Before you begin
Sign in to the correct organization and make sure this product is enabled. Creation and administration require the appropriate team role. Screens may differ with your language and permissions.
For a church with multiple locations, choose a campus in the top bar before creating a record. All permitted campuses combines only records you can access. Check the Campus field before saving; changing it transfers that record and requires access to both campuses. Policies and boards can also be church-wide.
Church owners and administrators add physical, online, or temporary campuses in Settings → Campuses. In Team & permissions, open Campus & product permissions to set each person’s campus, role, and products. A campus administrator manages records; church settings remain with church administrators and owners.
Open Care
Choose your organization and open Care. Select New care case. Owners, administrators, and staff can create cases. Ask an administrator about access if you cannot see the app or the create button.
Set a responsible person
Enter the title and a brief, necessary description. Choose Assigned to, the care type, and a follow-up date. Keep the default assigned-worker audience when the case needs restricted access. Administrators can also access these cases.
Save the case
Select Create care case and open the saved case. Review its assignment and visibility before adding notes. Use Edit care case to move the status from open to in progress or closed as the work changes.
Open and assign a pastoral care case
Silent walkthrough with captions in English, Spanish, and Brazilian Portuguese. The example workspace is fictional.
Written walkthrough and transcript
- Open Care
Choose your organization and open Care. Select New care case. Owners, administrators, and staff can create cases. Ask an administrator about access if you cannot see the app or the create button.
- Set a responsible person
Enter the title and a brief, necessary description. Choose Assigned to, the care type, and a follow-up date. Keep the default assigned-worker audience when the case needs restricted access. Administrators can also access these cases.
- Save the case
Select Create care case and open the saved case. Review its assignment and visibility before adding notes. Use Edit care case to move the status from open to in progress or closed as the work changes.
If something looks different
Missing actions usually depend on your role, the record’s visibility or status, or whether the product is enabled. Ask your organization administrator before creating duplicate records or changing access.