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11.5. Comparing Records on REMMS to NRDS

VERY IMPORTANT

PART 1: Perform a BATCH REFRESH from NRDS using Version 2.0 and Tab Delimiter.  When you receive the file, save it to your PC. The Refresh file will be zipped (compressed) so you do not spend hours downloading it from NRDS. A Refresh file name will always be the association ID followed by the word FULL. For example, 5050FULL. The extension will start with a z followed by two numbers. (e.g. 5050FULL.z00), otherwise, it will end with a ZIP.

We suggest doing that on your C drive or in your My Documents folder.  The unzipped files are required to complete the comparison process.  This file contains all your member's information as it exists on NRDS at the time of the Refresh request.  We have included an attached PDF with the instructions from the NRDS manual on this page for this process, as well as an explanation of the files included in the compressed file.
NOTE: PLEASE MAKE SURE THAT YOU SELECT TAB DELIMITED AND TO EMAIL THE FILE WHEN RUNNING THE REFRESH.

PART 2:

  1. Go into REMMS.
  2. Click on the REPORTS button to go to the Report menu
  3. On the Members Reports tab, click on the REMMS NRDS Compare button.
  4. You will see a new window appear (REMMS vs. NRDS Membership Comparison Screen). 
  5. Click the Load New Records button and navigate to the folder with the unzipped files.
  6. Change the Files of Type to ALL FILES so the refresh files will appear.  If you do not, then your unzipped refresh files may not appear.
  7. Select the file named nnnnFULL.m00 where nnnn is your NRDS ID and the extension, .m00, which represents the 
  8. Once the file has been loaded and done processing, you can select the reports listed below the LOAD NEW RECORDS button.

The two reports that you need to use are:

  1. Active on NRDS and NOT in REMMS
  2. Active on REMMS and NOT in NRDS

If there are a high number of records on NRDS that do not match REMMS, then it may be best to have RJR initiate a full member upload.  This will take all Primary Members and upload them to NRDS.  This routine could generate a large number of errors for the members that are not Active or Provisional. 

CRITICAL: If you do a full membership upload, then make sure that any member that has transferred to another board is NOT marked as Primary with your association.

 

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