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Meta-CM - PMPO Sync-up Meeting

par Pranav Vaishnav

Data

Security

View The Security Change Audit

Configure Security Settings

Inspect Security

User Accounts

Register For An Account On An Unrecognized Browser

Register For An Account

Login and Authentication

Monitor Login Activity (User Accounts)

Set Up Two-Factor Authentication

Use Two-Factor Authentication

Use Passwordless Login With the Account Entry Block

Configure Passwordless Login Security Settings

Use Passwordless Login With the Login Block

Use Passwordless Login (Obsidian)

OpenID Connect

Add an OpenID Client

External Authentication Services

Set Up Auth0 Authentication

Set Up Twitter Authentication

Set Up Google Authentication

Set Up Facebook Authentication

Set Up Active Directory Authentication

Configure Authentication Services

Captcha

Configure Captcha

Use Captcha

Roles

Handle Permissions

Administering Security Roles

Background Checks

Administer Background Checks

Configure Protect My Ministry

Configure Checkr

Workflows

More

Configure a Webhook to a Workflow

Technical Details

Link To Workflows

Use Workflow Import/Export

Persisted Vs. Non-Persisted Workflows

Built-In Workflows

SMS Pipeline Workflows (Repeat)

Configure Attribute Sets

Work With The SMS Pipeline

Configure Workflow for SMS Pipeline

Lava Tips For Workflows

Additional Merge Fields

Current Action

Current Activity

Workflow

Secure Workflows

Secure My Workflows

Secure Workflow Detail

Secure Workflow List

Secure Workflow Entry and URL Links

Secure Workflow Navigation Page

Workflow Notes

Add Notes From Workflow Actions

Add Notes From Entry Forms

Add Notes From Workflow Details

Build a Workflow

Workflow Tips

Define Workflow Activities

Define Workflow Attributes

Configure Workflow Details

Managing Workflow Instances

My Workflows

Edit Workflow Details

VIew Workflow Details

Manage Workflows

Form Builder

Use Form Builder Templates

View Form Analytics

Edit Form Builder Settings

Send Communications

View Submissions

Adjust Field Settings

Add Form Fields

Edit Sections

Edit Person Entry Form

Edit Form Header/Footer

Create a Form

Entry Forms

Use Conditional Logic

Use Person Entry

Entry Form Buttons

Email Form the Entry Form

Chain Entry Forms

Use Entry Form Commands

Understand Form Actions

Launch Workflows

Work With Launched Workflows

Launch From a Grid

Launch From Entity Triggers

Launch From Person Profile

Launch Form Workflow Entry Block

Actions

Understand Default Action Types

Use Action Filters

Configure Actions

Activities

Assign Activities

Use Activity Attributes

Configure Activities

Workflow Types

Edit a Workflow Type

View a Workflow Type

Importing Sample Data

Use PBX CDR Records

Use Rock Logs

View the Exception List

Interactions

Use Lava with Intents

Use Interaction Intents

Understand Interaction Components

Use Interaction Channels & Mediums

Data Integrity

Use Audit Information

Connection Status Change

Process National Change of Address

Use Data Automation

Use Duplicate Finder

Observability

Configure Observability

Observe Rock in New Relic

Jobs

Use Persisted Attribute Values

Use the Database Maintenance Job

Configure a Job

Business Intelligence

Tips for Power BI

Considering Embedded Reports

Enabling and Disabling BI Job Settings

Customizing Data Models

Consider Embedded Reports

Use the On-Premises Data Gateway

Enable and Disable BI Job Settings

Customize Data Models

Use the BI Job

Types of Analytics Tables

Historical vs Current Tables

Use Week Of Year

Use Analytics Source Date

Reporting on Facts & Dimensions

Reporting

Metrics

Metrics Dashboards

Calculate Metrics

Enter Service Metrics

View Metric Charts

Add Metric Values

Page Parameter Filter Block

Add Filters

Add Page Parameter Filter Block

Dynamic Data Block

Stored Procedures

Add The Dynamic Data Block

Dynamic Report Block

Set Up Dynamic Report

Create Report (Repeat)

Create Data View (Repeat)

