MyAwaken Training Manual

 

Desktop Version ................................................................Page 2-12
Requesting Log in ................................................................ Page 2

Groups ............................................................................... Page 3-4

Process Queues ................................................................... Page 5-8

Schedules ............................................................................ Page 9-12

 

Lead App  ............................................................................ Page 13-21
Getting Started ...................................................................... Page 13-14

Groups ................................................................................. Page 15-19

Process Queues ..................................................................... Page 20-21

 

Requesting a Logins

Note- A new user will start by clicking Request Account on the site's login page to reveal either a basic form or a custom one.

Forgotten Login

If you forget your password, you can reset your login.

Instructions to Reset Password

Begin by clicking Forgot password? on the login page. Enter your email address and click Submit

If a match is found, a confirmation message will appear, and a password reset email will be sent. If there is no matching email, an error message will appear instead.

 

How to Find a Group

 

1. Click the Groups menu on the left

2. Start typing the name of the group you are searching for

  

Managing Participants in a Group

Adding People to a Group

There are two ways to access the add/invite screen:

From the Participant Tab

1. Start by accessing the group you wish to add new members to

2. Select Participants tab

3. Click New Member

 

OR

From the Group Actions menu

1. Start by accessing the group you wish to add new members to

2. Click Group Actions in the upper right

3. Click Edit Participants List

4. Under Actions on the right, click Add or invite new people

You will be taken to the Add or Invite to this group overview page, use the people by name option.

 

6. Once all the names are entered, click Add Now.

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Removing People from a Group

 

1. Go to the group you wish to remove individuals

2. Click Group Actions in the upper right

3. Select Edit Participant List

4. Check the box to the left of the individuals you want to remove

5. Click the pulldown menu directly above the Name column and select the action you wish to perform

6. Click OK

  

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Managing your Process Queue

Queue Managers are responsible for managing the assignments they have received or accepted. There are three

ways they could be notified of new assignments.

Email Notifications

 

• First, if email notification is enabled in the Queue, they will receive an email notifying them that someone new has been added to their Queue.

 

• Second, whether notification is turned on or not, a Queue Manager will also receive an email either the day or a set number of days before someone they've been assigned is due.

 

• Third, when they log in to the site, they will see the Attention

Needed icon at the of their home pages. This box will appear regardless of whether email notification is on.

From the Processes & Queues I Manage List

 

1. From the Processes & Queues I Manage list, click the Queue name or Process name to view more information

2. Click the name of a person to view more information

  

3. Clicking the name of a Queue will take you to the Queue Detail page

4. On the Queue Detail page you will see a list of individuals who are either assigned to you to manage or are

   not assigned to a specific Queue Manager

5. Above the list of people will be specific instructions and other information about the Queue

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Note

• Under Actions, you will see the Queue Stats, which lists number of people in the Queue per status, and My Stats – This Queue, which shows the numbers of people you have marked done in the last week, month, and year.

• While most of your work will be done on this main page or within the individual detail page, there are a couple of things to be aware of on the Queue Managers page.

o The Queue Managers list will let you see who has been assigned to manage the Queue.
o You may be the only person listed on this page, or there may be multiple Queue Managers.

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Viewing Queue Assignments

Profiles in a Queue that have been assigned to a Queue Manager only appear in that Queue Manager's list. This is true also for the view of a Process Manager or Process administrator. This prevents Queue Managers from working on the same profile.

 

1. Under the actions menu is a list of status(es)

2. Click on the status for the individual's you would like to see in the queue

Understanding the Individual Queue Detail Page

The individual detail page contains a variety of information about the person, containing a photo (if uploaded), contact and campus information, Queue information such as status, assignment, and due date, and a link to view the instructions for the Queue.

Forms

In context to a process, the forms section shows forms that moved the individual into this specific process via form automation.

• Click the date under the Forms that Automate to this Process section to view the response.

• This does not require any additional admin privileges unless you will need to access the form itself.

• If you need to access the form, you will need to be at least a manager of the form.

 

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Involvement

This tab includes a list of all the non-administrative groups the person belongs to and their status in the group. It will also show any volunteer positions they hold currently, held in the past, requested to fill, or have been approved to

fill, and the date range.

Below the Groups and Positions section shows the individual's Events & Attendance, such as event registrations for events you organize and recent, upcoming, and past events, and displays recent attendance as well as a link to an

individual attendance report.

Understanding the Queue Detail Actions Menu

By clicking on the Individual from the Queue it will take you to the Individual's Queue Detail page. This is where you will access the various action items you may perform as Queue Manager, including marking the person done, emailing another Queue Manager, changing the status, and more.

Mark As Done

 

• The final mass action tool is to mark the selected people as having completed that step in the Process.

