Advanced Data Examiner Review Process for Events
Events processing is available if your site subscribes to the optional Events component of the Advanced Data Examiner. The Advanced Data Examiner (ADE) can insert rows into the Registration, Event Guest, Attendance, Guest Items, and Event Income data tables.
Data is imported into the Events pending tables by using the Advanced Data Examiner Import tool.
The ADE does not update any existing Event data rows. Attempts to match Events World input data to existing Millennium Registration, Event Guest, Attendance and Guest Items data take place when the data is imported into the pending tables. See the topic Matching Existing Event Data Records, for more detail. Input records that do match existing Millennium event data will not be loaded into the pending tables and therefore will not display in the ADE.
If the input data includes a mix of rows that match and do not match existing Event-type data rows, the non-matching input data will be linked to the matching existing records.
- New Event Guest rows will be linked to a Registration row already in Millennium.
- New Attendance and new Event Item rows will be linked to an existing Event Guest row
- New Activity Items will be linked to an existing Attendance row.
The Data Review Page for Events World Data
When the data in an Events World pending table is reviewed manually, a Pending Data Review page will display. Each event type pending data row, for each table, will have its own Pending Data Review page. The components of a Pending Data Review Page include a page header, a series of action buttons, and a grid chart.
Page Header
The Page header displays the name of the data table to which this pending data row belongs. The word Insert also displays because the row is loaded into the ADE as a new pending data row. The header will also display the pending data Source that you selected to load.
Action Buttons
Action buttons will display above and below the Grid Chart.
Accept
The Accept button is used to tell to the system that you agree to insert a new data row into Millennium. When you click Accept, you are accepting the database changes that have been 'proposed' by the pending data and you are accepting any changes that you make to this pending data during the review process.
Skip
The Skip button is used to tell the system to bypass the displayed set of pending data and keep it in the pending tables so that it can be reviewed later. When you click Skip, the data that you are reviewing now is returned to the pending table. The current data in both the pending table and Millennium data table remains unchanged. Changes that you may have made to the data as shown in the data review display before Skip is clicked will not be saved. The system will automatically display the next pending data row.
Delete
The Delete button is used to remove the displayed pending data from the pending table.
Cancel
The Cancel button is used to cancel the data review process and return to the Data Summary page. The current data in both the pending table and Millennium data table will not change. Changes that you may have made to the data as shown in the data review display before Cancel is clicked will not be saved.
The Grid Chart
The grid chart will display two columns.
Field Name
The first column lists the aliases (pulled from the field_alias field in the fieldlst system table) for each field in the data table. System-generated fields will not be listed, however (for example, namekey).
Pending Data to Insert
The column will show all of the information that will be inserted into each field. Some of the information that is shown may have been created by the constituent via the ADE Import Tool and some of the information may be data from the Default Insert/Update form that is defined for this pending table.
Processing Events World Pending Data
The following instructions will assume the following:
- Input data does not match existing Millennium data.
- For each Registration row, at least one Registration Fee is pending insert and at least one Guest row is pending insert.
- For each Guest, at least one Attendance row is pending insert and at least one Event Item for the Guest is pending insert.
- For each Attendance row, at least one Activity Item for that Attendance is pending insert.
In reality, one or more event type data rows may be missing. We will also assume that the input data does not match existing Millennium data; again, that will not always be the case.
Both Manual and Automatic Update options are available for processing Event type pending data. You do not have to process all event pending data manually. Nor do you have to process all event pending data automatically.
For example, you can automatically process Registration data. Automatically process Event Guest data. And then, manually step through Attendance.
If your organization uses Instant Address:When manually updating registration fees that are tendered by credit card, the credit card grid chart will include address information. Likewise, when manually updating event guest information, the grid chart will include fields into which you can enter or update the guest's address information. The 
Envelope button displays next to the first address line field to indicate that Instant Address is available to help you enter a valid mailing address or to verify that the address is valid according to "postal authority data".
Note: Instant Address will not verify that a credit card address is the correct billing address associated with the credit card. It only verifies that the credit card address is a valid mailing address.
