Church Admin Plugin

Smallgroup Oversight List

⭐ Premium

The Oversight List is where you populate each level of your small group oversight structure with the people responsible at that level — Zone Pastors, Coaches, or whatever levels you have defined. It gives a complete top-down view of your oversight hierarchy and lets you assign and reassign people to roles directly on screen.

Go to Church Admin → Small Groups → Oversight list.

Before you start

The Oversight List is built from your oversight structure levels. If the screen is blank or shows no sections, your oversight structure hasn’t been defined yet. Go to Church Admin → Small Groups → Small group structure and add your levels first — for example Zone Pastor, Coach, Group Leader — then come back here. See Small group oversight structure.

Everyone you want to assign to an oversight role must already be in the directory before you can add them here.

How the screen is laid out

The screen shows a section for each oversight level in your hierarchy, starting from the most senior level and working down. The small group leader level itself is not shown here — that is managed through the individual group records. Each section has:

  • A form to add a new named entry at that level — for example adding a zone called East Zone and assigning the people responsible for it
  • A table of existing entries at that level, showing the name, the parent entry above it in the hierarchy, and the people assigned to it

Adding an oversight entry

In the section for the level you want to populate, type the name of the entry — for example East Zone or North Coach Group. If the level sits below another level in the hierarchy, a dropdown appears asking which parent entry this belongs to — for example which Zone Pastor a particular Coach Group sits under.

Use the people autocomplete field to type the names of the people responsible at this entry. Start typing a name and select from the directory suggestions. Multiple people can be assigned to a single entry.

Click Save and the entry appears in the table below.

Editing existing entries

Entries can be updated directly in the table without a separate edit screen. Two fields update via AJAX — no save button needed:

  • Name field — click into the name of any existing entry and change it. The update saves automatically when you move out of the field.
  • People field — click into the people field of any entry and update the names assigned to it. The update saves automatically when you move out of the field.

Deleting an entry

Click Delete next to any entry and confirm the prompt. The entry and its oversight assignments are removed. The people themselves remain in the directory — only their oversight role assignment is deleted.

Related tutorials