DOCSLIB.ORG

Connectnow Procedures

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Connectnow Procedures Diocese of Lincoln ConnectNow Standard Operating Procedures Version 1.2 December 6, 2016 CONTACT FOR THE DIOCESE OF LINCOLN Name: Kevin M. Ostdiek, Special Projects Coordinator Email: [email protected] or [email protected] Phone: 402-488-0921 ext. 1010 ConnectNow Standard Operating Procedures .................................................................................. 5 Electronic Recordkeeping Responsibilities (SOP #1) ..................................................................... 6 Family Directory ...................................................................................................................... 6 Staff Directory .......................................................................................................................... 7 Offertory and Contribution Pledges and Transactions ............................................................. 7 Sacramental Details .................................................................................................................. 7 Data Entry Standards When Adding a New Family (SOP #2) ........................................................ 9 Entering Family and Member Names ...................................................................................... 9 Entering Family or Member Roles ......................................................................................... 10 Table of Roles Within a Family Record ................................................................................. 11 Non-Catholic or Non-Participating Family Members ............................................................ 12 Entering Addresses ................................................................................................................. 12 Entering Phone Numbers ....................................................................................................... 13 Entering Email Addresses ...................................................................................................... 13 Entering Birth Dates ............................................................................................................... 14 Entering Member Religion ..................................................................................................... 14 Entering Member Language ................................................................................................... 15 Entering Member Ethnicity .................................................................................................... 15 Entering Member Marital Status ............................................................................................ 15 Assigning Registration Status to Family and Member (SOP #3) .................................................. 17 Determining the Registration Status ...................................................................................... 17 Assigning the Family Group .................................................................................................. 17 Assigning Member Statuses ................................................................................................... 18 Registration and Status Scenario Chart .................................................................................. 20 Families Registered at a Different Parish (SOP #4) ...................................................................... 21 Importing a Family into the Parish ......................................................................................... 21 Importing (Moving) Members into and out of a Family (SOP #5) ................................................ 22 Importing a New Member into a Family ................................................................................ 22 Importing the Only Member of a Family ............................................................................... 22 Removing a Member Record from a Family Record ............................................................. 23 Tracking Divorced or Separated Couples (SOP #6) ...................................................................... 25 Modifying a Divorced or Separated Family Record .............................................................. 25 Aids for Communicating with Divorced Parents ................................................................... 25 Divorced and Separated Scenario Chart ................................................................................. 26 Sacraments (SOP #7) ..................................................................................................................... 27 Sacramental Register Information .......................................................................................... 27 Entering Sacramental Records in ConnectNow ..................................................................... 28 Parish Responsibilities When Entering Sacramental Records ............................................... 28 Entering the Parish Name and the Celebrant on Sacramental Records .................................. 28 Entering the Proper Faith on Baptismal Records ................................................................... 29 Adoptions ............................................................................................................................... 29 Entering a Record of Reception for Persons Baptized in a Different Faith ........................... 29 Entering Marriage Records for Both Spouses ........................................................................ 30 Baptismal Certificates and Sacrament History ....................................................................... 31 2 Offertory and Contribution Entry (SOP #8) .................................................................................. 32 Detailed Contribution Posting ................................................................................................ 33 Quick Entry Contribution Posting .......................................................................................... 33 Posting Contributions Made By Cash or Check ..................................................................... 34 Posting Contributions to Multiple Funds ............................................................................... 35 Posting Contributions of Grain or Livestock ......................................................................... 35 Closing Batches and Creating an Audit Trail ......................................................................... 36 Posting Tuition Payments ....................................................................................................... 36 Adding and Editing Funds (SOP #9) ............................................................................................. 37 Configuring Lookup Tables (SOP #10) ......................................................................................... 38 Lookup Tables That Can Be Changed By Parishes ............................................................... 38 Lookup Tables That Cannot Be Changed By Parishes .......................................................... 38 Maintaining Staff Directory Information (SOP #11) ..................................................................... 40 Adding Staff and ConnectNow Access .................................................................................. 40 Password Creation .................................................................................................................. 41 Removing Staff Access .......................................................................................................... 41 Suggested Access Rights ........................................................................................................ 41 ConnectNow Access Rights Table ......................................................................................... 42 Religious Education (Optional Module) (SOP #12) ...................................................................... 43 Non-Parish Members .............................................................................................................. 43 Basic Information ................................................................................................................... 43 Tuition (Optional Module) (SOP #13) ........................................................................................... 44 Ministry Scheduler (Optional Module) (SOP #14) ........................................................................ 45 Setting up Ministry Scheduler ................................................................................................ 45 Adding Ministers and Assigning Roles .................................................................................. 45 Scheduling Ministers .............................................................................................................. 46 Using IQ to Create Customized Reports and Queries (SOP #15) .................................................. 47 Appendix ........................................................................................................................................ 48 Appendix A – ConnectNow Lookup Lists ..................................................................................... 48 Career Types: ......................................................................................................................... 48 Education: ..............................................................................................................................
