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Shelby v5.11
Entering a Death
Left click once with the mouse to advance the slides
This is a tutorial. For complete step-by-step instructions see the
United States Recorder Handbook on the World Church website at
http://www.cofchrist.org/recorders/stepbystep.asp
To view the slide show, click on the “slide show icon” on your
system tray (bottom of the screen).
Death of a spouse when both are members
• In the membership
module, search for
the woman’s name.
Double click on her
name to enter her
record
Spouse that dies is Female
— Click once on “Primary Family” on
the left side of the screen.
—Change the woman’s “position” to
“Head of House.” To do this, click
the arrow next to the word “spouse”
and choose “Head of House.”
• You will then get a message
saying, “since you changed
this person to be the head
of house, do you want to set
him/her up in a new
family?” Click “Yes.”
Click on “Demographics”
Make mail status “N.”
• Click once on “Life
Events” on the left
side of the screen.
• Click the “Add
New” button at the
bottom right of the
screen. This will
bring up the data
entry screen to
enter life events.
• The top box will be
“Description” and will
say “Baby Blessing”,
click on down arrow
and choose “Death”.
• Add the death information:
Effective Date: Date of Death
Location: City, State/Province
where the death took place.
Use the two digit
state/province abbreviation.
For example: Independence,
MO or Chatham, ON
Congregation Enrolled: Enter
the official name of the
congregation.
Click on “Individual Information”
Change to read:
Module: Member
Record Status: Deleted
Relationship: Deceased
NOTE: If deceased person has made contributions, the Record Status
will automatically change to “I” for inactive instead of deleted.
At the top left of the
screen, click the “save
and close” button,
which looks like a white
sheet of paper with a
green check mark
• Change his marital
status to
“Widowed.”
• Click on “Demographics”
Now to change the Husband’s record
Open the Husband’s Record
• Click once on “Life
Events” on the left
side of the screen.
• Double click on the
marriage
• Enter an end date
on the marriage
(this will be the
date of death of
the spouse).
• Next to where the spouse’s
name was added for the
marriage, type “Deceased.”
If the spouse’s name is not
listed there, please add it
and then type, “Deceased.”
• Go to the notes
section on this screen.
Click “ok” to exit
and save
At the top left of the
screen, click the “save
and close” button,
which looks like a white
sheet of paper with a
green check mark
• To do this, click in the box next
to the word “Spouse” and a
drop down arrow will appear.
Click on the drop down arrow
and choose “Head of House.”
• Search for the woman’s name in the Name Filter. When
her name appears, double click on it to enter the record
Spouse that Dies is Male
• Click once on
“Primary Family”
• Change the “position”
of the spouse to
“Head of House.”
• You will then get a message
that says, “Since you changed
this person to be the head of
house, do you want to set
him/her up in a new family?”
Click “Yes.”
• Change the marital
status to “Widowed.”
• Click on “Demographics”
• Click once on “Life
Events” on the left
side of the screen.
• Double click on the
marriage
• Enter an end date
on the marriage
(this will be the
date of death of
the spouse).
• Next to where the spouse’s
name was added for the
marriage, type “Deceased.”
If the spouse’s name is not
listed there, please add it
and then type, “Deceased.”
• Go to the notes
section on this screen.
Click “ok” to exit
and save
At the top left of the
screen, click the “save
and close” button,
which looks like a white
sheet of paper with a
green check mark
• Search for the husband’s name in
the Name Filter. When his name
appears, double click on it to enter
the record
• Click on “Demographics”
• Make mail status “N.”
• Click on “Life Events”
• Click “Add New.”
• The top box will be
“Description” and will
say “Baby Blessing”,
click on down arrow
and choose “Death”.
• Add the death information:
Effective Date: Date of Death
Location: City, State/Province
where the death took place.
Use the two digit
state/province abbreviation.
For example: Independence,
MO or Chatham, ON
Congregation Enrolled: Enter
the official name of the
congregation.
