rock-administration

Imported from pbassham/rockumentation-skill-builder (curated-bundles/rock-administration/SKILL.md). Install upstream with npx skills add pbassham/rockumentation-skill-builder --skill rock-administration. Copyright stays with the author.

This skill bundles 104 references from 10 sources. Load topics on demand via the index below.

Topics

Rock Admin Hero Guide

• Rock Homepage — Use when staff need to customize Rock's homepage with announcements, metrics, quick links, and organizational resources
• Background Checks — Use when setting up or configuring Checkr integration for background checks in Rock RMS, including account creation and webhook configuration
• Locations — Use when configuring location settings, understanding location types, setting up geo-fences, or managing address standardization and geocoding in Rock
• Email Configuration — Use when configuring email delivery services, setting up SMTP or Mailgun integration, or troubleshooting email transport settings in Rock
• Securing Rock — Use when configuring user access control, security roles, permission settings, or protecting sensitive information in Rock
• Rock Captcha — Use when configuring Captcha security settings in Rock, enabling bot protection on forms, or managing Captcha keys and block configuration
• Data Integrity — Use when a user needs to find, identify, or merge duplicate person records in Rock database
• Interactions — Use when you need to understand how Rock tracks user interactions across websites and communications, including mediums, channels, components, and sessions
• General Settings — Use when configuring Rock system settings, organization details, global attributes, or installing Rock software updates
• CMS Configuration — Use when setting up or managing Rock websites, pages, themes, routes, blocks, and file directories
• Security — Use when managing user accounts, security roles, REST API access, or configuring security settings in Rock
• Communications — Use when you need to set up, customize, or configure email and SMS communication templates, system communications, transports, or messaging mediums in Rock
• Power Tools — Use when the user needs to execute SQL queries directly against the Rock database or run UPDATE/DELETE commands for advanced data manipulation tasks
• System Settings — Use when configuring geocoding services, address standardization, or setting up location-based features in Rock
• Entity Documents — Use when configuring document types and adding document management blocks to entities like people and groups in Rock
• Merge Documents — Use when user needs to create, manage, or apply merge documents in Rock to format and export data from grids into Word or HTML documents
• Campuses — Use when configuring organizational locations, managing multiple campuses, setting up campus details, status and types, or assigning staff roles to campuses
• Jobs — Use when configuring scheduled jobs, understanding default Rock jobs, or managing automated tasks like check-in, cleanup, analytics, and data processing
• Note Types — Use when configuring notes functionality on Rock entities like batches, people, or prayer requests, or creating custom note types for specific organizational needs
• Electronic Signatures — Use when users need to understand how electronic signatures work in Rock, including their components, workflow integration, and event registration implementation
• External Authentication Services — Use when configuring external authentication services in Rock, particularly Active Directory integration, Facebook login, or other non-native credential providers
• OpenID Connect — Use when configuring Rock as an OpenID Connect authentication server to allow external systems and members to log in with Rock credentials
• Internationalization & Localization — Use when configuring international phone number formatting, country codes, and localization settings in Rock
• What To Do When Things Go Wrong — Use when troubleshooting Rock application startup failures, database exceptions, file system errors, or 500 server errors
• Phone Number Lookup — Use when users need to understand how phone number lookup works for identifying people without traditional login methods
• User Login & User Accounts — Use when users need help with external website login pages, user account creation, login history tracking, or troubleshooting login failures in Rock
• Digital Media — Use when a user needs to understand video engagement metrics, view play analytics, track viewer behavior, or analyze digital media performance data in Rock
• Real-Time Engine — Use when users need to understand Rock's real-time capabilities, configure WebSocket updates, or learn how real-time attendance tracking and live data synchronization work
• Observability — Use when troubleshooting Rock system performance, monitoring page load times, database query efficiency, or setting up New Relic observability monitoring
• API — Use when a user needs guidance on Rock API operations, security configuration, endpoint methods, or integrating third-party apps with Rock
• Entity Search — Use when configuring reusable Entity Search queries in Rock to fetch data via API v2, Lava Entity Commands, or custom payloads without writing SQL
• Proximity Attendance (Mobile) — Use when setting up automatic attendance tracking with Bluetooth beacons and configuring iBeacon signals for mobile check-in
• Automations — Use when setting up automated workflows to trigger actions based on entity changes or chat messages in Rock
• Record Source — Use when configuring how person records are tagged with their originating entry point or channel for reporting and workflow optimization

