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Add an Individual

Individuals, even singles, are always attached to a family. The best way to add a new individual to the database is simply to follow the instructions below for adding a family.

Add a Family

  1. Open the list of families.

  2. Click on “Create New” at the top of the page.

  3. Fill in the information for the “Head,” which is the single person himself or herself, or the husband for a married couple.

  4. If a couple, click the Wife tab and fill in the information for the wife.

  5. If there are children, enter their information in the Children tab.

  6. Click the Family tab and enter that information. The family name is usually the same as the full name of the family head, but it can be different if it needs to be distinguished from a family with the same name.

  7. Click the Update button.

Add a Spouse

Two People in the Database Marry Each Other

  1. Locate the woman in the members list, and click “Edit” to edit her record.

  2. Change woman’s last name to match the man’s. (Make any other changes to woman’s data if you need to.) Click the Update button at the bottom of the editing form.

  3. Locate the man in the members list, and click “Edit.”

  4. Click on the dropdown “Spouse” list. The woman’s name should now be listed (because she has the same last name and is single). Select her name, then click the Update button at the bottom of the editing form.

A Man in the Database Marries a Woman Not Already In It

You can just add the woman to the database first, then follow the instructions for marrying two people in the database. However, it may be easier to do this:

  1. Locate the man in the families list, and click “Edit” to edit the family.

  2. If the tab for the wife is not shown, click the box or link to show the wife.

  3. Fill in the wife’s information.

  4. Click the Update button.

A Woman in the Database Marries a Man Not Already In It

  1. Add the man to the database first.

  2. Follow the instructions for marrying two people in the database.

Use Personnel Tasks

The Personnel tasks are essentially a “to-do” list of tasks that need to be done by or with a family at various points in the missionary life cycle. For example, while the family is in the pipeline, they should receive an information packet and be offered the chance to start a language orientation. When they arrive, they should have a security briefing, health orientation, and so on.

Each task is assigned to a given point in the cycle. The defined points are: pipeline; orientation; start of term; end of term; and end of service. The administrator can add more of these if needed (see below). When a family is at one of these points, for example at end-of-term, you should check the “Personnel Tasks” tab on the family editing page. You will see a display of the tasks required at end-of-term. Tick the boxes for the tasks as they are completed.

Managing the Personnel Tasks List (Administrator or Personnel Manager)

Users with the right privileges can open the list of personnel tasks and edit it by adding new tasks, removing existing ones, or changing the properties of existing ones. A given task may apply at more than one point, but it is important to realize that it is still only one task. Thus if task “Check passports” is assigned to both beginning-of-term and end-of-term, marking it completed in beginning-of-term will cause it to be shown as completed in the end-of-term list as well. Thus if the activities are actually separate, needing to be done at two different times, then two separate tasks must be defined, such as “Check passports BOT” and “Check passport EOT.”