• Updated: November 2, 2022

Creating Teams and Duties

Creating the Team

• 1
  Click the “Calendar” icon on the left side of the navigation bar and choose Service Planning.
• 2
  Click “Service Planning” then click Teams.
• 3
  Click “Add Team” on the upper left side. (If you've already created a team, select the one you'd like to edit)
• 4
  For new entries, rename the team (e.g. "Worship Band") and click Save (you can, optionally, add a description).
• You can now add roles for the team (e.g. "Lead Vocalist", "Drummer", etc.)

Adding Team Roles

• 1
  Select the “Team Roles” tab and click “Add role”
• 2
  Enter the role name and add a description of the role (optional).
• You can also optionally add requirements for the role. Setting a requirement allows the system to make recommendations for contacts based on custom attributes and GRP Profile information.
• 3
  Click “Save”.
• You can now assign dates for the team.

Scheduling the Team

• 1
  Click the Team Assignment Dates tab
• 2
  Click the "Schedule Team" button
• 3
  Chose the date for the assignment
• 4
  The list of roles that was previously added appears below the date. For each, select "Assign" to choose a contact for that role on the day chosen.
• 5
  Select the dropdown list, filtering the available contacts by entering their first or last name
• 6
  If requirements for the role were added, you can, optionally, choose "Display Recommendations"
• You have successfully scheduled your team

Setting a Requirement for a Role

• 1
  Click on “ Team Roles" and click "Edit" next to the role you want to set the requirement for.
• 2
  Click " Select Requirement" and choose if its (Requirement for Custom Attribute)
• 3
  The attribute will automatically give you the option; you have to select which one is applicable.
• 4
  Select the Requirement Value.
• 5
  Once done, click " Save".

Display Recommendation Sample

• By clicking the “Display recommendation” button automatically, a contact will be found as long as the requirement for the roles has been met.

Duties

• 1
  Click the “Calendar” icon on the left side of the navigation bar and choose Service Planning.
• 2
  Click “ Service Planning” then click Duties.
• 3
  The page will show the name of the details of the event you are assigned to. (Date of the event, role assigned)
• 4
  Click the "View" button to re assign or add comments to the assignment.
• Click "Display recommendation" to see any recommended contacts for the role, (only applicable if a requirement has been set for the role)

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