Touchpoint Software Documentation | Campus

Campus

If your church has more than one campus or site, your TouchPoint Administrator can create those Campuses in your database. You will then be able to assign the appropriate Campus to organizations and people.

Campus

TouchPoint uses Campus designations for both Organizations and People records for churches that meet the following criteria:

  • The church has multiple locations.
  • They consider themselves to be one church, even though they have more than one site.
  • They want their data in the same database.

A Campus designation is used in several places. The most important use of Campus is for check-in. If you use TouchPoint Check-In and have multiple campuses, you will probably want to display only the classes meeting at the specific campus / location where the person is checking in. In other words, if a person visits the East Campus, you do not want to display classes for check-in that meet at the North Campus. For that reason (and others), you will want to assign a Campus to your Organizations.

A Campus is also assigned to people records. The Campus is assigned automatically to new records based on the context in which the new record is added. See below for more about that and how organizations have their Campus set automatically as well.

Campus displays on many of our Excel exports. It can also be used as a filter on Contribution reports and Membership / Decision reports. You can also use Search Builder to find people based on their Campus. You may even want to create Bundle Types that correspond to a specific Campus.

Another word about Campuses and Check-In

Please read about the settings that relate to check-in, especially the setting Allow Non-Campus Checkin and how that works. This will help you understand how to set the startup settings for Check-In and how to flag individual organizations.

Create Campuses

Your TouchPoint System Administrator must create the Campuses in the Lookup Codes table.

Step 1
Go to Administration > Setup > Lookup Codes, and then select Organizations > Campus.
Step 2
Click the green +Add Campus button, enter the New ID number and click Submit. This will create the new Campus ID, and the new row with be highlighted for a few seconds.

Caution

Be sure to enter a integer, not the Description

Step 3

Next, you need to edit the Code and the Description. Click in the text field where it says Empty.

The first field to edit is the 2-character Code. It can be any 2 letters that are not already in use.

The next field to edit is the Description which will display in drop downs and on organizations and people records.

Tip

You can use the directions below to assign a Campus to individual organizations. Or your System Administrator can use the batch action Update Organizations to update multiple organizations at once.

Campus Name Change

If you change the name of a Campus after it has been created in TouchPoint, you can easily change the name in TouchPoint.

  • Go to Administration > Setup > Lookup Codes, and then select Organizations > Campus
  • Click in the Description, change the text, and click the blue check mark.
  • Follow the same process to change the Code for that Campus.
  • This will change the name and code everywhere it is used in your database.

Assign a Campus to an Organization

Once you have multiple campuses, you need to assign each organization to the correct campus. Any user with Edit role can do this.

Step 1
Go to the organization and click Edit on the organization header.
Step 2
Select the correct Campus from the drop-down and then click Save Changes.

Assign a Campus to an Individual

See below for how this is automatically set for new records. Any user with Edit role can set the Campus for existing records.

Step 1
Go to the person’s record and click the pencil icon in the Campus badge. If no Campus is set, you will see No Campus displayed.
Step 2
Select the correct Campus from the drop-down and click Save.

Note

The System Administrator can change the Campus for a tag of individuals by using Update Fields for a Tag or Query.

Setting a Campus Automatically

Campus is set automatically for both new organizations and new people records after you have created your multiple Campuses and have assigned them to existing organizations, and to existing people records.

This is how that happens:

Guest or New Member to an Organization

When a person is added to the database because they visit or join an organization, they will be assigned the Campus that is associated with that organization.

New Family Member

When a person is added directly to a family, they will be assigned the Campus of the Head of Household.

Add New Person

When a record is added to the database without any context the record will be assigned the default Campus, which is the first one in your list. In other words, this is when the person is added by using the Add People link under People in the main menu. The System Admin can change the Default Campus in the Settings.

New Organizations

When you add a new organizations, it will have the same Campus as the org you are viewing when you click Add New Organization.

Settings Relating to Campus

TouchPoint has a several optional Settings relating to Campus.

CampusIds
If you are using ShowCampusOnRegistration, you must also add this Setting to indicate which Campuses you want to offer as options for a new record. This applies only to the drop down that displays when a registrant creates a new record during an online registration. Enter the Campus ID #s separated by a comma without any spaces. You can enter all the Campuses or only a select few.
CampusLabel
If you would like your Campus label to display as something other than Campus, you can add a Setting to the database that allows you to change the label to something else. For example: Instead of seeing the word Campus, you might want to display Congregation or Location.
CampusRequired

If you add this setting, every new record will require a Campus be selected. There is no option for leaving the Campus not specified.

However, if you do not want someone to be required to select a Campus when they are registering online but want it required everywhere else, another option is added to the Registration > Registration tab that allows you to select Not Req Campus. When you select this for a registration the Campus option is displayed for the registrant, but with Optional displaying.

See also

Registration Settings Tab - see Campus Requirement section.

DefaultCampusId
Add this Setting so that you can set which Campus will display first in a list. That means that when creating a new people record the Default Campus will automatically display. You can change if you need to.
EnforceEditCampusRole

Add this Setting with the value equal true when you want only those with the user role EditCampus to be able to change/edit the Campus on a person’s record. This applies only to the Campus field on a person’s record, not to setting the Campus for an organization. After adding this Setting, add the User Role EditCampus in the Lookup Codes and assign that role to everyone that should be able to edit the Campus for an individual.

Exception: If you have this Setting, an OrgLeaderOnly user can edit his and his family’s Campus without having the EditCampus role.

MyDataCanEditCampus
If you would like for My Data users to be able to edit the Campus on their own people records and that of family members, add this Setting with the value equal true.
ShowCampusOnRegistration

With this setting added and the vale set to true, all new records that are added during an online registration will be presented with a drop down to select a Campus. The registrant will be required to make a selection, unless you check the option on the Registration > Registration tab of the org labeled NotReqCampus. This option only displays if you have ShowCampusOnRegistration in the Settings.

See also

Registration Settings Tab - see Campus Requirement section.

SortCampusByCode

If you want to change the default sort order for how the list of Campuses will display, add this setting and set the value to true. You will then need to set the order in the Lookup Codes. Click in the Code field for each Campus and enter the sort as a number followed by a dash in front of the existing Campus Code. Example: 1-AP, 2-AR, 3-BV, and so on.

See also

Lookup Codes

The help article below explains how to add these Settings and has descriptions of all possible Settings.

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