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Role-based Learning Plan:

Data Entry User

Just a couple of hours spent on this information will give you a solid basic understanding of how to easily and accurately enter data into your Elexio database.

About this guide...

  • Start with the videos: They provide a good overview.
  • Then use the articles for more specific, in-depth content.
  • Want more? Browse the list to the left, use the search feature above for information on any topic, or watch other videos.

 Basics

 Topic Video links Articles
 Home screen 15 min Home page description
Options  7 min Data Entry Helps

 

People

 Topic Video links Articles
 General Info   6 min - Adding People

12 min - Defining People
Searching for people
General info screen
Adding a person
Changing a household
Deleting a person
Involvement 10 min  Involvement in the church
 Ministry Assessment   9 min  Ministry Assessment - SHAPE
Automated Background Checks
 Personal 13 min  Personal Info
 Follow up requests
 Prayer requests
 Notes
 Photos    Photos
 Attendance & Events 12 min - Attendance Entry 12 min - Basic Events  Attendance & Events
 Attendance Change

 


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