Appendix - Advanced Options - Checking-out Check-in

This chapter is intended only for those who need to configure some of the advanced options that are not enabled out-of-the-box in Rock. Prevent Duplicate Check-in By default, when you enable the Prevent Duplicate Check-in option for a check-in Area, it affects all groups under that area. If you find yourself in a situation where you really only wanted one specific group type to be affected, don't check this option under the check-in area. Instead, you can add a Boolean attribute with a key of PreventDuplicateCheckin to the group type under Admin Tools > General Settings > Group Types. You can even add it to a group type that is inherited by other group types. The underlying Filter By Previous Checkin workflow action used by the check-in system always checks for this specific attribute and value if the Prevent Duplicate Check-in option is not already checked. The end result is that you can control which check-in areas do not allow re-checking-in instead of using the "all or nothing" option within Check-in Configuration. An example of this might be you wanting to prevent duplicate check-in for kids/youth (to prevent label reprinting shenanigans) but allowing it for Classes/Events where duplicate check-in is a great way to reprint a name tag for an adult if the printer ate it or similar. Printing a Label for Specific Groups The Label field type is an advanced option for group attributes that you may find helpful in specific situations. For example, you could run into a...

Additional Check-In Options - Checking-out Check-in

While Rock ships with the check-in configurations we’ve found to be best practice for most organizations, there may be times when you need a different check-in procedure, such as checking in groups by birthdates or manually checking individuals out of events. Let’s look at the additional check-in options available. Configuring by Birthdate Configuring check-in by age range means less work for you when it comes to managing groups. Students simply move up into the next age group or grade without you having to update group names. There may be situations, though, where you want to check in groups by birthdate range, such as when you want to keep a group of children together as they get older. While this configuration allows groups to move together, it will require the group names to be continually updated as the grade level of the group changes. Birthdate Range To configure check-in groups by birthdate range, follow these steps: Go to Admin Tools Check-in Check-in Configuration Select the configuration you want to modify. In the Areas and Groups section, click the Area of the group you want to modify. Rock displays the check-in options for that area. From the Inherit from dropdown menu, select either Check in by Age or Check in by Grade. Either option will display the birthdate range option in the group. Click Save. In the Areas and Groups section, click the group you’re modifying. The birthdate range option will now be displayed in the Check-In section. Select the beginning and...

Mobile Check-in - Checking-out Check-in

Mobile Check-in lets people check in to your services and events using their mobile phone. Rock will automatically determine where the person is physically located. Based on the person’s location, Rock will know which services and areas are available for check-in. As you’ll see, the process is very similar to traditional kiosks, but entirely contactless and mobile-friendly. Before You Get Started Mobile Check-in requires that you have SMS messaging configured in your system. See our Communicating With Rock guide for more information. Mobile Check-in Overview Rock ships with the Mobile Check-in Launcher block located at https://yoursite/mobilecheckin. If Rock can’t identify the person right away, they’ll be asked to identify themselves. Identification As you can see above, the person has different options for identifying themselves. They can use Phone Lookup or choose to do a traditional Login. For full details on the Phone Lookup process, see the Phone Number Lookup chapter of the Admin Hero Guide After the person has been identified they’ll need to give permission to use their device’s location. Or, if location services have been disabled (see Setting Up Mobile Check-in) the person will be asked to select a campus instead. Select Campus If location services have been disabled, then the person will see the screen pictured above. Otherwise, they will see the screen pictured below. Allow Location After clicking Next above, a pop-up window will appear where the person can Allow the use of their location. Once permission has been granted, the next screen greets the person...

Check-in Celebrations - Checking-out Check-in

If you’ve accomplished a goal, you deserve to celebrate it! Check-in celebrations are a recognition the person sees (and hears) when their check-in results in an achievement being earned. This is a great way to track and encourage engagement at your organization. The check-in confirmation screen shows more than just a celebration when an achievement has been earned. The person can also see their history of earned achievements, and their progress toward the next time they will earn an achievement. Let's break down all the information below. Check-in Celebration Screen 1 Celebrations This area shows the achievements that were completed with the current check-in. In this example, Noah Decker’s check-in resulted in two achievements being earned and celebrated. 2 Check-in Confirmation The standard check-in confirmation displays information about the check-in (location, schedule, group, etc.). 3 In Progress Noah has earned a star for each time the achievement’s goal has been met. The last star on the end isn’t filled in because Noah is currently working toward earning that achievement. This happens because the achievement was configured with a Max Accomplishments Allowed set to 10. The screen shows that he has attended six out of the ten weeks needed to get the next star. 4 Earned Achievements The person checking in can see the prior achievements they’ve earned and how many times they’ve been earned (the number of filled in stars). This gives a history of their accomplishments. How a celebration is displayed is built into each check-in theme. Each core...

