Grouping People By Area

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Grouping People By Area

Jeremy Turgeon posted 9 Years Ago

Is it possible to create a group or map that displays everyone in the database within a predifined area? I've setup a group that's location is a large area created with the geo-picker tool but it isn't designed to automatically populate the group with people in that area.

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- Jeremy Turgeon replied 9 Years Ago
In our existing ChMS, there are areas tied to predefined geo-fenced sections of the city. When a person’s address is added or updated it automatically puts them in one of those areas if possible and marks that on their record.

This is extremely useful as it not only helps display a breakdown of our congregation by region, but also feeds into multiple different ministries. One such ministry is our Deacon neighborhoods. Each section is evaluated by the total number of small groups, members and attendees and assigned a proportionate amount of Deacons to serve the needs of that community.

In the example below, you can see how this address is geo-coded and placed within Neighborhood 4. With this information we could look at a person's record, view all members using the Group Map block (in Rock) and run reports using a neighborhood as a starting point.
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In our existing ChMS, there are areas tied to predefined geo-fenced sections of the city.  When a person’s address is added or updated it automatically puts them in one of those areas if possible and marks that on their record. This is extremely useful as it not only helps display a breakdown of our congregation by region, but also feeds into multiple different ministries.  One such ministry is our Deacon neighborhoods.  Each section is evaluated by the total number of small groups, members and attendees and assigned a proportionate amount of Deacons to serve the needs of that community. In the example below, you can see how this address is geo-coded and placed within Neighborhood 4.  With this information we could look at a person's record, view all members using the Group Map block (in Rock) and run reports using a neighborhood as a starting point. <img alt="Geo-coded address.PNG" src="/Content/RockExternal/Users/BelAirIT/Geo-coded address.PNG" />
In our existing ChMS, there are areas tied to predefined geo-fenced sections of the city.  When a person’s address is added or updated it automatically puts them in one of those areas if possible and marks that on their record. This is extremely useful as it not only helps display a breakdown of our congregation by region, but also feeds into multiple different ministries.  One such ministry is our Deacon neighborhoods.  Each section is evaluated by the total number of small groups, members and attendees and assigned a proportionate amount of Deacons to serve the needs of that community. In the example below, you can see how this address is geo-coded and placed within Neighborhood 4.  With this information we could look at a person's record, view all members using the Group Map block (in Rock) and run reports using a neighborhood as a starting point. <img alt="Geo-coded address.PNG" src="/Content/RockExternal/Users/BelAirIT/Geo-coded address.PNG" />
In our existing ChMS, there are areas tied to predefined geo-fenced sections of the city.  When a person’s address is added or updated it automatically puts them in one of those areas if possible and marks that on their record. This is extremely useful as it not only helps display a breakdown of our congregation by region, but also feeds into multiple different ministries.  One such ministry is our Deacon neighborhoods.  Each section is evaluated by the total number of small groups, members and attendees and assigned a proportionate amount of Deacons to serve the needs of that community. In the example below, you can see how this address is geo-coded and placed within Neighborhood 4.  With this information we could look at a person's record, view all members using the Group Map block (in Rock) and run reports using a neighborhood as a starting point. <img alt="Geo-coded address.PNG" src="/Content/RockExternal/Users/BelAirIT/Geo-coded address.PNG" />
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Jon Edmiston

9 years ago

Jeremy, we at CCV operate the same way. Here's our current plan (could change):

Create a badge that displays which group(s) of a configured group type that person belongs to based on geofence. If multiple groups, group name should be separated by a bar. Should also have setting to choose color

Add a person DataView filter that can be used to filter by being within the geofence of a particular group (neighborhood area)

Add a report data select field that will display which group(s) of a particular group type that person belongs to based on geofence

What do you think? Anything we're missing?

Jeremy Turgeon

9 years ago

That sounds perfect!

Trey Hendon III

9 years ago

Sorry, didn't scroll all the way down before my other comment. Jon another thing I'd request to consider is what we did for OHC. We nest our Areas and have a section at the top of each record which links to every tier the individual is a part of. IE my record shows: Don Makalous - Community Minister > Boerne Champion > Champion - Cibolo Creek > Herff Ranch NE

David Turner · Accepted Answer · 2014-07-16T15:22-07:00

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David Turner replied 9 Years Ago

It will be soon... The next update ( 0.10 ) includes a new Group Map block that displays an interactive google map of any group, and if that group is an area (polygon), it can also show any families that live within the boundaries of the group.

Trey Hendon III

9 years ago

Looking forward to seeing that David! I also think that Jeremy might be referring to a way to "sync" people to a group automatically based on the geocoding of their address. Is that something we could setup as a workflow when an address is changed (to auto-join a group/geo fenced area)?
Jeremy Turgeon

9 years ago

That sounds great. Our end goal is to have multiple areas around our church designated as "neighborhoods" which can be viewed as a map and reported on. The map would show everyone within the area and possibly every small group with a geo-location.
Jon Edmiston

9 years ago

We're working on some cool new ways to display and report on what groups a person is in based on geofencing. Right now we're focusing exclusively on features to complete 1.0. This is a high priority for after that.
Jeremy Turgeon

9 years ago

Any update on the features mentioned here? Not sure if this is already in 2.0 or planned for 3.0. Thanks!
Jon Edmiston

9 years ago

These features are in v2.0. If you look at the group viewer you should see an map marker button below the map image. If you click that you should be taken to a new page that allows you to view the geofence and add individuals (by connection status) who live in the fence. Here's some documentation links:
http://www.rockrms.com/Rock/BookContent/7#groupviewer
http://www.rockrms.com/Rock/BookContent/7#groupblocks

Hope this helps!
Jeremy Turgeon

9 years ago

I guess the question is, if there is a group with a defined geo-fenced area and a person's record geo-codes inside that area, is there a way to auto-join that group?
Jon Edmiston

9 years ago

No, there isn't currently a way to do that. I might be better to make the 'membership' the result of a real-time geo-spatial query. Can you outline the use case a bit more. That might help us find a solution that would work today.
Trey Hendon III

9 years ago

It sounds like Jeremy is looking for a way to view records in the database by their geo fence (which I'm also interested in). Jon, are you saying there's a way to have group members be dynamic (rather than static like a regular group) or was that an idea of how to accomplish this?

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Grouping People By Area

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