Reports

Secure Report Data

Persist Data Views in Reports

Use Lava in Reports

Create a Report

Data Views

Persist Data Views

Secure Data Views

Use Post-Filter Transformations

Use Filter Groups

Add a Data View

Content

Learning

Advanced

Understand Background Jobs

Understand Behind The Scenes

Configure Academic Calendar

Configure Grading Systems

Learning Plans

Understand Activity Types

Program Administration

Classes

Courses

Semesters

Configure Program

Facilitators

Configure Security

LMS Learning Hub

Academic Calendar Class Workspace

On-Demand Class Workspace

Homepage

Creating a Learning Program

Create the Learning Plan

Edit The Class

Create a Course

Create a Program

CMS/Websites

System Performance and Caching

Clear Cache Tags

Use Cache Tags

Add Cache Tags

Understand Cache Tags

Cache Manager \- a

Rock Performance

Cache Persisted Datasets

What Can be Cached

Interactive Experiences

Administer Experiences

Use The Experience Visualizer

Handle Experience Questions

Use The Experience Manager

Content Library

Set Up Content Library

Library Viewer

Digital Media

Use With Content Channel Items

Media Player Lava Shortcode

Use Digital Media in Workflows

Publishing Media

Configure Media Accounts

Use Media Analytics

Rock Directory Structure

File Manager

Important Files

Folders

Persisted Datasets

Use Lava With Persisted Datasets

Set Up Persisted Datasets

Themes

Theme for the Styler

Test Your Theme

Theme With Lava

Design Themes

Theme Styler

Overview, Stark, themes are more than looks

Font Awesome 5

Use Custom Themes

SVG Fonts

Font Weights

Install Font Awesome Pro

Web Design Frameworks

Lava Shortcodes

Liquid

Less, less section

jQuery

Font Awesome

Bootstrap

Email Form Block

Personalization

Troubleshoot Personalization

Update Personalization Job

Personalize Using Lava

Personalize Content Channel Items

Personalize for Anonymous Visitors

Configure Site for Personalization

Use Request Filters

Use Personalization Segments

Context

Context on the Person Profile

Campus Context Setter

Set Up Context

Social Networks

Calendar Events

Instagram

Twitter/X

Facebook

Sites

Site Management Strategies

Page Attributes

Create a Site

Routes

Routing Order

Advanced Routes

Podcasts Landing Pages

Customize Layout Options

Set Up Landing Pages

Sample Landing Page

Asset Manager System

Add Content

View Asset Manager

Set Up Storage Provider

Content Collections

Troubleshoot Content Collections

Understand Trending

Set Up Content Collections

Content Collection View

Content Channels

Self Update Content Channel Items

Publish Content Through Feeds

Add Content Channel Child Items

Content Channel View Block

Use Universal Channel types

Secure Content

Add a Content Channel Item

Use Content Channels

Channel Types

Dynamic Content

Add Content Items

Manage Content Items

Content Component

Add Content Component Item Attributes

Create Content Component Templates

Content Component Templates

Add Content Components

Configure Content Components

HTML Content Block

Use Merge Fields

Content and Pages

Rock Information

Short Links

Page Security

Page Zones

Child Pages

Page Properties

Block Configuration

Page Load Time

Adding Content to Rock

Edit a Page (Internal Site)

Add a Block to a Page (Internal Site)

Add a Page (Internal Site)

Add a Block to a Page (External Site)

Add a Page (External Site)

Communication

Electronic Signatures

Manage Signature Documents

Generate PDFs for Electronic Signature Documents

Set Up Electronic Signatures

Use Electronic Signatures in Event Registrations

Use Electronic Signatures in a Workflow

Integrations

Report Spam Emails

Use Twilio (Text)

Use SendGrid (Email)

Use Google Apps (Email)

Use Mailgun (Email)

