PSFS Religious Ed - Classes: How to add a leader

How to add a leader

You can add a leader to a class from either the Leaders page or the Classes page.

  1. Do one of the following:

    • Click Leaders to display the Leaders page.

    • Click Classes or to display the Classes page.

  1. In the left panel, select the Class List tab. Then, complete the following:
    • Select the term.
    • Select Class from the View By list.
    • Select the class for which you want to add the leader.

The software updates and shows the name of the selected class at the top of the right panel.

  1. Do one of the following:
    • If you are on the Leaders page, a list of leaders currently assigned to the class is displayed in the grid on the right. Click +Add Leaders.
    • If you are on the Classes page, select the Leaders tab in the bottom right panel to display the list of leaders currently assigned to the class. Click +Add Leaders.
  2. In the Add Leaders window, complete the following:
    • In Step 1: Class Assignment, select the term and class, respectively, from the Term and Class lists.
    • In Step 2: Select People Records, select the people records you want to search to find the individual you want to add.

      As shown in the illustration below, you can select people from a number of sources, including Family Directory or an existing class:


      The system updates and shows you a list of individuals matching the people records source you selected. For example, selecting Family Directory as the people source displays your Family Directory records:
    • In Step 3: Add Leaders from People Records, use a filter or a combination of filters to locate the name of the person you want to add as a leader. You can filter by age, name, gender, and role. The list updates to match your filter criteria.

To add a leader, complete these steps:

  1. Next to the name of the person you want to add as a leader, click .

The person is added to the New Leaders section in the right panel. For example:

  1. To the right of the added leader's name, specify the leader's role by selecting a role from the Select a Roles list.

  1. Do one of the following:
    • If you want to add another leader, repeat Steps 5d-1 and 5d-2.
    • If you are finished adding leaders, go to Step 5d-4.
  1. Click Add Leaders.

The selected individuals now appear in the Leaders list for the selected class.


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