Schedule Training

Many of the lists in Planning Center People are static, and others require updates between each set of weekends.  Each tab contains a table with the Lists by Category, and includes the name, ID, update requirements and user permissions.

PCO "Blue Box" Lists

Instructions:
1. Log into Planning Center as PC-Admin@spacecitytd.org to edit rules, automations and settings
2. Open each of these lists from the SharePoint Leadership Site for the current weekend.
3. Edit as required
List NameID#DescriptionCategoryUpdates WhenUpdate AutomationsUpdate RulesList ViewersList Managers
Backup Rollistas - Men940517Current team who have given a rolloBlue Box Reports - Confirmed TeamAfter every weekendNone1. Update Services Scheduled to current weekend


2. Update "exclude" Services Scheduled Leadership to current weekend


3. Update "exclude" Services Scheduled Rollistas & Silent Profs		All viewers and abovePC Admin
Debbie Page
Backup Rollistas - Women754424Current team who have given a rolloBlue Box Reports - Confirmed TeamAfter every weekendNone1. Update Services Scheduled to current weekend


2. Update "exclude" Services Scheduled Leadership to current weekend


3. Update "exclude" Services Scheduled Rollistas & Silent Profs		All viewers and abovePC Admin
Debbie Page
Team Not Registered - Men716834Confirmed in services but not registeredBlue Box Reports - Confirmed TeamAfter every weekendNone1. Services Schedule to NEW WEEKEND, NEW DATES

2. Update Registration Event name

3. Update exclude Services Scheduled to Offsite Prayer Team		All viewers and abovePC Admin
Debbie Page
Team Not Registered - Women716841Confirmed in services but not registeredBlue Box Reports - Confirmed TeamAfter every weekendNone1. Services Schedule to NEW WEEKEND, NEW DATES

2. Update Registration Event name

3. Update exclude Services Scheduled to Offsite Prayer Team		All viewers and abovePC Admin
Debbie Page
Team Not Trained - Men2709475Confirmed Team without EssentialsBlue Box Reports - Confirmed TeamAfter every weekendNone1. Update Scheduled to NEW WEEKEND, NEW DATESAll viewers and abovePC Admin
Debbie Page
Team Not Trained - Women738611Confirmed Team without EssentialsBlue Box Reports - Confirmed TeamAfter every weekendNone1. Update Scheduled to NEW WEEKEND, NEW DATESAll viewers and abovePC Admin
Debbie Page
Team New to SCTD - Men3615442Confirmed Team never served nor attended SCTDBlue Box Reports - Confirmed TeamAfter every weekendNo update req'd
(template email sent with welcome info)

Will pause when rules are changed; make sure to re-activate		1. Update Scheduled to NEW WEEKEND, NEW DATESAll viewers and abovePC Admin
Debbie Page
Team New to SCTD - Women3800810Confirmed Team never served nor attended SCTDBlue Box Reports - Confirmed TeamAfter every weekendNo update req'd
(template email sent with welcome info)

Will pause when rules are changed; make sure to re-activate		1. Update Scheduled to NEW WEEKEND, NEW DATESAll viewers and abovePC Admin
Debbie Page
Inside Team Section Heads - Men3554951Group leaders in current weekend Group Type -Inside Teams (email list)Blue Box Reports - Confirmed TeamAfter every weekendNoneUpdate all Groups for current weekend Group Type - leaders onlyAll viewers and abovePC Admin
Debbie Page
Inside Team Section Heads - Women3863809Group leaders in current weekend Group Type -Inside Teams (email list)Blue Box Reports - Confirmed TeamAfter every weekendNoneUpdate all Groups for current weekend Group Type - leaders onlyAll viewers and abovePC Admin
Debbie Page
Outside Team Section Heads - Men3184906Group leaders in current weekend Group Type -Outside Teams (email list)Blue Box Reports - Confirmed TeamAfter every weekendNoneUpdate all Groups for current weekend Group Type - leaders onlyAll viewers and abovePC Admin
Debbie Page
Outside Team Section Heads - Women2502521Group leaders in current weekend Group Type -Outside Teams (email list)Blue Box Reports - Confirmed TeamAfter every weekendNoneUpdate all Groups for current weekend Group Type - leaders onlyAll viewers and abovePC Admin
Debbie Page
Heads and Rollistas Mailing Addresses - Men3607297Contact list with address for current rollistas and headsBlue Box Reports - Confirmed TeamAfter every weekendNone1. Update Service CURRENT WEEKEND

2. Updage GROUP TYPE		All viewers and abovePC Admin
Debbie Page
Heads and Rollistas Mailing Addresses - Women4987790Contact list with address for current rollistas and headsBlue Box Reports - Confirmed TeamAfter every weekendNone1. Update Service CURRENT WEEKEND

2. Updage GROUP TYPE		All viewers and abovePC Admin
Debbie Page
Team Volunteers with Experience - Men4626734Volunteers in the Team Building Workflow with experienceBlue Box Reports - Team BuildingAfter every weekendNoneUpdate Roster Building Workflow name for current weekendAll viewers and abovePC Admin
All Managers
Team Volunteers with Experience - Women3081493Volunteers in the Team Building Workflow with experienceBlue Box Reports - Team BuildingAfter every weekendNoneUpdate Roster Building Workflow name for current weekendAll viewers and abovePC Admin
All Managers
New Pescadores Trained But Not Volunteered - Men4967787Attended Essentials but not volunteered - or not served in prior weekendBlue Box Reports - Team BuildingAfter every weekendNone1. Update Weekend Attended is at least XX (one weekend prior)

