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Set Up Facilities

A step-by-step guide on how to set up facilities in your MinistryPlatform database.

  • A SPoC should work with the appropriate Facilities staff to complete the following tasks before using MinistryPlatform to reserve rooms and otherwise manage your facilities.
  1. Create Locations records.
  2. Create Buildings records.
  3. Create Rooms records, and set Bookable to Yes.
    Tip: Set as many as possible with Auto Approve set to Yes.
  4. If needed, create Room Layouts records.
  5. Create Equipment records, and set Bookable to Yes.
  6. Create or update Event Type records in the Lookup Values folder.
  7. Create Service Type records.
  8. Create Event Services.
  9. Assign appropriate Security Roles:
    1. Ensure the correct Users display under the Event Management Team security role.
    2. Ensure the correct Users display under the Facilities Full Rights security role.
    3. Ensure that all Users who should be able to add an Event have this right from one of their security roles.
    4. Use the Impersonate Platform User tool to ensure specific people can see the pages, tabs, and reports they need.
  10. Create or edit any necessary Processes under Administration > Processes. Set Active to Yes, and ensure that you assigned all steps to the correct people. The Processes that already exist in your system are:
    • Equipment Reservations
    • Event Approval (this should already be active)
    • Event Service Requests
    • Room Reservations
  11. Create a few test Events that represent normal event scenarios at your church.