New People Manager¶
This article not only defines the New People Manager role, it also outlines the workflow involved when new people records are created.
- New People Manager¶
The New People Manager is the user who will vet (i.e. perform a careful and critical examination of) all new records in the database, and then change the Member Status from Just Added to Not Member.
The New People Manager is not a typical user role, so is not found in the list of roles on the user table. If the person doesn’t have the Admin role, they would need the Membership role. If this person will also be responsible to converting people records to business entities, the Manager role will also be required.
To Set the New People Manager¶
The System Admin will go to Admin > Advanced > Settings, find the setting named NewPeopleManager and enter the name for the person who will perform this function. You can enter more than one person, but the main person serving in this role should be listed first. Click the blue checkmark after entering the ID #.
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What happens when a new people record is created:¶
- Just Added Member Status¶
Every new record that is created is automatically assigned the church Member Status of Just Added. This status serves as a flag to indicate that this record has just been created and needs to be thoroughly inspected to insure that all the information is correct and that it is not a duplicate record.
Only after the New People Manager has thoroughly vetted the record will that user change the Member Status to Not Member.
Clicking the button Set Just Added to Not Member on the person’s Profile > Member tab will change the status from Just Added to Not Member. This requires the user role Membership.
- New People Data Entry Tasks¶
Every time a user creates a new people record, they are automatically assigned a Task that is named New Person Data Entry. To complete the task, the person who created the new record should review any paperwork relating to the new person and verify that everything on the record is correct and is as complete as possible.
They should perform a thorough search to ensure that there is not already a record for this person. Also, they should search (by last name, street address, phone number) to see if any other family members are in the database. If they find other family members, they should add the new person to that family.
There are tools to help identify potential duplicates, such as the System > Duplicates tab that lists potential duplicates. And there are conditions in Search Builder to find those with duplicate names and/or email addresses.
After completing that process, the user should mark the Task ‘Completed’. This will send the New People Manager an email indicating that the task for that person has been completed. If you have paperwork such as a guest form, forward that to the New People Manager.
Note
The ‘New Person Data Entry’ tasks will display on the Home Page under My Tasks for the person that created the new record. They will appear on the Task Page (not the Home Page) of the New People Manager.
A task is created only when the setting EnableNewPeopleTasks is set to True and the person creating the record is a user with the Access role who does not have the OrgLeadersOnly role. The task is emailed to the person who created the record, using the System Task Assigned email.
If the person creating a new record is the first New People Manager listed, no task will be created. The New People Manager(s) will still receive the Just Added Person email.
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See the special setting below regarding these Tasks and other notifications.
- Final Steps
Once the New People Manager receives the email (and the paperwork) indicating that a task is complete, he/she will double-check to determine that the record is not a duplicate and that the person is in the correct family.
At that point, he/she will change the Member Status from Just Added to Not Member by clicking the button Set Just Added to Not Member on the person’s Profile > Member tab.
This is also when the Contribution Statement option should be set to either Joint or Individual.
New Records Created During Check-In
When a new record is created during Check-In, the user signed in to the Check-In kiosk is treated as the person who created the record. If that user meets the requirements for New Person Data Entry tasks (see the note above), a task is created and assigned to that user, and the task email is sent to the email address on that user’s people record. If your kiosks sign in with a shared account, make sure someone monitors that account’s tasks and email, or sign in with an account that does not have the Access role.
The New People Manager(s) will also receive an email notification that a new record has been created. This email has the subject Just Added Person and contains only the person’s name, linked to the new record. At that point, the New People Manager will proceed as above to vet the record and change the Member Status.
New Records Created by Online Registrations
When a new record is created by someone registering online who is not signed in, no task is created. However, the New People Manager(s) will receive the Just Added Person email with a link to the new record. At that point, the New People Manager will proceed as above to vet the record and change the Member Status.
- Notifications
In addition to the Completed Task notices, the New People Manager receives the following email notifications:
When a new record is created (the Just Added Person email). This email is sent even when EnableNewPeopleTasks is set to False.
When a My Data user makes a change on their people record (or for anyone else in their family)
When a record is edited during Check-In, unless the setting NotifyCheckinChanges is set to False.
Note
If more than one person is listed as the New People Manager, they will all receive these other email notifications. However, only the first one listed will receive the Completed Task emails.
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Tip
Periodically, the New People Manager should run searches looking for anyone with a Member Status of Just Added. This will help find any record that might have fallen through the cracks. Adding the condition Record created on date allows you to look for older records.
Important Note Regarding Duplicate Records
TouchPoint has a number of features to help prevent duplicates and to make discovering and resolving them easy. This still requires a good policy and diligence, but the tools encourage this through the smooth workflow process. TouchPoint has automatic potential duplicate detection and Admin level ability to move data from the duplicate to the correct record and delete the duplicate. This whole process is important for several reasons:
We can minister to people better if we have correct and complete information about them in the database (and have them in the correct family).
If there are duplicate records for a person, it inhibits the church’s ministry to that person.
Remember, your database might be small now, but it will grow. Following good procedures now will give you a much cleaner database in the future.
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Special Setting¶
These settings relate to the tasks and notifications received by the New People Manager.
- EnableNewPeopleTasks
When set to True, New Person Data Entry tasks are created as described above. Setting it to False stops the tasks, but the New People Manager(s) will still receive the Just Added Person email for each new record.
- NotifyCheckinChanges
When this setting is True (or has not been added to the database), the New People Manager(s) will receive an email when a person’s record is edited during Check-In. Set it to False to stop these emails.
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Latest Update |
10/22/2026 |
Corrected the New People Manager setting name and navigation path.