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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. Label Field Type in Group Attributes 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...
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...
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...
NMI Gateway - Rock Solid Finances
The NMI gateway has several unique features that make it a great fit for many organizations. The first feature to consider is that it significantly reduces your PCI compliance requirements. With the NMI gateway a visitor's credit card never touches your Rock server. This allows you to complete a much simpler compliance survey. While you can set up an NMI gateway on your own, we highly recommend that you talk with MyWell Ministry to take advantage of their credit card processing program for churches. This program provides credit card processing AT COST (yes, truly this is at their cost, they make nothing). This program has saved organizations tens and even hundreds of thousands of dollars a year. Also, if you decide to go with MyWell and would like to change in the future they will give you all of your saved credit card numbers in a PCI compliant encrypted file. Want to know more? Check out a video about the project. .video-container { position: relative; padding-bottom: 56.25%; padding-top: 30px; height: 0; overflow: hidden; } .video-container iframe, .video-container object, .video-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; } -- You can sign up for an NMI gateway account through MyWell using the button below. MyWell NMI Sign-up (They also note that if it works better for your church, you can sign up using the above link and tell them that you'd rather have them be the processor for the PayFlowPro gateway.) Configuring the NMI Gateway There...
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...
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...
Person Profile Page - Person & Family Field Guide
The Person Profile page is by far the most used and powerful page in Rock. This one page gives you a detailed picture of a person's involvement in your organization and the relationships between people. Person Profile Page The page can be broken down into four main areas, which we'll discuss in detail below. Person Bio The Person Bio gives you details and contact information about the individual. Here's a breakdown of this section. Bio Section 1 Photo If a photo is available, it's shown here. If no photo is available, a gender/age appropriate silhouette image is shown. 2 Labels Labels are a quick way of categorizing a person's involvement. After installation the following labels will be active on the page, but you can add custom labels. Connection Status: Member, Attendee, Visitor, Participant, Pending. Campus: Which campus the member's family attends. This label isn't shown if you only have one campus. Record Status: This label is only shown if the record is Inactive (i.e., they are no longer attending). Account Protection Profile: The small padlock icon below the profile picture references the person's Account Protection Profile level. You can control who can see this by editing the block's security. Edit Security If you’d like to control who can view the account protection profile you can do so by editing the block's security. Here you’ll have the ability to allow or deny access to all users using the View Protection Profile. This allows you to protect the users Login, Finances and...
Editing a Family - Person & Family Field Guide
To edit a family, click the button in the upper-right corner of the Family section of the Person Profile. This will take you to the screen pictured below. Editing A Family 1 Overview Section You can edit high-level information about the family here. 2 Family Members From here you can add people to the family (e.g., a new child is born) or maintain each person’s Role (Adult or Child) in the family. You can also click the icon to move the individual to a new family. 3 Addresses Here you can maintain the family’s address information or begin the process of indicating the family has moved. Each of the areas noted above are discussed in greater detail below. Overview Section The top section of the page allows you to edit the family's name, campus and record status. The family name is used as a title for the family. Since a person is tied to a campus through the family unit, this is where you would change the campus for all members of a family. If you only have one campus, then the Campus field won't be visible. Note If a person is in two different families, each tied to a different campus, they will be counted and reported in both campuses. While the Record Status is typically set on a specific person, we know you’ll sometimes need to change it for a whole family at once. When you mark the family Inactive, you’ll be asked to provide a reason. Like...
Person Notes - Person & Family Field Guide
You just can’t take too many notes! Documenting key conversations and important details is vital to the success of your organization. Here are some examples: Information on life events like hospitalization of a loved one Interest in a specific serving area Likes or dislikes (i.e., preferences related to your organization) Time and date of phone calls These notes help the staff to be on the same page and help make an organization of any size feel small and caring. There are different types of notes: Types of Notes 1 Alert Note Used to alert viewers of very important topics. These note types will always remain at the top of the list. 2 Normal Note These are the default note type. They are viewable by anyone who has been given access to them. 3 Private Notes These notes are viewable only by the person who entered them. 4 Add Note Click in this area and start typing to add a new note. Sometimes you might want to enter a note that only you can see. There are a couple of ways to do this. The first, and easiest, is to make the note private. When you do this, you’ll be the only one who can view it. If you would like to share the note with a limited group of people (like Pastoral Staff), click the button and enable viewing for only the Pastoral Staff group. Note Because we can't add security to an item before it's been created, the security...
