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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. How many months? Totally up to you! Certifications are most frequently used for training courses.

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. Required fields are marked with an asterisk (*).
  4. Click Save.

Now 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: October 29, 2024