Follow Up During the Week
A list of things you should review throughout the week for children's ministries.
Review Data Entry from Check-In
- From the Households page, use the Check-in New Past 7 Days view.
- From the Participants page, create a view or sort an existing view by Participant Start Date. Records created by the Check-in System have Created by CheckIn in the Notes field, so you may use this note as a criteria to find people.
Review New Group Participants
From the Group Participants page, you can search for your ministry and sort by the Start By date to find all new Group Participants in your ministry. Records created by the Check-in System have Created by CheckIn in the Group Participant notes field.
From the Group Participants page, use the following views to assist with data quality:
- Fix End Date Needed: Displays people who need an end date because the person is inactive. Use the Assign tool to expedite this action.
- Fix Past Group End Date: Displays people who are in end-dated Groups. These people need an end date. Use the Assign tool to expedite this action.
- Fix Multiple Grade Groups: Displays people in more than one Group with an Age or Grade Groups group type.
- Multiple Roles Same Group: Displays people that are in the same Group more than once.
Review Reports
- From the Events page, select the Events you want a report on. Go to . Select the option to Show Dates & Times if needed, and click View Report.
- From the Groups page, select the Groups you want a report on. Use one of the following reports to learn more about that Group's attendance:
- Selected Group Attendee Search
- Selected Group Attendance
- Selected Group Attendance by Individual
Review Upcoming Events
- From the Events page, click the Calendar grid layout icon. Review the next week or two of Events to ensure all your Events display.
- From the Events page, select the Last Recurring Event view to see if any of your recurring event series are coming to an end. If they are, open the last recurring event and copy it to extend the event. This indicates a recurrence pattern.