Click “OK” to save
Click on “Individual Information”
Change to read:
Module: Member
Record Status: Deleted
Relationship: Deceased
NOTE: If deceased person has made contributions, the Record Status
will automatically change to “I” for inactive instead of deleted.
At the top left of the
screen, click the “save
and close” button,
which looks like a white
sheet of paper with a
green check mark
Death of a Non-Member Spouse
• You will first need to check to see whether or not the
non-member spouse has been added to Shelby. If the
name is in the system, follow the instructions above for
entering a death when both are members.
• If the non-member spouse has not been added to
Shelby and is female (you do not need to add her to
Shelby).
• Change the marital
status to “Widowed.”
• Click on “Demographics”
• Search husband’s name in the Name Filter
and when his name appears, double click on it
to open the record.
• Click once on “Life
Events” on the left
side of the screen.
• Double click on the
marriage
• Enter an end date
on the marriage
(this will be the
date of death of
the spouse).
• Next to where the spouse’s
name was added for the
marriage, type “Deceased.”
If the spouse’s name is not
listed there, please add it
and then type, “Deceased.”
• Go to the notes
section on this screen.
• Click “OK” to save
At the top left of the
screen, click the “save
and close” button,
which looks like a white
sheet of paper with a
green check mark
If the non-member spouse has not been added to Shelby and
is male (you do not need to add him to Shelby), follow the
same instructions as for female:
• Search wife’s name in the Name Filter and when her
name appears, double click on it to open the record.
• Click on “Demographics” on the left side of the
screen. Change marital status to “Widowed.”
• Click on “Life Events” on the left side of the screen.
Open the marriage and add end date (the end date
will be the date of death for the spouse). In the
notes section, next to where the spouse’s name was
added for the marriage, type “Deceased.” If the
spouse’s name is not listed there, please add it and
then type, “Deceased.”
Death of a Single Person Over 18
Search for the member’s name
in the Name Filter.
When the name
appears, double click
on it to enter the
record.
Click on “Demographics”
Make mail status “N.”
Click on “Life Events”
Click “Add New.”
• The top box will be
“Description” and will
say “Baby Blessing”,
click on down arrow
and choose “Death”.
• Add the death information:
Effective Date: Date of Death
Location: City, State/Province
where the death took place.
Use the two digit
state/province abbreviation.
For example: Independence,
MO or Chatham, ON
Congregation Enrolled: Enter
the official name of the
congregation.
Click “OK” to save
Click on “Individual Information”
Change to read:
Module: Member
Record Status: Deleted
Relationship: Deceased
NOTE: If deceased person has made contributions, the Record Status
will automatically change to “I” for inactive instead of deleted.
At the top left of the
screen, click the “save
and close” button,
which looks like a white
sheet of paper with a
green check mark
Death of a Child
Search for the child’s name in
the Name Filter.
When the name
appears, double click
on it to enter the
record.
Click on “Demographics”
Make mail status “N.”
Click on “Primary Family”
Change the “position” of
the child to “Head of
House” to separate it from
the parents’ record.
• To do this, click in the box next
to the word “child” and a drop
down arrow will appear. Click
on the drop down arrow and
choose “Head of House.”
• You will then get a message that says, “Since you
changed this person to be the head of house, do
you want to set him/her up in a new family?”
Click “Yes.”
Click on “Life Events”
Click “Add New.”
• The top box will be
“Description” and will
say “Baby Blessing”,
click on down arrow
and choose “Death”.
• Add the death information:
Effective Date: Date of Death
Location: City, State/Province
where the death took place.
Use the two digit
state/province abbreviation.
For example: Independence,
MO or Chatham, ON
Congregation Enrolled: Enter
the official name of the
congregation.
Click “OK” to save
Click on “Individual Information”
Change to read:
Module: Member
Record Status: Deleted
Relationship: Deceased
NOTE: If deceased person has made contributions, the Record Status
will automatically change to “I” for inactive instead of deleted.
