The Events Panel - is where you define the sorts of events (a.k.a.
Service, Mass, Shift) your Church or organization needs schedules for, including
the dates on which these events occur, and also the roles these events require
to be scheduled.
The
People Panel - is the main area for managing persons, Households, and
groups. It will show Individuals, Households, or Groups depending on which option
is selected from the People menu. This panel allows you to add people, Households,
or groups (more on that later), to edit existing records, or to remove them. You
can easily find an individual by typing into the "Find" box any part
of a person's name.
The
Roles Panel - is where you define the roles (a.k.a. skill, job, duty,
ministry). Roles correspond to specific skill sets to which individuals are allocated.
You can drag-and-drop names from the People panel into the Role Members list.
Role information is organised under three tab pages, General, Members, and Notes.
For each role a separate schedule will be added to the Schedules panel (as long
as Include on Roster is ticked).
The Schedules
Panel - is where you construct the final schedule (a.k.a. Roster, Rota)
for each role specified in the Roles panel. You can do this completely manually
by dragging names from the role participants list or directly from the People
panel; you can get SmartRoster to do it for you completely automatically (obeying
all constraints you have defined) or (and this is most likely) you can set up
part of the schedule manually and get SmartRoster to finish it off
for you.
