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