How do I remove deceased members from my chapter?

Owned by Ann Turner
Last updated: May 30, 2023 by Dawn TerminellaVersion comment
2 min read


Data privacy

The majority of the fields on the Deceased report constitute Personally Identifiable Information (PII) for our membership.  PII is confidential information and should only be shared with leadership and staff that have a business need to know the specific information in a report.  Please edit reports and remove the columns of data that are not needed for a business purpose before you share any data file.  NEVER share a data file with someone outside of component staff or leadership.

The Deceased member report will show your component's members who have been reported to AIA as deceased since October 1, 2020. These members have been processed through Fonteva. Contact records of former members of your component marked as deceased in netFORUM, the previous AMS, were brought over to Fonteva but since their membership was already terminated 

Step-by-step guide

  1. Login to the Chapter Portal.
  2. From the Home screen, select the chapter you want to access.
  3. You will be taken to the Membership tab (the default tab for a Chapter's Portal page).
  4. Select the Deceased report.
  5. Enter the "Deceased Date From" date in the parameter box; select "Go to Report" button.
  6. A new tab will open with the list of results.
  7. To download the file, select the Export button and download in the format you need.
  8. Once downloaded, open the file in Excel.
  9. Use this list to update other lists you use to communicate to members.

Tips:

The results in this report will only show your component's former members processed in Fonteva. 

To show all of your component's members who have been marked as Deceased in Fonteva, remove the date in the "Deceased Date From" field (select "Clear") before selecting "Go to Report". Before an update deployed to fill in the date processed, the "Deceased Date" field was left blank and only filled in if the exact date of death was given. 


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Get more out of your report

There are very simple things you can do with Excel that can help you look at your data differently. 
Check out our wiki article on Using a pivot table on your member roster!


Report columns

The Deceased report includes fields needed to update your component's information, including date deceased, email and address. A separate wiki page, "Report Columns - What do the different columns mean?" is available for what the specific columns mean and any business rules associated with them.