Section 7 Using Planning Center (PCO)

7.1 PCO People Guidelines- Adding a visitor or other person to the PCO People Database

Anyone with PCO People Permissions may add a visitor or other person to the PCO People Database. Please provide as much information as possible to complete the new person’s Profile. Cherie will follow up to ensure we have accurate data and that the new Profile is correctly in the database

Moving a Visitor or Inactive member to Active:

Key Factors are considered by Pastor Chris when moving Visitor or Inactive Members to Active Member Status. In accordance with the Bylaws, multiple criteria are taken into account, such as attendance and support for Scottsdale Worship.

To ensure accurate tracking of Active / Inactive Member Status, only Cherie or Jon must implement these changes. There are several steps that must be completed so that we can accurately track when a person is moved to Active Member Status.

Moving an Active Member to Inactive Member

It is important to note that only Pastor Chris retains the final decision on whether to move an Active Member to Inactive. If you are aware of a person that you feel might be ready to be moved to Inactive, please communicate that to Cherie and Pastor Chris.

After review, Pastor Chris will forward the names of those that are to be made Inactive to Cherie.  To ensure accurate tracking of Active / Inactive Member Status, Cherie or Jon must implement the changes. There are several steps that must be completed so that we can accurately track when a person is moved to Inactive.

7.2 Planning Center People - Notating Interaction in Profile for member or visitor.