About the Settings Page

This topic provides quick reference for the elements on the Settings page, which includes but is not limited information about its links, buttons, input controls, and navigational components. As a quick reference, the topic provides short but useful summaries and descriptions of each element on the page to help you quickly understand its particular function and the tasks you can use it to perform.

This topic provides no instructional information, providing instead links you can follow, if necessary, to obtain detailed step-by step instructions for tasks associated with elements on the page.

Important

You must have Religious Education > View permissions tied to your login credentials to view this page. To make changes to settings, you must additionally have Religious Education Add/Edit permissions.

In this topic

Overview of the Settings Page

General Religious Education Settings Panel

Lookups Panel

 

Overview of the Settings Page

The Settings page gives you access to functionality that enables you to customize the Religious Education application to meet your organization's needs.  As illustrated below, the Settings page is divided into two panels: General Religious Education and Lookups.

By default, the panels are closed. To open a panel, click . To close a panel, click .  

General Religious Education Settings Panel

The General Religious Education Settings panel provides options that let you control the display of content in the selected organization's Religious Education area in My Own Church. Note that the settings in this group apply to the selected organization only. If you have access to multiple organizations and want to customize another organization's settings, you must switch to that organization to make the desired changes.

The options in the General Religious Education Settings group are listed and described below. Click the name of an option to open it and view its description.

Parishioner View NameParishioner View Name

The Parishioner View Name field enables you to customize the name appearing on the My Education tab in each parishioner's My Own Church (MOC) portal. After you type and save a name to this field, the name on the tab is updated to reflect the change, as illustrated below:


Enable My EducationEnable My Education

The Enable My Education option controls the display of the My Education tab in the My Own Church (MOC) application.

 If you changed the name of the My Education tab (see details under Parishioner View Name option), the name you provided replaces "My Education" on this tab.

Enable Online PaymentsEnable Online Payments

Reserved for future use.

Enable Online RegistrationEnable Online Registration

For the selected organization, this option controls whether the Class Registration panel is displayed on the dashboard in each parishioner's portal.

 Save Button Save Button

Your changes to an option's settings take effect after you click .

Your changes to an option's settings take effect after you click .

Lookups Panel

The Lookups panel contains the six lookup tables listed below:

These tables are the fundamental building blocks of the program. They provide functionality that enables you to build the list of values you want to appear in the program's same-named dropdown lists. Users select the values you create when performing searches, building reports, and when creating key program components such as classes and sessions. For example, when users create a class, they must specify a combination of elements, among them the term in which the class is offered, the grade level of its students, and (optionally) where the class is held (building and/room location). To do so, they must look up and select from a list of options in the Term, Grade, Building, and Room dropdown lists. The options available for selection in these lists are pulled directly from the list's lookup table. For an explanation of lookups and their implementation, go to Understanding Lookups and Lookup Tables

Each table on the Lookups panel is individually described below. Click the name of a table to open it and view its description.

Important

Only users with Religious Education Add/Edit access rights to the selected organization are allowed to create and modify lookup values.

TermTerm

For the selected organization, the Term table gives you the ability to manage options appearing in the Term dropdown list. Values added to the table appear as options for users to select when setting up other components (for example, classes) in the application. 

BuildingBuilding

For the selected organization, the Building table gives you the ability to manage options appearing in the Building dropdown list. Values added to the table appear as options for users to select when setting up other components (for example, classes) in the application. 

RoomRoom

For the selected organization, the Room table gives you the ability to manage options appearing in the Room dropdown list. Values added to the table appear as options for users to select when setting up other components (for example, classes) in the application. 

DepartmentDepartment

For the selected organization, the Department table gives you the ability to manage options appearing in the Department dropdown list. Values added to the table appear as options for users to select when setting up other components (for example, classes) in the application. 

GradeGrade

For the selected organization, the Grade table gives you the ability to manage options appearing in the Grade dropdown list. Values added to the table appear as options for users to select when setting up other components (for example, classes) in the application. 

Volunteer RoleVolunteer Role

For the selected organization, the Volunteer Role table gives you the ability to manage options appearing in the Role dropdown list. Values added to the table appear as options for users to select when setting up other components (for example, classes) in the application. 

 

Related Topics
General Religious Education Settings 
Lookups 

© Religious Education Help v5.0.21 January 31, 2024 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.