active Contacts that do not have a Household position. These Contacts should be given a Household position.

Fix: Make Adult Child

Lists all Contacts who are 18 or older who are listed as a Minor Child. Use the Assign Tool to change their Household position to Adult Child, OR you can move them to a new Household and make them Head of Household.

Fix: Make Head

These individuals are over 18 years old, are the oldest member of their household and that household is without a head of house. Their Household Position should be set to Head of Household.

Fix: Make Minor Child

Individuals who are under 18 and do not have a Household Position. Their Household Position should be set to Minor Child.

Fix: Mismatch People

Contacts whose associated Participant, Donor, or User record do not refer back to this Contact or there are multiple records referring back to this Contact.

Fix: Mobile Phone

Proper formatting is 000-000-0000 all other formats will be visible and should be fixed.

Fix: Name Missing

Lists all Contacts who are Companies with an empty Company Name field or who are Individuals with an empty First Name or Nickname field.

Fix: Proper Case

Will show any Contact whose name is entered in all CAPS or all lower case.

Fix: Same Email, No Relationship

These Contacts have the same email but are not related (either in the same Household, no Household, or with some other relationships).

Fix: Male with Female Title

Will show Contacts with a gender of Male, but a Female title (for example, Miss).

Contact Relationships Page

Fix: Related to Self

Shows any person with a relationship with themselves. A person should not be related to themselves. These records can be deleted.

Events Page

Fix: Assign Participants

These Events contain Default Contacts. You should open each Event and use the Assign Participant Tool to assign any Default Records to the appropriate Contacts.

Event Participants

Fix Group or Group Participant

Shows any discrepancies between the Group Participant and Group associated records with the Event Participant record.

Remember: Best practice reminder: The Group Participant and Group associated records should not be manually added to the Event Participant record as this value is set by registering. or checking into the Check-In Suite. To correct, the records in the view must be reviewed and either the Group that was checked into or the Group Participant record associated needs to be corrected.

Fix: Reassign Participants

Shows any Default Contacts that should be reassigned to Participant records.

Group Participants Page

Fix: Multiple Grade Groups

These individuals are in two age or grade groups.

Fix: End Date Needed

Three types of people are listed in this view:

• Someone who is current in a group that has been ended.
• Someone who is current in a group but they are inactive.
• Someone who is current in a group, but they are deceased. Each of these records should be reviewed and corrected.

Fix: Past Group End Date

Will show any Group Participants who do not have an end date who are in a Group with an End date.

Households Page

Fix: Home Phone

Proper formatting is 000-000-0000 all other formats will be visible and should be fixed.

Fix: Too Many Heads

Households should have no more than two heads. Review all Contact Households and correct.

Fix: Review Household Name

Households where the Household name is not the same as the last name of the head of house. Review and edit names as needed.

Fix: Review Last Congregation

Use this view to compare the congregation to which a Household is assigned with their recent activity. If much of the Household's recent activity took place at an alternate campus, consider using Mass Assign to update the Household's congregation. Only Households with at least one active individual will be listed. If the activity log is not being regularly updated this view will return no records.

See also: Household Data Quality Views.

Participants Page

Fix: Add Participant End Date

Shows any Participants whose Contact records have been marked Inactive or Deceased whose Participant record is not end dated. Use the Audit log on the Contact page to determine the date the Contact was marked Deceased or Inactive and update the Participant record accordingly.

Fix: Companies to Remove

Shows any Contact record that is marked as a Company that has Participant record. Companies should not have Participant records. See also Participant FAQ Q2.

Fix: Review Continued Activity

This view leverages data in the activity log to identify participants whose Contact Status is Inactive or Deceased whose activity log indicates that a member of their Household (HH) may still be participating or listed as participating in your church. For any record to appear on this view, the activity log must have been updated within the past ten days. For an individual to appear on this view, they must have a participant end date and a member of their Household must have activity in the past 30 days.

Fix: Review Last Activity Date

Use this view to determine if a Participant record should be inactivated due to lapse in activity. Search and select records to change then use the Inactivate Tool.

Fix: Review Recent Activity

Use this view to see which Participants are actively engaged in the church. It can help you change Participant Types from values like guest or visitor to attendee.

Fix: Active Has End Date

Use this view to see which Participants are Active, but have a Participant End Date.

Donors Page

Fix: Stmt Method

This view shows Donors in same Household with different Statement Methods. Use this view as part of preparing to send Donor Statements.

Pledges

Fix: Mark as Complete

This view shows all pledges that have been paid in full. These should be updated to complete.

Program Groups

Fix: Assign End Dates

This view shows all pledges that have been paid in full. These should be updated to complete.

Scheduled Donations

Fix: Not 9 Digit Routing

These Program Groups should be end dated as their correlating Group record has been end dated.

Pages

Fix: Duplicate Unfiltered Pages

Will show any Scheduled Donation record where the routing number is not nine digits long.

User Group Users

Fix: Users with no Security Role

This view shows Users in a User Group without a Security Roles so that you can remove those Users who do not need to be in a User Group any longer.