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Qualifications

A brief overview on Qualifications in MinistryPlatform, including the two read-only pages about Qualifications and Qualifications Details and some tips to use them.

Tracking Requirements and Compliance for people serving in various ministries at your church empowers your Users. But wait, there's more! With Qualifications, you can check to see if someone who responds to an Opportunity is qualified to serve in that Group Role. And if they haven't met all of the Requirements, use the provided Views to see what next steps they need to take. You'll have new volunteers up and running in no time!

Qualifications Page

Go to Compliance > Qualifications to see a read-only page that displays everyone who responded to an Opportunity and whether they meet the Requirements to serve in that Group Role. Your ministry leaders can quickly decide whether the volunteer can serve that same day or whether to wait to receive that Background Check.

Note: Individuals listed on the Qualifications page have responded to an Opportunity but don't serve in a Group yet.
You can create any Views that work for you, but here are a few to get you started:
  • All Records: Displays everyone that responded to an Opportunity.
  • All Clear: You can place this volunteer into the Group so they can start serving today.
  • Need Background Check: The Respondent must have a Background Check before they can serve in the Group.
  • Need Certification: The Respondent must complete a Certification before they can serve in the Group.
  • Need Form: The Respondent must complete a required Form before they can serve in the Group.
  • Need Milestone: The Respondent must complete a Milestone before they can serve in the Group.
  • Recently Added: Displays those who responded to an Opportunity in the past seven days.

Qualification Details Page

Go to Compliance > Qualification Details to see a read-only page that displays everyone who responded to an Opportunity and details the Requirements to serve in that Group Role.

Note: Individuals listed on the Qualification Details page have responded to an Opportunity but don't serve in a Group yet.

You can create any Views that work for you, but here are a few to get you started:

  • All Records: Displays everyone who responded to an Opportunity.
  • All Clear: You can place this volunteer into the Group so they can start serving today.
  • Recently Added: Those who responded to an Opportunity in the past seven days.

Tips and Tricks

The Qualification pages and provided Views are powerful tools tp help your ministry leaders review Opportunity Responses. Here are some additional ideas to take Qualifications to the next level:

  • Use View Rules to color-code your Views, such as green for completed fields and red for missing Requirements.
  • Batch your Opportunity Responses and their missing Requirements. So if 100 people responded to your VBS Opportunity and 70 of them need to complete the Certification, grab that selection from the Qualifications page and email the link to all of them at one time.
  • Set up View Notifications to send ministry leaders a reminder to check on potential volunteers.
  • When people meet the Requirements, place them in the Group. This moves them from the Need... views on the Qualifications to the Compliance page. But don't worry, they'll still be in the All Records and All Clear views on the Qualifications page!