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Role-based Learning Plan:

Ministry Administrator

Welcome!

For administrators over specific areas of ministry (Children, Youth, etc.) this set of links to help videos and articles is organized to help you with the topics most important for your role.

Yes. For ministry administrators there's a lot to know. Hang in there, and start with the basics!

About this guide...

  • As you come to sections that don't apply to your immediate situation, feel free to skip through them.
  • Start with the videos: They provide a good overviews, but may not be up-to-date with the latest features we've added.
    Then use the articles for more specific, in-depth content.
  • You will get a lot more out of this by working in the software as you go. If software features aren't available to you it may be related to your security role. Check with your Database Administrator.

Sections most ministry administrators should be familiar with:

Basics for Administrators

Administration and Groups of People

Communication

Events

Maintenance, Automation and Reporting

Optional, depending on your ministry needs:

Mac option

Check In

Portal and Mobile App

 

Basics for administrators

 Topic Video links Articles
The big picture  7 min  A word to all church staff especially  pastors
 A day in the life of Elexio Database
Installation    Install  (login to Account Center required)
Home Screen 15 min  Home page description
People: General  6 min - Adding People

 2 min - Defining People
 Searching for people
 General info screen
 Adding a person
 Changing a household
 Deleting a person
Involvement 10 min  Involvement
 Defining Groups (must read!)
Personal 13 min  Personal Info
 Follow up requests
 Prayer requests
 Notes
Reports 10 min  Reports Overview

  

Administration and Groups of People

 Topic Video links Articles
Administration: Codes  4 min - Age Groups
 8 min - Status
 3 min - Funds
 Codes
Administration: Groups, Classes, Ministries  7 min  Small Groups
 Classes
 Ministries
Services  6 min  Services
Mailing Lists  4 min  Mailing Lists
Follow Up Letters and Automated Email  5 min  Follow Up Letters
Custom Searches 11 min  Managing Custom Searches
Options 10 min - Promoting          Students  Data entry helps
 Promote Students

Group Action  Wizard

 9 min   Group action wizard
 Maintaining groups and mailing lists
 Select search mode
 Select people
 Confirm selection

 

Communication

 Topic Video links Articles
 Mass Email 11 min  Mass Email Overview
 Recipients
 Attachments
 Sending Options
 Mail Queue
 Pin Email
 SMS Text    SMS Texting

 

Events

 Topic Video links Articles

Basic Events

Advanced Events

Event Setup



 

 

12 min

13 min

11 min
 





  Events Quickstart
 Using the calendar
 What
 When
 Where
 Attending
 Serving
 Graphics
 Cost
 Resources
 Publicity
 Notes
 Event reports
 Multi day events
 Paid events
Admin: Weekly Stats    Attendance and offering
Attendance 12 min  Attendance and events
 Group action wizard for attendance

 

Maintenance, Automation and Reporting

 Topic Video links Articles
Processes    Your Assimilation / Discipleship  Process
Data Maintenance    Routine Data Checks
Merging records 11 min  Merging Records
Automated Processes 11 min  Automated Processes Overview
 Pre-created Auto Emails
 Automated Email
 Automated Reports
Ministry Assessment and Background Checks  9 min  Shape Ministry Assessment
 Background Checks
 Secure Search
Report Options 10 min

 5 min
 Previewing Reports
 Output Format
 Output Wizard
Field Chooser Reports 10 min  Field Chooser Reports

  

Mac option

 Topic Video links Articles
Using the Mac option  7 min  Mac Solution Overview
 Print
 Email
 Export
 Import

 

Check-in

 Topic Video links Articles
Check-In install    Getting started
 Installation
Check-In

User Account Update
 5 min

 2 min
 Check-In Login
 Check-In Control Panel
Kiosk Options    Kiosk Mode Overview (plus 19 short  articles)
 Kiosk System Options (plus 12 short  articles)
Events check in tab    Events check in tab
 Events and Check-In
Offline check in    Database Connections
 Managing Connections
Fingerprint Scanners    Fingerprint Scanning

 

Portal and Elexio Mobile App

 Topic Video links Articles
Member Portal setup  7 min  Portal Portal Setup
New Portal User    New Portal User
Duplicate Records    Duplicate Records
Portal online giving    Online Giving Setup
Events in Portal    Events in Portal
Mobile App Setup and Options  2 min  Elexio Mobile App Setup
 Mobile Setup Options
Mobile app menu visibility    Mobile User Permissions
App install    Installing On a Phone
Mobile menu item options    Directory
 Events
 Giving
 Contact the church
 Media Center
 Times and Directions
 Connect
 Check-in

 


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