• Last Name 

• First Name 

• Preferred Name (often a nickname)

• Title:  rarely used

• Suffix: rarely used

• Family Status

  • Multiple “Heads of Household” are common.

  • Only one Family Status Code can be selected --  Sister cannot be a Head

  • Family Status codes are OSHPC-defined fields. These codes may be changed. 

    • From main menu, select : Files -> Master Coding System -> Individual -> Family Status

• Individual Address

  • Rare:  use only if the individual’s address is different from the household (such as a military address), otherwise uses Household Address.

At the top of the Individual Form window are tabs to access additional individual’s fields.

Select a tab for additional fields. 

• Fields are available for several different telephone and email types.

• Recording an email address is as important as a street address.  Wherever possible, they should be obtained.

  • In today's environment, it is rare that an individual does not have some form of email address.

•  Recording personal data such as gender identity, age, education, and financial information requires approaching the process with the utmost sensitivity and care. 

  • It is vital to ensure confidentiality, transparency, and strict compliance with data protection laws to maintain trust within the church community. 

  • Members should be informed of how their information will be used, and consent should be obtained for its collection. 

  • Mishandling such data can lead to privacy concerns and erode the sense of safety and inclusivity that OSHPC strives to uphold. 

• Since I know of no policy of OSHPC for the recording of personal information, except that required by the Book of Order, I do not recommend the recording of other personel information absent a clear policy guidance.

• In the context of this tab, “membership” means the “Communicant Membership” of OSHPC.

• The Clerk of Session is responsible (among other duties) for keeping an accurate and complete roll of the Communicant and non-Communicant membership of OSHPC. 

  • The Clerk is not utilizing this function of the CDM+.

• OSHPC Group codes enable characterization for virtually any type of individual-associated group information

  • E.g. Church Group membership, Church Offices (past and present),  Time and Talent, interests and skills,  etc.

• Selecting the 🔽 icon at the end of the field displays field values defined by OSHPC.  Only the eMail News group code is currently maintained regularly.  

  • Recording an email address is as important as a street address.  Wherever possible, they should be obtained.

  • The eMail code determines the distribution publication of “This Week at Old South Haven Church” and most other bulk eNotice distributions.

• If an individual is to receive “This Week …” and other OSHPC-wide mailings, it is essential that an eMail address be recorded and the Group Code "eMail News" be assigned.