Load more

Recommended publications
  • Parish Administrative Manual
    Parish Administrative Manual Diocese of Bridgeport March 2021 4 TABLE OF CONTENTS I INTRODUCTION AND PURPOSE OF THE MANUAL………………………. 8 1. Calendar 2. Overview 3. Distribution 4. Parish Community II OFFICE OF THE BISHOP……………………………………………………………... 11 1. Overview 2. Calendar Requests for Bishop 2.1 Liturgical Celebrations 2.2 Non-Liturgical Events 3. Pastoral Year Calendar 4. Confirmation 4.1 Process III OFFICE OF THE CHANCELLOR…………………………………………………….. 14 1. Overview 2. Mass Census 3. Annual Statistical Summary 4. Official Catholic Directory 4.1 Tax-exempt Status 4.2 Public Charity Organizations IV SAFE ENVIRONMENT PROCESS………………………………………………….. 17 1. Overview 2. Reporting Suspected Abuse of a Minor or Vulnerable Adult 3. VIRTUS® Database 4. VIRTUS® Training and Requirements V EMPLOYMENT AND PERSONNEL PROCESSES……………………………. 20 1. Overview 2. Personnel Action Form Parish Employment Parish Administrative Manual Diocese of Bridgeport Issued March 2021 The entire contents of this Parish Administrative Manual © 2021 The Bridgeport Roman Catholic Diocesan Corporation. All rights reserved. 5 VI PARISH GOVERNANCE AND LEGAL ADMINISTRATION……………… 22 1. Overview 2. Religious Corporations 2.1 By-laws of the Corporation 2.2 Corporation Paperwork and Annual Meetings 3. Consultative Councils 3.1 Trustees 3.2 Finance Council 3.3 Pastoral Council 4. Leases 4.1 Lease Consent 4.2 Holy See Approval Process 5. Records 5.1 ParishSOFT 5.2 Sacramental Records 5.3 Parish Records 6. Tribunal VII FINANCE AND BUDGETING……………………………………………………… 31 1. Overview 2. Summary of Financial Accountability and Transparency 3. Reporting Timelines VIII FACILITIES AND OPERATIONS…………………………………………………… 33 1. Overview 2. Catholic Mutual Coverage Program and Assessment 3. Renovation of Sacred Space, Capital Improvements and Repairs 3.1 Diocesan Building and Sacred Arts Commission 3.2 Approval Process 4.
    [Show full text]
  • Canonical Considerations Regarding Alleged Apparitions Michael Smith Foster
    Marian Studies Volume 46 Faith, Mary, Culture Article 12 1995 Canonical Considerations Regarding Alleged Apparitions Michael Smith Foster Follow this and additional works at: https://ecommons.udayton.edu/marian_studies Part of the Religion Commons Recommended Citation Foster, Michael Smith (1995) "Canonical Considerations Regarding Alleged Apparitions," Marian Studies: Vol. 46, Article 12. Available at: https://ecommons.udayton.edu/marian_studies/vol46/iss1/12 This Article is brought to you for free and open access by the Marian Library Publications at eCommons. It has been accepted for inclusion in Marian Studies by an authorized editor of eCommons. For more information, please contact [email protected], [email protected]. Foster: Canonical Considerations on Apparitions CANONICAL CONSIDERATIONS REGARDING ALLEGED APPARITIONS Michael Smith Foster,]C.D. * Introduction Each Christmas season brings with it the songs of the holi­ day. A well-known song innocently asks the question, "Do you see what I see? Do you see what I see, way up in the sky shepherd boy?" The song states that the star shining in the night would bring goodness and light. And indeed it did. The star's manifestation signaled an unparalleled event in salva­ tion history. However, before we are lulled too easily by the sweet senti­ ment of that Christmas song, we should remind ourselves that the manifestation of that celestial sign brought with it two di­ vergent responses. As the second chapter of St. Matthew's gospel indicates, it not only brought wise men from the East to witness the divine epiphany, but it also enraged the madness of Herod and brought about the slaughter of the holy inno­ cents.
