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Facility Management

Set Up Facilities

A SPoC should work with the appropriate Facilities staff to complete the following tasks prior to 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 to Auto Approve set to Yes.
  4. If needed, create Room Layouts records.
  5. Create Equipment records, and set Bookable to Yes.
  6. Create/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 are listed under Event Management Team security role.
    2. Ensure the correct Users are listed 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, sub-pages, and reports they need.
  10. Edit/create any necessary Processes under Administration > Processes. Make sure they have Active set to Yes, and that all steps are assigned to the correct user(s). The Processes that already exist in your system are:
    • Equipment Reservations
    • Event Approval (should already be active)
    • Event Service Requests
    • Room Reservations
  11. Create a few test events that represent normal event scenarios at your church.
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Last updated: July 12, 2024