You can set up departments to manage your volunteers for services, or other ministries that are defined by sub-departments and positions.
A department must have at least one sub-department and at least one position.
Navigate to Settings under the User Nav.
Once the page loads, then select Department. Click on the ‘Add Department’ button.
Once the page loads, enter in the Department Name, and customize your Sub-departments and Positions, and disabling users to self-assign themselves to the department.
Read this article to learn more about giving people the ability to self-assign to departments.
To create your sub-department, type in a name (e.g. Instruments). Add as many sub-departments as you like by clicking on the green ‘plus’ icon. A department must have at least one sub-department.
To create your first position, type in a name in the text field (e.g. Keyboard). Add as many sub-departments as you like by clicking on the green ‘plus’ icon. A department must have at least one position in a sub-department.
A person can be marked as a ‘Leadership Position’ within a Department. This can be set up such that you can perform an Advanced Search or to build a People View to see those who are Department Leaders.
ie Specify Filter Criteria
You can set a default ‘Reports To’ person for a department quite easily. This means that whenever someone is scheduled on a service to a position that has a ‘Reports To’ person set up, if they confirm or decline, it will email that person with the notification. To learn more about ‘Reports To’, click here.
Last Updated: 14th July, 2016