1. An ACEware Presentation
Spring Cleaning
An ACEware Presentation

2. ACEware 20th Annual Users’ Conference May 18– 20, 2016 / Hilton Garden Inn, Manhattan Kansas
Registration is now open!

3. Today we will discuss. . . Getting Started One-by-One
Combining Names en masse
Address Cleanup
Code Area Cleanup
Firms
Locations, Course Numbers & Fees
When UDF’s Multiply
Cleaning up Queries & User Defined Reports
When do I Pack & Reindex
Keeping Your Data Clean
Special Notes
Questions

4. The first step forward is to backup!

5. Combining Records, One-by-One
We refer to this as the Good Twin / Evil Twin process

6. Bill Clinton & William Clinton are the same person
Bill Clinton & William Clinton are the same person. Copy the ID# from one, and paste it over the other.

7. You get several confirmation questions….

8. New Cleanup Features in SM8
Searching for and combining Names (merge/purge) en masse

9. New Cleanup Features in SM8
Searching for and combining Names (merge/purge) en masse
NEW: Custom Criteria match allows you to identify a field ( ie: NMHMOWN)
and use it as your “Protect this name from combining”
Sam Clements, Jr, Sam Clements, Sr.
Christina Smith, Christopher Smith

10. New Old Cleanup Features in SM8
MASS DELETE NAMES (and Registrations and Payments….OH MY!)
IF YOU REALLY need to remove names (and related history)
A failed Import?
Deceased People
????

11. Address Cleanup
Assigns missing counties and standardizes addresses ie: Street to St

12. Address Cleanup
Assigns missing counties and standardizes addresses ie: Street to St

13. Code Area Cleanup
Edit & delete Student Manager codes

14. Firms
Edit & delete Student Manager codes

15. Locations, Course Numbers & Fees

16. Locations, Courses & Fees

17. When UDF’s Multiply

18. Deleting Queries

19. Deactivating Reports
click the report you wish to hide from normal view

20. Pack & Reindex
Rebuilds database indexes, and removes records marked for deletion

21. When to Pack & Reindex When told by your tech Quarterly
NOT before a backup

22. Keeping your data clean
Staff responsibilities
Duplicate records cost your organization money and time
Do you have a Data Entry SOP manual ?

23. Keeper of the Flame Module / Courses/ Mass Change, Update, Delete
De-activate older courses and codes
Purge waitlists and room use records
Lock completed courses

24. Module / Courses / Mass Update, Change, Delete
Several codes on a “Begins With” basis
Ie: 11,12,13,14 or
16F,16S,16U
NEW.. Multiples

25. There are special utilities for area code and zip code updates.

26. There are special utilities for area code and zip code updates.

27. There are special utilities for area code and zip code updates.

28. Questions?

29. Our Next Webinar March 23, 2016 1:30 central Ed2Go and ProTrain Import/Export