Training Classes

Full Course (lunch is not included)
For Parish Administrators and Key parish personnel.

Individual Modules
for those staff members or volunteers that need training in specialized areas only.

System Administrator - individual(s) knowledgeable in all modules and who will be responsible for administering the system. i.e. those individuals that will have full rights to everything and be the person to troubleshoot for the remaining staff. Full two day course.

Family Directory- The individual(s) responsible for adding, EDITING and DELETING family and member information, running census reports, directories and correspondence including envelope lists, and bulk mailings.

Offertory – That individual(s) responsible for posting weekly collections for all funds, running contribution statements, Posting and maintaining Pledge records, and other areas connected to the parish contributions. (not including the financials).

Religious Education – those individuals who are or will be responsible for actively building your sessions and classes or those individuals who will be “hands on” involved with updating information and or class lists, creating reports, or maintaining sacramental records.

Time & Talent – those individuals who will be maintaining Ministry lists, scheduling Ministers, inputting responses from Stewardship drives, creating rosters or posting schedules.

Class Agenda
(Note: you may register for one or multiple modules)

Introduction to the query writing tool for ParishSOFT. Learn how to get the answers you need from your ParishSOFT database using Parish IQ's drop down lists to choose from fields in the database. Print a list of the data, merge it with a Word document or export it to Excel. Save the query and use it whenever you need current results from your database. Share the query with others on your staff and even create Workgroups with the results.

NOTE: a basic knowledge of ParishSOFT modules required

Milestones: Ever struggled with keeping up with what child has turned in their papers? Milestones help you keep track of "assignments" given to children in your Religious Ed program: Who has turned in their baptismal certificate? Who still needs to write a paper on their saint
for confirmation? Learn how to create your own, assign milestones to an entire class or to an individual, and create reports to see who still has tasks to complete.

Note: Basic knowledge of Religious Education module is recommended.

Time saving tips and tricks covering everything you need to know to maximize the tools provided in ParishSOFT. We will reviews current Archdiocesan Policies and Procedures. Please note: ParishSOFT Basics is a recommended prerequisite.

Introduction to navigating in ParishSOFT Family Directory. Learn how to create new Family and Member Records, import families and members, get introduced to the sacramental screens and more.

PLEDGES: This class is dedicated to showing you how to establish and track pledges in ParishSOFT. Learn how to create pledges and capital campaigns, add new pledge, along with best practices for posting new pledges.

Note: Basic knowledge of Family Directory and Offering Contributions is recommended.

This class will review the basic components of mail merge. You will learn how to successfully create a mail merge documents and templates, and how to utilize this function within ParishSOFT.