Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
Configure Your Ministries
If you have volunteers that want to work the same week each month and at the same time, in Configuration, simply create events that are for each specific week and time as shown here.
- Click Configuration.
- Under Groups, click the plus sign
icon.
- In the Add Ministry Group window that opens fill in the required information.
-
- Create an Event Name which specifies the week of the month and the time of day.
- Mark it as a Recurring Event.
- Fill in the Start and End dates that are appropriate for this event.
- Select Monthly and then under Monthly Events mark the second radio bullet. Choose the correct options that correspond with your event name.
- Repeat for each week of the month and each event time.
Assign the Number of Ministers Needed for Each Event
- Go into Schedule Options and select Ministers Needed.
- Update the number on the right side that corresponds with each event.
Assign the Ministers to Their Preferred Event (week of month time of day)
- Go into Minister Directory and add the correct event to each minister according to the time and week they have set up.
- Click the Add New Minister option.
- In the Add Ministry window that opens, choose the Ministry Group, Ministry, and Ministry Event. Update the date span for this group of volunteers.
- Select the volunteers. You may search for the person by entering their last name.
- The box for Trained or Sub Only must be marked for the minister to be scheduled.
- Once you have completed this, double-check the information under Minister Data then click Save & Close.
Create the Schedule
- Navigate to the Scheduling page.
- Select the filter options and click Submit.
- Click Generate Events.
- Click Auto-Schedule.
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