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.
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 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 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.
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.
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.