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.
- On the File menu, click Data Synchronization > Upload Catechists and Class Information.
- Select the first option, and click Next.
- Read the information on how the process works, then click Next.
- Select the class or session year/period you want to upload to the app.
- 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.
- 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.
- Click Next.
- 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.
- 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.
- Select the options if you want to print the uploaded information.
- When you're ready to upload the information to the web app, click Upload then click Yes to continue.
- Once the information is uploaded, select whether to print it.