The serving day

Use a day's page before, during and after a service, reach your team on a phone, and write up how the day went.

Every service or event on the Serving calendar has its own page: the seats in each area, who said yes, the plan for the day and, afterwards, how it went. The office sees every area on it. A director sees the areas they direct.

To open a day, go to Serving and press Open the day on the next one, or pick any day on the Calendar.

What's on the day's page

At the top: the date, time and place, the seats in one line ("9 of 12 said yes, 1 not answered, 2 open"), and where the day stands: Planned, Asked, Filled, Reminded, Written up.
About the day: what the office wrote for the volunteers, the Run of show (the office only), and once it's written, How it went.
Each area: its positions, who is on each, and the open seats.

Plan the day for an area

Under each area, the office and that area's directors can press Add a plan or tasks for this day:

Plan: notes for this day only, like who opens or what's different.
To do before: tasks with Who and By when.

Once there's something in it, the link reads The plan.

On the morning, on a phone

Open Serving on your phone. It opens on the next day, with its seats and Open the day. Below, each of your areas lists who's on that day, with whether they said yes. Press the phone button beside a name to call them, or press the name for more.

If something comes up during the service, a director can still change who's on: press a name on the day's page and pick They said yes, They can't or Take them off. See Sunday morning for the whole morning, step by step.

Write up the day

On the day of the service and after it, the day's main button is Write up the day. It's a short paragraph about how it went: who showed and who didn't, who stepped up, what ran short, what to fix.

Press Write up the day.
Write it in The day. Names from the rosters and areas complete as you type.
If Silas is on, press Read it. If not, press Keep as a note only.

When Silas reads it, he fills in a sheet beside it for you to check:

Served: people who served, including anyone who stepped in.
Didn't come: people who were on but didn't come, with the reason if you gave one.
Notes: things worth remembering about an area or a person.
To do: things to do before next time.
Next time: more seats an area needs.
Standing: someone ready to serve on their own, needing a break, or stopping.

A dashed label means Silas isn't sure. Nothing changes until you press Done. Then Trellis marks who served, notes who missed on their seat, adds the notes and tasks to each area, adds the extra seats to the next day with the same name (or a task to add them, if that day isn't on the calendar yet), changes each person's standing, and keeps your paragraph.

Change the paragraph and press Read it again if the sheet is wrong. Or press Keep as a note only to keep the paragraph without changing anything else. See What Silas does.

Who can read the write-up

Only the office and the directors of an area serving that day can open or read a day's write-up. It names who missed and why, so volunteers don't see it.

After the day

A day that has passed is a record. Nobody new can be asked and the number of seats stays as it was. The office and directors can still correct an answer by pressing a name. Read the write-up is under the … menu once it's written.

Still stuck? Ask Silas