System Communications

Preview System Communications

Communication History and Analytics

View Recipient Details

View Activity

View Message Details

View Analytics

View All Communication History

View a Person’s Communication History

Subscribe to Communication

Set Subscription Preferences

Mass Push Notifications

Sending Mass Push Notifications

Simple Editor

Sending a Communication

Communication Lists

Add Segments

Categories

Email

Approve Email Communications

Configure Email Settings

Unsubscribe From Email

Handle Broken Images

Configure Your Safe Sender Domain

Configure Communication Mediums

Configure Communication Transports

SMS Pipeline

Add a New Pipeline

Use Lava in The SMS Pipeline

Add Actions

SMS Conversations

Use SMS Snippets

Respond from a Device

Handle Nameless People

SMS Numbers

Long Code Throttling

SMS Number Strategies

MMS Considerations

Configure Twilio

Add SMS Phone Number

Send a Communication

Under the Hood

Ministry

Assessments

Conflict Profile

Take Conflict Profile Assessment

Emotional Intelligence

Take EQ Assessment

Motivators

Take Motivators Assessment

Spiritual Gifts

Take Spiritual Gifts Assessment

DISC Personality Assessment

Take DISC Personality Assessment

Administering Assessments

View Assessment History

Retake Assessments

Take Assessments

Send Requests

Prayer

AI Automations

Configure AI Automations

Prayer Team Power Tools

Prayer Request Comment Digest

Prayer Card View Block

Start a Prayer Session

Prayer Requests

Pray for Group Prayer Requests

Create Group Prayer Requests

Administer Prayer Requests

Enter Prayer Requests

Set Up Prayer

Work With Flagged Requests

Prayer Categories

Prayer Team Roles

Next-Gen Check-in

Advanced Options

Appendix - Label Types

Check-in Celebrations

Connecting Check-in Configuration to Achievements

Set Up Celebrations

Check-Out Options

Check-Out With The Check-in Manager

Check Out from Kiosk

Checking-Out Manually

Additional Check-In Options

Configure Check-in for Special Needs

Use RFID Check-In

Generate QR Codes

Barcode Readers

Use Barcode Check-In

Auto Check-In

Use Grade and Age Matching Behavior

Configure by Birthdate

Attendance Self Entry

Use The Attendance Self Entry Block

Set Up Attendance Self-Entry

Rapid Attendance Entry

Configure Rapid Attendance Entry Block Settings

Use Rapid Attendance Entry

Extending Check-In

Create a New Group Type

Check-in for Serving Groups

Areas

Use Group Type Inheritance

Check-In Kiosk Options

Use URL Parameters With Check-in

Use the Windows Client, Closing the Windows Client

Use iPad Barcode Scanning

Use Bluetooth Printing

Use the iPad Application

Check-In Relationships

Add Check-In Abilities to Other Known Relationships

Attendance Analytics

Configure Attendance Analytics Block Settings

Filtering Attendance Analytics

Use Attendee Mode

Use Chart Mode

Device Manager

Use Schedule Locations

Use The Device Manager

Check-In Manager

Texting Parents from the Check-in Manager

View Settings On The Check-In Manager

View The En Route Page

View The Room List

View Live Metrics For Check-In

Navigating The Check-in Manager

View The Check-in Manager Person Profile

Use the Check-in Manager

Mark Someone Checked-out

Mark Someone Present

First Time Registration

Configure Check-in Registration

Add Barcodes During Registration

Edit Families During Registration

Ability Levels

Configure Ability Levels

Allergies and Legal Notes

View Notes at Check-In

Set Up Allergy and Legal Notes

Rock Cloud Printing

Set Up Rock Cloud Printing

Printing

Defining Printers in Rock

Common Printers Reviewed

Cut Printed Labels

Print from Check-In Manager

Reprint a Label

How to Print Labels

Kiosks

Configure Locations For a Kiosk

Run Kiosk Ads

Configure Kiosks

Labels

Link Labels to Check-In

Use The Label Designer

Configure Check-in

Use The Schedule Builder

Configure Settings for a Check-in Type

Set Up Areas and Groups

Configure Locations

Add a Schedule Exception

Clone a Schedule

Set Up A Service Time for Check-In

Administrate Check-in

Plan Your Configuration

Plan for Check-in Configuration

Events

Additional Configuration (Repeat)

Edit Calendar Settings

Understanding Event Calendars in Rock

Exploring Different Event Blocks and Their Uses

Securing Events and Calendars in Rock

Calendars

Linking Events to Calendars in Rock

Configure the iCalendar Feed for External Sharing

Add an Event Occurrence to a Calendar

Managing Event Registrations

Placing Registrants into Registration Groups

Managing Wait Lists for Event Registrations

Registration Finances

Sending Payment Reminders for Event Registrations

Configure Payment Plans in Registration Templates

Applying Discounts to Event Registrations

Set Up Registration Fees in an Event

Managing Payments for Event Registrations

Registration Templates

Customizing Registration Terms in a Template

Set Up Registration Emails (Confirmation & Reminders)

Use Registration Attributes in a Template

Add Conditional Fields to a Registration Template

Building Forms in a Registration Template

Configure General Settings in a Registration Template

Event Wizard

Configure the Event Wizard Block Settings

Step-by-Step Guide to the Event Wizard

Overview of Events in Rock

Giving

Advanced Utility Payment Entry Block Settings

Account Selection Behavior

Configure Advanced Block Settings

Configure Block Settings

Payment Gateways

Use Contribution Statement Templates

View Contribution Statements on the Person Profile Page

View Online Contribution Statements

Use The Statement Generator Software

Install Statement Generator Software

Contribution Statements

Transfer Gateways

Configure a Gateway

Defined Types For Financial Features

Transaction Type

Transaction Source

Refund Reason

Recurring Transaction Frequency

Non-Cash Asset Types

Currency Type

Currency Code

Credit Card Type

Benevolence Result Type

Benevolence Request Status

Account Type

Benevolence

Add Custom Attributes

View Benevolence on The Person Profile (Repeat)

