User:ThornleyR1

My name is W. Ray Thornley. I work at the Logan Utah Family Center. Most of the patrons who come here have good records on a PAF, but the file is not completely updated with ordinance data. The following outline works very well for those patrons, and is a good procedure in geneal for submitting names to the temple. It avoids a lot of unnecessary work in new.FamilySearch, and requires a minimum of synchronization:

1 Sep 2010 Submitting Names to the Temple Using FamilyInsight with PAF

With the new.FamilySearch, in it’s present configuration, it is difficult to submit names with assurance that you are not duplicating ordinances. If you want to be as sure as you can, I suggest the following rigorous procedure: *

1 This procedure is written for records on a PAF file. You need to have an accurate record of the names to be submitted. You need to have your records complete with dates and places as much as possible. For step 2, below, it is better if your file is not updated to Standard Place Names because the IGI is not updated. For step 3 it is best if your file is Standardized, but be very careful to not change to wrong place names while updating. If you do not find your correct place listed you can change to a standardized country name, but leave all the lower level places correct.

2 Update your entire PAF file for ordinances using FamilyInsight, IGI, and enter the source. If PAF Insight is available it is best to use it because it puts in the source automatically. (Although the IGI is not complete it is faster and easier than Simple Update, and misses less.)

3 Have the new.FamilySearch active. Update your file for ordinances using FamilyInsight, Simple Update set to Needs Ordinances. You may want to add other data to your file, but be confident of the data you enter. 3a Watch for names that appear to be combined in error. Do not update them now. Note the PID on paper and switch to new.FamilySearch. Search by PID, and separate the data if necessary. If no separation is made switch back to Simple Update and continue with step 3. Where separation is made make a note of the RIN; you will need to search on it later and update it. 3b Update the best ordinance dates to your PAF file. Where there is more than one PID you do not need to combine them, just make sure you have all the best data in your PAF. 3c When no correct name is found while updating, switch the Mode (on the Tool Bar) to Full Synchronization and search again for that name. When the name is not found, click on Add. You can click again on “Search” to put the PID in your file. Switch back to Simple Update and continue updating all that need ordinances. Save and Exit. Where names have been separated (step 3a), repeat step 3 for those RINs.

4 After your file is updated, some of the names still needing ordinances may need to be synchronized. To be safe it is best to synchronize all of those. From your file, open FamilyInsight, Synchronization set to Needs Ordinances. Search on each name and make the Match/Not a Match choices and click Synchronize.

5 Soon after your file is synchronized you should reserve names to submit. From your file, open FamilyInsight, Synchronization set to Needs Ordinances. You should see all of the names ready to be reserved. For each name click on Reserve Ordinances. The Reserving Ordinances window will open. You should see the ordinances you plan to submit indicated as Ready. Check the appropriate boxes and click OK. If you have not read the Church Policy Agreement, do so before proceeding. Check the box then click on “Continue”. The Finalize Reservations window opens. Verify that the listed people and ordinances are what you desire to reserve and click Done. Click on Finalize Reservation to continue to the Ordinance Tracker Window. Verify the ordinances to be reserved, and click Done.

5 Sign on to new.Familysearch, click on the Temple Ordinance Tab to view the reserved ordinances, and decide if a FOR should be submitted.


 * Note: If the file is so large that it seems overwhelming to update your entire file there are options you can take. Your file can be divided. You can select families to work on without dividing your file. If you have a very large file which came mostly from the Ancestral file your grand children will not live long enough, as mortals, to clean it all up. I would like to consult with you on these problems to find the best solution for you.

W. Ray Thornley -- [mailto:ThornleyR@juno.com ThornleyR@juno.com]