Fellowship One Implementation

Fellowship One Implementation

Fellowship One Implentaion

May 1, 2015 - July 20, 2015

Final F1 Conversion slated for July 2nd. We will take approximately two weeks for extensive review and validation of all data. Submit findings as/if they occur.

Database Management Purge

May 25, 2015 - June 12, 2015

Devetta Miles will be developing a data report of all Individuals who have not given >200.00 in the past three years and distribute the data, minus the contribution data to the database team. for purging the current acs database: COMPLETED!

Finalize rights and Roles for F1 Portal Users

May 27, 2015 - June 2, 2015

Contact each Campus and Finalize the roles and rights (work with Amanda) COMPLETED!

F1 Refresher Training

May 28, 2015

Refresher Training from 1pm to 5pm
Include Covenant Connectors Team Leads: COMPLETED!

Setup Individuals in F1

June 1, 2015 - June 5, 2015

Get list of F1 (portal Users from each Admin). Enter using rights for each level.

Final Status Definitions

June 1, 2015 - June 5, 2015

Complete final status definitions for VCMI (All) campuses. Send to Amanda for her review and comparisons to what she already has.

Building Fund Transfer

June 8, 2015 - June 9, 2015

Review with Rashad/Finance about building fund consolidation or separate transfer. Contact ACS to determine who funds are coming over, i.e., should the fund(s) be separated or consoloidated into one.

Training For Deacons

June 9, 2015

Training: entering people in F1.

Covenant Connectors Training

June 11, 2015

Perform Training on Adding new members, updating status, adding notes and assigning tasks. Creating specific reports: cCOMPLETED!

Data Validation

July 2, 2015 - July 10, 2015

Validate Data from final conversion: people, households, contributions, checking, rights, comments, notes, assignments, ministries, groups, activity schedules, funds, sub funds, statuses, sub statuses, forms, rights and roles

Check In Process

Purchase Bar code Scanners and Key Tags

Training With Database Team

June 7, 2015

Train Database teams on people, merging, updating records.

Check In implementation and training

June 12, 2015 - June 18, 2015

(NLT) May 26th: Order Bar Code scanners and Key Tags
May 26th Create access for Children's Church Teams

May 31, Jun 3 and June 7: Test Check In system
June 9th @ 7pm: Train Children's Church Check In Teams

Train Children's Church Leads

June 15, 2015

Training will consist of gaining access, self-checking, assisted check in and setting up keyfobs.

Contributions Conversion

Setup Gateway through Authorize.net

Work with VCMI Fiance to connect gateway

June 15, 2015 - June 17, 2015

Meet with CFO

Test Finance Integrity

June 22, 2015

Start and test contributions module. Match reports and input to actual envelope batch sheets.