Managing Content and Pages - Designing and Building Websites Using Rock

The Admin Toolbar is the gateway to a majority of Rock's content management features. This bar is displayed at the bottom of each page that the logged in person has rights to manage. It's always available at the bottom of the page, but it's hidden until you hover over it with your mouse. Admin Toolbar You can find the following buttons/links on the toolbar: - Block Configuration - Page Properties - Child Pages - Page Zones - Page Security - Short Links - Rock Information Page Load Time When we started to plan for Rock, we listed out our high-level goals for the project. One of these was "Speed as a Feature." For us that was more than just words, we wanted it to be real and measurable. One of the first features we added was the page load time in the admin bar. From that moment on speed was put in front of us on every page we loaded. We kept it there, not only as our contract with you, but also so you could measure your custom modifications. Block Configuration Clicking the block configuration button () in the admin toolbar will bring up a fly-out menu over each block on the page. Rolling over these menus will allow you to: Edit Content: This opens the content for the block to be edited and managed. Block Settings: This brings up a dialog that allows you to manage the block settings for the block. Block Security: This item allows you...

Creating A New Site - Designing and Building Websites Using Rock

Creating a new site in Rock is simple. But it helps to do things in the proper order. Following the steps below will lead to a well-configured site every time. First, navigate to the site list page Admin Tools CMS Configuration Sites Click the (add) button at the bottom of the grid of sites. Fill in the site configuration outlined below: Add Site 1 Name Provide a name for your site. This name will not appear on the site itself, just the admin screens used to support it. 2 Description Provide a description for your site. 3 Theme Select a theme for your site. If your theme is not yet ready, we recommend that you pick the Stark theme basic template. 4 Default Page Important: We highly recommend leaving the default page blank. If you do not provide a default page, Rock will create it for you at the root page level with all the right settings. Creating this page before the site can cause misconfiguration. 5 Login Page Each site defines its own login page. This page will be used when an unknown user clicks to a page that requires additional security. You do not have to select one at the time of creation. You may wish to configure this later. 6 Domain(s) In order for Rock to serve up your site, it needs to know what domains (e.g., www.rocksolidchurchdemo.com) it represents. You can provide multiple domains in this field delimited with a comma. 7 Error Page Let's face...

Transactions - Rock Solid Finances

Transactions represent the actual exchange of currencies for activities like donations, event registrations, or other financial events. Each transaction is made up of one or more detail (or sub) transactions. This allows for giving to more than one account in a single transaction. Viewing Transactions in Batches Where you view transactions in Rock will depend on what you're trying to do. If you're interested in transactions in the context of a specific batch, you can view them on the Batch Detail screen by selecting a batch from the Batch List. Batch Details Clicking on one of these transactions will then display the Transaction Detail page. Transaction Detail 1 Batch Link to the batch that the transaction belongs to. 2 Person Link to the person who initiated and authorized the transaction. 3 Date/Time This is the date and time that the transaction occurred. 4 Source Where the transaction originated. 5 Transaction Code This is the transaction code for the item. Most often this transaction code will be generated by an external service like the credit card gateway. 6 Currency Type The form of payment that was used for the transaction. These don’t have to be traditional forms of payment like cash or checks. For instance, if Non-Cash Asset is chosen when adding the transaction, you can select an Asset Type of property, stock or vehicles. You can add your own non-cash asset types by adding to the Non-Cash Asset Types defined type. 7 Summary Any notes related to the transaction. 8...

Accounts - Rock Solid Finances

Accounts determine what a transaction is for. In our examples above, both the General Fund and the Building Fund are accounts. These accounts usually tie into your accounting system. Accounts are managed under Finance Accounts. Account List This page shows a list of all the accounts defined in Rock. Account List Note the hierarchical navigation tree on the left side of the screen. Like with the Group Viewer, this structure allows you to quickly and easily organize and view your accounts. Click the icon to filter by Active or All accounts. If you have many accounts, you can search for an account using the Quick Find field above the tree. Account Details From the list of accounts, you can add or update an account using the account details screen. Account Details 1 Name The name that will be used when selecting an account. 2 Description This is a great place to document what the account will be used for and any details you'd like to keep about when and how it should be used. 3 Active Since accounts cannot be deleted if they are used by any transactions, you'll need to mark them Inactive once they should no longer be used. 4 Show Publicly This is where you designate if the account is public and should be viewable on the public website. 5 Parent Account Rock allows you to create account hierarchies to help manage situations when you need to configure numerous accounts. 6 Account Type This setting allows you...

