Initial Setup

A SPoC must complete one-time initial setup in order to utilize Family Note functionality. Go to Administration then Configuration Settings, and update the following settings:

CIM, FamilyNoteCareContact

The Contact ID assigned to all Family Notes created by Check-In.

CIM, FamilyNoteCareOutcomeID

The Care Outcome given to all Family Notes created by Check-In.

CIM, FamilyNoteCareTypeID

The Care Type given to all Family Notes created by Check-In.

Access Family Notes

You can find Family Notes entered during Check-In Kiosk in the Household Care Log page of MinistryPlatform. To follow-up on these Family Notes, you must have access to the Household Care Log page. Alternatively, a SPoC could create a filtered page that gathers all the Family Notes to one page and does not show the other Household Care Log entries. This helps maintain confidentiality.

Care Notes

With Care Notes, you can gather information related to Participants checking in. If you enable a Care Note prompt, anyone that prints a label with the Care Note token must enter information into a pop-up prompt before they can complete the check-in process (after you've selected Participants, but before you've printed tags).

Care Note content varies based on what the person checking in adds to the Care Note. If this token is on an applicable label, the Participant checking in can enter a Care Note before labels print.

Care Note Examples

Care Notes are great to gather information that might vary from week to week. Some examples include:

• "Emergency text number"
• "What campus are you worshiping at today?"
• "Please let us know if you won't be in the Main Sanctuary"

Edit the Care Note Prompt Text

You can edit the Care Note Prompt text in the Themes section of the Admin Console.

Enable the Prompt

Enable the Care Note prompt for any Label Set and/or Label Type. To enable, add the Care Note token to the appropriate labels.

Disable the Prompt

DIsable the Care Note prompt for any Label Set and/or Label Type. To do so, remove the Care Note token from the appropriate label(s).

Access Care Notes

Find Care Notes entered from Check-In Kiosk in the Notes field of the Event Participant record for the Event the individual checked into.