Instructions for using Instant Address are located in the Using Instant Address to enter and verify addresses topic.
What is Instant Address?
Instant Address is a third party service that is offered by Initium Software and integrated into Millennium. It assists users when entering and updating address information by providing real-time address autocomplete functionality and address verification. For information about Initium Software and Instant Address, visit www.initiumsoftware.com.
Manual Update
- Access the Data Summary page by using Millennium Explorer, .
- If you want to load all pending data rows for processing, verify that the Import Source is set to All Source Values. If you want to load only the pending data rows from a particular source, then click the desired source name in the Import Source list.
- Locate the Registration row.
- Click the Manually Update hyperlink for Registration. The Registration Pending Data Review Page displays.
- Make changes to any of the data that displays in the Pending Data to Insert column and click Accept. A new Registration row is created and the Registration Fees (Event Income)Data Review page displays.
- On the Registration Fees Data Review page, make changes, as desired, to any of the data that displays in the Pending Data to Insert column, and click Accept. An Event Income row is created, and the Guest Data Review page, for the registrant's first guest, displays.
- On the Guest Data Review page, make changes, as desired, to any of the data that displays in the Pending Data to Insert column and click Accept. An Event Guest row is created, and then the Items Data Review Page, for this Event Guest, displays. The item displayed here is an Event item.
- On the Items Data Review page, make changes, as desired, to any of the data that displays in the Pending Data to Insert column and click Accept. An guest Item row is created. If another Event Item pending row exists for this Event Guest, then it will display in a new Items Data Review page. If not, then the (Activity) Attendance Data Review page, for this Event Guest, displays.
- On the Attendance Data Review page, make changes, as desired, to any of the data that display in the Pending Data to Insert column and click Accept. An Attendance row for the guest is created, and then the Items Data Review page, for the first item that is linked to this Attendance row, displays. The item displayed here is an Activity item.
- On the Item Data Review page, make changes, as desired, to any of the data that displays in the Pending Data to Insert column, and click Accept. A guest item row, linked to the guest's Attendance row, is created.
At this point, If another Activity item pending row linked to this Attendance row exists, then it will display on a new Items Data Review page. If not, and if there is another Activity Attendance pending row for this guest, a new Attendance Data Review page will display. If there is no other Activity Attendance pending data for this guest, then the Data Review page for the registrant's next Guest will display. The above steps, from inserting Event Guest rows and forward, begin again. Once there are no more Guests for the registrant, then the Data Review page for the next Registration pending data row will display.
Automatic Update
- Access the Data Summary page by using Millennium Explorer, .
- If you want to load all pending data rows for processing, verify that the Import Source is set to All Source Values. If you want to load only the pending data rows from a particular source, then click the desired source name in the Import Source list.
- Locate the Registration row.
- Click the Automatic Update hyperlink for Registration. All rows in the Registration pending table will be automatically inserted into the Registration data table, and all pending Guest and all pending Registration Fees rows are now available for Data Examiner Processing. At this point, you can process the rows for either table, in any order.
- Process Registration Fees next, by clicking the Automatic Update hyperlink for Registration Fees. All rows in the Event Income pending table are automatically inserted into the Event Income data table.
- Process Event Guest pending data. Click the Automatic Update hyperlink for Guest. All rows in the Event Guest pending table are automatically inserted into the Event Guest data table, and all pending (Activity) Attendance and all pending Event Item rows are now available for Data Examiner Processing.
- Click the Automatic Update hyperlink for Attendance. All rows in the Attendance pending table are automatically inserted into the Attendance data table. In addition to the pending Event Items rows that await processing, all of the pending guest item rows that link to these Attendance rows are available for processing as well.
- Click the Automatic Update hyperlink for Items. All rows in the guest items pending table (both Event Items and Activity Items) are inserted into the Guest Items data table.
Automatic Update All
If the Automatically Update All Data or the Automatically Update All Event Data hyperlink is clicked, then pending data rows for all of the Event tables will be updated at one time.