Advanced Transaction Entry Block Settings - Rock Solid Finances

This section may get a bit technical. Not that you can’t handle technical; we just want to give you a heads up that we’re going to be talking about advanced settings and uses. It isn’t rocket science, but it might be a little challenging. The Transaction Entry block is one of the most useful and versatile blocks available in Rock. You can set it up on any page of your site and use it for any number of purposes: online giving, on-site giving, scheduled transactions, fundraising…even event registration if you want (though the Event Registration function is probably a better option). Now, thanks to the generosity and creativity of the Rock community, the Transaction Entry block has a ton of options, giving you even greater flexibility. There are two tabs in the Transaction Entry block: Basic Settings and Advanced Settings. Let’s take a look at the options available on both. Basic Settings Tab The Basic Settings tab is where you’ll likely do most configuring. Some of the options on this tab relate to options in the Advanced Settings tab, though, so be sure to check out those as well. In the meantime, here are the options available on the Basic Settings tab. Account Header Template This Lava-enabled field allows you to dynamically label the Account Amount inputs with whatever name you want. The default setting uses the Account Public Name, or {{ Account.PublicName }}. In most cases, this is probably what you’ll want to use, but there may be times...

Giving Overview - Rock Solid Finances

The Giving Overview features provide detailed analyses of a person's giving and provides you with innovative alerts when an individual’s giving patterns change. Keep in mind that this feature is not about money, but instead about shepherding. This feature allows you to respond to life changes as well as celebrate with individuals when they make the decision to trust God with their finances. It's all about measuring heart change. In this chapter we'll explore the different parts of the Giving Overview, how it can be used and the configuration that drives how it works. Person Profile Giving Overview Giving Overview information for a person can be viewed on the Contributions tab of the Person Profile page. There's a lot of important information packed into the Giving Overview that lets you see many details of a person's giving habits, and changes to those habits. For instance, you'll want to keep an eye on the Giving By Month chart, to look for bars that are unusually high or unusually low, as these can be good indicators that maybe something has changed in the person's life. Let's take a look at an example for Ted Decker. As you read through, keep in mind that each of these items is stored as a person attribute, making it easy to access this data in reporting, communications or workflows. Person Profile Giving Overview 1 First/Last Gift This lets you know how long the person has been giving, and how long it's been since their last gift....

Advanced Utility Payment Entry Block Settings - Rock Solid Finances

This section may get a bit advanced. Not that you can't handle advanced; we just want to give you a heads up that we're going to be talking about detailed settings and their uses. It isn't rocket science, but it might be a little challenging. Transaction Entry Block The Utility Payment Entry block is the eventual replacement for the Transaction Entry block. The documentation for the Transaction Entry block can still be found here if needed during this transition period. The Utility Payment Entry block is one of the most useful and versatile blocks available in Rock. You can set it up on any page of your site and use it for any number of purposes: online giving, on-site giving, scheduled transactions, fundraising, text giving...and so on. It's the Swiss Army Knife of transaction entry features. Utility Payment Entry The reason this block can be used in so many ways is because of its settings. There are two configuration tabs in the Utility Payment Entry block: Basic Settings and Advanced Settings. Let's take a look at the options available on both. Basic Settings Tab The Basic Settings tab is where you'll likely do most configuring. Utility Payment Entry Block Settings - 1 1 Financial Gateway Of course it's important to select a valid, active gateway. Check out the Payment Gateways chapter for more information. 2 Enable ACH This simply determines whether the person should get the option to use a bank account (e.g., checking account). 3 Enable Credit Card Just...

