Resource Center

Shepherd’s Staff 2020: A New Scheduler Module

Jun 25, 2020 2:00:00 PM

Our segmented rewrite of Shepherd’s Staff continues this summer! The Concordia Technology Solutions team is excited to announce a redesigned Scheduler module.

The new interface will now mirror that of the Membership and Attendance modules, streamlining the event management, facility planning, and inventory tracking experience.

The grids used in previous versions are now found in the Scheduler sub-tabs. To access these sections, click on the Event, Inventory or Routes tab and then choose an item from the left-hand side of the window.

2020-06-23 18_01_23-Scheduler

Events

The Events tab groups together the records needed to manage church events. You will find the Events, Rooms, and Contacts sub tabs. When creating an event, you will need to attach a room but not contacts.

Note: Once you have created the events for the month, you can go to the Calendar report to print out a calendar style report of upcoming church events.

Inventory

Inventory has sub-tabs containing church assets and their associated records. Here, you can record church assets such as Inventory, Vehicles, and Keys. Afterwards, you can create maintenance and loan records to keep track of the assets.

Routes

Routes is the tab in the Scheduler module used to manage ministry routes. You will record Routes, Route summaries, Route contacts, and Route workers in this tab. These ministry routes may consist of everything from picking up children for Sunday School, food pantry drop offs, elderly check-ups, or picking up teens for youth group.

Reports

Scheduler reports are now found under the reports tab. You can use this tab to print reports based on the records created under the inventory tab. The six available reports are Calendar, Events, Inventory, Room usage, Route Details, and Vehicles.

Tools/Settings

The Tools/Settings tab is a centralized area for all Scheduler focused Tools and Settings. You can go here to customize field names, cleanup unneeded records or create custom holidays.


For an overview of how to use the new Scheduler, or to see demonstrations on how to use these new features, please watch the video below.

Rod Kyles

Written by Rod Kyles

Rod Kyles is the manager of software support at Concordia Technology Solutions. He has a degree in computer networking and technology from Vatterott College, and as he says, “There is nothing better than having the opportunity to serve churches while still working with technology.” When he’s not working with computers, he enjoys spending time with his close-knit family and going to the movies.

Shepherd’s Staff

At Concordia Technology Solutions, we’re committed to helping our customers easily manage their churches. Here, you’ll find information on innovative new features, the latest software updates, and upcoming training opportunities for Shepherd’s Staff.