ObituaryMonitorObituaryMonitor
  • Help center

    • Overview
    • Video tutorials
    • Contact support
  • Step-by-Step Tutorials

    • Tutorial: Your Dashboard Explained
    • Tutorial: Creating Your First Watch
    • Tutorial: Reviewing and Confirming Matches
    • Tutorial: Generating PDF Audit Reports
    • Tutorial: Setting Up Notifications
    • Tutorial: Case Management (Professional)
    • Tutorial: Bulk Import & Export (Professional)
    • Tutorial: Team Management (Professional)
    • Tutorial: Custom Branding (Professional)
  • Getting Started

    • What is ObituaryMonitor?
    • Setting Up Your Account
    • Choosing the Right Plan
  • Integrations

    • Integrations Overview
    • Connecting Your Clio Account
    • Importing Clio Matters as Watches
    • How Clio Sync Works
    • Clio Integration Troubleshooting
    • Connecting MyCase
    • Syncing Time Entries
    • Linking Cases to Matters
  • Managing Watches

    • Adding a New Watch
    • Editing a Watch
    • Watch Statuses Explained
    • Why Location Matters
  • Understanding Matches

    • How Matching Works
    • Confidence Scores Explained
    • Confirming vs Dismissing Matches
  • Notifications & Alerts

    • Notification Channels
    • Troubleshooting Email Delivery
  • Account & Billing

    • Upgrading Your Plan
    • Updating Payment Method
    • Canceling Your Subscription
  • Privacy & Security

    • Watch List Privacy
    • Data Protection
  • Cases & Matters

    • Case Management Overview
    • Creating a Case
    • Case Reports & Export
  • Professional Features

    • Activity Logs
    • Bulk Import & Export
    • Team Management
    • Custom Branding
  • Getting Help

    • Support Ticket Types
    • Response Times
ObituaryMonitorObituaryMonitor
  • Help center

    • Overview
    • Video tutorials
    • Contact support
  • Step-by-Step Tutorials

    • Tutorial: Your Dashboard Explained
    • Tutorial: Creating Your First Watch
    • Tutorial: Reviewing and Confirming Matches
    • Tutorial: Generating PDF Audit Reports
    • Tutorial: Setting Up Notifications
    • Tutorial: Case Management (Professional)
    • Tutorial: Bulk Import & Export (Professional)
    • Tutorial: Team Management (Professional)
    • Tutorial: Custom Branding (Professional)
  • Getting Started

    • What is ObituaryMonitor?
    • Setting Up Your Account
    • Choosing the Right Plan
  • Integrations

    • Integrations Overview
    • Connecting Your Clio Account
    • Importing Clio Matters as Watches
    • How Clio Sync Works
    • Clio Integration Troubleshooting
    • Connecting MyCase
    • Syncing Time Entries
    • Linking Cases to Matters
  • Managing Watches

    • Adding a New Watch
    • Editing a Watch
    • Watch Statuses Explained
    • Why Location Matters
  • Understanding Matches

    • How Matching Works
    • Confidence Scores Explained
    • Confirming vs Dismissing Matches
  • Notifications & Alerts

    • Notification Channels
    • Troubleshooting Email Delivery
    • Setting Up SMS Alerts
  • Account & Billing

    • Upgrading Your Plan
    • Updating Payment Method
    • Canceling Your Subscription
  • Privacy & Security

    • Watch List Privacy
    • Data Protection
  • Cases & Matters

    • Case Management Overview
    • Creating a Case
    • Case Reports & Export
  • Professional Features

    • Activity Logs
    • Bulk Import & Export
    • Team Management
    • Custom Branding
  • Getting Help

    • Support Ticket Types
    • Response Times
  1. Knowledge base
  2. Step-by-Step Tutorials
  3. Tutorial: Creating Your First Watch

Step-by-Step Tutorials

Tutorial: Creating Your First Watch

Step-by-step guide to adding someone to monitor

Last updated February 25, 2026

Creating Your First Watch: Complete Tutorial

This tutorial walks you through adding your first person to monitor, with tips for maximum accuracy.


What You'll Learn

  • How to access the Add Watch form
  • Required vs optional fields
  • Best practices for accuracy
  • What happens after you create a watch

Step 1: Access the Add Watch Form

There are three ways to add a watch:

Option A: Dashboard Button

Dashboard with Add Watch button highlighted
Dashboard with Add Watch button highlighted
  1. Go to your Dashboard
  2. Click the green "Add Watch" button
  3. The form will open

Option B: Watches Page

Watches page with + button
Watches page with + button
  1. Navigate to Watches in the sidebar
  2. Click "+ Add Watch" in the top right
  3. The form will open

Option C: Keyboard Shortcut

  • Press "N" anywhere in the app
  • The Add Watch form opens immediately

Step 2: Enter Basic Information

Add Watch form - Basic Info section
Add Watch form - Basic Info section

Required Fields

First Name (Required)

  • Enter the person's legal first name
  • We automatically check nicknames (John = Johnny, Jack, etc.)

Last Name (Required)

  • Enter the exact last name
  • Must match exactly for a match to occur

Optional but Recommended

Middle Name

  • Helps distinguish common names
  • If unknown, leave blank (no penalty)

Step 3: Add Location Details

Location fields section
Location fields section

Location is the #1 factor for reducing false matches.

