• The Procedures page in MinistryPlatform is normally found in the Communications section. Use this page to record specific actions that, taken together, accomplish some goal for your church.
• Using this page creates a central record of the "How To" information related to the manner in which your church uses MinistryPlatform. However, your church may elect to add procedures that are partially related or completely unrelated to MinistryPlatform.
• The Procedures page comes with some sample entries. These entries may be relevant to your church as they are or with a minor adjustment. Some may be not be needed and can be removed by your church.

Creating Procedures

Any user with security rights to add or edit a Procedure record can create a procedure.

You can allow all staff to view procedures by editing the Basic Staff Rights security role. Or, your church may want only certain staff to create procedures. In that case, you can create a specific security role for this purpose and give it to those who will create Procedure records.

Page-specific Procedures

Procedures display when a user runs the *About this Page report. They are included along with views, reports, and workflows relevant to that page. It is possible to print only the procedures by selecting Procedures from the Item Type parameter drop-down menu, then clicking View Report.

Printing a Procedures Manual

From the Procedures page, run the report titled Procedures Manual, which prints all active procedures by page. If you want to print only some of the Procedures, create a selection of the Procedure records you want to print and then launch the Selected Procedures Manual report.