How to set up Plans in Chums

1. Click the clipboard icon to set up plans. Plans is designed to be set up by leaders of specific ministries. Only those leaders can edit their plan. In other words, if you are not the leader of a specific ministry you will see the ministry but you will not be able to click on it to edit volunteers.

2. Add your ministries. You can add as many ministries as you like.

3. Add the ministry name.

4. Add members to the Ministry Group by clicking on the pencil.

5. Type in a persons name and search or leave the search bar blank and scroll through your data base.

6. Now add teams by clicking on “Teams” then the + and giving each team a name. You can add as many teams as you like.

7. Click on the team name to add members.

8. Add names by typing a name in the search bar or leaving it blank to scroll through your data base.

9. You are now ready to add plans. Return to plans in the top left corner then click the + sign to add a plan. This example has defaulted to Ushers since that is the only ministry listed. If you have more than one ministry listed you will want to choose which ministry you want to set the plan up in.

10. Give the plan a name or just leave the date for the name.

11. Click on the plan name.

12. Click the + to assign people to the plan.

13. Add a position. Give it a category name.

14. Add a specific name and the number of volunteers you will need.

15. Choose a volunteer group.

16. Click on volunteers needed to add your volunteers.

17. Choose from people in your volunteer list.

18. Now click the “+” to add times to your Plan.

19. Choose a “Display Name”, “Start Time”, “End Time”, and “Needed Teams”.

20. Be sure to “Save”.

21. Write a note and notify your volunteers.