2. Update Essentials Training date to most recent class		All viewers and abovePC Admin
Debbie Page
New Pescadores Trained But Not Volunteered - Women4962093Attended Essentials but not volunteered - or not served in prior weekendBlue Box Reports - Team BuildingAfter every weekendNone1. Update Weekend Attended is at least XX (one weekend prior)

2. Update Essentials Training date to most recent class		All viewers and abovePC Admin
Debbie Page
Served Outside But Not Section Head - Men4106210Volunteers from the Roster Building Workflow whose campus is Space City and membership type is Pescador who have served outside but not as a section headBlue Box Reports - Team BuildingAfter every weekendNoneUpdate "Team Roster Building Workflow" to the current weekendAll viewers and abovePC Admin
Debbie Page
Served Outside But Not Section Head - Women3806036Volunteers from the Roster Building Workflow whose campus is Space City and membership type is Pescador who have served outside but not as a section headBlue Box Reports - Team BuildingAfter every weekendNoneUpdate "Team Roster Building Workflow" to the current weekendAll viewers and abovePC Admin
Debbie Page
Served Inside But Not Section Head - Men3805962Volunteers from the Roster Building Workflow whose campus is Space City and membership type is Pescador who have served inside but not as a section headBlue Box Reports - Team BuildingAfter every weekendNoneUpdate "Team Roster Building Workflow" to the current weekendAll viewers and abovePC Admin
Debbie Page
Served Inside But Not Section Head - Women4106212Volunteers from the Roster Building Workflow whose campus is Space City and membership type is Pescador who have served inside but not as a section headBlue Box Reports - Team BuildingAfter every weekendNoneUpdate "Team Roster Building Workflow" to the current weekendAll viewers and abovePC Admin
Debbie Page
First Time Serving - Men3645255Confirmed Team members who are serving for the first timeBlue Box Reports - Team BuildingAfter every weekendNoneUpdate Services for CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
First Time Serving - Women3645257Confirmed Team members who are serving for the first timeBlue Box Reports - Team BuildingAfter every weekendNoneUpdate Services for CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
Volunteers Not Assigned - Men677958People in the Roster Building Workflow who have not been placed on the team in ServicesBlue Box Reports - Team BuildingAfter every weekendNone1. Update Services for CURRENT WEEKEND

2. Update Roster Building Workflow for CURRENT WEEKEND		All viewers and abovePC Admin
Debbie Page
Volunteers Not Assigned - Women2538422People in the Roster Building Workflow who have not been placed on the team in ServicesBlue Box Reports - Team BuildingAfter every weekendNone1. Update Services for CURRENT WEEKEND

2. Update Roster Building Workflow for CURRENT WEEKEND		All viewers and abovePC Admin
Debbie Page
Gifts and Talents - Men Team/Volunteers2505816All men in the Roster Building Workflow showing Gifts & TalentsBlue Box Reports - Team BuildingAfter every weekendNoneUpdate workflow for CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
Gifts and Talents - Women Team/Volunteers2867117All women in the Roster Building Workflow showing Gifts & TalentsBlue Box Reports - Team BuildingAfter every weekendNoneUpdate workflow for CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
Potential Team Headcount (Confirmed and Unconfirmed, excl Offsite Prayer) - Men2585279Potential Headcount - all people scheduled to the current weekend team, confirmed and unconfirmed.Blue Box Reports - Team BuildingAfter every weekendNoneUpdate Service Type to CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
Potential Team Headcount (Confirmed and Unconfirmed, excl Offsite Prayer) - Women3438495Potential Headcount - all people scheduled to the current weekend team, confirmed and unconfirmed.Blue Box Reports - Team BuildingAfter every weekendNoneUpdate Service Type to CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
Team Headcount (Confirmed) - Men888914Team Headcount - all people scheduled to the current weekend team, confirmed onlyBlue Box Reports - Team BuildingAfter every weekendNoneUpdate Service Type to CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
Team Headcount (Confirmed) - Women4076656Team Headcount - all people scheduled to the current weekend team, confirmed onlyBlue Box Reports - Team BuildingAfter every weekendNoneUpdate Service Type to CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
Volunteers Who Have Given At Least One Rollo -Men4987681Volunteers in the Team Building Workflow who have given at least one rolloBlue Box Reports - Team BuildingAfter every weekendNoneUpdate People Workflow to CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
Volunteers Who Have Given At Least One Rollo -Women4100186Volunteers in the Team Building Workflow who have given at least one rolloBlue Box Reports - Team BuildingAfter every weekendNoneUpdate People Workflow to CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
Declined to Serve - Men4106191People REMOVED from the Roster Building Workflow - or - declined in ServicesBlue Box Reports - Team BuildingAfter every weekendNone1. Update People Workflow to CURRENT WEEKEND

2. Update Service Type to CURRENT WEEKEND		All viewers and abovePC Admin
Debbie Page
Declined to Serve - Women4987716People REMOVED from the Roster Building Workflow - or - declined in ServicesBlue Box Reports - Team BuildingAfter every weekendNone1. Update People Workflow to CURRENT WEEKEND

2. Update Service Type to CURRENT WEEKEND		All viewers and abovePC Admin
Debbie Page
Volunteer Section Head Experience - Men4987846Volunteers who have served as a Section HeadBlue Box Reports - Team BuildingAfter every weekendNoneUpdate Rule 3: Team Roster Workflow to CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page
Volunteer Section Head Experience - Women4987850Volunteers who have served as a Section HeadBlue Box Reports - Team BuildingAfter every weekendNoneUpdate Rule 3: Team Roster Workflow to CURRENT WEEKENDAll viewers and abovePC Admin
Debbie Page