Edit Benevolence Request

Add Benevolence Request

Create Benevolence Types

View Benevolence Requests

Overview, Benevolence Security

Security For Finance

Giving Alerts

Configure Giving Alerts

Use Giving Alerts

Businesses (Should this also be in People)

Merge Business Records

Convert a Person to a Business

Edit Business Details

Manage Business Contributions

Add Business Contacts

Track Giving Behavior

Family Giving

Giving Journey

Giving Automation

Giving Overview Page

View Giving on Person Profile

Explore Giving Data

Details Mode

Chart Mode

Check Scanning

Scan Checks

Configure Check Scanning Software

Install Check Scanning Software

Giving Envelopes

Match Transactions by Envelope

Search Envelope Numbers

Assign Envelope Numbers

Enable the Envelope Number Global Attribute

On-Site Collection

Match Transactions

Process Checks

Process Credit Cards

Process Cash Transactions

Text Giving

Set Up SMS Pipeline (Repeat)

Configure Text Giving

Understand Alternate Responses

Continue Giving

Register For Text Giving

Online Giving

Use Batches For Online Giving

Saved Payment Accounts Page

Manage Giving Profiles Page

Giving History Page

Give Now Page

Giving Homepage

Pledge Analytics

Pledge Frequency

Pledges Self-Entry

Manage Pledges

Account Details

Account List

Scheduled Transactions

Set Up Expiring Credit Card Notification

Download Transactions

Scheduled Transaction Frequencies

Use Scheduled Transactions On a Person Profile

Administrate Scheduled Transactions

Refund a Transaction

Add a Transaction

Search For Transactions

Use Teller Import

Automated Batches

Use Batches

Financial Components

Pledges

Accounts

Batches

Transactions

People

Connections

Sign-Ups

Group Registration and Attendance

Managing Sign-Ups

Configure Sign-Up Permissions

Understanding Group Registration and Attendance

Configure Sign-Ups

Manage Sign-Ups

Understanding Sign-Ups

Achievements

Achievement Type Advanced Settings

Configure Steps in Achievement Types

Add Achievement Attempts

Add Achievement Types

Achievement Types

Streak Enrollment

Exclude a Date From Streaks

Individually Rebuild Streaks

Manually Track Streaks

Rebuild Streak Type

Exclude a Date

Individually Rebuilding Streaks

Manually Tracking Streaks

Streak Types

Enroll in Streak Types

Exclude a Location

Add a New Streak Type

Manage Streak Types, Streak type detail

Streaks

Streaks Maps

Edit Occurrence Maps

Understanding Streaks Maps

Overview of Streaks

Steps

Use Step Badges

Reporting on Steps

Step Charts

Edit Step Types

Edit Step Programs

Use Bulk Entry With Steps

Use Step Entry

Step types

Step Programs

Overvire

Requests

Set Up Connection Campaigns

Build Connection Workflows

Enter New Requests (Category)

Display Badges on a Connection Request

Details of a Connection Request

Working With Requests (Category)

