My Cross City

1. Privileges for access to MCC will be assigned by MCC Coordinator or the IT director 2. MCC Coordinator will onboard new staff by providing links to CCB videos. It will be the responsibility of the staff member to watch the video’s provided within the 1st 2 weeks of employment. 3. Staff members who leave will have all privileges removed by MCC Coordinator immediately after their last work day.

1. A profile should exist for:
   1. Any person we come in contact with. Examples are:
      1. All people who participate in regular activities sponsored by our church (worship, connection, etc.)
      2. All people who participate in occasional activities sponsored by our church (equip, ladies dinner, kids beach club, etc.)

• All people who donate to the church (tithes, missions donations)

1. All people who have visited (guests regardless of geographical location)

2. ALL effort should be made to keep information in people’s profile up to date as this is the way we use to communicate with people. The church will frequently remind people to update their contact information.

 

The following fields are mentioned as they have specific settings.  

 

3. Membership type:
   1. member, member – CCE, member – CCI : joined the church by completing membership requirements
   2. attender, attender – CCE, attender – CCI: visited but not joined
   3. donor only: has donated to missions, or donates but does not attend.
   4. Attender – event only: attended an event here (ie ladies dinner, oil change, KBC, etc). Once an event has concluded and names are gathered, each guest should be evaluated for possible move to become “attender”.  Could be members of other churches.
   5. blank: This is a mistake – should never happen unless someone fails to put in the appropriate designation when adding someone.
   6. New guest, new guest – CCE, new guest -CCI: All new guest are entered with one of these membership types. They stay at this type for inside one week. The Next Steps coordinator will change them to Attender, Attender – CCI, Attender – CCE once the minister’s report has been run each week.
4. Membership start date is updated/tracked by Next Step admin only. This is done when someone completes the membership process (POF, Baptized, and attended next steps class) & requests to join the church or letters in. If there’s a date in this field, the person should be a member.
5. When someone letter’s in – the document supplied by their prior church should be attached to their profile.
6. Membership end date is set when someone leaves or letters out. Documentation should be provided & attached when possible (written notice, exit interview documentation, lettered out request, etc).  Notes can be added to profiles to capture any discussion. Reason left should be filled out when someone leaves. When someone letter’s out to another church, that church name should be put into the field called “lettered out to”
7. Who can/should make updates to someone’s profile:
   1. Except for inactivating members, anyone with full or limited write privilege can/should change profile info.
8. Mobile carrier: Our software uses this data to notify people with texting. This field should remain blank if we do not know their carrier. Do not guess.
9. Change to Inactive Status:
   1. Quarterly sweeps across all MCC profiles will be made to mark people inactive if they meet the inactive criteria.
   2. People cannot be removed from MCC – they can only be inactivated. There is no notification to users when they are inactivated.
   3. Receptionist marks members inactive when we know they have left the church. If any staff have an understanding of someone who has left – please give all details (names of all family members affected, why left, where going)
   4. The Sr. Adult admin will mark people deceased.
10. MyFit
    1. Currently this is integrated with AssessMe.com and can also be manually changed by the profile owner or by anyone with full/limited write privileges.
11. Email address: If an email bounces, a note will be put in their profile, and the email address will be removed from the system.
12. Family profile:
    1. Primary can be male or female.
    2. Cohabitating couples should be listed in the same household with the correct marital status of single.
    3. Adults (18 and older) siblings, friends, or roommates should each be in their own household.
    4. Child should only be minor (age 0-17) children of that household. Those 18 and older should be in their own household.
    5. Nieces, nephews, grandchildren, neighbors should be marked as “other”.

 

1. New Groups: Best way to make a new group is to duplicate a group that is like the one being created. This way all the settings and the branding comes along. People who get copied over via this copy can be removed easily.
2. Connection group should have the following group settings. Other groups will have similar settings.
   1. Interaction type = All members interact
   2. Membership type = Open to all
   3. Listed = checked
   4. Public search = checked
   5. Messages = checked
   6. Needs = checked
   7. Files = checked
   8. Receive emails sent from the group = checked
   9. Receive comments from group participants immediately = checked
   10. Receive weekly summary = not checked
   11. Receive texts = checked
   12. Allow Group leaders to edit group settings = not checked
   13. Allow group leaders to Event Resources = not checked
   14. Minister name filled in (the minister on staff over this group)
   15. Director/coach name filled in (the lead/admin for that minister)
3. When to create a group:
   1. Groups should be as granular as possible (example – don’t combine medical team with security team as their members are different, and their function is different)
   2. Ministry groups exist to hold events that cross multiple groups within a department. This allows us to perform check-in, and book events that are not specific to a group.
   3. A group should not exist for communication but instead should exist because the group’s members interact. If something is needed for communication, use a process queue or mail merge.
4. Attendance tracking enables the church to measure engagement.
   1. Attendance must be taken for all regularly scheduled events.
   2. Attendance is encouraged to be taken for any events.
   3. Attendance should be completed on the day of the event.
   4. Attendance adjustments are allowed (ie for those not using check-in where headcount differs from check-in count) and should be done by staff asap following the event.
5. Check-in. Check-in is another way to take attendance.
   1. Check-in must be used for children, preschool, and students any time an event occurs.
   2. Check-in is used for guest registration.
   3. If multiple events are held hours apart in one day, check-in stations should be rebooted between events. This forces the attendance to be kept for both events and puts the latter attendance on its event. Example: we have a Sunday 8:30-11am and Sunday 5 pm event – reboot after the 11 am event or prior to the 5 pm event.
   4. Mobile check-in units are to be turned off and plugged in after each event.
   5. Kiosk check-in units are to be rebooted at the beginning of each event.
6. Needs:
   1. A great way to have digital sign-up for a group’s members.
7. Picture for a group:
   1. Communication department must approve all group images.
   2. If a group picture does not meet Communications department criteria, it will be replaced with an approved image.
8. Group names follow a convention described below.

1. Public calendar:
   1. An event should be marked “Public” when it needs to be shown on the church website.
2. All church calendar:
   1. Can be seen by those with limited event or full event privilege (not average user)
3. Family Calendar:
   1. Allows household members to see other household members events, positions, schedules.

Goal:  Calendar entries should be finalized a minimum of 6 months prior to the event.