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Sacraments

Initial Setup for Sacraments

An outline of the initial setup requirements for sacraments, including configuration steps and navigation options for both Catholic and non-Catholic menus.

Before You Begin

You may have set up a Milestones page labeled as "Sacraments" before this feature was available. If you plan to use our Sacraments page instead, we recommend you hide or rename your old page. That way, staff won't confuse the two and wonder why they don't see what they expect to in the Sacrament page.

Here's what the Sacrament section looks like in Catholic and non-Catholic navigation menus:

Catholic MenuNon-Catholic Menu
Catholic menu showing the Sacraments folder in between Communications and Custom Forms, containing the following pages: All Sacraments, Baptism, Confirmations, Communions, Marriage, Ordinations, Deaths, All Sponsors, Sacrament Places, and DiocesesNon-Catholic menu showing the Sacraments folder in between Custom Forms and Missions Trips, containing the following pages: All Sacraments, Baptism, Marriage, All Sponsors, and Sacrament Places

Determine Which Sacraments to Track

Here are the default pages that display right out of the box:
  • Catholic instances see:
    • Baptism
    • Communion
    • Confirmation
    • Marriage
    • Holy Orders
    • Death/Funeral Register
  • Non-Catholic instances see:
    • Baptism
    • Marriage

Other pages (like Reconciliation Prep and Anointing of the Sick) are also available. If you want to show, hide, or rename any of these pages, contact Support for assistance with modifying System Lookups.

Add the Necessary Locations

It may be important to note the locations where sacraments are performed. This is usually a parish or sacrament place in your diocese or district.

Catholic instances have a default list of dioceses and parishes, but you can add more as needed. Non-Catholic instances can decide whether to add their organization's structure into MinistryPlatform. You may choose to only add the necessary locations.

To add dioceses or districts:
  1. Go to Sacraments > Dioceses or Districts.
  2. Check to make sure the location you want to add is not already in the list.
  3. Click New at the top.
  4. Enter the necessary information.
  5. Click Save.
To add parishes or sacramental places:
  1. Go to Sacraments > Parishes or Sacrament Places.
  2. Check to make sure the location you want to add is not already in the list.
  3. Click New at the top.
  4. Enter the necessary information.
  5. For Diocese/District, select the associated location.
  6. Click Save.

Define Sponsor Types

Sponsor types describe the role of the person in relation to a sacrament. This may be a person who will guide and assist a candidate (such as a godparent), a witness or proxy, or even the next of kin (which is important when recording death and funeral information).

Some sponsor types are set up by default, but you can add or edit them as needed.

  1. Go to Lookup Values > Sponsor Types.
  2. Click New at the top, or open an existing sponsor type to edit it.
  3. Enter the necessary information.
  4. Click Save.

Give Users Access

Initially, the Sacraments section and pages are only visible to Admin users (those with Admin set to Yes). You must give people permission to view and manage sacramental records using a security role. You can add a new security role or update existing ones to include this access.
  1. Go to Administration > Security Roles.
  2. Click New at the top, or open an existing security role to edit it.
  3. Enter the necessary information, and select the appropriate access for each page related to sacraments, including the following:
    Note: Items with an asterisk (*) indicate pages in Catholic instances only.
    • All Sacraments
    • All Sacraments > Sponsors
    • All Sponsors
    • Baptisms
    • Baptisms > Sponsors
    • Communions *
    • Communions > Sponsors *
    • Confirmations *
    • Confirmations > Sponsors *
    • Deaths *
    • Deaths > Sponsors *
    • Dioceses or Districts
    • Marriages
    • Marriages > Sponsors
    • Members or Participants > Sacraments
    • Ordinations *
    • Parishes or Sacrament Places
    • Sacrament Types
  4. Click Save.
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Last updated: December 6, 2024