Finance Reports - Rock Solid Finances

Financial reporting is crucial not only for tracking finances but also for understanding significant changes within your organization. Tithing is an important indicator of your organization's health. By analyzing giving patterns, you can identify direct correlations between people and their contributions. For example, you can reach out to individuals who have recently stopped giving to see if they need support or prayer, and you can also connect with those who have recently started giving to learn about the positive changes happening in their lives. Rock introduced two new finance reporting features in version 17. Your finance team can now view or generate: Volunteer Generosity Report Tithing Overview Transaction Fee Report For some reports, the goal is not to see total dollar amounts but to be able to check in on your congregation and follow the data to better serve your organization. Below are details explaining these new reports in Rock. Please note, for some blocks, data is based on estimations. This is not the area that will give exact dollar amounts (that can be found on a person profile page). The goal is to show key areas that need attention to increase potential tithe opportunities. To view these reports, go to Finance Reports. Volunteer Generosity This report is used to compare and capture insights on your volunteer team and their giving. It shows which volunteers have donated within a specific time range and lets you filter by Attendance Date Ranges, Campuses, and Teams. This helps you understand how volunteering relates...

Sign-Ups - Engagement

In today's fast-paced world time is a precious commodity, and we often find ourselves looking for ways to make a difference in our community while juggling busy schedules. Fortunately, there are short-term serving opportunities that allow us to give back without committing to a long-term project. Whether it's a food drive or a few hours spent volunteering at a local shelter, every small effort counts towards making a positive impact. However, organizing these short-term opportunities and managing the logistics of people who are signing up can be a daunting task. The Sign-Ups feature simplifies the process and makes it easier than ever for people to get involved in serving opportunities that align with their passions and availability. That includes addressing a major pain point for many organizations, which is ensuring that thresholds are respected. But best of all, it's easy to set up and start using. But don’t think of Sign-Ups as being only for serving projects. This is a flexible tool that has a variety of potential applications. Sign-Up Walkthrough Let's start by walking through the sign-up process from the perspective of an online guest. When someone wants to sign up, they’ll go to the Sign-Ups Finder page under the Connect area of your external website. From there you can filter the Opportunities, to find the best fit based on date and location. Note that there are many block settings and filter options available here, which we'll look at a little later. Sign-Ups Finder In the results you can...

Welcome - Checking-out Check-in - NextGen

Attendance data is the backbone of any organization's information strategy. Not only can it provide safety and security to the children who attend your events, it also provides a window into each person's ongoing relationship with your organization. As you read through this guide and start to think about configuring check-in for your organization, you'll realize the system has a ton of flexibility. Keep in mind that the downside of flexibility is complexity. To keep it simple, consider using the out-of-the-box configuration as much as possible, renaming locations, groups and service times as needed. As you get more comfortable with Rock, you can dive deeper into some of the more complex configurations.

Planning Your Configuration - Checking-out Check-in - NextGen

Before jumping into the configuration of the check-in system, it's important to take a step back and do some planning. No matter how well you know your organization's structure in your head, it's critical that you put it all down on paper. This will help you get the configuration done right the first time and reduce the chance for error. Be sure to consider the following: What groups will you be checking into? Are they broken down by age, ability, gender or grade? How are these groups organized into areas? What rooms/locations are used for each group? Do these locations vary by: Day of the week (e.g., Saturday vs. Sunday) Service times Will you have special events (think Christmas, Easter, etc.) that will impact your normal configuration? If so, briefly write out how these will differ. If you have multiple campuses, how does this change by campus? Consistent Configuration We strongly encourage multi-site organizations to select just one area/group configuration as a standard. This will greatly simplify the attendance reporting and configuration. Of course, locations and schedules will need to be specific to the campus but do try to keep the groups and areas consistent. We've provided a Check-in Configuration Worksheet to help you plan your configuration. Use your answers above to complete the worksheet.

All About Labels - Checking-out Check-in - NextGen

Out-of-the-box, Rock comes with a sample set of labels for use with check-in: Child Label, Note Label, Parent Label and Name Tag. There are five different types of labels, each suited to different scenarios: Family, Person, Attendance, Checkout, and Person Location-based. To learn more about label types, see the Appendix - Label Types Label Description Sample Child Label: This is the label that will be placed on the child. It uses the Person label type. Note Label: This label highlights any allergy or legal notes as well as providing a place for writing custom notes. It uses the Person Location label type. Parent Label: This is the label that will be handed to the parents at check-in to be used as a token for checking the child out. It uses the Family label type. Name Tag: This label can be used as a name tag for volunteer or event check-in. It uses the Person label type. A Note On First Visit The first visit check-in icon will display if it's the child's first time checking into a group of any type (they've never checked into any group before). The flag does not look at the 'First Visit' person attribute, instead it solely uses group attendance data.

