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Compliance

Requirements

Requirements are the components required to serve in a specific Group Role. You have the power and flexibility to design as many Requirements as you want based on what serves your church best! 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.

Create Requirements for Group Roles

How to configure Requirements that you assign to Group Roles.

Create Requirements such as Certification Types, Background Check Types, Milestones, and more to a Group Role. Members assigned to that Group Role must complete these Requirements to serve your organization.

  1. In the Advanced menu, go to Church Structure > Requirements.
  2. Click New Requirement.
  3. Complete the fields. Required fields are marked with an asterisk(*).
    • Group Role: Select the Group Role you want to assign these Requirements to.
    • Background Check Type: Select the Background Check Type required for this role. Each Background Check can have its own expiration time period.
    • Certification Type: Select the Certification required for this role.
    • Milestone: Select the single Milestone required for this role. Perhaps the final milestone in a journey of a few requirements would be a good fit?
      Tip: If you currently use a Journey with multiple Milestones as serving Requirements, create a capstone Milestone and use it for the Requirement.
    • Custom Form: Select the single Custom Form that members must complete for this role, for example, an application or ministry agreement.
    • Strictly Enforced: Select whether your members absolutely must complete all of these Requirements before they can serve in this Group Role.
    • Requirement Name: Enter a name for the Requirement.
  4. Click Save.

You can select this Requirement when you create Group Roles.

Requirements Use Cases

Some examples for how you might set up Requirements in MinistryPlatform.

Here are a few ideas to get you started. We're positive our creative, collaborative community is going to come up with some great ways to leverage Requirements. If you have an idea, post it in the MinistryPlatform Community so we can celebrate your success!

Nursery Ministry

Your Nursery Ministry requires the same Background Check, Application, and Milestone for all of its Caregivers, but slightly different Requirements for its Coordinators.

Requirement SetupNursery CaregiverNursery Ministry Coordinator
Group RoleNursery CaregiverNursery Coordinator
Background Check TypeThe Background Check Type you require for Nursery Caregivers.The Background Check Type you require for Nursery Coordinators.
Certification TypeLeave blank because you don't require a Certification for your Nursery Caregivers.A Certification Type for the required training video.
MilestoneA capstone Milestone assigned after Nursery Caregivers complete an application, reference check, and interview.A capstone Milestone assigned after Nursery Coordinators complete an application, reference check, and interview.
Custom FormLeave blank.The Ministry covenant you require Nursery Coordinators to complete.

Welcome Team

Your Welcome Team has both Greeters and Security. Each Group Role has different Requirements.

Requirement SetupWelcome Team GreeterTeam Security
Group RoleWelcome Team | GreeterWelcome Team | Security | *BGCRequired
Background Check TypeLeave blank, because Greeters don't need a Background Check.Leave blank, because Greeters don't need a Background Check.
Certification TypeA Certification Type for the required training video.A Certification Type for the required training video.
MilestoneThe Milestone required to serve at your church. Perhaps Small Group attendance, Membership, or an anniversary.The Milestone required to serve at your church. Perhaps Small Group attendance, Membership, or an anniversary.
Custom FormWelcome Team Greeter application.Welcome Team Security application.
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Last updated: November 26, 2024