At the top left of the
screen, click the “save
and close” button,
which looks like a white
sheet of paper with a
green check mark

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Tutorial - Death

  • 1. Shelby v5.11 Entering a Death Left click once with the mouse to advance the slides This is a tutorial. For complete step-by-step instructions see the United States Recorder Handbook on the World Church website at http://www.cofchrist.org/recorders/stepbystep.asp To view the slide show, click on the “slide show icon” on your system tray (bottom of the screen).
  • 2. Death of a spouse when both are members • In the membership module, search for the woman’s name. Double click on her name to enter her record Spouse that dies is Female
  • 3. — Click once on “Primary Family” on the left side of the screen. —Change the woman’s “position” to “Head of House.” To do this, click the arrow next to the word “spouse” and choose “Head of House.” • You will then get a message saying, “since you changed this person to be the head of house, do you want to set him/her up in a new family?” Click “Yes.”
  • 4. Click on “Demographics” Make mail status “N.”
  • 5. • Click once on “Life Events” on the left side of the screen. • Click the “Add New” button at the bottom right of the screen. This will bring up the data entry screen to enter life events.
  • 6. • The top box will be “Description” and will say “Baby Blessing”, click on down arrow and choose “Death”. • Add the death information: Effective Date: Date of Death
  • 7. Location: City, State/Province where the death took place. Use the two digit state/province abbreviation. For example: Independence, MO or Chatham, ON Congregation Enrolled: Enter the official name of the congregation.
  • 8. Click on “Individual Information” Change to read: Module: Member Record Status: Deleted Relationship: Deceased NOTE: If deceased person has made contributions, the Record Status will automatically change to “I” for inactive instead of deleted.
  • 9. At the top left of the screen, click the “save and close” button, which looks like a white sheet of paper with a green check mark
  • 10. • Change his marital status to “Widowed.” • Click on “Demographics” Now to change the Husband’s record Open the Husband’s Record
  • 11. • Click once on “Life Events” on the left side of the screen. • Double click on the marriage • Enter an end date on the marriage (this will be the date of death of the spouse).
  • 12. • Next to where the spouse’s name was added for the marriage, type “Deceased.” If the spouse’s name is not listed there, please add it and then type, “Deceased.” • Go to the notes section on this screen.
  • 13. Click “ok” to exit and save At the top left of the screen, click the “save and close” button, which looks like a white sheet of paper with a green check mark
  • 14. • To do this, click in the box next to the word “Spouse” and a drop down arrow will appear. Click on the drop down arrow and choose “Head of House.” • Search for the woman’s name in the Name Filter. When her name appears, double click on it to enter the record Spouse that Dies is Male • Click once on “Primary Family” • Change the “position” of the spouse to “Head of House.” • You will then get a message that says, “Since you changed this person to be the head of house, do you want to set him/her up in a new family?” Click “Yes.”
  • 15. • Change the marital status to “Widowed.” • Click on “Demographics”
  • 16. • Click once on “Life Events” on the left side of the screen. • Double click on the marriage • Enter an end date on the marriage (this will be the date of death of the spouse).
  • 17. • Next to where the spouse’s name was added for the marriage, type “Deceased.” If the spouse’s name is not listed there, please add it and then type, “Deceased.” • Go to the notes section on this screen.
  • 18. Click “ok” to exit and save At the top left of the screen, click the “save and close” button, which looks like a white sheet of paper with a green check mark
  • 19. • Search for the husband’s name in the Name Filter. When his name appears, double click on it to enter the record • Click on “Demographics” • Make mail status “N.”
  • 20. • Click on “Life Events” • Click “Add New.”
  • 21. • The top box will be “Description” and will say “Baby Blessing”, click on down arrow and choose “Death”. • Add the death information: Effective Date: Date of Death
  • 22. Location: City, State/Province where the death took place. Use the two digit state/province abbreviation. For example: Independence, MO or Chatham, ON Congregation Enrolled: Enter the official name of the congregation. Click “OK” to save
  • 23. Click on “Individual Information” Change to read: Module: Member Record Status: Deleted Relationship: Deceased NOTE: If deceased person has made contributions, the Record Status will automatically change to “I” for inactive instead of deleted.