Connectors

Set Up Up Connection Campaigns

Building Connection Workflows

Configure Connection Workflows

Configure Placement Groups

Configure Connection Opportunities

Automate Status Changes for Connection Types

Configure Connection Types

Entering New Requests

Displaying Badges on a Connection Request

Transferring a Request

Add Activities to a Connection Request

Understanding the Details of a Connection Request

Bulk Updating Connection Requests

Work With Requests

Groups

Automate Group Processes

Group Leader Absence Notifications

Group Attendance Reporting

Process Group History

Send Group Attendance Digest

Group Leader Pending Notifications

Sending Group Attendance Reminders

Sending Attendance Reminders for Group Type

RSVP Features

View RSVP Details

Configure RSVP Reminder Jobs

Respond to RSVP Requests

Add RSVP Request to Email

Add RSVP Occurrences

View RSVP Lists

Use The Group Viewer With RSVP

Enable Group RSVP

Fundraising Groups

Use Registration with Fundraising

Track Fundraising Progress

Use Financial Transaction Matching

Fundraising Financial Transactions

Configure Fundraising Opportunities

Walking Through Fundraising for Jobs

Group Requirements

Use Group Requirement Jobs

View Group Requirements

Applying Requirements to Group Types

Applying Requirements to Groups

Defining Group Requirements

Group Sync

Managing Synced Group Members

Configure the Group Sync Job

Configure Group Sync

Group History

View Group History

Enabling Group History

Group Members

Tips for Creating Triggered Workflows

Group Member Workflows

Move Group Members

Edit a Group Member

Group Member Attributes

Group Member Roles

Group Attendance

Use the Group Attendance Digest Email

Configure Attendance Reminders

Entering Attendance

Configure Group Attendance

Use Group Scheduling Tools

View Group Schedule Roster

View Schedule Analytics

Managing Schedule Coordinator Notifications

Use Group Scheduling Communications

Use the Schedule Status Board

Use the Group Scheduler

Managing Group Schedules

Configure Groups

Configure Group Schedule

Signing Up for Additional Times

Update Schedule Availability

Set Up Schedule Availability

View Your Schedule

Group Schedule Types

Securing Groups

Securing a Group

Securing a Group Type

Group Types

Administering Group Types

Group Hierarchy

Managing Groups (Group Viewer)

Edit a Group

Add a Group

Use Group Maps

Group strategies, searching for groups,

Support for Multiple Languages and Regions

Strategies for Full Localization

Localize School Grades

Configure International Addresses

Localize Currency

Localize Dates & Times

Localize Phone Numbers

Campuses

Add Attributes to Campuses

Handling Campus Teams

Managing Campuses

Additional Configuration

Configure Phone Number Lookup

Administering Photo Requests

Use Bulk Updates

Update Data for Common Life Events

My Pages

Configure Personal Links and Quick Returns

Configure My Profile

Configure My Dashboard

Configure My Settings (Admin)

Analytics

Calculating Analytics

Use eRA

Following

Following Suggestions

Configure Follow Events

Following an Individual

Reminders

Use The Process Reminders System Job

Configure Notification Types

Configure Reminder Types

Add a Reminder

Attributes

Configure Family Attributes

Displaying Person Attributes

Managing Person Attributes

Duplicate Records

Securing Duplicate Record Merges

Merge Duplicate Records

Families

Pre-Register a Family

Edit a Family

Add a Family

Person Profile Page

Use Person Signal Types

Use Tags

Use Badges

Use Person Notes

Use Known Relationships

Use Peer Networks

Person Profile Tabs

Configure the History tab

Configure the Security tab

Configure the Benevolence tab

Configure the Contributions tab

Configure the Documents tab

Configure the Groups tab

Configure the Steps tab

Configure the Extended Attributes tab

Configure the Profile tab

Edit a Person, Configure a Person

Delete a Person

Add a person

Person and Family Fields Explained, We are Family, How Rock Handles People and Families, school grades

Foundation

Search

Use Search Services \-a

Universal Search

Installing Elasticsearch

Integrating Smart Search

Customizing Results for Entities

Specifics for Entities

Enable Entities for Universal Search

Enable a Search Provider

Overview

Searching For People

Searching By Other Means

Searching by Phone

Searching By Name

Rock Maintenance

Additional

Use The Model Map

Api

Define REST CORS Domains

Configure REST Keys

Secure REST Controllers

Configure API v2 Docs

Configure API Docs

Person Tokens

Impersonate Users in Rock

Configure Person Tokens

Note Types

Configure Note Attributes

Watch Notes

Handle Security for Notes

Add Multiple Note Types to a Single Entity

Add Notes to a New Entity

Anonymous

Application Groups

Real-Time Engine

Configure Real-Time

Real-Time in Rock

Core Concepts

Entities

Entity Attributes

Defined Types

Global Attributes

Entity Administration \- a

Use Entity Search \- a

Set an Entity's Category \- a

Rock Home

Configure Homepage Metrics

Customize your Rock Homepage

Hosting

Run a Rock Environment

Configure Your Rock Context

Web Farm Nodes

Configure a Rock Web Farm

Architect a Server Cluster

Azure Hosting

Next Steps for Azure Hosting

Register for Azure Hosting Credits as a Non-Profit

Compare Sizing and Service Options

Internal Hosting

Configure a Two-Server Environment

Install Rock

Configure SQL Server

Install SQL Server

Configure Internet Information Services (IIS)

Install Server Roles and Features

System Requirements for Rock

Plan for Rock

Prepare for Launch

Prepare Staff for the Launch

Build Your Implementation Team

Set Expectations with Your Team