Add or Edit a Family via the Kiosk
Initial Setup
A SPoC must complete one-time initial setup to ensure the Add Family process goes smoothly. Go to settings as needed:
, and update the following- COMMON, defaultParticipantType: This is the Participant Type given to any new individual added.
- COMMON, State: This determines the state abbreviation defaults for any address entered in the system.
If you selected a Group, the Group Role assigned is the Group Role defined in that Groups' Group Type record.
Add a Family During Check-In
Quickly add new people and families to or edit people and families in MinistryPlatform using the Check-In Kiosk. This process automatically adds the information to MinistryPlatform and allows them to check into your event.
- SPoC must complete a one-time initial setup.
Edit a Family During Check-In
Quickly edit a family using the Check-In Kiosk. This process automatically updates MinistryPlatform and allows the newly-updated information to be used in Check-In Suite immediately.
- At a workstation in Attended Mode (or Unattended Mode using the Attendant Password), search for the family.
- Click Edit Family.
- Make the changes to the contact information, Congregation, or Source. The Household record's Audit Log shows these changes.
- To edit a specific family member, click the family member and edit as necessary. To add a new family member, click Add New Member.
- For the family members that should be able to check-in (for example, the child for a Children's Ministry event), select an Event in the Add Event drop-down menu. For an Event to appear in the drop-down menu, you must select it on the Check-In Suite Homepage.
- For the family members that should be in a Group (for example, the child to be in a secure Children's Ministry group), indicate the appropriate Group. This creates a Group Participant record.
- For Attributes, edit an existing Attribute. Select the Add Attribute drop-down list and making any changes to the Attribute Notes. You are not required to save. To remove an Attribute, click the trash icon. To add a new Attribute, click the Add Attribute and complete the Attribute Type and Notes. You are not required to save. Repeat as necessary.
- Click Save.
Add to Group
You can use Check-In Kiosk to add someone to a Group through the Add Family or Edit Family tools in Attended Mode. You must add any new child to a Group to ensure Security Name Tags print for them. When you add someone to a Group, keep in mind the following:
- First, select the Event to return the list of Groups available to that Event.
- You'll create a Group Participant record with the Default Group Role set on the Group Type record in the Platform.
- If you added a Date of Birth before you add someone to a Group, the Check-In Suite prioritizes Group options and sorts the best match to the top and compares the Date of Birth with the Age in Months to Promote on the Group record.
- When you add a person to the Group, the Group Participant Start Date is today's date, and they receive the Group Role indicated in the initial setup.
- You can't remove someone from a Group or edit their Group Participation through the Check-In Suite. You can only complete this in MinistryPlatform or the Portal. As an alternate option, you could indicate a need to update the Group through a Family Care Note.