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Best Practices Manual

As a new DonorView user who's inherited a database full of inconsistencies, I'd love to connect with a seasoned pro who uses DonorView and perhaps even has a best practices manual they'd be willing to share. Thanks!


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I would be interested in that as well!


Best practices would be very helpful.

I hear you on inheriting a database full of inconsistencies. We created a best practices manual for our organization when we started with DV. It certainly felt like recreating the wheel and would have been nice to learn from others. I wish this forum was used more by everyone to help us troubleshoot and see what everyone else is doing. As you see, I'm not very good at looking at it on a regular basis, as you posted this 4 months ago. 


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I'm brand new to DV, and best practices would be helpful. Is there a way to enforce consistency in data entry, such as masking phone number fields so they're always in (xxx) xxx-xxxx format (or whatever is preferred), or making some fields selection boxes (like eye/har color, etc.) instead of free-form, to make querying easier?

Erin, would you be willing to share your best practices manual?

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