• A window will appear allowing you to select from the predefined automation options set for the Queue.

• After making any necessary adjustments to the options, click Mark as Done to complete this action.

• Date Completed: Today's date will be included by default in this field, but you may replace today's date with another if needed.

• Send Email: If a mail merge was connected to the Queue, you will see it listed here. The box may be checked or not depending on how the Queue was set up. If the box is unchecked, you can check it to send the mail merge as an email to the individual.

• Next Queues: Next Queues can be listed here to indicate where the person should go immediately following the current Queue. Check the boxes of the Queues you wish to add the person to and choose a Queue Manager from the pulldown menu.

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BETA SCHEDULES: FILLING A SCHEDULE

HTTPS://PLAYER.VIMEO.COM/VIDEO/286898057

VOLUNTEERS: ACCEPTING/DECLINING/SEEING AND EDITING YOUR SCHEDULE

In Beta Schedules volunteers can interact with and see their schedules both while they’re logged in, and in addition through a mobile friendly logged out experience.

Seeing Your Schedule

Logged out experience:

Accepting/Declining A request

When you receive a serving request, via email or via text you can follow the link and you will be taken to that specific request and your schedule.

1. In the “volunteer request” click “respond”.

2. Here you will be able to see all your service requests that you can choose to accept or decline.

   Note: You can “accept /decline all” if you choose to. You can also go into each individual request and accept, decline, find a replacement, or message the scheduler.

  

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Viewing Open Opportunities
When a scheduler opens a position and chooses to alert volunteers, you will receive a "New Serving Opportunities" notification email which you can interact with to view what opportunities are available.

1. In the “New Serving Opportunities” click “View”.

2. You will be taken to the home screen where you can browse the open positions.

Browse open positions
From your “My Serving” menu you can see all open positions. If there are positions open, you can choose which you would like to fill.

1. Click “browse open positions”.

2. Here you will be able to see all open positions that you can choose to volunteer for.

  

Seeing Your Schedule

If you wish to see your schedule you will follow similar steps.

1. In the “volunteer request” click “respond”.

2. Click “Home”.

Here you will be able to see all your serving requests, browse open positions, see you upcoming serving schedule,

edit your contact info, and set your preferences and availability.

Upcoming Serving Schedule

Your upcoming serving schedule shows you all the positions you have accepted and are line up to serve for.

 

1. Click “Upcoming Serving Schedule”.

2. Here you will be able to see all your “Accepted

   requests”.

Note: If you so wish, you can click a request and choose to “decline” or “message the scheduler”.

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Edit Your Contact Info

From your “My Serving” menu you can quickly edit some vital contact information like phone number, mobile carrier,

or email.

 

1. Click “Edit Contact Info”.

2. Choose which information you would like to

   update.

3. Click “Save”.

Preference and Availability
From your “My Serving” menu you choose and set your preferences as well as when you would like to add “block out” dates to your calendar.

1. Click “Preferences/Availability”.

2. Click the “preferences” tab.

3. Choose from the drop down menu, what some of your

   preferences are (As often as needed, # of weeks per month, Specific weeks).
   You can also set block out dates for when you’re not able to serve in the “availability” tab.

1. Click “availability”.

2. Choose a month, week, day and “block” it out.

3. You can choose a start/end date and provide a reason for why

   it’s blocked out.

4. Click “Save”.

   

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If you are already Logged In to the software your experience is very similar.

1. In the software click the “Serve” icon.

2. Click the “blue banner” for the new Beta Schedules experience.

Your steps will then be the same as the above logged out experience.

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Getting Started on the Lead App

If you have not done so yet, download the app from the Apple store or from Google Play.

Note- Location and Name search are only available for churches in the US & Canada. You must have address information (including country) filled in on your Campus settings for your church to show up on the list.

• If you are new to the app you have the option to find your church through by tapping the Search Near Me button or typing your church's name in the Enter Church Name field.

• Or, you can type in the subdomain from your church's main site by tapping Enter Subdomain at the bottom of the screen.

Logging In

• For iOS only, you can enable the optional Touch ID security feature.

 

• Enter the email address or username and password you use to log in to your desktop Church Community Builder site.

 

1. You can enable Touch ID later by going to Settings at the bottom of the screen of the app

2. If you do not see Settings, choose the More menu to view Settings

3. Toggle to enable this feature

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Settings

Customize Menu Bar

Customize your menu bar to view or prioritize the top four areas you need for easy access.

1. Log into the app

2. Choose Settings

3. Tap on Customize Menu Bar

   

4. Drag and drop what four areas you would like to see in your menu bar

 

5. Whatever order you decide to put these tiles in order is how it will appear when you open your app

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GROUPS

Overview

• You can view all groups that you are a part of whether a member or leader.

