Ministry Leader Realm FAQ
Frequently Asked Questions
Messages will send an email to the selected group/team through the Realm system. There are selectable replying options for this type of communication (see the “Message Your Team”).
Posts will post an update to the newsfeed of that group/team. Members (if applicable) can comment on the post on the Realm website or Connect app.
Photo Posts are the similar to general Posts, just specifically designed for sharing photos within the group/team.
Chat is much like a text chain for the group/team. For members to communicate, they must login to the Realm Connect App or website.
on the Realm Website
- Click Serving.
- Click the name of your team, then click the News tab.
- Click Send Communication.
- Click Compose Your Message.
- Enter the message subject and body.
- Select how volunteers can reply to your message. : Sender Only (Volunteers can only reply to you, and no one else will see the reply.), Entire Team (When a volunteer replies, everyone can see it and respond to the reply.), and Disabled (No one can reply to this message.)
- Click Send.
Message Your Team on the Realm Connect App
- Click Serving.
- Click the name of your team.
- Click “Team View”.
- Click “Send Communication”.
- Click Compose Your Message.
- Enter the message subject and body.
- Select how volunteers can reply to your message. : Sender Only (Volunteers can only reply to you, and no one else will see the reply.), Entire Team (When a volunteer replies, everyone can see it and respond to the reply.), and Disabled (No one can reply to this message.)
- Click Send.
Must be done on the Realm website (not the Realm Connect app)
- Click Serving.
- Click the team’s name to view the leader dashboard for that team.
- In the Volunteer Scheduling section, click Manage volunteer schedules in detail.
- Click Create Schedule.
- Enter the schedule’s name.
- Add one or more serving times.
- To create a serving time based on a group event that already exists, click Add Existing Event. Enter the name of the event’s group, then select the event from the drop-down menu.
- To create a serving time that’s not associated with an existing event, click Add New Serving Time. Enter the information about the serving time, then click Add.
- Enter the number of volunteers that you need for each role. To remove a role from the schedule, click and select Remove.
- Select a start and finish time for the role if the serving time is different from the event’s time. For example, you may want volunteers to arrive 15 minutes early for event setup.
- Select a start and end date for your schedule.
- In the Other Settings section, select whether you want to allow volunteers to add themselves to the schedule, volunteers to choose their own replacements, and whether volunteers are auto-accepted when assigned to a schedule.
- To save a draft of the schedule, click Save & Close. Or, if you want to begin assigning volunteers to the schedule, click Save & Start Assigning.
You can begin assigning volunteers to a schedule during schedule creation by clicking Save & Start Assigning once you’ve completed the schedule’s set up. You can also come back to an existing schedule and edit it later to assign volunteers.
You can click the roles at the top of the Assignments page to clear and hide them in the schedule. This allows you to focus on assigning only specific roles. Click the role name at the top of the page to show that role in the calendar again.
Before you add an individual to a schedule, you can view their volunteer information, such as their preferences, when they last volunteered, and if they have other commitments on that date. Volunteers who appear in the recommended section are suggested based on their preferences and date last served.
On the Realm Website
- In the top-left corner, click your ministry hub then Realm. Then click Volunteers > Serving Teams.
- Click the name of the team, then click the Schedules tab.
- Click the name of the schedule.
- Click + Add in the calendar date in the volunteer role you want to assign.
- Select volunteers to add to the schedule.
- To schedule a recommended volunteer, click the volunteer’s name from the recommended list.
- To search for a volunteer currently assigned to that role, click the search drop-down menu and select the volunteer’s name.
- To search for a volunteer who is a member of the team but not assigned to that role, select a different role from the role drop-down menu. Then, click the search drop-down menu and select the volunteer’s name. You can choose to permanently assign that individual to that role if needed.
- To search for a volunteer who is not a member of the team, select All of Realm from the drop-down menu. Enter the name of the individual, then select them from the drop-down menu. Adding the individual to the schedule will also add them to the team’s roster.
- To search for a potential volunteer – someone who is not a member of the team but has skills and interests that match the role – select Potential Volunteers from the drop-down menu. Enter the name of the individual, then select them from the drop-down menu. Adding the individual to the schedule will also add them to the team’s roster.
- To assign the volunteer using a reoccurring frequency, check Repeat, then select the frequency from the drop-down menu.
- Click Save or Save & Add Another.
- When you’ve finished adding all of the volunteers, choose whether to save as an unpublished draft or to publish the schedule.
- Click Done.
On the Realm Connect App
- Click on Serving
- Click on the team you’re scheduling
- Click “Schedules”
- Click the on the service that needs to be scheduled
- This should open up the schedule in your phones mobile browser. Here you can add people to the schedule as desire.
Note: The person marking attendance must be a leader of the group.
On the Realm Website
- In the top-left corner, click your ministry hub then Connect. Then click Groups.
- Click the name of the group.
- Click the Participants tab, then click Manage Participants.
- To add a member, click + Add Person, enter their name in the text box, and click Add.
On the Realm Connect App
- Click Groups
- Click on the Group that you’re trying to add someone too
- Click “Participants”
- Click the “+” button at the bottom right
- You can only app people who are already in the system. If you do not see the person you are trying to add, please contact the church office for assistance.
On the website:
- Go to the group.
- Select “Send Communication”
- Select “Create an Event” under the “Post to Newsfeed” section.
- Give the Event a title (like “Weekly Gathering” work fine here).
- Set the a start and end date and time for the first event.
- Make sure you select a recurring option like Weekly under the “Repeats” section.
- When you’re done, select “Post” at the bottom.
On the Realm Connect App
- Click Groups.
- Click on the Group you wish to add the event too.
- Under the News tab, select “Send Communication”
- Select “Create an Event” under the “Post to Newsfeed” section.
- Give the Event a title (like “Weekly Gathering” work fine here).
- Set the a start and end date and time for the first event.
- Make sure you select a recurring option like Weekly under the “Repeats” section.
- When you’re done, select send button at the top right.
Attendance is tied to an event therefore an event must be created first. To learn more about creating events for small groups, see instructions for “Create Event for Small Group”.
NOTE: Marking attendance allows you to record which members are attending group events. You can mark attendance for an event on the Upcoming Events tab four hours before it begins.
On the Realm Website
- Locate the group.
- On the Events tab, click Upcoming Events and change it to Past Events.
- Next to the event, click then click Mark Attendance.
- Select the check box to the left of each group member who attended the meeting. If it is both an in-person and virtual meeting, select whether the group member attended in-person or virtually.
- Click Add Person to add new members or guests to the group roster.
- To search for a specific person, click then begin entering the name of the person you want. The list filters automatically
On the Realm Connect App
Note: The person marking attendance must be a leader of the group.
- Click Groups
- Click on the Group that you’re trying to mark attendance for
- Choose Attendance
- Select the event that needs marking.
- Tap each of the people that were there. You should see a checkmark appear next to their name.
- Add additional guests, as needed.
- When you’re done, select “Done” on the top right.