Migrating session templates
To enable a more flexible approach to attendance recording within ChurchSuite, session templates, that were previously used to manage the settings for child check-in, have been integrated with account level gatherings. This means that historical session templates for children's group setups need to be migrated to an appropriate gathering.
It is important to note that migrating a session template will have no impact on the children group setups themselves - they will remain in the Children module, with all their integral groups in place. Child attendance reporting remains unchanged and historical attendance data will be retained.
Before beginning the process of migrating your templates, you may wish to review the article Adding and managing gatherings. All affected templates that will need to be migrated are listed at the top of the Groups page in the Children module, as shown above.
Migrating a template
From the list of templates, click on the template you wish to migrate. The 'View' page for the group setup Session Templates tab is opened, allowing you to select the particular session template you wish to migrate. Note that a group setup may have one or more associated session templates in place.
To action the migration, click Migrate now:
You are now able to select between three options: Add a new gathering, Link to an existing gathering or Archive session template:
The option you select will depend on what you have in place. If you have yet to add any gatherings, you would select the first option. Should you have created gatherings already, you would select the second option. If the template in question is one that you no longer require, you can select to archive it. Let's take a look at each otion in turn.
Add a new gathering
Having selected this option, scroll down the pop-up and add an appropriate Name for the gathering - the name of the session template is used by default but you can edit this if preferred. Update the Day / Time as required and, optionally, select a Colour for this gathering. Multisite customers are able to select the Site for the gathering. To complete the migration, click Add and migrate:
The gathering 'view' page is opened to view. You can further edit the Check-In settings as required:
Link to an existing gathering
Selecting this option, the system suggests a gathering to link to:
...but you can click to select another available gathering if you wish. Only gatherings with no check-in settings in place can be selected. If the gathering you wish to link to has check-in settings already, you will first need to disable check-in for that gathering and then return to this process to select the gathering of interest. Click Link and migrate to proceed.
The gathering 'view' page is opened to view. You can further edit the Check-In settings as required:
Archive session template
If the template is no longer required, select Archive session template and click Archive. Attendance data will be retained.
Note that, if required, it is possible to set an archived template active once more:
