This article outlines how to add Attributes to a person's profile.
Examples of a few attributes include:
- Open Door attendance
- Baptism events
- Child dedications
Visit RMS: https://rms.life.church/
We've written a helpful article that outlines How to search for a person or household.
Click the dropdown arrow next to Name in the upper right side of the screen. This will display search options.
When using Name, it's best to only enter the first few letters of the first and last name. The exception is common names like Jones, Smith, Thomas - enter the entire name.
- To add a Requirement click on the Extended Attributes tab.
- Under the Safety & Security section, click the edit pencil on the right.
Background Check is added automatically by the Risk Team when the volunteer fills out the Volunteer Application. Staff and volunteers should not edit this section.
Click + just below the Standard Requirement section.
- Select the Standard Requirement Type.
- Select the Date.
- Search and select the correct Person.
- Click File > Upload to upload the document associated with this requirement.
- Under Status select Approved or Not Approved.
Note: All Standard Requirements must use status "Approved" or "Not Approved." Do NOT use "Completed."
Click Save to complete.
Click the Extended Attributes tab just below the family area.
Click on the edit pencil under Life Events.
In this example, we are adding a Child Dedications attribute.
Scroll down to Child Dedications and click +.
- Select the Date of the event.
- Select the Campus.
- Click Save.
