Diocese Maintenance
The Diocese Maintenance page allows Diocese Administrator users to set certain sacrament and funeral data entry standards for church-level users in the diocese.
- Select Administrative from the top menu.
- Scroll and select Diocese Maintenance.
- The Diocese Maintenance screen displays.
- Check or uncheck the Church can edit location defaults box.
- If you check the Church can edit location defaults box...
- Church-level users can choose their own defaults for the Sacrament/Funeral Location and/or the Sacrament/Funeral Book Location in their church database's Administrative > Church Maintenance page.
- The Sacrament/Funeral Location and/or the Sacrament/Funeral Book Location fields on the Diocese Maintenance page become grayed out and are unable to be edited by Diocese Administrator users.
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- If you do not check the Church can edit location defaults box...
- The defaults you set for the Sacrament/Funeral Location and the Sacrament/Funeral Book Location will be visible in each church database's Administrative > Church Maintenance page.
- While the information is visible to church-level users in their Church Maintenance pages, it is grayed out and not able to be edited by church-level users.
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- When church-level users add a sacrament or add a funeral to a member record, the Sacrament/Funeral Location default set in Diocese Maintenance will lead the corresponding information to auto-populate in the sacrament's Location field in the sacrament record and the funeral's Location of Funeral field in the funeral record.
- Likewise, the Sacrament/Funeral Book Location default set in Diocese Maintenance will lead the corresponding information to auto-populate in the book information's Location field in the sacrament and funeral records.
- While church-level users cannot edit the Diocese Administrator-selected defaults, they can edit the information within the sacrament's Location field, the funeral's Location of Funeral field, and the book information Location fields.
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- If you do not check the Church can edit location defaults box, set the Sacrament/Funeral Location and the Sacrament/Funeral Book Location fields to one of the four options below. (Note: The default options you select for Sacrament/Funeral Location and the Sacrament/Funeral Book Location do not need to match.)
- No Default - the corresponding fields in the sacrament and funeral records will not auto-populate with any information.
- Church ID - the corresponding fields in the sacrament and funeral records will auto-populate with the church database's ChMS Church ID, displayed as a three-digit number (i.e. Church ID 33 will display as 033).
- Church Name - the corresponding fields in the sacrament and funeral records will auto-populate with the information in the database's Church Name field in Administrative > Church Maintenance.
- Church Name & Church ID - the corresponding fields in the sacrament and funeral records will auto-populate with the information in the database's Church Name and three-digit Church ID. (Note: Formatting will be Church Name - Church ID, e.g. "Church of St. Mary - 033")
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- Click Save.