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Data Review Checklist

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    Before You Begin

    After the import is complete, the primary admin must reset admin permissions for other admin users to restore their access to the ShulCloud database. Passwords will remain unchanged. ShulCloud recommends reviewing demographic data, yahrzeits, and total balances (if financial data is imported). Additional data is available for review on an as needed basis. 

    Please note: ShulCloud and legacy databases use different accounting methods, so historical reports may not match exactly. However, total account balances should still be the same.

     

    How to Review Data

    ShulCloud recommends reviewing at least 10 families to ensure data import accuracy.  Compare to data in the legacy database.

    1. Identify and document data discrepancies.
    2. Include the following information:
      • Account name
      • Summary of issue
      • Capture a screenshot of the information in the legacy database to verify the import discrepancy. 
    3. Notify assigned onboarding specialist with the pertinent discrepancy info via Basecamp.

     

    Recommendations for Data Comparison

    • Account Name
    • Account Type
    • Children's Name
    • Gender
    • Marital Status
    • Addresses
    • Mobile Phone Numbers
    • Anniversary
    • Birthdate
    • Yahrzeits
    • Account Billing Type (if applicable)
    • Total Balance (if applicable)
    • Financial statements for members (if applicable)
    account_dashboard_overview.png
     

     Account Dashboard Fields & Tabs

    		  Data to Review
    1. Account Name 
    • Name for the household
    2. Account Type 
    • Account Type for the household
    3. Account Info 
    • Mail Name
    • Current Address
    • Children

    4. Primary Adult

    ShulCloud utilizes primary and secondary for the account, as opposed to husband and wife.
    • Primary Name 
    • Email Address
    • Mobile Phone
    5. Secondary Adult
    • Secondary Name
    • Email Address
    • Mobile Phone

    6. Actions

    Actions is menu to provide access to:

    • Edit Account
    • Edit Addresses
    • Edit Account Primary
    • Add Person
    • Add Transaction
    • Start Online Payment
    • Create Statement

    Select Edit Account - to access information for the individuals within the account:

      • Adults 
      • Children 
      • More Info 
      • Financial Info 
    7. Transactions 
    • Select Transactions tab to compare Total Balance on the account to the legacy database.
    • Total Balances on the account should match. If there are inconsistencies or errors, screenshots should be provided to the Onboarding Specialist for troubleshooting.
    8. People 
    • Select the People tab to review other family members in the household.
    • Select 'edit' next to the individual in the household to access their demographic info. 
    9. Yahrzeits 
    • Review yahrzeits for the household.
    10. Addresses 
    • Review addresses if there is more than one address for the household.


    Next Steps

    Review Yahrzeits

    Navigate to Reports > Reports. Select Yahrzeit Observance Report. ShulCloud recommends choosing a date range of one year to compare to the legacy database.

    Review Statements (if applicable)

    ShulCloud recommends running 50 membership statements to check for discrepancies.  

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