Get Started with Compliance
Tips and tricks to get you started with Compliance for your organization in MinistryPlatform.
Mix and match the service requirements that work for your church! We recommend starting small and setting up a few simple Requirements to get started. You can always add more after you build a solid foundation. Here are some of our recommendations:
- Add a value in the Months to Expire field for each Background Check Type your church uses. Tip: Know exactly when your Participant is no longer compliant! If your members must resubmit a Form periodically, enter a value in months to the Months Till Expires field on the Custom Form record. For example, for an annual Ministry agreement, enter 12 into this field. A routine runs nightly to enter the corresponding Expires field on the Form Responses with the appropriate expiration date.
- Create the Certification Types that work for your church, like a training video or class. Each Certification Type can have its own expiration time period.
- Create service Requirements for Group Roles.
- Add Requirement information for your volunteers.
- Background Check: Information is added through the nightly routine.
- Certification Type: Create a Certification record for the volunteer.
- Milestone: Add the required Milestone for the volunteer.
- Form: Is added automatically when the volunteer completes the required Form.
- Use the Compliance page to track at-a-glance whether Participants have completed the needed Requirements.
- There is a list of volunteers for each Group or Group Role. Volunteers may be listed more than once.
- As Participants complete the Requirements, each Requirement field updates in real-time. The Requirements can include:
- Not Required: This Requirement is not required for the Group Participant.
- Missing: This Requirement is required but not present for the Group Participant.
- Passed: This Requirement is required and present for the Group Participant.
- Expired: This Requirement is required but expired for the Group Participant.