Trellis

The check-in team

Who can run the station and the room rosters on a Sunday, how to add volunteers, and what each person can see.

The check-in team runs Sunday: the station at the door and each room's roster. Admins and people with the Check-in role are always on it. They add the volunteers.

Add a volunteer

  1. Open Check-in, then Settings.
  2. Under Team, type a name in Add someone.
  3. Press Add beside the person.

Remove beside a name takes them off the team.

Someone marked No sign-in yet can be added, but they can't open the station or a roster until they sign in to Trellis. Invite them from People first. See Add your people.

Your kids serving area

With Serving on, pick your kids area under Kids’ area in Serving and press Save. Anyone confirmed to serve in that area on a day is on the team for that day. You don't add them by name. They need a Trellis sign-in too.

See How volunteers answer for how a volunteer says yes to a day.

Who can do what

  • Admins and the Check-in role set up Check-in, and see Today, Children, Reports and Settings. They can read and change a child's care notes, clear a pickup and remove a check-in.
  • The team opens Today, the station and the rosters. Everything they see is today's. They see a child's allergy at the station. Any of them can open any room's roster that day, and it shows the care notes of the children in that room.
  • Everyone else sees nothing in Check-in. That includes staff without the Check-in role who aren't on that day's team, and group leaders.

Admins give the Check-in role on the Team page. It's offered there when Registration or Check-in is on, and it's called Registration and Check-in when both are. See Who can do what.

Seeing who's on it

Anyone on the team sees Check-in · kids team in their menu, so they know why it's there. Admins and the Check-in role see plain Check-in.

On the Team page, a Kids team tag sits beside each person added to the team by name. A person's page shows On the kids check-in team. Both open the team in Check-in's Settings. Only admins and the Check-in role see them, since only they can see the team.

On the day

  • The station is a laptop or iPad on a table at the door, signed in as the volunteer. See The check-in station.
  • Each room's volunteer opens their room's roster on a phone. See Rosters and pickup.

Next

Still stuck? Ask Silas

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