Religious Institution User Manual

1. Introduction

The Religious Institution module is part of the Elinom ERP platform. Religious Institution — Dashboard, Branches, Members, Attendance, Finance.

Open the module from the ERP shell sidebar (#ngo) or directly at public/church-platform.html. Authenticated users with module access land on the main workspace; visitors may see a marketing landing page first.

• Religious Institution administrators — configuration, master data, and approvals.
• Day-to-day users — create and manage records in assigned sections.
• Managers — dashboards, reports, and team oversight.

2. Getting Started

First-time setup checklist

1. Log in with a user that has Religious Institution access.
2. Open Religious Institution from the ERP sidebar (#ngo).
3. Complete module Settings and organisation defaults in Company Settings.
4. Review Dashboard and confirm data loads correctly.
5. Run a test workflow before inviting additional users.

3. Dashboard

Dashboard — workspace for day-to-day dashboard tasks and records.

How to use Dashboard

1. Navigate to Religious Institution → Dashboard from the sidebar or #ngo?section=dashboard.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

4. Branches

Branches — workspace for day-to-day branches tasks and records.

How to use Branches

1. Navigate to Religious Institution → Branches from the sidebar or #ngo?section=branches.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

5. Members

Members — workspace for day-to-day members tasks and records.

How to use Members

1. Navigate to Religious Institution → Members from the sidebar or #ngo?section=members.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

6. Attendance

Attendance — workspace for day-to-day attendance tasks and records.

How to use Attendance

1. Navigate to Religious Institution → Attendance from the sidebar or #ngo?section=attendance.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

7. Finance

Finance — workspace for day-to-day finance tasks and records.

How to use Finance

1. Navigate to Religious Institution → Finance from the sidebar or #ngo?section=finance.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

8. Events

Events — workspace for day-to-day events tasks and records.

How to use Events

1. Navigate to Religious Institution → Events from the sidebar or #ngo?section=events.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

9. Communications

Communications — workspace for day-to-day communications tasks and records.

How to use Communications

1. Navigate to Religious Institution → Communications from the sidebar or #ngo?section=communications.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

10. Staff & Leadership

Staff & Leadership — workspace for day-to-day staff & leadership tasks and records.

How to use Staff & Leadership

1. Navigate to Religious Institution → Staff & Leadership from the sidebar or #ngo?section=staff.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

11. Departments

Departments — workspace for day-to-day departments tasks and records.

How to use Departments

1. Navigate to Religious Institution → Departments from the sidebar or #ngo?section=departments.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

12. Welfare

Welfare — workspace for day-to-day welfare tasks and records.

How to use Welfare

1. Navigate to Religious Institution → Welfare from the sidebar or #ngo?section=welfare.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

13. Assets

Assets — workspace for day-to-day assets tasks and records.

How to use Assets

1. Navigate to Religious Institution → Assets from the sidebar or #ngo?section=assets.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

14. Reports

Reports — workspace for day-to-day reports tasks and records.

How to use Reports

1. Navigate to Religious Institution → Reports from the sidebar or #ngo?section=reports.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

15. Audit Logs

Audit Logs — workspace for day-to-day audit logs tasks and records.

How to use Audit Logs

1. Navigate to Religious Institution → Audit Logs from the sidebar or #ngo?section=audit.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

16. Settings

Settings — workspace for day-to-day settings tasks and records.

How to use Settings

1. Navigate to Religious Institution → Settings from the sidebar or #ngo?section=settings.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

17. Integrations

Religious Institution integrates with other Elinom modules including Accounting, Analytics, Company Settings. Data events flow through the platform data bridge so related records stay in sync.

1. Ensure integrated modules are active on your subscription.
2. Configure shared master data in the source module first.
3. Review cross-module links from transaction detail screens where available.
4. Use Elinom Analytics for cross-module reporting when enabled.

18. Troubleshooting & FAQs

• Module locked or padlock overlay — activate the Religious Institution add-on or contact your billing administrator.
• Blank screen in a section — refresh the page; ensure you are authenticated and the iframe finished loading.
• 401 / 403 errors — session expired or insufficient role; log in again or contact admin.
• Data not syncing — verify the related module is enabled and check Company Settings.
• Missing menu item — your role may not include access; ask an administrator to review permissions.