    [Show full text]
  • The Holy See
    The Holy See APOSTOLIC LETTER MOTU PROPRIO OF THE SUPREME PONTIFF FRANCIS MITIS IUDEX DOMINUS IESUS BY WHICH THE CANONS OF THE CODE OF CANON LAW PERTAINING TO CASES REGARDING THE NULLITY OF MARRIAGE ARE REFORMED The Gentle Judge, our Lord Jesus, the Shepherd of our Souls, entrusted to the Apostle Peter and to his successors the power of the keys to carry out the work of truth and justice in the Church; this supreme and universal power of binding and loosing here on earth asserts, strengthens and protects the power of Pastors of particular Churches, by virtue of which they have the sacred right and duty before the Lord to enact judgment toward those entrusted to their care.[1] Through the centuries, the Church, having attained a clearer awareness of the words of Christ, came to and set forth a deeper understanding of the doctrine of the indissolubility of the sacred bond of marriage, developed a system of nullities of matrimonial consent, and put together a judicial process more fitting to the matter so that ecclesiastical discipline might conform more and more to the truth of the faith she was professing. All these things were done following the supreme law of the salvation of souls[2] insofar as the Church, as Blessed Paul VI wisely taught, is the divine plan of the Trinity, and therefore all her institutions, constantly subject to improvement, work, each according to its respective duty and mission, toward the goal of transmitting divine grace and constantly promoting the good of the Christian faithful as the Church’s essential end.[3] It is with this awareness that we decided to undertake a reform of the processes regarding the 2 nullity of marriage, and we accordingly assembled a Committee for this purpose comprised of men renowned for their knowledge of the law, their pastoral prudence, and their practical experience.
    [Show full text]
  • Vatican Appoints New Bishop to Diocese of Tucson Bishop of Diocese of the Diocese of Salina in Kansas Becomes Seventh Bishop of Tucson; Installation Mass Nov
    PRESS RELEASE Contact: Steff Koeneman Director of Communications Diocese of Tucson 520-419-2272 cell 520-838-2561 office For release Tuesday, Oct. 3. Vatican appoints new bishop to Diocese of Tucson Bishop of Diocese of the Diocese of Salina in Kansas becomes seventh Bishop of Tucson; Installation Mass Nov. 29 Our Holy Father, Pope Francis, has transferred Bishop Edward Joseph Weisenburger from the Diocese of Salina to the Diocese of Tucson, Ariz. The Holy See made the announcement today in Rome. Weisenburger was notified last week by the Apostolic Nuncio, Archbishop Pierre Christophe, that Pope Francis was entrusting to him the pastoral care of the good people of the Diocese of Tucson. Bishop Gerald F. Kicanas, sixth Bishop of Tucson, submitted his resignation in accord with Church law after having reached his 75th birthday. Following today, he will serve as the administrator of the Diocese until Weisenburger's installation. Weisenburger's appointment comes more than a year after Kicanas' offered his retirement. Bishop Kicanas said, “We are blessed that the Holy Father Pope Francis has appointed as our seventh Bishop in the Diocese of Tucson, a caring and loving pastor and shepherd for our community. He will walk with us, listen to us and stand up for us. His many gifts will provide the pastoral leadership we need. He will be a collaborative worker with diocesan personnel, interfaith leaders and all those with responsibility in this vast diocese of 43,000 square miles.” Weisenburger served as a priest of the Archdiocese of Oklahoma City for almost 25 years. On Feb.
