Required Settings¶

Your System Admin must set up the following settings.

EnableBackgroundChecks

true

PMMAPIKey

Your API secret key

Optional Settings¶

Your System Admin can set up the following settings.

EnableBackgroundCheckLabels

If you want to use labels (for example, to track which department requests a background check), set this to “true”.

EnableResubmitWithoutEmail

By default, this is turned off. If you want to be able to resubmit background checks without having to reach out to a user again, set this to “true”.

Training classes with Protect My Ministry¶

TouchPoint can integrate training classes from Protect My Ministry (PMM) in addition to background and credit checks. When enabled, staff request and track trainings from a person’s Ministry > Volunteer tab in the same general way as Request a Background Check and/or Training Class Using MinistrySafe describes for MinistrySafe training classes.

Ensure PMM Api Key and other Protect My Ministry settings are correct under Administration > Setup > Settings > Integrations > Protect My Ministry. The Enable PMM Trainings setting turns on PMM training classes in TouchPoint; it defaults to off and can be changed only by TouchPoint Support. Contact Support when your church is ready to use PMM trainings.

Training requests, notifications, and the 14-day expiration reminder for pending requests follow PMM and TouchPoint behavior on the Volunteer tab. If you use both MinistrySafe and PMM, coordinate with your church which vendor supplies which trainings so users request the correct integration.

Required User Roles¶

Assign the following roles to the user(s) who will use this feature. Your System Admin can add these roles if they are not already in your database.

ManageApplication

This is needed to manage the Volunteer Application Review page.

BackgroundCheck

This is needed to request standard background and DMV checks.

BackgroundCheckRun

This is needed to request a background check but not view the Report Link. User should have either the BackgroundCheck or the BackgroundCheckRun role, but not both.

CreditCheck

This is needed only if you need to request credit checks.

Note

If you never run credit checks, you will not need the CreditCheck role.

ViewApplication

This allows view only access to the Volunteer Application Review page.

Now your database is ready to begin using Protect My Ministry for background checks.

Labels in Protect My Ministry¶

If you have an existing account with Protect My Ministry and are currently using Labels on their site, you have the option to use them in TouchPoint as well. This requires adding special settings as well as adding the labels in the Lookups.

The purpose of labels is to distinguish background checks and/or credit checks for different purposes. PMM displays these labels on their billing. Examples: Pre-Employment; Re-Check; Volunteer.

Setting

Add the follow setting (case-sensitive) and add the value as true:

EnableBackgroundLabels

See also

Administrative Settings

Lookups

Add the labels you have in PMM to the Lookups > Misc > BackgroundCheckLabels.

See also

Lookup Codes

Added PMM training integration overview.