This article will walk through the different parts of adding a new LifeGroup in the LifeGroups tool.
Staff Site: https://rms.life.church
Table of Contents:
1. Adding a New Group
1.1. On the left navigation bar, hover over the groups icon and choose 'View All Lifegroups'.
1.2. Click the arrows to expand the All LifeGroups and Cluster. Click on your campus.
1.3. Click the arrow next to Add Group and then click Add Child to Selected.
Always choose Add Child to Selected
2. Enter Group Info
1. Enter a name for your LifeGroup in the name field.
2. Click Active (the group is actively meeting) and Public (searchable in the search tool) as necessary.
3. Enter a description can help people find the group that they fit in.
2.1. General Section
1. Group Type = LifeGroup
2. Campus = Click the drop-down to select the correct campus for this group. This is used to associate with a campus.
3. Parent Group = Where the LifeGroup will be placed in the LifeGroup tree structure.
4. Require Signed Document = Not needed
When moving a LifeGroup from one campus to another, you will need to edit the group and change the Campus (# 3) and the Parent Group (# 5).
2.2. Meeting Details
2.2.1. Under the location section, click the + button to add a location.
There are two ways to add location information to a LifeGroup:
- Member Location allows you to choose a member of the group and the group be associated to their address. Note: members will need to be added to the group first before you can select them.
- Other Location allows you to either select a Campus' address or manually enter an address. You must enter the full address, the system will not save a partial address.
When entering a custom address you must enter the entire address, it will not accept just a zip code.
2.2.2. Enter the Group Schedule
There are many options to enter a group's schedule:
- Weekly - For the group meets on the same day and at the same time. This is the most common
-
Custom - Allows for granular settings including specific dates to meet or not meet.
- Specific Dates
- Daily
- Weekly
- Monthly
Selecting Custom and Edit Schedule will give you a detailed schedule builder.
2.3. Enter Group Attribute Values
The Group Attributes help identify information about the group. These fields are used in the LifeGroups Search Tool, as well as, Tableau reports.
For any changes to these fields, please contact the CEN LGLM Team.
The fields with the red dot are required fields and the group will not save if those fields are not filled out.
2.4. Save the Group at the bottom of the screen
You can ignore the Group Requirements section.
3. Add a Leader or Community Leader to the Group.
After you click Save in the Group Attribute section, the screen to add a group leader will appear at the bottom of the screen.
A leader will need to be added so the group can be managed.
3.1. Click the + button to add a leader.
3.2. In the search box, type the name of the leader. Check the button next to the name and hit Select.
Multiple of the same name? Hover over the name to see more details.
3.3. Select the correct leader role and make sure the status is set to 'Active'. Click Save
3.4. All done! Repeat as necessary.
Need to remove a member? Click the archive button to the right of their name.
