Rota notes

It's easy to add custom one-off notes to dates on rotas. This can be really useful for recording important information that needs to be communicated to those serving on that rota on that date. For example, when you need to let your Refreshments rota members know they'll need extra supplies for a busy baptism service. You might also use rota notes to record the name of a guest/visiting speaker on your Preaching rota (where the guest/visiting speaker is not in your Address Book). You can also paste the URL of a linked file into a rota note - perhaps opening a file stored in a third-party file storage solution like Google Docs, Drop Box, or iCloud - the file link is even clickable when viewing the rota.

Adding/editing notes in ChurchSuite

Working on a rota's 'view' page in the Rotas module, click the Action menu in the top-right corner of a rota date and select Edit.

On the Edit pop-up add or edit your important information in the Note field and click Save.

Importantly, rota notes added in ChurchSuite also display on the rota in the My Rotas section in My ChurchSuite. Rota notes also surface on all rota reports including the Overview report and in rota reminders.

Adding/editing notes in My ChurchSuite

Rota overseers working on their rota's "View" page in My ChurchSuite are also able to add rota notes. From a rota date's Action menu in the top-right corner, select Edit date

On the Edit date pop-up add or edit your important information in the Notes field and click Save Changes.

Importantly, rota notes added in My ChurchSuite also display on the rota in ChurchSuite. Rota notes also surface on all rota reports including the Overview report, All Rotas report and in rota reminders.

Note about intended functionality

Rota notes are rota specific, added on a rota-by-rota and date-by-date basis - notes added to one rota are not auto-added to other rotas. If you wish to add notes that surface on all rotas for a date you can use service notes. While rota notes are surfaced un-styled on rota views, service notes are styled in italics on all rotas for the service.

In the example above, the 'car park' rota need to know it's a baptism service with lots of visitors expected; but a similar note for the 'set-up' rota might be to set out extra chairs, and for the 'refreshments' rota, the note may be to 'remember to buy extra milk'.

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