State (Highly Recommended)

State dropdown
State dropdown
  1. Click the State dropdown
  2. Select the state where the person lives/lived
  3. You can add secondary states later

City (Optional but Helpful)

  • Further narrows search results
  • Great for common names in large states

County (Optional)

  • Useful for rural areas
  • Some obituaries list county instead of city

Step 4: Add Optional Identifiers

Optional identifiers section
Optional identifiers section

These fields significantly improve match accuracy:

Approximate Age

Age slider or input
Age slider or input
  • Enter an age range if known
  • Helps filter out people with same name but different age

Known Relatives

Relatives field
Relatives field
  • Obituaries often mention family members
  • Great for common names
  • Example: Mary Smith (spouse), James Smith (son)

Maiden Name (if applicable)

  • Important for married women
  • We check both names

Step 5: Review and Submit

Review section with Start Monitoring button
Review section with Start Monitoring button
  1. Review all entered information
  2. Check the summary preview
  3. Click "Start Monitoring"

What Happens Next:

  • Watch is created immediately
  • Scanning begins within minutes
  • You'll see it on your Watches page
  • Notifications are enabled by default

Example: Adding a Watch

Let's walk through a real example:

Scenario

You need to monitor "John William Smith" who lives in Cleveland, Ohio and is approximately 78 years old.

Completed form example
Completed form example

Filled Form:

  • First Name: John
  • Middle Name: William
  • Last Name: Smith
  • State: Ohio
  • City: Cleveland
  • Approximate Age: 75-80
  • Relatives: Mary Smith (wife)

Result:

  • High-precision monitoring
  • Low false positive rate
  • Instant notification when matched

Common Mistakes to Avoid

MistakeWhy It's a ProblemSolution
No locationToo many false matchesAlways add at least state
Nicknames onlyMay miss matchesUse legal first name
Wrong stateMissed matchesAdd secondary states
Typos in nameNo matches foundDouble-check spelling

After Creating Your Watch

Newly created watch on Watches page
Newly created watch on Watches page

Your watch is now active! Here's what to expect:

  1. Immediate scanning - We start checking sources right away
  2. 24/7 monitoring - Scans run continuously
  3. Email notification - When a match is found
  4. SMS alert - If you've enabled text messages

Next Steps

  • Tutorial: Reviewing Matches
  • Tutorial: Editing a Watch
  • Understanding Match Scores

Was this article helpful?

Previous
Tutorial: Your Dashboard Explained
Next
Tutorial: Reviewing and Confirming Matches

Related articles

Tutorial: Your Dashboard ExplainedTutorial: Reviewing and Confirming MatchesTutorial: Generating PDF Audit Reports

Still need help?

Can't find what you're looking for? Contact our support team.

ObituaryMonitor

Obituaries

Monitored 24/7

Save watches for free
No credit card required
Cancel anytime
Get startedBook a demo
ObituaryMonitor

Obituaries

Monitored 24/7

Save watches for free
No credit card required
Cancel anytime
Get startedBook a demo

Product

  • For Families
  • Professional Plans
  • How It Works
  • Death Verification API
  • Daily County Intelligence
  • How Matching Works
  • Compare Plans
  • All Pricing

By Industry

  • Probate Attorneys
  • Estate Attorneys
  • Insurance Companies
  • Debt Collectors
  • Private Investigators
  • Skip Tracers
  • Genealogists
  • Family Research
  • Real Estate Investors

Company

  • About Us
  • Press & Media
  • For Researchers
  • Obituary Data
  • Contact Sales
  • Security
  • Compliance

Resources

  • Help Center
  • Video Tutorials
  • FAQ
  • Verify API docs
  • Our Methodology
  • Advanced Name Matching
  • All Guides
  • Funeral Home Directory
  • vs. Google Alerts for Law Firms
  • Legal Disclaimer

Newsletter

Obituary data insights, professional tips, and product updates — monthly to your inbox.

Popular Jurisdictions

Cook County, ILPalm Beach, FLLos Angeles, CAHarris County, TXMaricopa, AZView All →

Coverage Directory

Providing probate due diligence logs and death notice alerts in all 50 states and the District of Columbia.

Alabama•Alaska•Arizona•Arkansas•California•Colorado•Connecticut•Delaware•Florida•Georgia•Hawaii•Idaho•Illinois•Indiana•Iowa•Kansas•Kentucky•Louisiana•Maine•Maryland•Massachusetts•Michigan•Minnesota•Mississippi•Missouri•Montana•Nebraska•Nevada•New Hampshire•New Jersey•New Mexico•New York•North Carolina•North Dakota•Ohio•Oklahoma•Oregon•Pennsylvania•Rhode Island•South Carolina•South Dakota•Tennessee•Texas•Utah•Vermont•Virginia•Washington•West Virginia•Wisconsin•Wyoming• District of Columbia
ObituaryMonitor© 2026 Northgate Leland, LLC d/b/a ObituaryMonitor. All rights reserved.
Privacy PolicyTerms of ServiceLegal DisclaimerContact