    [Show full text]
  • Office of the Tribunal TERMS USED in MARRIAGE CASES
    Office of the Tribunal 215 N. Westnedge Street, Kalamazoo MI 49007-3760; 269-903-0215 TERMS USED IN MARRIAGE CASES Affirmative and negative decision. An affirmative decision means the Tribunal or Bishop has found a marriage to be proven invalid according to Church law, with more certainty. A negative decision means that invalidity has not been proven. Assessor. Tribunal official who helps evaluate proofs (evidence) for the Tribunal or Bishop who will judge the marriage case. Case name. To clearly identify a case, the last name of the man and the maiden name of the woman are used in conjunction with the case number (see below). Refer to both when contacting the Tribunal. Case number. A control number that identifies the case in conjunction with the case name (above). Refer to both when contacting the Tribunal. Code of Canon Law and Dignatis Connubii. The source of Catholic Church laws regulating marriage cases. College of judges. Panel of three judges who decide the case in an ordinary process. These are the presiding judge, the ponens and the associate judge. The ponens directs the process and commits the decision of the college to a written sentence. Decree or declaration of nullity or invalidity. A judgment by church authority that a marriage thought valid according to Catholic Church law, actually lacked at least one essential element required for a valid, binding union. Often but imprecisely called annulment. To declare the nullity of marriage is absolutely different from decreeing the annulment of the marriage. Defender of the Bond. Tribunal official who must review the case and present any reasonable arguments or observations, always respecting the truth, that contribute to protecting the bond of marriage and the integrity of the legal process.
    [Show full text]
  • Archdiocesan Clergy Biographies
    Archdiocesan Clergy Biographies Tobin, Most Rev. Joseph W., CSsR 1400 N. Meridian Street, Indianapolis, IN 46202-2367 317-236-1403 Born May 3, 1952. Professed first vows as a member of the Congregation of the Most Holy Redeemer (the Redemptorists), August 5, 1973. Professed perpetual vows in the Redemptorists, August 21, 1976. Ordained June 1, 1978, for the Redemptorists. 1979, associate pastor, Holy Redeemer Parish, Detroit; 1984, pastor, Holy Redeemer Parish, Detroit; 1984–1990, provincial consultor for the Redemptorists; 1990, pastor, St. Alphonsus Parish, Chicago. 1991–1997, general consultor for the Redemptorists, Rome; 1997, elected superior general, Congregation of the Most Holy Redeemer, Rome; 2003, reelected superior general, Congregation of the Most Holy Redeemer, Rome; 2010, named secretary of the Congregation for Institutes of Consecrated Life and Societies of Apostolic Life, Rome, and titular archbishop of Obba and ordained bishop in Rome; Dec. 3, 2012, named and installed archbishop of Indianapolis. Coyne, Most Rev. Christopher J., SLD 1400 N. Meridian Street, Indianapolis, IN 46202-2367 317-236-1403 Born June 17, 1958. Ordained June 7, 1986, Archdiocese of Boston. 1986-1989, associate pastor, St. Mary of the Hills, Milton, MA; 1990-1994, doctorate in liturgy, Pontifical Liturgical Institute (St. Anselmo), Rome; 1995, director, pretheology program, St. John Seminary, Brighton, MA; 2002, spokesperson for the archdiocese of Boston; 2005, pastor, Our Lady Help of Christians, Newton, MA; 2006, pastor, St. Margaret Mary, Westwood, MA; Jan. 14, 2011, appointed auxiliary bishop of the Archdiocese of Indianapolis; March 2, 2011, ordained and installed as auxiliary bishop of Indianapolis and appointed vicar general; Sept.
    [Show full text]
  • Office of the Vicar General Some Things to Know
    THE CHANCERY OFFICE OF THE VICAR GENERAL ARCHDIOCESE OF NEW YORK SOME THINGS TO KNOW JULY 2020 https://archny.org/monthly-combined-mailing-from-the-vicar-general/ REQUIRED ANNOUNCEMENT ON FINANCIAL INTEGRITY HOTLINE The Archdiocese of New York is committed to safeguarding the stewardship of its people. As part of that effort, we periodically write to the Catholic community to advise them whom they may contact and what steps they can take if they have suspicion of financial impropriety. Please find an announcement in English and Spanish to be included in your Sunday bulletin. Its wording was approved by the presbyteral council. If your parish uses another language, i.e., Chinese, French, German, Italian or others, I am asking that you have it correctly translated and send a copy of your bulletin with these translations to my office. Additionally, publish this announcement every February and August. ÷ ÷ ÷ ÷ ÷ ÷ ÷ “The Archdiocese of New York takes stewardship of your donations seriously. If you have knowledge of or reason to suspect misconduct, please report your concerns via a toll-free hotline at 877-820-0541 or on the internet at http://www.reportlineweb.com/ADNY. Both are available 24 hours per day.” “La Arquidiócesis de Nueva York toma la administración de sus donaciones seriamente. Si usted tiene conocimiento o una razón sospechosa del mal manejo financiero, por favor reporte sus inquietudes a través de la línea gratuita de atención telefónica al 877-820-0541 o en la Internet, en http://www.reportlineweb.com/ADNY. Ambos están disponibles las 24 horas del dia.” STATUS ANIMARUM (the state of souls).
