Setup a Physical Card Template Follow
With Focus Growth, you can scan in a blank connection card, map out the fields to your ChMS, and then scan all of you completed cards and let our OCR technology read them for you.
Create A Template
From your Growth Dashboard, click on the Card Icon (paperclip) and select CardTemplates.
On the following screen, click on Setup A Template.
On the following screen, you will want to fill in template details and upload a black copy of your connection card.
1. Template Name
2. Choose a campus (campus names would have been added by your church when you setup)
3. Add a description of the card
4. Browse the files on your computer to select your blank connection card.
5. Click 'Save' to continue
Select Regions and Data Fields
Regions are the highlighted area that you want to assign a data field. The highlighted area signifies to our OCR System that anything written in that space will be the text for the selected data field. The handwriting will be converted into digital data.
You will want to be sure to include the field name and make the region large enough to capture all the handwriting. Please note that it is okay for the regions to overlap each other as we treat each field region as an independent space.
Each region created will be assigned to a Field and a Person (primary, spouse, child). When a region is selected, all the other regions will turn gray, which enables you to be sure you are assigning the correct region to a field.
Checkboxes
For Checkboxes, select the entire checkbox area, and you will identify each checkbox option with its label. Be sure to write the exact label text.
With checkboxes items like gender, marital status, or other such fields that are determined by your specific ChMS, you follow the same pattern of checkboxes with entering the exact field label.
Error Checking
Within Focus Growth you may notice that when selecting a different person we have the field change color. That is still true with select regions on a card. Please note the primary person is blue (#1) and the spouse is green (#2). This allows the user to see at a glance which fields are assigned to which person to capture any errors.
Along with the color indicators, when you click save for your template, Focus Growth will identify any duplicate field selections. Those fields will be highlighted in red.
Save Template
Once you have selected and assigned your regions, click Save (in the bottom right corner), to complete the template setup.
Template Complete
Once you save your template, you will be lead back to the Card Template Dashboard with a list of all the available templates. Click on the gear icon to Edit Template Details (name, etc.), Select or Edit Template Regions, and Setup or Manage Conditionals.
