Foundation
An effective strategy involves thorough planning and preparation to ensure success. Establishing a solid foundation is crucial, and this includes setting clear expectations with the team and building a competent implementation team.
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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
