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Household Updates Routine

 

The Household Updates routine populates values in several tables. It is run nightly (or early morning) as one of the Daily routines. These values can then be used in any user-defined views (queries).

Household Record

The routine updates several read-only fields on the Household record. 

  • First Donation (Date)
    • First Donation is initially disabled via a Configuration Setting called AddHouseholdDonationDates. Set the value to yes to enable the routine to update this date. If you wish to hide this value from some users you may create a security role using a field restriction on this field on the household record and assign that security role to one or more users who might otherwise have access to the Household record.
  • Last Donation (Date)
    • Last Donation is initially disabled via a Configuration Setting called AddHouseholdDonationDates. Set the value to yes to enable the routine to update this date. If you wish to hide this value from some users you may create a security role using a field restriction on this field on the household record and assign that security role to one or more users who might otherwise have access to the Household record.
  • Last Activity (Date)
  • Congregation_ID (Foreign Key): This is off by default. It is only updated if the field is empty. Contact Support to enable.
  • Household_Source_ID (Foreign Key): This is off by default. It is only updated if the field is empty. Contact Support to enable.
Donor Record

The routine updates several read-only fields on the Donor record. 

  • First Donation (Date)
  • Last Donation (Date)
Participants Record 

The routine updates several read-only fields on the Participants record.

  • Background Check Type: The name of the last background check package selected for this individual. Manual is the default if no package is used.
  • Background Check Date (Date): The date the last background check was returned, or if incomplete, when it was started.
  • Background Check Status: The status of the last background check based on the value for the All Clear field and how much time has elapsed since Background Check Returned.
  • First Attendance Ever: The first time attendance was recorded for this individual.
  • Second Attendance Ever: The second time attendance was recorded for this individual.
  • Third Attendance Ever: The third time attendance was recorded for this individual.
  • Last Attendance Ever: The most recent time attendance was recorded for this individual.
Group Participant Record

The routine updates several read-only fields on the Group Participant record.

  • First Attendance: The first time attendance was recorded for this individual.
  • Second Attendance: The second time attendance was recorded for this individual.
  • Last Attendance: The most recent time attendance was recorded for this individual.