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groups [2013/07/15 14:39] (current)
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 +===== What is a Group? =====
 +A group is a collection of people, all of whom have Roles within the Group, such as the choir or the stewardship committee. Groups have many uses including: committees, church school classes, covenant groups, baby sitters. The possibilities are endless. ChurchInfo makes it easy to contact all the members of a group by letter or email. Groups can be used to represent organization,​ educational,​ and social constructs within the church.
 +
 +For example, a Group may be "​Friday Night Bible Study."​ Roles within this group may be Leader, Assistant Leader, and Member. If 16 people are assigned to this group, 13 may occupy the Role of Member, 2 may occupy the Role of Assistant Leader, and 1 may occupy the Role of Leader.
 +
 +===== How do I add a new Group? =====
 +  - From the top menu, click on "Add a New Group" (under "​Groups"​).
 +  - Complete the form.
 +  - Press Save. 
 +
 +When a new Group is created, a Role of "​Member"​ is automatically created and assigned as the Default Role for that Group. (You may immediately change the name of this role, however.)
 +
 +===== How do I change the Name/​Description/​Type of a Group? =====
 +  - From the top menu, select "List Groups"​ (under "​Groups"​).
 +  - Click on the desired Group.
 +  - Click on "Edit this group."​
 +  - Under the heading of "Group Editor"​ is a list of current group roles. Type the new title in the input box, and press "​Save"​.
 +  - The new information should appear. ​
 +
 +===== How do I add a new Role to a Group? =====
 +  - From the top menu, select "List Groups"​ (under "​Groups"​).
 +  - Click on the desired Group.
 +  - Click on "Edit this group."​
 +  - Under the heading of "Group Roles" is a list of current group roles. Type the name of the desired new Role in the input box, and press "​Add."​
 +  - The new Role should appear in the list. 
 +
 +===== How do I change a Role in a Group? =====
 +  - From the top menu, select "List Groups"​ (under "​Groups"​).
 +  - Click on the desired Group.
 +  - Click on "Edit this group."​
 +  - Under the heading of "Group Roles" is a list of current group roles. Type the name of the desired new name in the input box of the old name, and press "Save Changes."​ Please note, if you make changes without clicking "Save Changes",​ all changes will be lost.
 +  - The new Role should appear in the list. 
 +
 +===== What is the Default Role? =====
 +Every Group has a Default Role, which is simply the "​standard"​ Role for a Member of that Group. For a class, for instance, the Default Role might be Student, because 95% of the people in the class will be Students. There will be other Roles -- Teacher, Assistant Teacher, etc. -- but most everyone will be a Student, so that's the Default Role.
 +
 +Default Roles allow you to quickly add new Members to a group. If you have 200 People in your Cart, you don't have to specify Roles for every record to dump the Cart to a Group, they are simply added as the Default Role. This also allows quick sorting of the organizers of a Group. The Group View producers all Members of a Group who do not occupy the Default Role, which are usually the organizers and administrators of the Group.
 +
 +===== How do I change the Default Role for a Group? =====
 +  - From the top menu, select "List Groups"​ (under "​Groups"​).
 +  - Click on the desired Group.
 +  - Click on "Edit this group."​
 +  - Under the heading of "Group Roles" is a list of current group roles. Click on "Make Default"​ to make the desired role the Default. The word "​Default"​ appears over the number of the shaded box for the default role. 
 +
 +===== What is Group Type? =====
 +Group types allow you to categorize your groups. For example, a group called "​Gleaners Class" can be type "​Sunday School"​ and a group called "​Franklin House" can be type "Cell Groups"​. This helps in further classifying groups so that you don't have to memorize which group is associated with which type.
 +
 +===== How do I set a Group Type? =====
 +When a new group is created, you are given the option to set the group type.
 +
 +===== How do I change the available Group Types? =====
 +From the top menu, click on "Edit Group Types" (under "​Groups"​).
 +
 +===== What are Group-Specific Properties =====
 +Group-Specific Properties is a powerful feature that allows you to add any fields that you need to use that do not come built-in with ChurchInfo. This feature allows you to, for example, add a Mentor to a person, or add an additional date (such as confirmation). The possibilities are endless. ​ Note that group-specific properties are **person** properties that apply to a person that is in a specific group (like the date they joined the group), they are not **group** properties that apply to the group as a whole (like the location where the group is meeting). ​ Use Group Properties (not Group-Specific Properties) to define properties of the group as a whole.
 +
 +===== How do I use Group-Specific Properties? =====
 +See the [[custom fields]] help topic.
 +
 +===== How do I add People to a Group? =====
 +  - Add the desired people to your Cart.
 +  - When you have the desired people in the Cart, from the top menu, select "Empty Cart to Group" (under "​Cart"​).
 +  - On the resulting screen, select the desired Group, then press "Add to Group:"​. ​
 +
 +All members of the cart will be added to the specified Group IF they do not already exist in that Group. If a Person in the cart already exists in the specified Group, that Person will not be added again.
 +
 +All People will be added to the Group in that group'​s Default Role.
 +
 +===== How do I change the role of a Person in a Group? =====
 +  - From the left menu, select "List Groups."​
 +  - Click on the desired Group.
 +  - Click on "View Members"​.
 +  - Find the desired Member and click on "​Change Role".
 +  - Select the new Role from the drop-down list.
 +  - Press "​Update"​. ​
 +
 +===== What is "Add Group Members to Cart" =====
 +Adding group members to the cart is an easy way to add a group of individuals to the cart. Right now, the cart can be used to add individuals to a group. However, in future releases, the cart will be able to make group mailing lists and other features. For more information,​ see the [[cart]] help topic.
 +
 +**How do I assign a Property to a Group?** See the [[properties]] help topic.
  
groups.txt ยท Last modified: 2013/07/15 14:39 (external edit)