CAA Product Help

(HELP ?) Circles provide narratives on Training, Explanations, and Hints. These can be related to the overall screen, or to specific items on the screen.



This (HELP ?) Circle narrative is for the "CARE GROUP SETS" Screen in MemberLink. It describes the purpose and use of this screen.



Background Information:



On the "GROUPS" Screen, if you click the (CARE GROUPS) Radio Button, the "CARE GROUPS" Screen will appear. At the top and to the right of the "Care Groups" title will be the [MANAGE CARE GROUP SETS] Button.



You clicked it to come to the "CARE GROUP SETS" Screen.



Overview for Care Group Sets:



A "Care Group Set" enables you to organize Care Groups. You might have Care Groups for Sunday School classes, small group classes, or discipleship classes; deacon or elder "member-care" groups; homebound, assisted living, or skilled nursing center residents; and any other types of Care Groups you want to define.



Care Groups of like purpose can be gathered under a "Care Group Set".



When you create a Care Group Set, it is empty. It is an empty "organizational unit" or tool with a name, to which you can assign Care Groups.



** Note: A contact record (a person) can only be in one Care Group within a Set; but the same person can be in several Care Groups as long as each of those Care Groups is in a different Care Group Set.



The "SET NAME" Column on the left side of the screen displays the Care Group Set names.



The "DESCRIPTION" Column on the right side of the screen provides a place for you to enter a description for the Care Group Set. Description is optional, but may be helpful later if you take the time to provide one.



The first or top Set Name entry box and Description entry box are always empty.



Creating a New Care Group Set:



To create a new Care Group Set and give it a name, enter the desired name in the empty Set Name entry box at the top of the left column. You may also enter a description for the new Care Group Set in the Description entry box.



Then click the [UPDATE CARE GROUP SETS] Button to create the new Care Group Set. You will see the new Care Group Set name appear on the list below the empty entry box at the top of the column.



Remember, all you have done is create an organizational tool and give it a name. The Care Group Set doesn't actually contain any Care Groups when first created. You have to add them later after creating it.



Changing a Care Group Set Name:



To change a Care Group Set name, just blank out the old name where you see it in the left column and type the new name in the same Set Name entry box. Then click the [UPDATE CARE GROUP SETS] Button to change the Care Group Set name.



To not make a change, or not save the change you started to make, click the [BACK] Button without clicking the [UPDATE CARE GROUP SETS] Button.



Deleting a Care Group Set:



To delete a Care Group Set, just blank out the old name in the Set Name entry box where you see it in the left column. Then with the Set Name entry box blank, click the [UPDATE CARE GROUP SETS] Button and the Care Group Set will be deleted. This does not delete the Care Groups; it only deletes the Care Group Set that was used to organize related Care Groups.



** Note: If a Care Group Set has Care Groups assigned to it, you cannot delete it.



To delete a Care Group Set that has Care Groups:



"¢ First, you have to update each Care Group by removing its assignment from the Care Group Set.



"¢ Second, after all Care Groups have been dropped (unassigned/removed) from this set, you can delete the empty Care Group Set.



Important:



Before you can assign Care Groups to a Care Group Set, first use this "CARE GROUP SETS" Screen to create the Care Group Set name. Then on the "CARE GROUPS" Screen, you can "Add" new Care Groups and assign them as you create them, or you can "Modify" existing Care Groups and assign them to the appropriate Care Group Set.

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230