How to create Event Categories and Events (steps, milestones)
If your organization has a series of steps or milestones you would like to track for your members before they can become certified for a particular role or steps they must go through before they may celebrate a particular sacrament, you may add and track these steps through Life Events.
Navigate to Administration > Lookups:
Here is an example of an Event Category list.
Event Records (steps or milestones) are set up under Event Categories. Here is an example of a new Event Category called Marriage Preparation and the seven Events (steps) that fall under this category.
Below are instructions on how to add the Event Categories and their related Event Records.
Safe Environment Example
Add the Safe Environment event category and steps to the Lookup Table
- In Lookup Management → Tables → Family Directory, select Event Category.
- Click the add button
and add Safe Environment in the description field.
- Click Save.
- Click the add button
- Still in Lookup Management, select Events from the Tables menu to add the required steps for your Safe Environment program such as Background Check and VIRTUS Training.
- Select Safe Environment from the Event Category dropdown.
- Under the Safe Environment grid that displays, click the add button
- Mark the Active box.
- Continue until all of the items have been added.
Marriage Preparation Example
In Lookup Management → Tables → Family Directory, select Event Category.
- If it doesn't already exist, add Marriage Preparation as an Event Category.
- In Lookup Management, select Events from the Tables menu to add the required steps in your Marriage program such as Marriage Inventory and Meeting with Celebrant.
- Select Marriage from the Event Category dropdown.
- Under the Marriage grid that displays, click the add button (+) and fill in the events you want to track.
- Mark the Active box.
- Select Marriage from the Event Category dropdown.
- Continue to add new events (Event Name Records) until you have all you want.
Updated