Default Processes

MinistryPlatform comes with several processes you might find useful. If needed, a SPoC can modify these to fit your church's needs.

Abandoned Invoice Clean Up

When you create an invoice with the Invoice Details & Payment Widget, the Process holds it for one hour. During this time, the associated Event Participant record has a Participation Status of Awaiting Payment.

One hour after you create the invoice, the system invokes a webhook to check whether the invoice was abandoned. If the invoice has not been paid, the process sets the Invoice Status to Cancelled with the reason Invoice Abandoned by Registrant, and marks the associated Event Participant records as Abandoned to release the spots for other registrants. The Group Participant record receives an end date as well. The system retains any associated Files, Form Response Answers, and Form Responses.

If you later receive payment, the Process updates the Invoice record as Some Paid or Paid in Full and marks the Event Participant record as Registered. The Group Participant record does not update, so you can remove the end date.

Note: If you use OnlineGiving.org, by default, the Process holds invoices for three hours instead of one. To change this to another time limit, contact support@onlinegiving.org.

Active at installation: Yes
Initial number of Steps included: Two

Background Check Returned: Needs Review

When a background check returns automatically or manually and the All Clear flag is not set, you must review it to determine if it is approved. This includes an approval email sent to a staff member.

Active at installation: No
Initial number of Steps included: Two

Care Case Assigned

Email the Care Case Manager when they have been assigned a Care Case.

Active at installation: Yes
Initial number of Steps included: One

Equipment Reservation

Provide approval for equipment use. See Equipment and Reservations.

Active at installation: No
Initial number of Steps included: One

Event Approval

Provide approval for events submitted by users.

Active at installation: Yes
Initial number of Steps included: One

Note: We highly recommend you always leave this Process with Active set to Yes to ensure that events display as expected online.

Event Service Request

Provide approval for service requests related to events.

Active at installation: No
Initial number of Steps included: One

Exceed Messaging Quota

Get approval for a specific user to send a message that exceeds the sender's message quota.

Active at installation: No
Initial number of Steps included: One

Form Response Submitted - Forms

Notifies the Primary Contact with an email every time someone submits a Form Response on a form where the Notify field is set to Yes.

CAUTION: We don't recommend the Form Response process for event registration forms. If you do, a person can complete the form but cannot finish their event registration. If you track event registrations, use a view notification to show responses from the past 24 hours or seven days. You can then compare these responses to the registered event participants.

Active at installation: Yes
Initial number of Steps included: One

Future Contact Log Entry

Notify staff about the need to contact someone and facilitate follow-up. See Contact Log.

Active at installation: Yes
Initial number of Steps included: One

Group Finder Sign-up

Someone clicks Sign Up in the Group Finder.

Active at installation: Yes
Initial number of Steps included: Two

Group Inquiry Follow-up

Notify about a group inquiry and the need to facilitate follow-up.

Active at installation: Yes
Initial number of Steps included: Three

Group Suggested

Notify about a suggested group and provide approval. See Configuring Group Finder.

Active at installation: Yes
Initial number of Steps included: Two

Household Care

Notify about the need for household care and facilitate follow-up.

Active at installation: Yes
Initial number of Steps included: Two

Maintenance Request

Notify about the need for maintenance and facilitate follow-up.

Active at installation: No
Initial number of Steps included: Four

Need Connect Provider Invitation

Notify the provider after they have been approved to provide help. Includes a link to the Connect Board.

Active at installation: Yes
Initial number of Steps included: One

Pending Pledge Approval

Notify about pending pledges.

Before activating, you must edit the Process Manager and Process Step to assign the task to the correct user who should review pending pledges. When they mark the task complete, the Pledge automatically updates to a status of Active.

CAUTION: Do not modify this Process Step from the type Assign a Task to Get Approval.

Active at installation: No
Initial number of Steps included: One

Response Follow-up

Notify about the response to an opportunity and facilitate follow-up.

Active at installation: Yes
Initial number of Steps included: Two

Review New Background Check Type

Notify about a new Background Check Type and the need for approval. See Background Checks.

Active at installation: No
Initial number of Steps included: Two

Room Request

Provide approval for the use of a room. See Event Room Approval.

Active at installation: No
Initial number of Steps included: One

Statement Maintenance Required

Run a stored procedure to review unarchived statements, ensuring that database changes reflect correctly. See Standard Statements.

Active at installation: Yes
Initial number of Steps included: One

User Removal Request: Needs Review

Notify when a user submits a Feedback Entry with the Feedback Type of User Removal Request. Follow-up is required to determine the details of the request.

Active at installation: No
Initial number of Steps included: Two

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