Playbook User Guide - Second Baptist Church

Transcription

Playbook User Guide - Second Baptist Church
SBC
PLAYBOOK
SBCPlaybookApp
• PurposeistoempowerSecondBaptistleadersandstaffinthe
careandoutreachoftheSecondFamily.
• Leaders:LoginwithyourmySBC Life(Second.org)login.
• SupportsTouchIDforexpeditedloginusingyourfingerprint.
Searchfor“SBCPlaybook”inYourAppStore
MyFeed
• MyFeedcurrentlyincludesnotificationsforthefollowing
ministryopportunities:
• Apersonvisitsyourclassforthefirsttime
• Apersonjoinsyourclass
• Apersonisabsentfor3consecutiveweeks
• Aperson(notalreadyinBibleStudy)joinsthechurchand
isassignedtoyourclasstoattend.
• Showsallministrynotificationsthatareunassignedorassigned
toyou.
• Notificationsarecolorcodedasfollows:
• Gray– Unassigned
• Orange– Assignedtoyou
• After7days,anynotificationswillmovetoHistorywhether
completedornot.
NotificationDetails
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Toucheachrowonyour“MyFeed”togetdetailsabout
eachnotificationandtosubmityourministryfollow-up.
Touch”ViewDetails”toseewhoelseinyourclass
leadershipwasnotifiedofthisministryopportunity.
Touchthehandimagetoassignthisministryopportunityto
yourself.Onceassignedtoyou,itwillbemovedtothe
”History”screenforeveryoneelsewhowasnotified.
Touch“AssignedTo”rowtoassignsomeoneelsein
leadership.
Touchtheorangeactionbuttonstofollow-upwiththis
personbyphone,textoremail.Ifanyoftheactionbuttons
aregrayincolor,wedonothavethatparticularcontact
information.
Enteryourfeedbackbelowtheorangebuttons.
Selecting“ContactMade”marksthisnotificationas
completeandmovesittotheHistoryscreen.
History
• Showsallministrynotificationsforyourclassforthelast30
days.Thisincludesallnotificationsregardlessoftheirstatus
andregardlessoftowhomitisassigned.
• Thisscreenhelpsyouseewhathasbeendoneandwhat
ministryopportunitiesotherleadersinyourclassare
currentlyworkingon.
• Notificationsarecolorcodedasfollows:
• Green- Complete
• Yellow– Assignedtoanotherleaderandnotificationwas
createdlessthan7daysago.
• Red– Incomplete(i.e.anyincompletenotificationthatis
morethan7daysoldregardlessoftowhomitis
assigned).
• Evenifanotificationismarkedcomplete,aleadermaystill
openitandaddadditionalcommentsorfeedbackifthe
situationrequiresmorethanonepersontofollow-up.
RosterList
• Alphabetizedlistofallmembers,visitors,assigned
andcontactsonaroster.
• Forlargerrosters,usethesearchfieldatthetop
ofthelist.
ContactDetails
Onetouchcalling,texting&emailing
Onetouchmappingofyourcontact’saddress
Putfacestonamesbytakingpictures
Onetouchviewofaperson’sattendancehistory
toyourclass.
• Touchfamilysummarytogetthenamesofthose
inthisperson’sfamilyhousehold.
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Actions
• DropfromRoster- onlyaccessiblebythoseholdinga
TeacherorDirectorleadershipposition.
• RequestPrayer- opensanemailtosendto
prayer@second.org.
• AddComment- allowsleaderstoaddcommentsforstaff
andotherleaderstosee.
• ChangeNotice- allowsleaderstonotifythechurchofany
changesinthisperson’shouseholdsuchasincorrect
information,divorce,orotherfamilychanges.
• Add/ReplacePhoto– takeanduploadaphototoattachto
thisperson’sprofile.Thissamephotowillbeassociatedwith
thatperson’smySBC Lifeprofile.
Communicate
• FilterRecipientList– filter byGender,LastDateAttended,
Group,and/orMemberType.Youmayalsomanuallyinclude
/excludeindividualsfromyourfilteredrecipientlist.
• SendGroupEmailorTexttoyourRoster– textingis
restrictedonlytothoseholdingaleadershippositionof
TeacherorDirector.
• Alltextmessagesaresentfrom713-234-1809.Emails
aresentfrom<ClassName>@secondfamily.org.
• Thenameoftheclass/rosterandthenameofthe
senderareauto-appendedtotheendofeachtext
message.
• Recipientscannotreplytotextmessages.However,
repliestoemailswillgodirectlytothesender.Emails
arehandledjustlikeclasswebsites.
• Instructionsonoptingoutoftextmessagesare
includedwitheachtext.
More
• SwitchClass– forstafforthosewhoholdleadership
positionsinmultipleclasses/rosters,thisallowsonetojump
toanotherroster.
• ReportFeedback– Pleaseusethisformtoletusknowofany
problems,featurerequests,etc.
SBCPlaybookApp
Security&Permissions
SomeoftheFeaturesWeHavePlannedfor
theFuture…
• MyFeed- notifiestheappropriateleaderswhenapersonis
hospitalized,experiencesthelossofalovedone,andother
importantactionableneeds.
• AttendanceTaking– leaderswillbeabletotake
attendancesooutreachandinreach canhappensoonerin
theweek.
• OneTouchReports– allowsaleadertochooseareportto
runanddeliveredtotheirpreferredemailaddress.
• AndMore!

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