Wednesday, February 24, 2010

Fun with database fields & data tracking

Membership status?


We have a lot of options here that we probably need to discuss, define and decide which terms and who they apply to for the database (our use) and need for reporting under Parochial rules.  So there is a toss-up having too few options does not give us a clear picture of where we are at and having too many tends to leave people lost between the cracks.  We can juggle other fields/lists as well if that is a better option i.e. split contribution and steward info separate from membership so there is less of a hierarchy of Steward, Contributor, Active Member, Attendee, etc.  
  • Active member
  • Inactive member
  • Member Non-resident
  • Prospective Member (or Returning visitor or Seeker or Visitor 3 or more times)
  • Visitor (1 - 2 times)
  • Active Participant (or Active Attendee)
  • Inactive Participant (or Inactive Attendee)
  • Active Contributor Only
  • Inactive Contributor Only
  • Active Pledging Member (Pledging / Financial Steward - Same or separate form contributor?)
  • Relative of Member/Participant
  • Deceased?

Relationship:
  • Need to separate single adult from single youth/child.

Additional Contact Note types:
  • Personal Crisis Event
  • Health Crisis Event
  • Alert
  • Pastoral Counseling

Custom fields:

Adding some special fields into the ACS People Database for office use/tracking:
  • 2008 Pledging Member (Yes/No)
  • 2009 Pledging Member (Yes/No)
  • 2010 Pledging Member (Yes/No)
  • A-List Member (Yes/No)
  • Baptised (Yes/No)
  • Confirmation Status (Conf. Episcopal, Confirmed Other, Not Confirmed, Reconfirmed Episc.)
  • Frequency of Attendance (almost never/moved, Al least once a month, at least quarterly, at least 2x a month, Every week solid, high holidays only, less than once a year, regular 3-4x month, yearly)
  • Last time seen at church (2006 or before, 2007, 2008, 2009 Q1/Q2, 2009 Q3, 2009 Q4, 2010 Q1)
  • List in Directory (Y/N)
  • Membership form recevied (Yes/No)
  • Preferred service or event (8AM, 10:30AM, 5:00pm, Special Event Only)
  • Attending with whom (Adult child only, Friend, Other, Parent, Self only, Sibling, Spouse, Youth or child only)
For baptism and confirmation separately tracking in text:
  • Date for baptism
  • Location of baptism
  • Denomination of baptism
  • Date for confirmation
  • Location of confirmation

Additional possible fields:
  • Majority Faith Community (What denomination if any before now would you most identify with/raised in?)
  • Marriage in the church, name & location of church, what denomination, when

As far as groups, organizations, skills, etc -- all likely to be handled in that subfunctionality and not direclty attached to the customizing user record fields.

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