Blasting Off With Workflows

• Blasting Off With Workflows — Use when learning about workflow automation basics, use cases, and how to implement request systems, data change triggers, or scheduled background tasks in Rock RMS
• Configuring A Workflow Type — Use when configuring or viewing workflow types in Rock RMS, including setting up details, advanced settings, attributes, activities, and actions
• Actions — Use when configuring workflow actions in Rock, including action order, filters, conditional execution, and attribute-based matching criteria
• Launching Workflows — Use when configuring how to launch workflows through entry blocks, category browsers, or direct workflow entry pages in Rock
• Working With Entry Forms — Use when user needs guidance on configuring workflow entry forms, form commands, activities, or form chaining in Rock administration
• Form Builder — Use when users need guidance on creating forms with Rock's drag-and-drop Form Builder, configuring form fields, or setting up form-based workflows
• Managing Workflow Instances — Use when managing active workflow instances, viewing workflow status, filtering workflows by criteria, or editing workflow details and attributes
• Building A Simple Workflow — Use when configuring workflow details, attributes, activities and actions for approval processes in Rock RMS
• Lava Tips For Workflows — Use when you need to access and reference workflow attributes in Lava, including formatting values, retrieving person properties, and working with unformatted attribute data
• Securing Workflows — Use when configuring workflow type security, permissions, and access controls for Rock administrators and staff roles
• Webhook to Workflow — Use when configuring webhooks from external services to automatically launch and trigger Rock workflows with data mapping
• SMS Pipeline Workflows — Use when configuring workflows triggered by SMS messages in the SMS Pipeline feature or migrating from Text to Workflow

Workflow Actions

Every workflow action grouped by category (AI, Communications, Finance, etc.).

• Workflow Actions Documentation — Use when configuring workflow actions to execute AI prompts and send text to AI providers for generating responses
• Communications — Use when configuring workflow actions to send communications via email, chat channels, direct messages, or on-demand communication flows
• Connections — Use when automating connection request workflows, managing connector assignments, updating request status/state, or adding activities to connection requests
• Finance — Use when managing benevolence requests, adding financial assistance documents, or creating business records in Rock RMS workflows
• Groups — Use when you need to create groups, add group members, set group attributes, or manage group operations in Rock workflows
• People — Use when needing to manage people records in Rock, including inactivating families, updating addresses, or creating/finding person records from field data
• Utility — Use when user needs to create short links, run jobs, update datasets, execute Lava code, or run SQL queries in Rock workflows
• Workflow Attributes — Use when you need to assign values to workflow attributes, including setting them from entities, persons, templates, or user context
• Workflow Control — Use when managing workflow control actions like activating or resetting activities and actions within Rock workflows

Universal Search

• Getting Started — Use when setting up or configuring search providers like Lucene or Elasticsearch in Rock RMS Universal Search
• Specifics for Entities — Use when configuring Universal Search indexing for person, business, group, content channel, or site entities in Rock administration
• Customizing Results for Entities — Use when customizing how search results display for entities, including result templates and URL patterns in Rock administration
• Installing Elasticsearch — Use when a user needs instructions for installing and configuring Elasticsearch as a Windows service for Rock's universal search functionality

Checking-out Check-in

• Check-In Systems — Use when determining which digital check-in system type to implement for a church or organization
• Setting It All Up — Use when configuring check-in schedules, service times, and cloning schedules for Rock administration setup
• Printing — Use when configuring check-in label printing location and printer settings in Rock, including device printer configuration and DPI adjustments
• Rock Cloud Printing — Use when users need to understand label printing options for Rock check-in, including cloud printing, VPN tunnels, kiosk printing, and local network solutions
• First Time Registration — Use when helping staff register new families and children in Rock for first-time check-in, including birthdates, grades, and pre-registration setup
• Check-in Registration — Use when a volunteer needs to add new families, register guests, or edit existing family information during check-in kiosk registration
• Check-In Manager — Use when managing check-in phases, understanding checked-in vs present vs checked-out states, or configuring attendance tracking workflows
• Attendance Analytics — Use when analyzing attendance patterns, viewing attendee counts over time, filtering first-time visitors, or generating attendance reports for groups
• Check-In Kiosk Options — Use when setting up or troubleshooting Rock check-in kiosk platforms, printing options, and iPad/Windows application configuration for attendance check-in
• Themes — Use when customizing Rock check-in theme appearance, changing logos, selecting themes, or styling the Aero theme with colors and images
• Creating Custom Labels — Use when user needs to create custom check-in labels using ZebraDesigner software or wants to understand Rock's label system and customization options
• Attendance Self Entry — Use when users need guidance on how attendees can self-report their attendance at online services, including family members watching together
• Additional Check-In Options — Use when configuring check-in procedures to organize groups by birthdate ranges instead of age or grade levels
• Mobile Check-in — Use when user needs to understand how mobile check-in works, configure SMS messaging requirements, or guide people through the mobile check-in process
• Check-in Celebrations — Use when configuring check-in achievement celebrations and animations to recognize member accomplishments and engagement at your organization
• Appendix - Advanced Options — Use when configuring advanced check-in options like preventing duplicate check-ins, custom label printing for groups, or setting room capacity thresholds

