Positions

A position is a role on a serve team, such as Greeter on the Hospitality team or Sound on the Production team. Your positions are the rows of the schedule: for each date you say how many people a position needs, then put people on it.

How to use it

See your teams and positions

1. In the staff dashboard, open Services.
2. Choose Positions. Each serve team is listed with its positions, in the order they were added. A team with no positions says No positions yet.
3. Choose Close when you are done.

Add a position

1. In Positions, choose the Team.
2. Type the name under New position, such as “Greeter”.
3. Choose Add. The position appears under its team, and as a new row in the schedule.

Archive or restore a position

1. In Positions, choose the archive button next to the position (its label reads “Archive” and the position’s name). The position stays in the list, dimmed and marked “(archived)”.
2. To use it again, choose the restore button next to it.

Say how many people a date needs

You set this in the schedule, one date at a time:

1. In Services, find the position’s row and the date’s column, and choose Need.
2. Enter How many are needed, then Save. The cell shows “0 of 2”, in orange while it is short.
3. To change it later, open the menu on the cell (the three dots) and choose Change how many. If the date doesn’t need that position after all, choose Not needed this date.

Then choose Add in the cell to put someone on it. The schedule explains the grid in full.

Good to know

• Teams come first. A position belongs to a serve team, and only active members of that team can be put on it. People join a team, not a position: anyone on the Production team can be put on Sound or on Lights.
• Adding teams and team members. The Positions dialog says teams and who is on them are managed in Groups, but serve teams don’t have a screen in Groups yet. Questions? Contact DCX Logic support.
• Names. Up to 80 characters. Two positions on the same team can’t share a name, and that includes an archived one. Two different teams can each have a position with the same name, such as “Lead”.
• No renaming or deleting yet. You can’t rename a position on screen. Archive it and add one with the new name. Positions are never deleted, so the record of who served stays.
• What archiving does. An archived position leaves the schedule’s rows and can’t be needed on more dates. Dates that already need it keep it, with the people on them and their answers, and those volunteers still see their dates. Restore it to use it again.
• The need is a guide, not a limit. You can put more people on a position than it needs. The count turns orange while fewer are on it than needed.
• 0 to 100. How many are needed takes any number from 0 to 100.
• Order. In Positions, each team’s positions are in the order they were added. In the schedule, teams and their positions are listed alphabetically.
• Who can do it. Owners, administrators and ministry leaders add, archive and restore positions and set what a date needs. Staff can open Positions and read the counts but change nothing. Staff limited to their campuses see only the teams they work with (see Staff limited to their campuses).
• Your church’s subscription. Services depends on your church’s subscription (Core, Pro or Elite); see Your plan.

If something isn’t right

• “That team already has a position with this name.” Choose a different name. If the position with that name is archived, restore it instead.
• “The position was not saved.” Your role may not allow it, or the connection dropped. Try again, or ask an owner or administrator.
• Add is grayed out. Choose a Team and type a name first.
• A team isn’t in the list. Only active serve teams are listed. Questions? Contact DCX Logic support.
• A position disappeared from the schedule. It was archived. Open Positions and restore it.
• There’s no Need button in a cell. The date is cancelled, or your role lets you view the schedule only.
• Not needed this date is grayed out. Someone is on that position for that date. Take them off first: choose their name, then Take off this date.
• Someone isn’t listed when you choose Add. They aren’t an active member of that position’s team, or they are already on it for that date.

What DCX support can do

With your permission, DCX support can open a support session on your church to look at your teams and positions with you.

How this compares with Planning Center

If you’re coming from Planning Center Services:

• Where positions live. In Planning Center you create a team under People, then Teams, and add positions inside the team with Add position. In HoW, you add positions in Services, under Positions.
• People belong to the team. Planning Center adds each person to specific positions on a team. In HoW, a person is on the team, and you can put them on any of its positions.
• Renaming and deleting. Planning Center lets you rename a position, or delete it for good, along with who was on it. HoW archives a position instead, keeps its history, and doesn’t rename yet.
• Needed positions. In both, you say how many people a position needs on a date. Planning Center sets the number on a plan or in a template, with plus and minus buttons, and shows how many are still needed. HoW sets it in the schedule, date by date, and shows “1 of 2”. HoW has no templates yet.
• Not in HoW yet. Planning Center’s signup sheets, split teams and automatic assignment.