Compliance
You have volunteers who serve in various ministries at your church. They hold doors open, care for children, lead youth group trips, and work with seniors. You probably have requirements for each of these volunteer positions, and those requirements probably vary per ministry, maybe even by Group Role.
We created Compliance to help you track all these requirements. The best part? It's customizable, so you can do your church your way!
There are two read-only Compliance pages that store all information about your volunteer's service eligibility in one place. These pages come pre-loaded with Views to guide your way.
- Compliance: Lists everyone serving in a Group and displays their current status for each requirement for their Group Role. Open a record to see the Participant's Group and compliance information. Provided Views include:
- All Records: Everyone serving in a Group.
- Current All Clear: Everyone serving in a Group whose requirements are up to date.
- Current Need Background Check: Those serving in a Group who are missing their Background Check.
- Current Need Certification: Those serving in a Group who are missing their Certification.
- Current Need Form: Those serving in a Group who are missing a required Form.
- Current Need Milestone: Those serving in a Group that are missing a required Milestone.
- End Dated Group Participants: People who are no longer serving in a Group and the status of their requirements.
- Recently Added: Group Participants added in the past seven days.
- Compliance Details: Lists everyone serving in a Group and displays the specific Background Checks, Certifications, Forms, Milestones, and their details. Provided Views include:
- Current All Clear: Everyone serving in a Group with all of their Requirements up to date.
- Recently Added: Group Participants added in the past seven days.
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