ARTICLE SUMMARY
This article goes into depth on the Regional Council field in Dynamics 365. This includes examining the Minister Regional Council, Lay Person Regional Council, Lay Person Representative to Regional Council, and a few examples.
What is Regional Council field in D365?
On the Contact, there is a field called Regional Council (see item 2 below) which has different meanings depending on whether the Contact is a Lay person or a minister. In the example below, this contact is a Lay Person.
Minister Regional Council
- Ministers, in D365, have a Minister Profile entry (See Item 1 below). For ministers, the Regional Council tells us the Regional Council membership. Ministers are members of a regional council, depending on the Regional Council that the community of faith of where they have an appointment or call
- There are some exceptions, where the minister can request a specific Regional Council, and in those scenarios the field RC Exception Reason (See item 4 below) is updated by Office of Vocation staff.
Lay Person Regional Council
- For Lay people, Regional Council tells us which Regional Council the person lives in.
- The Regional Council is determined by their address (See item 3 below), specifically the first 3 characters of the postal code.
- Regional admins can update the Regional Council field
Lay Person Representative to Regional Council
- Communities of Faith (COFs) can elect representatives to regional councils. In the past, the regional council staff had to keep track of these representatives. Now with ChurchHub, the pastoral charge admin can log into ChurchHub, and enter the representatives, through the COF Roles tile. This information is automatically entered into D365. See example 2 below.
- In example 2,
- Item 1 = the name of the COF Role. In this case, Regional Rep
- Item 2 & 3 = the Community of Faith.
- Item 4 = the Tab on the Contact where can see the COF roles of the contact
Example 1 (test contact):
Example 2 (COF Role):
Comments
0 comments
Please sign in to leave a comment.