Plan Editor
Getting Started
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GatherAccess:Super AdminLead PastorPastorElder
Getting Here
Navigation: Gather → Order of Service → (click a service)
You can also access the plan editor from the Service Record Detail page via the “Order of Service” tab.
Overview
The Order of Service Editor is the drag-and-drop plan builder for a specific service instance. It allows you to add, reorder, and remove plan items (Welcome, Worship, Offering, Message, Prayer, Announcements, Response, Closing, and Custom), assign staff members or guest speakers to each item, set durations, and add notes. The editor auto-saves item changes and supports keyboard shortcuts (Ctrl+S to save plan-level notes).
When opening a service with no existing plan, one is automatically created and populated from the template linked to that service pattern.
Fields & Controls
Plan Header
| Field | Type | Description |
|---|---|---|
| Service Title | Display | The service name and date. |
| Total Runtime | Display | Sum of all item durations (e.g., "65 min"). Updates as items are added, removed, or adjusted. |
| Lock/Unlock Toggle | Toggle | When locked, items cannot be edited. Toggle to unlock for editing. |
| Save Button | Button | Saves plan-level data (staff notes, series info, scripture). Also accessible via Ctrl+S. |
| Mark as Ready | Button | Sets the plan status to READY and returns to the Order of Service list. |
Plan Metadata
| Field | Type | Description |
|---|---|---|
| Series Name | Text input | Optional series name for the sermon series (e.g., "Through the Bible"). |
| Series Week | Number input | Optional week number within the series. |
| Scripture | Text input | Optional scripture reference for the service (e.g., "John 3:16-17"). |
| Staff Notes | Textarea | Free-form notes visible to all staff with plan access. Saved with the plan. |
Plan Items
| Field | Type | Description |
|---|---|---|
| Item Type | Icon + Label | The type of plan item, shown with a coloured icon. Types: Welcome, Worship, Offering, Message, Prayer, Announcements, Response, Closing, Custom. |
| Item Label | Display | The display name of the item (defaults to the type name, can be customised). |
| Duration | Number control | Duration in minutes for the item. Adjustable with +/- buttons. Minimum 1 minute. Changes are auto-saved to the API. |
| Assigned Person | Display | The staff member or guest speaker assigned to this item. Shows the person's name and role. Supports two modes: User (select from staff list) or Text (type a guest speaker name). |
| Notes | Text | Optional notes for the item (e.g., song key, specific instructions). |
| Move Up/Down | Buttons | Arrow buttons to reorder items. Sort order is persisted to the API. |
| Remove | Button | Deletes the item from the plan. The removal is immediately persisted. |
Add Item Buttons
| Field | Type | Description |
|---|---|---|
| Add Item Type Buttons | Button row | A row of buttons for each item type (Welcome, Worship, Offering, Message, Prayer, Announcements, Response, Closing, Custom). Click to add a new item of that type to the end of the plan. |
Staff Assignment Picker
| Field | Type | Description |
|---|---|---|
| Assignment Mode | Toggle | Switch between "User" mode (search staff database) and "Text" mode (type a guest speaker name). |
| Staff Search | Text input | In User mode, search for staff members by name. Results show the person's name and role. |
| Guest Text | Text input | In Text mode, type a free-form name for a guest speaker. This is stored as the assignedTo field (mutually exclusive with assignedUserId). |
Actions
Add a Plan Item
- Click one of the item type buttons at the bottom of the plan (e.g., “Worship”, “Message”)
- A new item is added to the end of the list with a default 5-minute duration
- The item is immediately saved to the API
- Adjust the duration, assign a person, or add notes as needed
Assign a Staff Member
- Click the assignment area on a plan item
- The staff picker opens in “User” mode by default
- Search for a staff member by name
- Click a result to assign them — their name and role appear on the item
Assign a Guest Speaker
- Click the assignment area on a plan item
- Switch to “Text” mode using the toggle
- Type the guest speaker's name
- The name is saved as a text-only assignment (no user account required)
Reorder Items
Use the up/down arrow buttons on each item to move it one position. The new sort order is automatically persisted to the API.
Save and Publish
- Item changes (duration, assignment, removal) are auto-saved individually
- Press Ctrl+S or click Save to save plan-level notes, series name, and scripture
- Click Mark as Ready to set the plan status to READY and return to the Order of Service list