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Compliance

Certifications

Certifications are part of the Requirements that your church wants those serving in a specific Group Role to have. Similar to a Background Check, they expire a number of months after someone completes them. Certifications are most frequently used for training courses related to things like child safety, abuse awareness, first responder, and active shooter.

Create Certification Types

Create a new Certification Type that you can add to Requirements.

Parents really appreciate when those watching their children are CPR-certified. While not everyone involved in Children's Ministry may need a CPR certification, you may want all of your Children's Ministry Classroom Leaders to get their CPR certification to help your members feel more at ease. You can create a Certification Type for that!

  1. In the Advanced menu, go to Lookup Values > Certification Types.
  2. Click New Certification Type.
  3. Complete the Certification Type information. Months Till Expires is the number of months after which a person needs a new Certification of this type, which is totally up to you.
  4. Click Save.

You can select this Certification Type when you create a certification.

Award a Certification

Manually award a certification to a volunteer who completed certification requirements.

Did your volunteer complete their certification? Cue the confetti and award them that certification!
Note: This is to manually award a certification. For those integrated with MinistrySafe, the record is automatically added and updated once MinistrySafe pushes this information back to MinistryPlatform.
  1. In the navigation menu, click People Lists > Participant Certifications or Member Certifications.
  2. Click New Participant Certification.
  3. Enter the Participant Certification information. Here's some additional information to consider:
    • The date the participant completed their certification may be the same date the you submit the certification, so you may enter the same information for Certification Completed and Certification Submitted.
    • The Certification Expires field is filled in automatically (based on the Months Till Expires you set in the Certification Type record) when you save the Certification record.
    • The Certification GUID is automatically generated when you save the Certification record.
  4. Click Save.
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Last updated: December 6, 2024