Where to start
Find the row that describes you. Each handbook stands on its own, so read the chapters you need and come back for the rest.
| If you are | Start with | Then keep handy |
|---|---|---|
| A volunteer or new staff member | CPCana Training Handbook | CPCana Workflows & Automations Field Guide |
| A ministry leader or project owner | CPCana Workflow Strategy Guide | CPCana Workflows & Automations Field Guide, CPCana Training Handbook, CPCana Field Cards |
| An CPCana administrator | CPCana Admin Guide | CPCana Workflows & Automations Field Guide, CPCana Field Cards, CPCana System Handoff Runbook |
| An engineer, IT lead, or successor | CPCana System Handoff Runbook | CPCana Admin Guide |
The handbooks
- Everyone: staff, ministry leaders, and volunteersCPCana Training Handbook
The complete step-by-step guide to CPCana, from signing in and working your inbox to projects, boards, repeating tasks, forms, inventory, meetups, child protection, and onboarding.
- Communications team: the Coordinator, graphic and copy writers, reviewers, publishers, and managersCPCana Communications Handbook
How to plan, produce, and schedule church announcements across multiple channels, including pipeline roles, triage, review, and daily publishing.
- Ministry leaders and project ownersCPCana Workflow Strategy Guide
How to design work that runs smoothly: projects and stages, task anatomy, dependencies and quiet inboxes, automation recipes, recurring pipelines, and worked case studies.
- Staff, ministry directors, and volunteer leadsCPCana Workflows & Automations Field Guide
Click-by-click tutorials for process stages and automation rules, the four quick recipes, the printable runbooks, and the work CPCana does in the background.
- Sunday leads, child-protection coordinators, and supervisorsCPCana Field Cards
Printable worksheets: a Sunday prep checklist, CPC's child-protection requirements and CPCana's four statuses, renewals and reporting, and new-staff onboarding.
- CPCana administratorsCPCana Admin Guide
Everything only an admin can do: users and roles, teams and the org chart, workflows and routing, trash, integrations, and org-wide settings.
- Engineers, IT support, and church administratorsCPCana System Handoff Runbook
Who owns which account, every environment variable, how deploys and scheduled jobs run, and break-glass fixes for when something stops working.
How this library stays current
Each handbook here is generated from a guide kept alongside CPCana's code. When an update to CPCana changes a screen, a step, or a limit that a handbook describes, the guide is corrected in the same update and its page here is republished.
Every page shows when it was last revised and an edition number, so two people looking at the same handbook can tell whether they're reading the same version.