Why do we use Keywords? (Download)
Delete fund history 2016 and earlier*
Consolidate Totals: Consolidate Amounts for 2017 through 2019*
Video
Written Instructions
Please review the archival policies at the time of your cleaning. In 2023, depending on the type of contribution information it is possible to "retire" history 2016 and earlier.
* Please note that the instructions and videos were created when the implementation project started. They are currently, based on the calendar year 2023:
Consolidate Totals: Consolidate Amounts for 2017 through 2019*
Video
Written Instructions
Please review the archival policies at the time of your cleaning. In 2023, depending on the type of contribution information it is possible to "retire" history 2016 and earlier.
* Please note that the instructions and videos were created when the implementation project started. They are currently, based on the calendar year 2023:
- Delete 2016 and Earlier Fund Periods
Consolidate Amounts for 2017 through 2019
Consolidate Activity Names
Written Instructions
Written Instructions
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