Initial Setup for Background Checks
A guide for SPoCs on what to set up to use Background Checks.
- Add Users to the appropriate Security Roles. The following roles come with MinistryPlatform. You may want to copy and edit them as appropriate for your environment:
- Administrators: Full rights to Background Checks.
- Full Rights No Stewardship: Full rights to Background Checks.
- Background Checks Full Rights: Full rights to Background Checks.
- Background Checks Read Rights: Read-only rights to Background Checks.
Note: To allow Users to use the Background Check Request Tool, add the tool to the appropriate Security Role on the Tools tab. - Set your expiration time frame. This ensures your Views calculate properly.
- Indicate which Group Roles require Background Checks. If you require Background Checks for certain Group Roles, Users added to those roles must submit a Background Check.
- Optionally, set up a Background Check integration with Active Screening Faith, Protect My Ministry, or BIS.
Add Users to Security Roles
Grant specific Users certain permissions using Security Roles.
- You must be a SPoC to do this.
- In the navigation menu, click .
- Click the Security Role you want to add users to.
- Click the Users tab.
- Click the Actions button and select Add Users.
- Select the user(s) you want to add to this Security Role.
- Click Add.
The user(s) you selected display on the Security Role's User tab. These users now have the permissions this Security Role grants.
Set Background Check Expiration
Enter the number of months a Background Check is valid before you require individuals to submit a renewal or re-check.
- You must be a SPoC to do this.
Make sure your users have updated background checks to protect your members, comply with reporting laws, mitigate liability risks, and ensure they have necessary qualifications to succeed in their roles.
- In the navigation menu, click .
- Open the COMMON, MonthsTillBackgroundCheckExpires configuration setting.
- Click Edit Record.
- For Value, enter the number of months a background check is valid.
- Click Save.
When a background check exceeds the number of valid months, it will expire. Affected users must then renew or submit a new background check.
Require Background Checks for Group Roles
Establish which group roles must pass background checks.
- You must be a SPoC to do this.
You may require individuals with certain group roles to submit background checks, such as children's ministry teachers. Other roles may not need a background check, like class members. You can indicate this for each group role.
- In the navigation menu, click .
- Open the Group Role.
- On the General tab, click Edit Record.
- For Background Check Required, indicate whether the group role requires a background check.
- To require a background check for this group role, select Yes.
- To not require a background check for this group role, select No.
- Click Save.
If you required a background check for a group role, then any users added to that group role must submit a background check.