Incorrect Sex Issues

Incorrect Sex Basic Issues

Incorrect Sex Requests

This instruction will help you evaluate and handle incorrect sex requests.
First, look for proof of sex in Family Tree. Then, open DMConsole.

• If there is a membership record, click the CRN.
  • If the sex on the membership record is the same as the sex on the record in tree, continue to the Issues with Specific Ordinance Dates section.
  • If the sex on the membership record is different than the sex on the record in tree, follow the instructions in the Incorrect Sex Membership instruction.
• If there is not a membership record and there are no ordinances, view the Handling Issues with a Red Admin Label and No Ordinances Were Completed with an Incorrect Sex Proxy section.

Specific Ordinance Dates Issues

Open the ordinances page. In the person column, for each CTR ID and look for the blue square (male) or pink circle (female) reflecting for which sex the ordinance was performed.

• If there are ordinances done with the incorrect sex pre–1970, follow the instructions in the Incorrect Sex Pre–1970 instruction.
• If pre–1970 and post–1970 ordinances exist, follow the Incorrect Sex Pre–1970 instructions and the Incorrect Sex Post–1970 instruction.

Red Admin Labels and No Ordinance Dates Completed with Incorrect Sex Proxy Issues

These issues occur most often when the sex on a record was changed, there was a merge of records, and then the merged record was restored.

1. Click the Admin Labels tab.
2. You may see the Admin Label: Sex–Change–Set OAR_HCO, or Information—Sex–Change, or both labels.
3. If you do not see the Information–Sex–Change label, click the gray Add Label button.
4. Select the Information–Sex–Change label name from the list.
5. Click Save.
6. If you see the Sex–Change–Set OAR_HCO label, click the blue Delete button.
7. Enter a reason in the reason box.

8. Click Save.

   Note: If another admin label exists, escalate the case for the appropriate issue resolution based on the type of label.

9. Check the record in Family Tree to see if the ordinances are all showing correctly.
10. Copy the General Reply–Fixed template, paste the contents into an email message to the guest making edits to the template, as necessary.

CTR Changes with Incorrect Sex

Incorrect Sex Pre-1970 Issues

Before working on a Pre-1970 Incorrect Sex issue, verify that it is NOT a Membership issue before proceeding.

Pre-1970 List View

Use this instruction following the Incorrect Sex—Membership instruction if proxy ordinances were performed before 1970. These cases are treated differently because, before 1970, some ordinances were recorded without sex designation. When pre-1970 ordinances were loaded into ODM database, the program approximated the sex of the record. Therefore, the sex of the proxy must be verified by looking at the original record on temple film.

Verify the correct sex by looking for proof in Family Tree. Proof may be found in sources for birth, death, or marriages. If you cannot easily verify the sex, ask the guest to provide proof.

Research Ordinances

1. Search using the PID in DMConsole.
2. Click the Ordinances tab.
3. In the CTR ID column, click the CTR number for the incorrect sex ordinance.
4. Copy the ODM Number, found under the Principal section, middle column, next to Source System ID. Do not copy the alpha characters.
5. Open ODM search in DMConsole.
6. Click ODM Records as the dataset.
7. Paste the ODM number in the Name ID box.
8. Click Search.
9. Scroll down the page to view the search results.
10. Make sure the ordinances filter is highlighted blue.
11. Find the ordinance you are looking for and find the film number and, if listed, the page and ordinance numbers.

Fix Ordinances

1. First check the catalog for the film number. If you do not find the number in the catalog, open Image Viewer and search the film for the record of that ordinance. See the instruction for Image Viewer.
2. When you find the temple record, look at the name of the proxy for the individual. If you are unsure of the sex of the proxy, look at other temple records before and after your record to see if the same proxy stood in for other individuals that day. The proxy would have stood in for all male or all female individuals.
3. Determine if the ordinance in question is primary or secondary. Is the recorded ordinance a primary ordinance? Or is the recorded ordinance secondary and being referenced as a previously completed ordinance? For example, a baptism referenced on an endowment or an endowment on a sealing would be secondary.

Using the CTR Changes with Incorrect Sex table, determine whether the ordinance that was completed by the incorrect sex proxy needs to be invalidated.

Invalidate Ordinances for Incorrect Sex Pre-1970

1. Click the CTR for each incorrect sex ordinance to be invalidated.
2. Click Edit.
3. In the Status box (top right of the screen), click the drop-down box, and change the selection to Invalid.
4. Click Save.
5. Edit CTR appears. Scroll to the bottom of the list and select Wrong Sex. Then add the issue number to the Reason text field.
6. Click Save and return to the Person Summary Page.
7. Click the Labels tab.
8. Click Add and begin to type: Information—Sex-Change label.
9. Select the label and add a Reason.
10. Click ADD.

If the ordinances were performed by the correct sex proxy, do the following:

1. Click the CTR for the ordinance.

2. Click the Edit button.

   Note: These actions will change the sex on all CTRs with the same OWS.