  • 24. At the top left of the screen, click the “save and close” button, which looks like a white sheet of paper with a green check mark
  • 25. Death of a Non-Member Spouse • You will first need to check to see whether or not the non-member spouse has been added to Shelby. If the name is in the system, follow the instructions above for entering a death when both are members. • If the non-member spouse has not been added to Shelby and is female (you do not need to add her to Shelby).
  • 26. • Change the marital status to “Widowed.” • Click on “Demographics” • Search husband’s name in the Name Filter and when his name appears, double click on it to open the record.
  • 27. • Click once on “Life Events” on the left side of the screen. • Double click on the marriage • Enter an end date on the marriage (this will be the date of death of the spouse).
  • 28. • Next to where the spouse’s name was added for the marriage, type “Deceased.” If the spouse’s name is not listed there, please add it and then type, “Deceased.” • Go to the notes section on this screen. • Click “OK” to save
  • 29. At the top left of the screen, click the “save and close” button, which looks like a white sheet of paper with a green check mark
  • 30. If the non-member spouse has not been added to Shelby and is male (you do not need to add him to Shelby), follow the same instructions as for female: • Search wife’s name in the Name Filter and when her name appears, double click on it to open the record. • Click on “Demographics” on the left side of the screen. Change marital status to “Widowed.” • Click on “Life Events” on the left side of the screen. Open the marriage and add end date (the end date will be the date of death for the spouse). In the notes section, next to where the spouse’s name was added for the marriage, type “Deceased.” If the spouse’s name is not listed there, please add it and then type, “Deceased.”
  • 31. Death of a Single Person Over 18 Search for the member’s name in the Name Filter. When the name appears, double click on it to enter the record.
  • 32. Click on “Demographics” Make mail status “N.”
  • 33. Click on “Life Events” Click “Add New.”
  • 34. • The top box will be “Description” and will say “Baby Blessing”, click on down arrow and choose “Death”. • Add the death information: Effective Date: Date of Death
  • 35. Location: City, State/Province where the death took place. Use the two digit state/province abbreviation. For example: Independence, MO or Chatham, ON Congregation Enrolled: Enter the official name of the congregation. Click “OK” to save
  • 36. Click on “Individual Information” Change to read: Module: Member Record Status: Deleted Relationship: Deceased NOTE: If deceased person has made contributions, the Record Status will automatically change to “I” for inactive instead of deleted.
  • 37. At the top left of the screen, click the “save and close” button, which looks like a white sheet of paper with a green check mark
  • 38. Death of a Child Search for the child’s name in the Name Filter. When the name appears, double click on it to enter the record.
  • 39. Click on “Demographics” Make mail status “N.”
  • 40. Click on “Primary Family” Change the “position” of the child to “Head of House” to separate it from the parents’ record. • To do this, click in the box next to the word “child” and a drop down arrow will appear. Click on the drop down arrow and choose “Head of House.” • You will then get a message that says, “Since you changed this person to be the head of house, do you want to set him/her up in a new family?” Click “Yes.”
  • 41. Click on “Life Events” Click “Add New.”
  • 42. • The top box will be “Description” and will say “Baby Blessing”, click on down arrow and choose “Death”. • Add the death information: Effective Date: Date of Death
  • 43. Location: City, State/Province where the death took place. Use the two digit state/province abbreviation. For example: Independence, MO or Chatham, ON Congregation Enrolled: Enter the official name of the congregation. Click “OK” to save
  • 44. Click on “Individual Information” Change to read: Module: Member Record Status: Deleted Relationship: Deceased NOTE: If deceased person has made contributions, the Record Status will automatically change to “I” for inactive instead of deleted.
  • 45. At the top left of the screen, click the “save and close” button, which looks like a white sheet of paper with a green check mark