In Family Directory, you can see the complete Family and Member history. The Validation Checklist below will guide you in verifying the information now that it has been brought into ParishSOFT Family Suite. There are reports within the program that will help you in the review of your data. Make sure POP-UP blockers are disabled or the reports will not come up. If you find any discrepancies, please send an email to Implementations@parishsoft.com. Be sure to provide specific detailed examples of the discrepancies including the Family or Member DUID; just a couple examples are needed. NOTE: If you find multiple issues, we request that you send a separate email for each issue. Click Here for Validation Video: NOTE: You may not have data for module list below. You only need to check those modules you have purchased and have data for. Family Information From Family Directory | Family List - Search for and Select a few families who you know have a lot of information in your old program. Click on their name in the family column and compare the family information for the same record in your old software application. Is the data correct in ParishSOFT Family Suite? ______. Check if the family’s envelope number is correct and if they should be receiving envelopes. Is the data correct in ParishSOFT Family Suite? _____ Member information Select a few members and verify their basic information. Is the data correct in ParishSOFT? _____ Check the information on the General tab lower left-hand corner. – Is the data correct in ParishSOFT Family Suite? _____
In Family Directory, you can see the complete Family and Member history. The Validation Checklist below will guide you in verifying the information now that it has been brought into ParishSOFT Family Suite. There are reports within the program that will help you in the review of your data. Make sure POP-UP blockers are disabled or the reports will not come up. If you find any discrepancies, please send an email to Implementations@parishsoft.com. Be sure to provide specific detailed examples of the discrepancies including the Family or Member DUID; just a couple examples are needed. NOTE: If you find multiple issues, we request that you send a separate email for each issue. Click Here for Validation Video: NOTE: You may not have data for module list below. You only need to check those modules you have purchased and have data for. Family Information From Family Directory | Family List - Search for and Select a few families who you know have a lot of information in your old program. Click on their name in the family column and compare the family information for the same record in your old software application. Is the data correct in ParishSOFT Family Suite? ______. Check if the family’s envelope number is correct and if they should be receiving envelopes. Is the data correct in ParishSOFT Family Suite? _____ Member information Select a few members and verify their basic information. Is the data correct in ParishSOFT? _____ Check the information on the General tab – lower left-hand corner. Is the data correct in ParishSOFT Family Suite? _____
ParishSOFT-Data-Validation-Checklist__1_.docx