Exchange Previous Catechists with New Catechists

CAUTION: This process alters data. We recommend backing up your data before proceeding.

If a catechist leaves during the formation year, you can assign his or her sessions to another catechist. The catechist record must exist before you can exchange sessions.

  1. On the Information tab, click Students > Processes then, on the Formation Processes tab, click Catechist Exchange.
  2. Select the original catechist.
  3. Select the catechist who is replacing the original catechist.
  4. Select whether to process all sessions the original catechist was assigned to or a specific one you select.
  5. Select whether to mark the original catechist active, inactive, or to delete their record.
  6. Review your selections. When you're ready to process the changes, click Exchange/OK.