Checking-out Check-in - NextGen

• Check-In Systems — Use when explaining different digital check-in system types, their advantages, disadvantages, or helping choose between centralized self-service, decentralized, and attended check-in models
• Setting It All Up — Use when configuring Rock check-in schedules, service times, and cloning schedules for worship services and events
• Kiosks — Use when configuring check-in kiosks, assigning locations to devices, or setting up saved kiosk configurations in Rock's NextGen check-in system
• Printing — Use when configuring check-in printing, selecting printers, or troubleshooting label print location and client/server printing options
• Rock Cloud Printing — Use when users need to understand label printing options for Rock check-in systems, including VPN, kiosk, local network, and cloud printing solutions
• First Time Registration — Use when registering new families or individuals in Rock RMS for the first time before check-in
• Check-in Registration — Use when volunteers need to add new families, register guests, or edit existing family information during check-in kiosk registration
• Check-In Manager — Use when managing real-time check-in states, understanding check-in phases, or configuring presence tracking for event attendance
• Attendance Analytics — Use when you need to generate attendance reports, analyze attendance patterns, or identify attendees by visit frequency and attendance behavior in Rock
• Check-In Kiosk Options — Use when configuring check-in kiosk platforms, comparing browser vs iPad vs Windows applications, or setting up printing for Rock's NextGen check-in system
• Attendance Self Entry — Use when users need to understand how attendees can self-report their attendance for online services and add family members or co-watchers
• Additional Check-In Options — Use when configuring Rock check-in to organize groups by birthdate ranges instead of age or grade levels
• Check-in Celebrations — Use when configuring visual celebrations, sounds, and achievement recognition displays for check-in experiences
• Advanced Options — Use when configuring Rock check-in rules, enrollment preferences, anonymous access, schedule selection automation, or designing custom check-in labels

Assessments

• Assessments — Use when needing to create assessment requests or send background check requests within Rock workflow actions
• Sending Requests — Use when sending assessment requests to individuals or groups in Rock, or viewing assessment history for a person
• DISC Personality Assessment — Use when users need guidance on administering the DISC personality assessment to individuals or understanding the four personality types and their combinations
• Spiritual Gifts — Use when users need to understand how to take the spiritual gifts assessment, interpret its results, or learn about the 17 spiritual gift categories
• Motivators — Use when understanding what drives a person's values, goals, and work preferences through motivators assessment results and growth mindset analysis
• Emotional Intelligence — Use when a user needs information about administering, taking, or interpreting Rock's Emotional Intelligence Assessment
• Conflict Profile — Use when learning about the Conflict Profile Assessment, its five engagement modes, and how to interpret assessment results for conflict resolution

Email Template Survival Guide

• Writing Templates for Rock — Use when implementing email templates for Rock's communication wizard with editable content blocks and dropzone configuration

Business Intelligence

• Business Intelligence — Use when understanding Rock's Business Intelligence tools, their purpose compared to standard reporting, and how BI analytics models work for data analysis and dashboards
• Types of Analytics Tables — Use when understanding the structure of analytics tables, facts vs. dimensions, or how to identify BI data tables for reporting in Rock
• Using Analytics Source Date — Use when a user needs to work with dates in reporting, perform year-over-year calculations, or understand how to use the Analytics Source Date table for date-related queries
• Tips for Power BI — Use when configuring Power BI integration, scheduling BI Analytics jobs, or troubleshooting missing data in Rock Business Intelligence

Hyper Scaling Rock RMS

• Rock Web Farm — Use when setting up or managing multi-server Rock installations, scaling strategies, cluster architecture, or web farm configuration for high-load environments
• Rock Context — Use when configuring read-only database replicas, setting up separate analytics databases, or managing Rock RMS connection strings for performance optimization