msa quick start - ajtruckle/meeting-schedule-assistant-support GitHub Wiki

Quick Start - Getting Started

So you want to get up and running quickly? Follow these essential steps and you’ll be creating schedules in no time.

Step 1 — Custom Assignments

Use the Custom Assignments Manager to add in any additional assignments into the software to meet  your congregation uses.

This ensures the editors know exactly which assignments to include.

Step 2 — Databases

Before you can create schedules, you need to populate the main databases.

Congregations

Open the Congregations database manager.

Designed for the Public Talk Coordinator.

You can manage:

  • congregations
  • speakers
  • talk outlines
  • talk availability

You must add your own congregation and set it as Local, even if you don’t add speakers yet.

Note: Several parts of the software rely on the Local Congregation setting. Don’t forget to set both Meeting Day and Meeting Time.

Publishers

Open the Publishers database manager.

Designed for the Life and Ministry Meeting Overseer, Coordinator of the Body of Elders, and anyone responsible for scheduling (e.g., Sound or Attendant Overseer).

You can manage:

  • assignments
  • availability
  • Field Service Group
  • other publisher details

This database also includes its own report viewer.

Public Talks

Open the Public Talks database manager.

Designed for the Public Talk Coordinator.

Track:

  • requested talk outlines
  • digital media availability
  • excluded outlines

Step 3 — Other Settings

We are nearly ready to start using the software! Just a few more things to configure.

Open the Options menu to fine‑tune how the editors behave.

You can configure:

Step 4 — Backup Settings

Create a Backup so you can quickly recover in a disaster‑recovery situation.

Step 5 — Date Range

Return to the main window and choose a date range.

You can select a range by:

  • clicking and dragging
  • clicking the start date and Shift‑clicking the end date
  • clicking the start date, holding Shift, and using the arrow keys

Step 6 — Create Schedule

Create your schedule using either:

Create schedule

Figure 1: Use the Create button under either Meeting schedules or Assignment schedules to generate your first schedule.

Teacup IconAnd that’s it!

If you want to explore more features, make a cup of tea and browse the rest of the help documentation.

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