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Formation Office User Guide

How to Handle a Death - Checklist

Coping with the loss of one of your students or parent/guardians is difficult, but handling their records doesn't have to be. Below is a checklist to help you through the process.

Update a Deceased Member's Record

Step 1: Update the member record. You must enter the date of death to indicate that the person has passed away. You may also want to change other fields so the person is no longer contacted.

  1. Locate the record of the student or parent/guardian.
  2. On the Personal window, enter the Deceased date and click Save. A dialog box displays.
  3. If needed, change the member's type. For example, if a Head of Household dies, you may want to change them to Adult or Other so the spouse can become the head.
  4. If needed, change the relationship.
  5. If needed, select Add Entry of Deceased to Sacraments List to automatically add a sacrament for the member's death. You can add or edit this later.
  6. If needed, select Add Entry to Sacramental Register to automatically add an entry in the Death Register. You can add or edit this later.
  7. If needed, change the status of the member's current talents and ministries to No Longer Involved.
  8. Review the information for the surviving spouse and family. If needed, select whether to change the survivor name, survivor type, marital status, family status, and/or family name.
  9. Click Save to save the information and close the dialog box.
  10. At the top, click Save.

Add a Deceased Member Sacrament

Step 2: Add a sacrament. You can enter information about the person's death and funeral.
Tip: You can select whether to do this automatically when you enter the deceased date.
  1. Make sure you've defined a sacrament tab for "Deceased" or "Death".
  2. Locate the member's record.
  3. On the left, click Sacraments.
  4. On the appropriate tab, enter any relevant information you want to include.
  5. At the top, click Save.

Update the Family and Spouse Records

Step 3: Update the records of surviving family and spouse. You may want to change any records connected to the deceased person.
Tip: You can also do this when you enter the deceased date.
  1. Locate the next of kin or spouse record.
  2. On the Personal window, make any necessary changes. For example, you may need to change the spouse's marital status, type, or relationship.
  3. At the top, click Save.

Last updated: October 29, 2024