Manage Members at Year End
You only need to run the processes below that meet your specific needs. You don't have to run them all at one time. For example, you may run Grade Promotion to get a count of members in a certain grade for next year, even if you aren't ready to remove the data.
Plan the sequence of processes ahead of time, and log which ones you complete. This helps avoid problems like having to remove records that weren't deleted at the beginning of the year, resulting in duplicate information.
Careful planning is the key to successful year-end processing!
You can run the following processes:
- Grade Promotion – Promote members from one grade level to the next.
- Remove Families – Delete family records that are no longer needed.
- Quick Delete – Delete member records that are no longer needed.