Attendance Analytics - Checking-out Check-in - NextGen

While there are a number of ways to access attendance data using Data Views and SQL reports, Rock also provides powerful analytics capabilities that you can access from Tools Reporting Attendance Analytics. This powerful tool should be able to answer any question you throw at it. Let's see what's possible. This block operates in two modes: Chart and Attendees. Chart Mode When in chart mode, the analytics block will report back the count of the attendees who match the criteria you've provided. This is great when you're looking for numbers for a specific weekend or viewing attendance over time. Chart Mode 1 Attendance Area The first step is to select the kind of attendance that you'd like to report. Most often you'll probably be interested in check-in data, so select Weekly Service Check-in. 2 Date Range The most important criterion you will provide is the date range. This date range picker is very powerful and allows you to select many different types of date ranges. To help reduce confusion, the label above it shows the exact dates that are currently being used for the filter. 3 Group By Setting This determines how the attendance data should be grouped for the graph. Typically, this will be by week, but you may want to get a monthly or yearly graph too. 4 Schedules Use this dropdown menu if you want to filter by specific schedules, such as only Sunday morning services. Select multiple times or events by clicking on them. Leave it...

Themes (needs update) - Checking-out Check-in - NextGen

Rock ships with several different check-in themes. Use these themes to give your check-in process the look and feel that best fits the event you're hosting. Some might be more friendly for children, while others might be better for adults. You can change themes as often as you need to, which is great because we're always adding more! Rock Check-in Themes Change That Logo The Rock logo on some themes isn't there to promote Rock. It's there as a placeholder, giving you the option to add your own logo with one simple file change. There are two ways to activate a theme: You can select the theme to use during each check-in session on the check-in admin page that is displayed when you first start the check-in process at http://[your-rock-server]/checkin. You can temporarily change the theme by appending ?theme=themename in the address of your browser on a check-in page. This is a good solution when you'd like to support multiple check-in themes with a simple configuration. Working with the Aero Theme You can use the Theme Styler to customize any of Rock’s check-in themes. However, the Aero theme takes this to the next level. With just a few clicks you can quickly and easily transform your check-in look and feel. Pictured below is the Aero theme’s welcome screen as it ships with Rock. Aero Theme Welcome Screen Let’s look at the configuration for the Aero theme to see some of the options you have for making changes. You can get...

Additional Check-In Options - Checking-out Check-in - NextGen

While Rock ships with the check-in configurations we’ve found to be best practice for most organizations, there may be times when you need a different check-in procedure, such as checking in groups by birthdates or manually checking individuals out of events. Let’s look at the additional check-in options available. Configuring by Birthdate Configuring check-in by age range means less work for you when it comes to managing groups. Students simply move up into the next age group or grade without you having to update group names. There may be situations, though, where you want to check in groups by birthdate range, such as when you want to keep a group of children together as they get older. While this configuration allows groups to move together, it will require the group names to be continually updated as the grade level of the group changes. Birthdate Range To configure check-in groups by birthdate range, follow these steps: Go to Admin Tools Check-in Check-in Configuration Select the configuration you want to modify. In the Areas and Groups section, click the Area of the group you want to modify. Rock displays the check-in options for that area. From the Inherit from dropdown menu, select either Check in by Age or Check in by Grade. Either option will display the birthdate range option in the group. Click Save. In the Areas and Groups section, click the group you’re modifying. The birthdate range option will now be displayed in the Check-In section. Select the beginning and...

Mobile Check-in - Checking-out Check-in - NextGen

Mobile Check-in lets people check in to your services and events using their mobile phone. Rock will automatically determine where the person is physically located. Based on the person’s location, Rock will know which services and areas are available for check-in. As you’ll see, the process is very similar to traditional kiosks, but entirely contactless and mobile-friendly. Before You Get Started Mobile Check-in requires that you have SMS messaging configured in your system. See our Communicating With Rock guide for more information. Mobile Check-in Overview Rock ships with the Mobile Check-in Launcher block located at https://yoursite/mobilecheckin. If Rock can’t identify the person right away, they’ll be asked to identify themselves. Identification As you can see above, the person has different options for identifying themselves. They can use Phone Lookup or choose to do a traditional Login. For full details on the Phone Lookup process, see the Phone Number Lookup chapter of the Admin Hero Guide After the person has been identified they’ll need to give permission to use their device’s location. Or, if location services have been disabled (see Setting Up Mobile Check-in) the person will be asked to select a campus instead. Select Campus If location services have been disabled, then the person will see the screen pictured above. Otherwise, they will see the screen pictured below. Allow Location After clicking Next above, a pop-up window will appear where the person can Allow the use of their location. Once permission has been granted, the next screen greets the person...