Planning Center Archiving

Did you know that Planning center is set to auto archive users & DreamTeam that are no longer active?  Planning Center does this to help close the back door on any users that are no longer needed in the database (specifically PCO).

You may wonder what the criteria is for archiving people in Planning Center. See below:

A Person will be archived in Planning Center IF they meet all of these conditions:

  • Are a Scheduled Viewer (parent permission)
    • AND does NOT have a Team Assignment
  • Has not been scheduled in the last 14 months
  • Has not logged in to PCO in the last 6 months
  • Is NOT a Staff Member
  • Has not been created in the last 7 days
  • Has not been updated in the last 7 days

If someone does not meet any of those items, Planning Center will archive the person.

Contact your Project Manager if you would like someone to be un archived.

PCO Communication Preferences

Did you know that it is possible to select a communication preference for a unique person in Planning Center?

Its super easy!!! We like easy.

Navigate to a person’s profile in Planning Center.

Note: by DEFAULT a persons communication preference is EMAIL.

  • Click on the [Communication] tab.

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Signup Sheets

Have you ever thought about having your DreamTeam sign up for their serving opportunities instead of having you ‘assign’ them to their serving roles?  Well! You can make that happen with Planning Center Signup Sheets!

Because Planning Center has such excellent documentation on this topic already, I thought I would start by sharing their link HERE:

If you are thinking… I wonder how this applies to me?  I run a weekend ministry and want to enable sign up sheets… here are some quick instructions.

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PCO Team Leaders

Did you know that Planning Center has a position called ‘Team Leaders’? Do you know what this position does?

Each Team in Planning Center Services has a role called the ‘Team Leader”. While the team members almost never know who the team leader is in Planning Center, the Team Leader role was created so that you can assign who is receiving Scheduling Notifications for your team.

  • Acceptance
  • Declines
  • Blockout Dates

These Team Leader positions are solely managed by the local campuses or individual teams and are not managed Centrally or by the Rock Database.

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