Badges - Person & Family Field Guide
Badges are one of Rock’s most exciting features. As you add more and more information into Rock, you can quickly become overwhelmed with the amount of data you collect on a person. Badges allow you to summarize key points of information in a graphical way. This allows you to quickly scan the page and familiarize yourself with the individual. Badges come in two forms: an iconic badge that shows in the Badges block and a label badge that shows in the Person Bio area. While they look very different, they share the same configuration and settings. Note There may be some confusion about when to add a label to the Person Bio area and when to add a new badge. We suggest that if you're categorizing a person into general groups that you use a label in the bio section. If you're describing a person’s activity or achievements, then consider a new badge. Let’s look at the badges that come pre-configured and the steps to add your own new badges. Pre-configured Badge Types Rock comes with several badge types pre-configured and ready for you to use. That said, be sure to see the Defining a New Badge section below to learn how to set the badges up and add them to a person's profile. While some of these badges are pre-installed and already visible for you when you first log into Rock, other badges exist as a badge type and will require you to configure and add them before they...
Configuring a Person - Person & Family Field Guide
As you’ve seen, there are a lot of ways you can describe an individual in Rock. However, there are still a few more configuration options available for you to extend. Below we’ll walk through some of these additional settings on a person. Generally, these options are accessed by clicking the icon in the Person Profile page. Note Each of these settings is a Defined Type. You can add new values for each of these items by editing their Defined Values. See the Rock Admin Hero Guide for more on working with Defined Types. Connection Status The Connection Status helps categorize a person’s relationship to your organization. While many organizations will want to modify these options, the following statuses are available immediately after installation. Status Typical Usage Member This individual has completed all requirements established by your organization to become a member. Attendee While not a member, this person is a consistently active participant in your organization’s services and/or events. Visitor This status is used when a person first enters through your first-time visitor process. As they continue to attend, they will become an attendee and possibly a member. Participant A participant is indirectly involved with your organization. For example, if a family is part of a church’s youth sports program but doesn't attend that church, they would be entered into Rock as participants. Prospect Prospect is the default status given to any record that's added from the website. Watch out for duplicate records with these! It's up to your organization...
Photo Requests - Person & Family Field Guide
Rock is about fostering relationships. Nothing helps this more than having photos in the system. In the past, keeping up with photos was a complex and time draining task. No longer! Rock makes it easy to populate photos into the database by asking individuals to upload a photo from an emailed request. Let's take a look at how it works. Photo Request Process 1 Request Staff sends out a photo request. This request, as we'll learn soon, can be an individual request to a single person or a bulk request. 2 Sent An email is sent to the individual asking them to upload a photo. 3 Photo Uploaded Once they click the link in the email, they'll be taken to a page where they can quickly upload a photo. 4 Verify Once the photo is uploaded, it's added to a list for a staff person to verify. Photo Upload When the individual clicks the upload link in their email, they'll be taken to the page pictured below. This page is under External Homepage Support Pages Photo Upload but it isn't linked into the website, so you'll have to get there from Admin Tools CMS Configuration Pages. Photo Upload Page The link they use to get to this page has an embedded security token that allows them to upload their photo without having to log in. The block on this page has a couple of settings you can use to alter its behavior. These settings include: Include Family Members: This setting...
Following - Person & Family Field Guide
For most organizations, the database of individuals in Rock will far exceed the number of people a specific staff person will know. Without tools to help filter relationships, personalizing touch points would be impossible. Rock's Following features help filter these relationships so that an individual can be made aware when life events occur with people they know. Following an Individual The first step is to identify people you know. You can do this by clicking the Follow button below an individual's photo on their Person Profile page. Following An Individual Bulk Following Don't forget our friend, the bulk update tool. Bulk updates also allow you to add or remove a list of individuals from your following list. Following Bulk Update Viewing Those You Follow You can view a complete list of the people you follow under Login Status My Settings Following (the login status can be found in the top-right corner of the page). From this list you can manage the people you follow and remove any that may have been accidentally added. Viewing Followers Just the Beginning Rock's Following feature is just a start. Look for lots of new capabilities in upcoming releases. We're providing the basics for now to help you start building your following lists. Engaging Following OK, now that you’re following people, let's use this data to build better connections. Following a person means you have a special interest in that person; that you care about what's going on in their lives. So, wouldn't it make...
Reminders - Person & Family Field Guide
Reminders are for those things we always want to do, but often forget. We truly intend to follow up with people or write them a card or send them an email, but then life happens and these things get pushed to the back of our minds where they're eventually forgotten. It happens to all of us. But with Reminders, staying organized and on top of all your commitments has never been easier. By setting up reminders for key events and tasks, you'll never miss an opportunity to make a positive impact on those around you. For instance, by reminding yourself to check in with someone regularly, you're demonstrating that you value relationships. Whether you're a busy volunteer or a church leader, reminders are the perfect tool to help you stay organized and build deeper connections. Viewing Reminders To start, you can access your reminders from any page in Rock by clicking the icon in the header. This is also where you'll add new reminders, but we'll get to that later. Current Reminder Alert From there you can choose to View Reminders and see a filterable list of your reminders. Reminders can be in different states. For instance, you either still need to be reminded (Active) or you've already been reminded and taken action (Complete). Active reminders can be Due or Not Due. This is determined by the Reminder Date you select when creating the reminder, which we'll look at shortly. Active: If a reminder is Active, it means you haven't...
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