Setting up demographic progression in Elvanto helps to automate the categorization of individuals as they grow or progress through different stages. This feature can be enabled for both demographics and sub-demographics, making it easier to manage and update people's statuses based on development, age, or grade.
Enabling Demographic Progression
- Navigate to Demographics: Go to Settings > Demographics.
- Enable Demographic Progression: Click to enable demographic progression for a demographic or a sub-demographic.
- Choose Progression Type: Select the type of progression you want to enable from the dropdown menu.
Types of Demographic Progression
Development Based Demographics
- Select ‘Development Based’ from the dropdown menu.
- Note: Setting up a ‘Development Based’ demographic requires Admin area access to change a person’s demographic manually as they move to the next stage.
Age Based Demographics
- Select ‘Age Based’ from the dropdown menu.
- Enter the minimum age and the maximum age, and specify the measure of age for the Age Based Demographic.
- Note: Setting up an ‘Age Based’ demographic is inclusive of the ages. For example, if 13-year-old Susie is about to turn 14, she is still included in the 13-year-old age group until she progresses.
Grade Based Demographics
- Select ‘Grade Based’ from the dropdown menu.
- Enter the minimum grade and the maximum grade.
- Note: Setting up a ‘Grade Based’ demographic is inclusive of the grades. If you have sub-demographics set for Grade 1 to 3 and Grade 3 to 5, children in Grade 3 will be assigned to both sub-demographics.
Assigning Demographic Progression
- Finalize Settings: Once all demographic progression settings are configured, go back to the Demographics page.
- Assign Progression: Click on ‘Assign Demographic Progression’ to apply the settings.
- Update Database: Elvanto will update everyone in your database who has Date of Birth or Grade fields in their user account.
Auto-Assigning Demographic Progression Settings
- Navigate to Settings: Go to Settings > People.
- Customize Auto-Assign: You can customize whether to automatically apply Demographic Progression when adding or editing people in Elvanto.
By setting up demographic progression, you ensure that individuals are automatically categorized into the appropriate groups as they age or progress, simplifying the management of your church’s database.