msa group manager - ajtruckle/meeting-schedule-assistant-support GitHub Wiki

Field Service Group Manager

Access the Field Service Group Manager by clicking on the Database menu. Alternatively, you can click the Manage button within the Publishers Database window or find it on the toolbar.

Field Service Group Manager menu item

Figure 1: Display the manager from the Database menu


Field Service Group Manager

Figure 2: Field Service Group Manager window

The Field Service Group Manager is a powerful tool designed to efficiently manage and organize your field service groups. Whether you’re assigning publishers to specific groups or creating new ones, this feature streamlines the process.

Notes IconTo save all your changes to the publishers database, make sure to close the Group Manager window by clicking the OK button.

Assign Publishers to Groups

At the top of the interface (on the left), you’ll find a drop-down menu labelled “Field Service Group”.

Filter by Group

Click the drop-down arrow on the right to display a drop-down group  menu to fine tune which publishers are displayed.

Image

Figure 3: Filter by Group

You can filter by:

  • The empty option at the top will include everyone in the publishers database (apart from those already assigned to the group on the right-hand side).
  • The Unassigned option at the bottom will include those who are not assigned to any field service group.
  • All other options will only include publishers for the respective field service group.

Adding Publishers to the Group

On the left panel, you’ll see a list of available publishers.

  • Select one or multiple members by clicking on their names.
  • Click the “Add >>” button to move them to the selected group on the right panel.

Removing Publishers from the Group

In the right panel, you’ll find the members assigned to the currently selected group.

  • Select one or multiple members by clicking on their names.
  • Click the “<< Remove” button to move them back to the selected group on the left.

Assigning a Group Overseer and Assistant

Each Field Service Group can have a designated Group Overseer and Group Assistant. These roles help organize and manage group responsibilities.

  • Group Overseer: This is typically the brother responsible for shepherding the group and coordinating its activities. Use the dropdown menu to assign an overseer from the current group members.
  • Group Assistant: You can assign another group member as an assistant..

To assign either role:

  1. Select a Field Service Group from the dropdown.
  2. Choose a name from the respective drop-downs under “Group Overseer” and “Group Assistant”.
  3. Only appointed brothers who are already added to the group will appear in these dropdown lists.

💡 Tip: If you don’t see the desired name, make sure the person has been added to the group list first (use the “Add >>” button to include them).

If no Group Overseer / Assistant is selected, the field will be highlighted with a red border as a visual warning. This indicates that the selection is mandatory and must be completed before saving the group. Ensure you choose an overseer from the list to proceed.

Visual warning - Missing overseer

Figure 4: Visual warning - Missing overseer

Changes to overseers and assistants are saved when you click OK.

Creating, Editing, and Deleting Groups

Use the following buttons:

Add / Edit / Delete Group buttons

Add Group

Opens a popup window where you can enter the name for the new group.

Notes IconRemember that duplicate group names are not allowed.

Edit Group

To enable the Edit Group button, choose a group from the left-hand dropdown list:

Selected Field Service Group

Clicking the button opens a popup window where you can modify the group’s name.

Notes IconRemember that duplicate group names are not allowed.

Delete Group

To enable the Delete Group button, choose a group from the left-hand dropdown list:

Selected Field Service Group

You are asked to confirm that you want to delete the group from the database.

Notes IconTo delete a group, ensure that no publishers are still assigned to the group.

View Menu —Report Viewer

The Report Viewer is a powerful tool that allows you to select from a variety of reports for printing or saving as PDF. Here’s what you can do with it:

  • Select Reports: When you open the Report Viewer, you’ll find a list of available reports. Choose the one that suits your needs — whether it’s congregation statistics, public talk summaries, or other relevant information.
  • Custom Templates: In version 24.0.0, several custom templates were moved from the Meeting Editor to the Report Viewer. These templates provide flexibility in formatting and content. You can tailor them to your specific requirements.
  • Field Service Group Template: Additionally, a brand-new template was added specifically for displaying Field Service Group information. This template ensures that group details are presented in a visually appealing report format.
  • Field Ministry Assignments Template: Another new template allows you to display Field Ministry arrangements in a clear, visually appealing report format.

Feel free to explore the reports and templates available in the Report Viewer.