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Recommended setup and groups (sws2apps#364)
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organized/docs/app-overview/navigation.md

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# App navigation

organized/docs/app-overview/open-and-install.md

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# Open and install the app
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# Recommended congregation setup order
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Here's the recommended order for setting up your newly created congregation in Organized. Following this sequence ensures a smooth and consistent setup experience, where each step prepares the necessary data for the next.
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Each step below includes direct links to the corresponding user guide articles, so feel free to click through for more detailed instructions.
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1. **Register your congregation**. Start from the [registering your own account](../onboarding/register-and-login) and then [create your congregation](../onboarding/create-congregation) in Organized.
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2. **Configure congregation settings**: Set up your congregation and meeting details, security settings, and time/date/name format preferences on the [Congregation settings](../how-to-use/congregation/congregation-settings) page. Explore additional configurations available here.
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3. **[Create field service groups](../how-to-use/congregation/field-service-groups)**: Setup all the field service groups in your congregation.
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4. **[Add congregation persons](../how-to-use/persons/add-person)**: Enter details like contact information, field service group assignments, qualifications, spiritual status, enrollments, and other necessary data.
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5. **Add users to the app**: Add and invite users to the Organized app via the [Manage access](../how-to-use/congregation/manage-access) page, ensuring they have the appropriate roles and permissions.
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6. **[Set up speaker catalog](../how-to-use/persons/visiting-speakers)**: Add your local speakers as well as visiting speakers to streamline the scheduling of public talks.
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7. **Import meeting materials**: Preferably [import directly from jw.org](../how-to-use/meeting-materials/import-jw-org) for the latest workbooks, Watchtower articles, and more. Alternatively, [import from a pre-downloaded .EPUB file](../how-to-use/meeting-materials/import-epub) if you lack an internet connection or if the jw.org import feature is temporarily unavailable.
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8. **Start using Organized**: Begin scheduling meetings, public talks, and recording various data to later generate and submit congregation and ministry reports!
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## Happy usage!
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Organized has many features to enhance congregation scheduling workflows. Whether it's a midweek meeting student checking upcoming assignments or an elder organizing congregation life, ministry, and reports, Organized app offers valuable tools for everyone!
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Feel free to share this guide with others who are just getting started with the application, and be sure to explore other articles to unlock the full potential of the app, further enriching your Organized experience!

organized/docs/how-to-use/congregation/field-service-groups.md

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# Field service groups
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# Field service groups
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## Overview
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The Field service groups page is one of the key pages in the Organized app. Creating and updating field service groups is important for keeping person records, reports, and congregation statistics accurate. We recommend setting up all field service groups before [adding individual person records](../persons/add-person.md). This approach makes it easier to assign each newly added person to a specific group directly while editing their details, without needing to switch back and forth between pages.
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## Create a group
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Creating a group is pretty straightforward. Start by clicking the 'Create group' button.
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![Create a new field service group button](./img/create-group-button.png)
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You'll be guided through two steps to enter all the required group details:
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1. **First step: Group details**. Enter the group name *(optional)*, select the group overseer, and choose the overseer's assistant.
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2. **Second step: Add publishers**. Select publishers from the list to add them to the group. If you prefer to add publishers later, simply skip this step and click 'Create'.
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Once done, the group is created. Continue adding groups and their details until all your congregation's groups are set up.
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:::tip[Keep in mind]
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Group numbers are assigned based on the group's **order in the list**. You don’t need to manually assign group number. If you wish to change the group's number, reorder the group list accordingly.
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:::
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## List of groups
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After adding all groups, you will see multiple cards on this page, each representing a group. At the top of each card, you’ll find the group number and name (if added), as well as the count of publishers in the group. Your own group is marked with a 'My group' icon.
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![Field service group details and members](./img/groups-overview.png)
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In the group members list, the group overseer is listed first, followed by the assistant. Below them, you’ll see the list of all publishers in the group. If any person is marked as away, their away dates will be displayed under their name.
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By clicking the 'More' menu (three dots in front of the name), you can access these quick actions:
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- Make group overseer
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- Make assistant
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- Remove from the group
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![Quick actions for field service group members in Organized app](./img/more-menu.png)
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## Reorder groups
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Click the 'Reorder'' button to view the full list of groups. To reorder, click and drag any group to move it up or down, and drop it in the desired position. The group number will update automatically.
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![Reorder field service groups in Organized](./img/order-group.png)
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## Edit group
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To edit a group, click the 'Edit' pencil icon at the top of any field service group card. In edit mode, you can:
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- Change the group name (optional; some congregations use names based on locality).
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- Reorder publishers within the group.
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- Add new publishers.
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- Remove existing publishers from the group using the red 'Remove publisher' button next to any person.
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- Delete the entire group by clicking the 'Delete' button in the top right corner and confirming your action.
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Once you've made your changes, click either 'Save' to apply them, or 'Cancel' to discard them.
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## All set!
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Great work! Your field service groups are now created and set up. With these groups in place, your congregation’s statistics will be more accurate, and you and other users will have a clear overview of all your congregation groups. Adjusting details in your groups is now just a few clicks away.
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