    [Show full text]
  • Mediaguide 10.5.18
    A Media Guide to the Diocese of Manchester Updated October 5, 2018 This document is meant to brief members of the media and the on the general structure of the Catholic Church in New Hampshire, as well as identify often-misunderstood Church terms. Words and phrases bolded below are also listed in the glossary. This document will be reviewed and updated periodically. CONTENTS: Structure of the Diocese of Manchester Glossary STRUCTURE OF THE DIOCESE OF MANCHESTER Who we are The Diocese of Manchester is the Roman Catholic Church in New Hampshire. Diocese is a term referring to a territorial division of the Church, headed by a bishop. Our territory includes the entire state of New Hampshire and includes all Roman Catholics in that area. A diocese is named for a see city, the place where the bishop resides and his cathedral is located. See is another word for diocese. In New Hampshire, our cathedral is St. Joseph’s Cathedral in Manchester. A chief diocese in a designated region is known as an archdiocese. Also known as a metropolitan see, an archdiocese is head of what is known as a province. The Diocese of Manchester is in a province that includes all of Maine, Vermont, Rhode Island, and Massachusetts. The Archdiocese of Boston, which is the only archdiocese in these states, is the chief diocese of our province. The Diocese of Manchester, while connected as a part of the Universal Church with other dioceses, is independently operated by its bishop. As such, its organizational structure may differ from that of other dioceses.
    [Show full text]
  • Canons of the Particular Law of the Ukrainian Greek Catholic Church
    CANONS OF THE PARTICULAR LAW OF THE UKRAINIAN GREEK CATHOLIC CHURCH Subjects of Particular Law Can. 1 (CCEO c. 1) The canons of this particular law affect all and solely the faithful of the Ukrainian Greek Catholic Church. The Patriarchal/Major Archiepiscopal Church (CCEO Title IV) The Election of the Patriarch/Major Archbishop Can. 2 (CCEO c. 64) In order for a person to be considered suitable for the office of patriarch/major archbishop, he should have completed 40 years of age and have been a priest for a minimum of 10 years. The patriarch/major archbishop is selected from among the bishops, unless the members of the synod of bishops determine otherwise. Can. 3 (CCEO c. 65 §2) For the election of a patriarch/major archbishop, the synod of bishops must be convened within two months from the day of the vacancy of the see. Can. 4 (CCEO c. 70) The one to preside over the synod of bishops called for the election of a patriarch/major archbishop, is the eparchial bishop of the oldest eparchy on the territory of the patriarchal/major archiepiscopal Church. Can. 5 (CCEO c. 71 §1) The secretary of the synod of bishops of the patriarchal/major archiepiscopal Church is to function as the secretary for the synod called for the election of a patriarch/major archbishop. The position of tellers is filled by the youngest of those according to episcopal ordination. If the secretary of the synod is temporarily unable to be present at the synod, the presider of the synod, with the consent of the permanent synod, is to appoint, in the interim, a secretary from among the bishops of the synod.
