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How can I Practice with Check-in?

We suggest you practice a few days before your activity. This will allow you to become comfortable with the process well before your first participants appear. Before you can practice, you must create a working practice environment. Your activity schedules are configured for the dates and times of your activity and this is most likely not when you want to be training your volunteers!

To set up a practice time period, we suggest you edit one of your activity schedules and add a recurrence. You will do this in FellowshipOne.com. Use the following steps to help you set up a practice recurrence.

WARNING:This procedure will work for Check‐in in Assisted mode. Self mode strictly obeys the start and end times configured for the activity schedule. If you want to practice with Self mode, you will need to create a schedule with the correct time period for your volunteer training. Ensure that your practice recurrence date range does not coincide with the real activity schedule. End the schedule a few days prior to the activity occurrence. Practicing with this schedule will record attendance.

To setup a practice recurrence:

1. Log into FellowshipOne.com.
2. Click Ministry > Activities > View all. The list of activities appears.
3. Locate and click on your activity name. Use the Filters on the right side of the page if your activity is not immediately visible.
4. Click the Schedules tab and click Add Schedule.
5. Type Volunteer Training Schedule in the Schedule name field.
6. Type the date and time training will begin in the Start time fields.
7. Type the date and time training will end in the End time fields.

   Warning! It is important to end this schedule and not have it recur indefinitely because multiple dates available in Post Attendance, Live check-ins and Reporting causes confusion in the future. You can always add additional recurrences for future training later.

8. Click the correct option in the New Recurrence section. For example, choose Once and enter type "T" in the Occurs on field to populate today's date.
9. Click Save Recurrence.

If you need additional volunteer training dates, simply edit your Volunteer Training schedule and add additional recurrences.

Tip! If the training schedule has passed, the schedule will not immediately appear in the listing because it automatically filters to Active schedules only. Simply choose the Inactive option to see the schedule again.

Keeping things Clean

During volunteer training, you are actually creating attendance records for individuals. If this is something that you believe will cause confusion down the road, you can clean up after the training.

To remove training attendance

1. Go to Ministry > Attendance > Post Attendance. Ensure the correct ministry is displayed at the top of the page.
2. Select the activity you trained with in the Activity drop-down list.
3. Select the Volunteer Training schedule in the Schedule drop-down list.
4. Select the date you conducted the training from the Time drop-down field.
5. Click Search. A list of all rooms, locations, classes appears in the table at the bottom of the page as shown below.

   

6. Click on any number that displays in the Staff or Participants columns. This will show the list of people that have attendance.
7. Do one of the following:
   • Click the red minus icon to remove attendance for individuals.

     

   • Select All to select all people on the list. Then select Remove selected attendees from the actions drop-down list at the bottom of the page to remove all attendees.

     

8. Repeat steps 4-7 for each of you training dates.