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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 upon 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 were previously added appear 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 gives you the option you just 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)