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DioOffice User Guide

Help Clean Up Data

CAUTION: ACST Employees: This article is hidden behind the ACST Employee Login. Please do not share this link with customers.

This process is hidden behind Test Mode and should only be used by ACST employees.

You can run this process to neaten up a diocesan customer's files in order to migrate them to MinistryPlatform (MP). With this process, you can do any of the following:
  • Fix families who don't have the appropriate member records
  • Fix names with extra parentheses or brackets in them, including () [] {}
  • Delete certain funds and related records
  • Add records for institutions with attached financials
  • Move contact information to the correct member record

If needed, you can limit the families that this process looks at. This is helpful for testing to make sure the process is doing what you need it to do.

  1. Go into Test Mode.
  2. On the File menu in your PDS program, click System Processes > Help Clean Up Data For MP.
  3. If you want to limit the families to process, enter the family ID(s) separated by commas at the bottom of the window.
  4. To check family records for no head/spouse, click Check Issues.
    1. The number of families reviewed displays in the window so you can see the process running.
    2. Once the check is complete, click OK in the message box.
    3. Save the "ChkMP.txt" file on your computer in a location where you can easily access it.
    4. Open the file you saved, and review the families who don't have the appropriate member records. The file will tell you what the issue is (such as "No Members in Family" or "No Head/Spouse in Family").
  5. If the families you reviewed in the file need to be corrected, click Fix Issues.
    1. The number of families reviewed displays in the window so you can see the process running.
    2. Once the fix is complete, click OK in the message box.
    3. Save the "FixMP.txt" file on your computer in a location where you can easily access it.
    4. Open the file you saved, and review the fixes for the families. The file will tell you what the issue was and how it was corrected (such as "Add Head" or "Add Spouse").
  6. To remove extra parentheses or brackets from names and rebuild salutations (if needed), click Fix Bad Names.
    1. Read the message to make sure this is what you want to do.
    2. Click Yes to continue.
    3. The number of member names being corrected displays in the window so you can see the process running.
    4. Once the modification is complete, click OK in the message box.
    5. Save the "FixBlankMP.txt" file on your computer in a location where you can easily access it.
    6. Open the file you saved, and review the changes to names.
  7. To delete selected funds and related records, enter the fund ID(s) from PDS, and click Delete Funds.
    1. The number of each type of record that will be deleted displays so you can review it.
    2. If the numbers look correct and you're ready to delete the records, click Yes to continue.
    3. Once the deletion is complete, click OK in the message box.
  8. If institutions have financials attached, the program has a hidden family record that the funds are attached to. To turn the hidden family records into "real" family records so MP can show the fund records, click Fix 5M.
    1. The number of affected records displays so you can review it.
    2. Save the "5MMP.txt" file on your computer in a location where you can easily access it.
    3. Open the file you saved, and review the records and their ID numbers. The ID numbers will be in the 5 million range.
  9. To copy phone numbers and email addresses that are marked with a type such as "His Phone" or "Her Phone" to the correct member, click Fix Phone/Email.
    1. The number of phone/email records displays so you can review it. The number of families reviewed also displays at the top so you know how far along you are in the process compared to the total number of families.
    2. Once the process is complete, review the number of fixed records, then click OK in the message box.
    3. Save the "EmailPhoneMP.txt" file on your computer in a location where you can easily access it.
    4. Open the file you saved, and review the changes to records.
  10. The option for Mark Families is not implemented in the program yet. Do not use this option until it's ready.
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Last updated: March 3, 2026