Set Up Areas and Groups

Rock comes with several pre-configured check-in types. Most organizations should be able to simply tweak what is already there using the following steps.

Start by navigating to the check-in configuration screen at Admin Tools > Check-in > Check-in Configuration and then select Weekly Service Check-in. You'll see the sample configuration for check-in. Note that area headings are blue, with their associated groups indented below in green. If your structure is vastly different, you may want to check with other Rock organizations to ensure that you're on the right track.

  1. Inherit From - This setting determines what options you have available in your check-in group configuration as described below. For instance, if you want to check in children by their grade then you would want to select Check in by Grade. For more details on how Rock handles grades and promotion from one grade to the next, see our Person and Family Field Guide.
  2. Check-in Rule - This setting relates to the check-in groups within this area.
    1. None: The person won't be added to a group and doesn't need to belong to a group in order to check in.
    2. Add On Check In: The person will be added to the check-in group when they check in.
    3. Already Enrolled In Group: When this is selected, the Matching Logic field appears with the below options. Keep in mind that you can allow check-in for only certain group member roles (see the Rock Your Groups manual for details on the Can Check In to Group setting).
      1. Must Be Enrolled: The person must already be in the group to check in.
      2. Prefer Enrolled Groups: If the person is enrolled in a matching group, other groups are ignored/removed as options.
  3. Prevent Concurrent Check-in - By default, when you enable the Prevent Duplicate Check-in option for a check-in configuration template, it affects all groups under that template. If you find yourself in a situation where you really only wanted one specific area to be affected, don't check that option and instead check this one.
  4. Print To - Here you'll select whether check-in labels should be printed to the Device Printer or the Location Printer. You can set printers for either Devices or Locations under Admin Tools > Check-in > Named Locations and Admin Tools > Check-in > Devices.
  5. Location Selection Strategy - Select how you want locations (typically rooms) to be filled during check-in. The Location Selection Strategy options are only available when the Inherit from setting is either Check in by Ability Level, Check in by Age or Check in by Grade. The order of the locations matters, particularly if you have multiple campuses. If you have multiple campuses in your location list, group the locations by campus. For instance, you would list the second campus's locations second, then the third campus's locations third, etc. There are three options to select from:
    1. Ask: This is the default setting. The person checking in will be asked which location to check in to.
    2. Load Balance: This will automatically pick the check-in location according to how many people are already checked in to each available location. This helps ensure each location has roughly the same number of people.
    3. Fill In Order: The first location configured in the check-in group will be filled before the next location starts having people added to it.
  6. Check-in Labels - These labels are not used by Next-Gen Check-in.
  7. Next-Gen Check-in Labels - Select which labels you want to print for the groups in these areas. More information on configuring labels can be found below in the All About Labels chapter. The Settingssection below also talks about some label configuration options within theCheck-in Configuration.

Note

About Load Balancing
When the Load Balancing option is used, Rock strives to keep family members who belong to the same check-in group (such as twins or a family member with their guest/friend) together in the same location or room within a single family check-in session. To help prevent unwanted splitting, it is recommended to order your rooms by largest capacity first. Additionally, Rock respects each location's capacity (soft threshold) when balancing the load. Consequently, rooms may not always be perfectly balanced when Load Balancing is in use.

Note

No Labels
If for some reason you do not want labels, just delete them from the Area. It's that simple.

Once you have your areas configured, move down to the groups under each area. You'll notice that groups have a green top border. Under each area, configure the groups that are needed for your organization.

  1. Special Needs - If the group is for a special needs population, be sure to check this box. This is part of ensuring that special needs guests have access to the appropriate groups. For details see Configuring for Special Needs.
  2. Age Range - These are the ages of the people who should be allowed to check in to a group. When a person checks in, Rock reads the age in their profile and compares it to the group's configured age range. For the first number in the range, Rock looks for a "greater than or equal to" condition. For the second number in the range, Rock looks for ages "less than or equal to" numbers starting with the second number. So, a child of age 3.9 would still match your "0 to 3" age group, since their age starts with a number less than or equal to the upper range you've configured ("3").You can get creative with decimals if you want to be really specific, such as specifying half ages. For instance, one group configured with ages 2 to 2.4 and another group configured with ages 2.5 to 2.9 would put children who've already had their second birthday, but who are not yet 2 1/2 into the first group, and children older than that but who are not yet 3 into the second group.
  3. Birthdate Range - This is very similar to the Age Range setting and will only allow check-in if the person's birthday falls within this range.
  4. Birth Month Range - You can use this range to group people together who were born in the same month. Note that this is only available as part of Next-Gen Check-in.
  5. Gender - Groups may be configured by gender. If a gender is selected, only individuals of that gender will be able to check in to the group.
  6. Ability Level - Depending on your check-in Area settings, you may see Grade Range here instead of Ability Level. Depending on your configuration, the person checking in will either need to be at the selected Ability Level or must be in the selected Grade.
  7. Locations - Select all of the locations where this group will meet. For multi-site organizations, you can use a single group to cover all campuses by adding the appropriate locations for each campus.
  8. Overflow Locations - Part of Next-Gen Check-in, locations listed here will only be used after all of the Locations (from the setting above) have been filled. In order for Overflow Locations to be used, they must be scheduled in the check-in Schedule Builder.