Ideas to Impact Conference: May 28-31, 2019

Experience over 150 classes, inspiring speakers, software and ministry experts, and church staff sharing ideas.

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Before you begin entering data, it is important that you collect and organize the necessary information concerning your organization and the organizations within your organization.

Collecting this information before you begin entering data in the Organizations module saves you valuable time and the frustration of stopping and starting in the middle to find information.

Here are examples of the kind of information you need to gather:

Collect...

to...

a list of organization levels

assist you when setting up the list of organization levels.

It is important that you enter the complete list of organization levels in the correct order before you begin entering organizations. You cannot rearrange the organization levels after you begin adding organizations. Any organization level you add is placed at the bottom of the organization hierarchy.

a list of possible open categories and values for the categories

assist you when setting up the user-defined lists in Define Lists. These lists display on the Additional Fields tab.

Each list you set up has a drop-down from which you choose. Examples of how you might use lists are church size, location type. Do not use lists to store information that changes yearly.

a list of staff positions and position levels for each position

assist you when entering the staff positions in Define Lists. Remember to include staff positions for all organization levels. For each staff position, list all possible levels for the position. Position levels are optional.

the necessary information concerning all organizations

assist you when entering organizations. This information includes:

  • Organization Name and Reference Name
  • Organization Primary Address and Meeting Address
  • PIN number
  • Year Established
  • Notes
  • Phone/Fax/Beeper/E-mail information
  • Staff information
  • Statistics

a list of dates you want to track

assist you when setting up user-defined dates. The same open dates are used for all organizations within your organization.

These fields are stored in the organization's records and should not be dates that change yearly. An example of a date you might track is Date Affiliated. There are five date fields.

a list of possible open fields you want to track

assist you when defining the user-defined fields. The same open fields are used for all organizations within your organization. These fields are stored in the organization's records and should not be used for information that may change yearly.

Unlike lists, fields do not have drop-down choices but simply a blank field. An example of something you might track in a field is Auditorium Size. An example of ID is Employee ID #. There are five open fields and four open IDs.

a list of organization statistics you want to track

assist you when setting up the user-defined statistics fields in Statistics. The Organizations module has unlimited statistics fields to track statistical organization information. Make a complete listing of statistics you want to track and gather the statistical information for all organizations within your organization.

An excellent source of possible statistics is information from your Annual Report. 

When you receive the Organizations module, some statistics fields may be predefined. You can change the predefined statistics fields if you desire.