    [Show full text]
  • Read the Full Job Description
    Classification: Information Specialist Diocese of Cheyenne Job Description Tribunal Secretary/Transcriptionist (Ecclesiastical Notary) Status: Full-Time, Non-Exempt Starting Hourly Rate: $14 - $15.50 (30-40 hours per week) Competitive fringe benefits including, medical, prescription, dental, and vision insurance, vacation, and sick leave; defined benefit retirement plan; long-term disability plan; Life Insurance policy and paid holidays. Position Description: Performs general secretarial duties including typing, transcription, filing, and record keeping. Answers varied questions concerning tribunal policies, services, and procedures. Serves as an Ecclesiastical Notary. Qualifications: Knowledge and Abilities: • Good computer and Internet skills and knowledge of computer programs, including Microsoft® Windows, Microsoft® Office, CaseMaster® Case Management System, or equivalent programs. • Transcription, photocopying, faxing, scanning, and filing skills. • Basic knowledge of Catholic theology concerning marriage. • Good organizational skills. • Good decision-making skills and the ability to cope with stress. • Good interpersonal and written communication skills • Ability to work well with other diocesan personnel, parish personnel and the public. • Ability to work independently with supervision. Degrees, Licenses and Certification: • High School diploma or equivalent. • Post-secondary training in secretarial sciences (especially transcription) and computers. Experience: Page 1 of 3 March 2021 Classification: Information Specialist • Three
    [Show full text]
  • Diocese of Sacramento DETAILED JOB DESCRIPTION
    Diocese of Sacramento DETAILED JOB DESCRIPTION DEPARTMENT: Tribunal POSITION: Auditor CATEGORY: Non-Exempt Full-Time SUPERVISOR: Moderator of the Tribunal Chancery JOB SUMMARY: This position works cooperatively with the Moderator of the Tribunal Chancery, Judicial Vicar, Tribunal Judges, and other members of the Tribunal staff in the canonical instruction of cases presented to the court for evaluation. ESSENTIAL FUNCTIONS: Serves primarily as Auditor for the Tribunal. o Manages approximately 50 Formal, Ligamen, Pauline Privilege, and Favor of the Faith cases as assigned. Understands and applies Canon Law to each type of case. Follows the procedures of the Tribunal and canonical process for each type of case, from beginning to conclusion of the case. Maintains and updates case files electronically (CaseMaster) and physically (paper version). Scans completed case files into LaserFiche. o Conducts and transcribes interviews with petitioner, respondent, and witnesses in person or by phone. Ability to determine when and which follow-up questions are needed. Ability to encourage party or witness to be as forthcoming as possible in their testimony. If Spanish speaking, translate interviews. o Collects and assesses the testimony presented for each case. Reads and reviews all testimony submitted. Assesses whether there is enough to continue forward. Consults with the judge ponens on the case, keeping him informed of the progress of each case. Proposes additional action when needed (change of grounds, additional questionnaires, etc.). Follows up on judge’s directions. Keeps judges’ schedules in mind while ensuring the progression of each case in a timely manner. o Maintains regular communication with Parish Advocate and Petitioner of each case.
    [Show full text]
  • Chapter I: Offices and Ecclesiastical Structure
    Table of Contents Chapter 1: Diocesan and Parochial Organization Overview Part I: Office of the Archbishop 1.1.1. Archbishop 1.1.2. Auxiliary Bishop 1.1.3. Archdiocesan Curia 1.1.4. Delegated Authority Part 2: Consultative Organizations to the Archbishop 1.2.1. Conflicts of Interest 1.2.2. Minutes 1.2.3. Duty of Care and Confidentiality 1.2.4. Presbyteral Council 1.2.5. The College of Consultors 1.2.6. Archdiocesan Finance Council (AFC) 1.2.7. Archdiocesan Pastoral Council (APC) Part 3: Parish Governance – Parochial Consultative Organizations 1.3.1. Canonical Statutes 1.3.2. Civil Statutes 1.3.3. Consultative Organizations to the Pastor 1.3.4. Parish Pastoral Council 1.3.5. Parish Finance Council 1.3.6. School Advisory Council 1.3.7. Parish Statutory Records Part 4: Governance Structure of the Ecclesiastical Organizations within the Archdiocese Chapter 1 Updated on January 9, 2014 Chapter 1: Diocesan and Parochial Organization Overview This chapter provides an overview of the various levels of canonical responsibility within the Archdiocese of Denver. The parts of this chapter are organized in the following manner: Part 1 – describes the canonical responsibility of the Archbishop, the auxiliary bishop(s) the Archdiocesan offices and their directors. Part 2 – describes the councils established to assist the Archbishop in the exercise of the office of governance. Part 3 – describes the governance structure of the parishes of northern Colorado, the canonical responsibility of the pastor and the consultative organizations established to assist the pastor in the governance of the parish. Part 4 – describes the governance structure of the other Ecclesiastical Organizations within the Archdiocese.
    [Show full text]