DeceasedRecordFinder Process Page

When you create a DeceasedRecordFinder process, the program automatically generates a page for the process.

  1. From Administration, select Data tune-up. The Data Tune-Up page appears.

  2. Select the DeceasedRecordFinder tab. A list of existing processes appears.

  3. Find the process in the list. Select the name of the process. Alternatively, select Go to process.

    The process's page appears.

    • From the page, view information such as:

      • when it was last run,

      • the constituents and addresses included in the process,

      • its description,

      • and whether the program creates an output selection when you run the process.

    • Depending on your system role and security rights, you can edit or delete the process from its page.

    • View and complete the steps to run the DeceasedRecordFinder process.

Configure data tune-up as necessary.

For Step 1: Create file, you'll select the constituents and addresses to check for deceased records. If a constituent or address can't be included in your file, it'll appear as an exception.

Edit process

Start process or schedule a job

View recent status or history

Download exceptions

For Step 2: Submit file to Blackbaud, you'll send the file you created in the previous step to Blackbaud, who will analyze the data .

Start process or schedule a job

Tip: You won't receive a notification from Blackbaud when the analysis is complete and available. Instead, check the process status page to determine if the file is ready.

For Step 3: Get file from Blackbaud, you'll check if the file is available and then retrieve the file of recommended updates. Review the data in the file and consider which data from the file you want to act on.

Check file availability

Start process

View report

For Step 4: Update records, you'll select which constituents and addresses to update and how to handle each footnote code received during a DeceasedRecordFinder process. Review the information before you commit the batch of updates. For information about the batch, see DeceasedRecordFinder Batch.

Edit criteria

Edit batch

Commit batch