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Charge Conference Forms Manager - New England

Purpose 

The charge conference forms manager allows you to create Console Forms and then publish them into your church dashboard. It also has some custom queries that allow your districts to manage the submission process.

Introduction video

Here is a general video walkthrough

Module Requirements

• There is an object called "Church Config." You only need one record for the whole system. You set the "current filing year." This will load the forms that you've setup that have that filing year. Also in this record, you need to turn the system on or off. This is how you turn on and off the filing system for your churches.
   
• There's another object called "Church Forms Manager." This is how you put forms into the church dashboard. You simply pick Console Forms you've created, give it a filing year and then put in "due date" text. Due Date can be just text. For example, you could put in text that says "Due two weeks before Annual Conference Session."
   
• We will have created a couple of reports at least that will help you keep track of submissions by district. These will be available in your Web Console and/or under Other Places.

How to make a console form

Step 1 is to create an object. If you are making a church form, the object must contain the fields "Church" (if it's a church form) OR "Person" (if it's a clergy form) OR "Charge" (if it's a charge form) AND "Report_Year."

We recommend that you prefix all objects and forms with "CC" to help organization.

For field names in the object, keep them very short and do not use any characters except for letters or numbers

Step 2 is to crate the form. Once you've gone all the way through and created your object, you can click on SETUP and then click on Console Forms. You're going to want to click the link "create a form from an object." This will save you time because it will add in all the fields from the object. But, you're going to want to lengthen the field names from what you did in the object so that users know what they mean.

We recommend that you create headings to break up the form and make it easier to read. You're going to want to put in "text/description" field types that have an <h2> in them. For example, you might want to put in <h2>Ministry and Mission</h2> and then set that to be a "text/description" field type.