Self-Claim Settings

Navigate to Admin > Settings ▸ Scheduling ▸ Self-Claim (at /admin/settings/scheduling/self-claim). This page sets your organization’s default for member self-claim: whether a newly created event lets eligible safety team members claim its open positions themselves, or leaves filling them to leaders.

The Default

• Off — leaders only. New events open with self-claim off. Leaders fill positions, and a coordinator can open any single event to self-claim from its detail page. This is the default for every organization.
• On — open new events to member self-claim. New events open with self-claim on. Choose who can claim:
  • Home campus only — members can claim positions on events at their own campus.
  • Organization-wide — members can claim positions on events at any campus.

Change the setting and select Save. Saving the value that is already set does nothing.

Which Events It Applies To

The default is applied once, when an event is created, by any of these:

• An event added by hand from the Schedule.
• Events scheduled from a program.
• Events generated from a service definition, including the automatic generation that runs on a schedule.

Training events are not affected. Members sign up for training through registration, not by claiming positions.

Overriding the Default for a Service or Program

A service or program can set its own Member self-claim choice, so one kind of event — at one campus — can differ from the organization default. For example, keep the default off but open your Wednesday night program to self-claim, or keep it on but make the main Sunday service leaders only.

Open the service in Service Definitions or the program in Programs and choose under Member self-claim:

• Use org default — events from this service or program follow the organization default. This is the starting value for every service and program.
• Leaders only — events start with self-claim off, even when the organization default is on.
• Eligible members — events start with self-claim on, even when the organization default is off.

Unless you chose Leaders only, also choose Who can claim: Use org default scope, Home campus only, or Organization-wide. With Use org default, a who-can-claim choice only takes effect while the organization default is on.

Each service and program has its own campus, so a service or program setting applies to that one type of event at that one campus. Events you add by hand have no service or program and always follow the organization default. Only Organization Admins and Oversight leaders can change this setting, and every change is recorded in the audit log with the service’s or program’s other settings.

Precedence: Organization, Then Service or Program, Then the Event

1. Organization default — decides how a new event starts.
2. Service or program setting — if the service or program the event comes from sets its own choice, that replaces the organization default for its events.
3. Per-event setting — a coordinator can turn self-claim on or off for any single event from its detail page. This always wins over what the event inherited. When a coordinator turns self-claim on, members are chosen by the service or program’s who can claim choice if it has one, otherwise by the organization’s.

Because the choice is copied onto each event when it is created:

• Changing the default, or a service or program setting, does not change existing events. Events that already exist keep their current setting. Only events created after the change pick up the new choice.
• An event’s own setting stays put even if you later change the organization default or its service or program.

When the Claim Window Closes

Self-claim closes at the start of the event’s day in your organization’s time zone — there is no same-day self-claim. An event whose day has already begun (or passed) when it is created is created with self-claim off, even when the default or its service or program says on, because no member could use it.

Related

• Finding Coverage (Squad Leads) — open positions and the per-event self-claim setting.
• Settings — the full Settings surface this page lives under.