The People Directory is the foundational registry of Koinonia OS. It provides church leaders, servants, and priests with a complete 360° view of every parishioner’s engagement, family ties, attendance, and sacramental history.
1. Viewing & Searching Parishioners
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Navigate to People > Directory in the main navigation bar.
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Use the top search bar to search by First Name, Last Name, Phone Number, or Envelope Number.
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Click Filters to narrow results by:
- Membership Status: Active, Inactive, Visitor, Deceased.
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Age Group: Infant, Child, Youth, Adult, Senior.
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District / Sector: Regional parish zones.
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Confession Father: Assigned priest link.
2. Adding a New Person Record
Parish administrators and authorized servants can add new parishioners manually:
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Click + Add Person in the top right of the directory.
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Enter mandatory fields: First Name, Last Name, Gender, and Date of Birth.
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(Optional) Enter contact information, baptism date, envelope number, and spiritual father link.
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Select an existing Household / Family or create a new family record.
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Click Save Person Record.
3. Exploring the 360° Member Profile
Clicking any person’s name opens their 360° Profile dashboard:
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Overview Tab: Essential contact details, emergency contacts, baptism details, and assigned family.
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Family Tree Tab: Visual link to spouse, children, parents, and household servants.
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Attendance Health Tab: 90-day attendance timeline, check-in history, and automated engagement score (Active, Moderate, At-Risk).
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Pastoral Notes Tab: Confidential visitation records (visible only to assigned servants and priests).
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Giving & Envelope Tab: Year-to-date contribution totals and statement downloads (restricted to Finance role).