• You can take attendance, send messages or group texts, and see the special days on your group members

Note: This app is not intended for congregant use (in fact, they won't even be able to log in). So, anyone with a system assigned permission will have access to this app. The amount of information a user of this app can see is the same as they would be able to see in the browser version.

Attendance

• The attendance menu item will let you view/edit or take attendance on events in your group

• Click on Attendance to see the list of events in the group (all events from the group will be listed).

 

Steps to taking attendance

1. Start by tapping on the event you want to record attendance for.

2. Select the people who were present, then click next.

3. This will land you on the event summary page, here you can add notes, praise and prayer requests, and choose which recipients you'd like to send the event summary to.

4. When you finish, you'll return to the event list page.

   

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Messages

You can view your group's messages by tapping the Messages menu item

 

• All group messages will be listed out, ordered by most recent activity.

• When a Group leader sends a message, the group participants can reply

  to all the group members or group leaders from their email.

Send Group Messages
1. Tap New for Android or the + for iOS.

 

2. Enter a subject and message text.

3. Tap Send to All Group Members or Group Leaders.

NOTE: Messages will be sent according to each group member's communication preferences and will now be shown in the messages list within the app as well as in your church's Church Community Builder software.

NOTE: Currently emoji’s are not supported when sending a group message through the App.

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Members

 

• Group leaders can add any individual in their church to their group as long as they have permissions to view the individual.

Click on the Members menu item to view the list of people in the group and perform the following actions below.

Adding an Individual to a Group

1. Start by clicking on Members and then click on the ADD (Android) or + iOS button

  

2. Enter at least two characters in the search box.

• NOTE: All individuals who are active, over the age threshold, and fit the search criteria entered will be returned.

• NOTE: If no individuals meet the search criteria or you do not have permissions, you will not get any people returned.

NOTE: the search is based on the start of the first or last name. For example, a search of ‘Ja’ may return ‘Jake Moore’ or ‘Mark James’, as the ‘Ja’ is the beginning of the first or last name.

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Removing an Individual from a Group

1. Click on Members to view the list of people in the group.

2. On the people list, use the native iOS (swipe left) or Android (long tap) actions to interact with individuals in

   the list to complete the following actions to remove an individual.

Note: the main group leader cannot be removed from the group. The main group leader and assistant group leader(s) can remove any assistant group leader(s) and any member(s) from the group.

Assign or Unassign Assistant Group Leader

• Assign a leader - there can only be one main group leader, but multiple assistant leaders can be assigned to a group.

• Unassign a leader - the main group leader cannot be removed through the app interface. Assistant leaders can remove themselves or other assistant leaders from the app.

1. Click on Members to view the list of people in the group.

2. On the people list, use the native iOS (swipe left) or Android (long tap) actions to interact with individuals in

   the list to complete the following actions to assign or unassign a group leader.

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Send a Group Text

 

For a member to receive a group text, the member must meet the following three criteria:

• Member must have a mobile number on their profile

• Member must have a mobile carrier on their profile

NOTE: You can add mobile phone and carrier information from the app, but you can't change communication settings. The members communications settings in the desktop version of the software must be set to receive text messages from group leaders.

NOTE: Visuals below may vary slightly if you are using Android OS.

1. Start by selecting the specific group you would like to send a group text

to 2. Tap Send Group Text from the list

3. Compose your text message

4. Click Send. You will be returned to the Group page with a notification of the number of members that the

   text was sent to.

Note: Currently emoji’s are not supported when sending a text through the App.

Special Days

2. Tapping on that special day will take you to an individual's profile.

1. You can view which group members have upcoming birthdays and anniversaries by clicking on Special Days.

  

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Get Started

1. Open the LEAD app and tap Queues at the bottom of the page.

2. The walkthrough page explains the function of the Process Queue, click 'Okay' to proceed.

Queues I Manage
1. Once the individual has been assigned tap the Assigned to Me tab.

Process Queue Profiles

 

1. Tap on the individual to access their profile.
2. Here you can send the individual a message, text or contact them.

3. Tap on the ellipses in the individual's profile to view a list of multiple actions. Here you can mark the person done or change their status.

Note- Remember what actions you see depends on your privileges.

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Queue Notes

1. If you'd like to see notes left about the individual or add notes to their profile, tap on the individual assigned

to your profile.
2. Tap Notes below the 'Mark as Done' button.

  

4. If you'd like to add notes about the individual tap the + sign in the right-hand corner.

3. When you are on the Process Notes page you

can read notes (depending on privileges) about the individual.

Mark as Done

1. If you need to just mark the individual as done tap the Mark as Done button.

2. On this page, you can move the individual through to the next queue(s).

 

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