How to manage Family Directory updates
To jump to step-by-step written instructions, click here.
How to manage Family Directory updates
- Select Administration from the Navigation Bar.
- Under the Suspense tab, select Family Directory Updates.
- Under Step 1, select the family record you would like to manage.
- Under Step 2, select the suspense source: Family Information, Family Address, Family Member Information.
- Under Action, manage (approve or deny) each data update one at a time - or -
- Choose one of the buttons at the bottom of the page to approve or deny all updates for that suspense source.
- Click the Process Action button.
- If there is more to process for this family, go back to #4 above. If there are more families to manage, go to #3 above. Continue to manage each one until all of the updates have been managed.
- Once you have processed the changes, the member will be able to see how you managed it. If you add a note under Review Notes, they can see the reason behind your decision. This might be especially important if you deny a change.
Updated