1. Shelby v5.11
Entering a Death
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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.”
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.”
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.
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.
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.”
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