3. In the section for the principal, find the box labeled Gender.
4. Click the drop-down arrow and choose the correct sex.
5. Scroll back to the top and click Save.
6. Edit Type to be WRONG_Gender. For the Reason type: Incorrectly Generated Sex.
7. Click Submit.
8. Changing the sex on one CTR within an OWS set will change the sex for all CTRs in that set.
9. Click on the Labels tab.
10. Click Add and begin to type: Information—Sex-Change label.
11. Select the label and add a Reason.
12. Click ADD.
13. If you see the Sex—Change—Set OAR_HCO label, click the blue Delete button.
14. Enter an appropriate reason in the reason box.

15. Click Delete.

    Note: If there are other labels in red, DO NOT REMOVE them without first consulting your team lead.

16. Check the record in Family Tree to see if the ordinances are all showing correctly.
17. Email the General Reply—Fixed template to the guest making edits to the template, as necessary.

Incorrect Sex Post-1970 Issues

Before working on a Post-1970 Incorrect Sex issue, verify that it is NOT a Membership issue before proceeding.

Use this instruction following the Incorrect Sex—Membership instruction if proxy ordinances were performed after 1970. Ordinances show as Not available in Family Tree, and a red Admin Label is reflected in DMConsole.

Before moving forward, verify the correct sex by looking for proof in Family Tree by looking at attached sources, such as birth or death records or marriage records. If you cannot easily verify the sex, email the guest and ask them to provide proof.

Verify that all CTRs were intended for that individual using name, dates, relationships, locality, etc., given in the CTR. If any ordinances are for a different individual, use the Ordinance Workflow document.

Invalidate Ordinances for the Incorrect Sex Post-1970

Refer to the CTR Changes with Incorrect Sex table when determining whether to invalidate ordinances.

1. In the Person page of DMConsole under the Ordinance tab, open the CTR IDs. Look for the blue square or pink circle that indicates the ordinance was performed by a male or female.
2. Determine if the ordinance in question is primary or secondary. Is the ordinance the original ordinance recorded, which is primary? Or is the ordinance being referenced as a previously completed ordinance, which is secondary? For example, a baptism referenced on an endowment or an endowment on a sealing is secondary.
3. If the ordinance is secondary and there is not a primary version with an incorrect sex with a Post–1970 date, click the CTR for each incorrect sex ordinance to be invalidated.
4. Click Edit.
5. In the status box (top right of the screen), click the drop-down box, and change the selection to Invalid.
6. Click Save.
7. Scroll to the bottom of the Edit CTR box, select Reason type Wrong Sex, and add the issue number in the Reason text field.
8. Click Save.
9. Once all the incorrect CTRs have been invalidated, click the Reservations tab, and release any reservations for the ordinances you invalidated.

If there is a red Admin Label

1. Click the Labels tab.
2. If you do not see the Information—Sex—Change label, click the gray Add Label button.
3. Select the Information—Sex—Change label name from the list.
4. Click Save.

5. If you see the Sex—Change—Set OAR_HCO label, click the Delete button.

   Note: If there are other labels on the record, do not remove them without first consulting your team lead.

6. Enter an appropriate reason in the reason box.

7. Click Save.

   Note: The individual should show in Family Tree with the correct sex with ordinances that match the sex on the record or with ordinances that can be requested.

8. Email the General Reply—Fixed template to the guest making edits to the template, as necessary.

Incorrect Sex Membership Issues

Use this instruction to resolve issues that involve incorrect sex and have a Church Record Number (CRN). Read all the notes regarding the issue. Verify the correct sex by looking for proof in Family Tree using sources, etc. If you are still in doubt, ask the guest for proof of the correct sex.

1. Paste the PID in the search box in DMConsole. If the ID provided by the guest is the membership record, it will show as CRN: number.
2. Click the CRN.
3. Under the Membership Information section, compare the name and sex on the membership record with the name and sex on the record in Family Tree and the name and sex provided by the guest.
4. If the names are not the same under the Membership Information section in DMConsole and Family Tree, use the Ordinance Workflow document.

If the names and other identifying information are the same under the Membership Information section in DMConsole and Family Tree but the sex is different under the Membership Information, follow these steps:

In Help and Learning for Support, search for the Correct Other Information on a Membership Record template.

1. Follow the steps in the Membership in Process Request document to send a request email to the Membership Department. Attach any supporting documentation as needed.
2. When Membership responds to the email, check the comments from Membership and take the appropriate action.
3. In DMConsole, search for the PID, and then click the CRN. Verify that the sex on the record has been corrected. You may need to click the Resync CMISX button for it to update.
4. Under the Ordinances tab, look at the sex for each ordinance in the left column. If ordinances were performed before 1970 and the ordinances are listed with the incorrect sex, use the Incorrect Sex Pre-70 document.
5.  If ordinances were performed after 1970, use the Incorrect Sex Post-70 document.
6. If all ordinances are correct, delete the admin label, and enter an appropriate reason in the reason box.
   • Click the Admin Labels tab. 
   • If you do not see the Information—Sex—Change label, click the gray Add Label button.
   • Select the Information—Sex—Change label name from the list.
   • Click Save. 
7. If you see the Sex—Change—Set OAR_HCO label, click on the blue Delete button.
8. Enter an appropriate reason in the reason box.
9. Click Save.
10. Email the General Reply—Fixed template to the guest making edits to the template, as necessary.