.. done

Small Group Finder Step 1 - Create the Organizations
====================================================

If you have not read the Overview
about how the Small Group Finder works,
you will want to do so before proceeding.

.. seealso::
    :doc:`SmallGroupFinder`

Create the Organizations
~~~~~~~~~~~~~~~~~~~~~~~~

You can use existing organizations or create new ones.
Each organization that you want to display 
must be in a common Division
and should have the following elements:

Leader
    A Leader is a member of the org that has a Member Type
    matching the Leader Type of the organization.
    This is so the Leader's name will
    display along with the name of the class.
Location
    The location is set in the `Settings > General` tab of the
    organization.
    This is a room number or the name
    of the location, such as Midtown Coffee House or
    John and Mary Smith's home.
Description
    The Description is also on the `Settings > General` tab.
    See below for instructions in embedding a link to a map
    in the description and the Tip for editing descriptions
    from the Organizations > Search / Manage page.
Extra Values
    If you want filters, such as an age range,
    that will display on the finder,
    you will need to add Extra Values to each organization.
    See below for instructions for creating these.

.. tip::
    An easy way to edit the Descriptions for several organizations
    is to go to `Organizations > Search / Manage` page,
    filter for the orgs you need,
    then select the `Public View` tab.
    You can click `Edit` in the Description column
    for each of the orgs and
    add the description right there.
    When you click save on the text editor,
    the description is saved on the org.

Create Extra Values
-------------------
To create the Filters (Extra Values) on each organization:

Step 1
    Go to `Settings > Extra Values` on each organization.
Step 2
    Click `Show Ad Hoc Values`
    then click `+ Add Extra Value` button.
Step 3
    Select `Multi-Line Text`,
    enter the `Field Name` you want to display,
    using a prefix of **SGF:** -
    ex. SGF:Gender
    (Only the name will display, not the prefix.)

    Enter the `Value` - ex. Coed

    Click `Save`

    Continue adding Ad Hoc Extra Values on each organization for each Filter.

.. admonition:: Allowing Online Registration

    If you decide to allow online registration
    (the text for the Layout includes the link),
    remember to set up the organization with
    Registration Type of Join Org and add the
    Confirmation, and all the other elements
    for a normal online registration.
    Also, if you prefer to add registrants as Prospects
    instead of Members,
    check that box on the `Registration > Registration` tab,
    in the `Join Type` section.

Put the Organizations in the Same Division
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Make sure that all of the organizations you want to present
in the Small Group Finder are in the same Division.
You can create a new Division
just for these organizations.
Or, if they are already in the same
Division and if you are planning to display all of the organizations
in that Division, you can use the existing one.

If you want to display all the orgs in several Divisions,
they do not have to be in the same Division.
You will be able to enter all the
Division ID # separated by a comma
when you get to Step 4.

Now, you just need to find the `Division ID#`.
This is the number you will put in the `XML file` when you create it,
so make a note of it.

To find the Division ID#,
go to `Administration > Divisions`.
The Division ID is the number in the column on the left.

.. seealso::
    | :doc:`AssignDivision`
    | :doc:`CreateDivision`

Map
~~~

If you would like to include a map in the description
of the small groups,
here is what you will do for each organization.

Step 1
    Go to Google maps,
    enter the street address and search.
Step 2
    Click Share.

    .. figure:: https://i.tpsdb.com/2015-10-23_07-34-51.png
        :target: #
     
    Check the `Short URL` box and then copy the link.

    .. figure:: https://i.tpsdb.com/2015-10-23_07-36-17.png
        :target: #

Step 3
    Go to the organization `Settings > General` tab and
    click `Edit` then click `Edit` by the Description.
    This opens the same text editor used when creating an email,
    so you can format the text using the toolbar.

    Under the regular class description,
    type ``Click for map``,
    highlight the text,
    select the `link` icon from the toolbar
    and paste the link in the `URL` box.
    Then click `OK`.

     
    Click `Save` in that text editor,
    then click `Save` for that tab.

.. note::
    You can also insert the map link by editing
    the description as described in the Tip above.

Tracking Attendance for Small Groups
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

The Small Group Finder is using organizations inside TouchPoint.
Therefore, you will track attendance just like you would
for any other organization.
If these small groups meet in homes,
the leader will probably want to track attendance
using the TouchPoint App on their iPhone or Android.

If the groups meet at the church,
you can use rollsheets or even self-checkin.
The key to remember is that these organizations are just
like any other organization in TouchPoint.

.. seealso::
    :doc:`RecordingAttendance`

Continue Setting up the Small Group Finder
------------------------------------------

.. seealso::
    :doc:`SmallGroupFinderStep2`

.. seealso::
    :doc:`SmallGroupFinderStep3`

.. seealso::
    :doc:`SmallGroupFinderStep4`

|
|

+--------------------+------------------+
| **Latest Update**  | **11/13/2020**   |
+--------------------+------------------+

Modify image link with secure protocol.