Onboarding Stage - Stage One
The first stage of the Onboarding & Data Migration module involves setting up your church's data structure such as church hierarchy (positions), zones, ministries, service types, membership manners, giving types, absence reasons, head count types, and service activities. Accordingly, the Onboarding Stage is divided into tasks such creating of positions, creating of zones, etc. These structural data created in this Onboarding Stage will be needed in the Data Migration stage (Stage 2).
To get started with the Onboarding and Data Migration, go to the Sidebar Menu > Settings and click Onboarding/Data Migration. The welcome page contains similar instructions provided in this documentation. You will find the instructions within the software and this documentation similar and complementary.
General Usage Guide
The layout and buttons within the Onboarding Stage are very similar across all the steps. The layout of each step of the Onboarding Stage is divided into:
- Body, and
header area, you will find:
- The title of the current step of the Onboarding Stage,
- A warning notification indicated if entities already exists for each step,
- A success notification when you have successfully created entities for each step, and
- A description of what you are meant to do within each step.
body area, you will find:
Input boxesfor typing name of entities you are required to create,
Radiobuttons for choosing default entries (where needed),
Deletebuttons for removing entries you do not need,
Addbuttons for adding new entries,
Orderingbuttons for re-ordering the positions of the entries (where necessary),
Createbuttons for submitting/creating your data at each step of the Onboarding Stage,
footer area, you will find:
Nextbutton for going to the next step of the Onboarding Stage,
Previousbutton for going to the previous step of the Onboarding Stage, and
Finishbutton when you have reached the end of the Onboarding Stage.
There are nine (9) steps to be completed during this Onboarding stage:
Step 1: Creation of Positions
Positions refer to the hierachy in your church. For example: Elders/Bishops, Deacons, Evangelist, Members, etc. You are free to define as many positions as they are available. However, make sure you provide one "catch-all" position as such as "Member" as "default" for assigning all members who do not have a special position.