Start a New Year on the App

If you just started using the app or this is the first time you're uploading, follow these steps to start a new year.

  1. On the File menu, click Data Synchronization > Upload Catechists and Class Information.
  2. Select the first option, and click Next.
  3. Read the information on how the process works, then click Next.
  4. Select the class or session year/period you want to upload to the app.
  5. Select Start the Year. This will delete all existing data on the server, so you should only select this if you're starting a new year or uploading for the first time. Click OK.
  6. If you want to allow someone other than catechists to mark attendance, select Upload Attendance Admin Account to the App, and click Set Up. Enter a user name and password, and click Save then Close.
    Note: Don't forget to send this person the login credentials and app link like you did when you set up your catechists.
  7. Click Next.
  8. In the grids, all catechists, classes for the year/period, and attendance reasons (from your keywords list) are selected. Clear any of these you do not want to include as options in the app. Click Next.
    Tip: Pay attention to which class(es) each catechist is marked for. If a catechist is selected for a class, they can mark and change attendance for that class in the app.
  9. Enter an email address for the person to notify after a catechist makes changes online. Typically, this is the person at your church who processes attendance.
  10. Select the options if you want to print the uploaded information.
  11. When you're ready to upload the information to the web app, click Upload then click Yes to continue.
  12. Once the information is uploaded, select whether to print it.