Request a Background Check and/or Training Class Using MinistrySafe
===================================================================

To use our integration with `MinistrySafe <https://ministrysafe.com/>`_, please read the companion article for step-by-step instructions for getting your database ready to use this feature.

.. seealso::
    :doc:`MinistrySafe-BackgroundCh`

Background Check
----------------
Step 1
    Go to the `Involvement > Volunteer` tab on the people record of the person needing the background check.

Step 2
    Click the green `+ Add New` button in the `Background Checks` section.

From here you have two options to choose from.

- Email for Consent
- :ref:`Submit with PII <MyAnchorPoint>` 

**Option 1 - Email for Consent**

.. figure:: https://i.tpsdb.com/Staci/MSEmail4consent.jpg
    :target: #

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Step 3
    Confirm the Email Address of the person needing the background check.

    Choose the Level from the dropdown.

    .. figure:: https://i.tpsdb.com/Staci/MinistrySafeLevels.png
        :target: #
  
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    If you are using Labels, select the correct Label from the dropdown. Reminder: Labels are set up in `Lookups > Misc > BackgroundCheckLabels`.

    .. seealso::
        :doc:`../Administration/Lookup_Index`

Step 4
    Click Submit

    An email with a personal link will be sent to the person needing the background check. They will be able to submit their background check from that email.

**Option 2 - Submit with PII**

.. _MyAnchorPoint:

.. figure:: https://i.tpsdb.com/Staci/MSsubmitwithpii.jpg
    :target: #

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Step 3
    Fill in all fields with a `*`. Those are the minimum requirements and all you will need for MOST background checks. *Make sure you are aware what the requirements are based on the Type you are using.* Reach out to `MinistrySafe <https://ministrysafe.com/>`_ for more information.

.. admonition:: SS and License Numbers

    The SS # and License # are used only to submit the form to MinistrySafe. They are not stored on a person's record in TouchPoint. However, if you have requested a background check previously for this person that information will be retrieved and will populate those fields at the time you submit the form.

Choose the Level from the dropdown.

If you are using Labels, select the correct Label from the dropdown. Reminder: Labels are set up in `Lookups > Misc > BackgroundCheckLabels`.

.. seealso::
    :doc:`../Administration/Lookup_Index`

Check the required acknowledgement and then click Submit.

.. note::
    Under `Administration > Setup > Special Content > HTML Content`, there is a ``BCCertificationPopover`` file. This is where the acknowledgement message is stored.

Once you have submitted a request, you will see the status: `Submitted`, `Waiting`, or `Completed`. Completed checks will have a link to view the report. Once the report has been returned to your database, the volunteer coordinator can update the Approval colum.

Training Classes
----------------

Step 1
    Click the green `+Add Training` button.

.. figure:: https://i.tpsdb.com/Staci/TrainingClass.jpg
    :target: #

Step 2
    Confirm and/or fill in the fields as needed and then click `Submit`.

This will automatically send an email to the person inviting them to take part in a training class by viewing a series of videos, followed by taking a quiz. Results of the quiz will be returned back to your database. Once you have submitted a request, you will see the status: `Submitted` or `Completed`. Completed checks will have a link to view the report. Once the report has been returned to your database, the volunteer coordinator can update the Approval colum.

Notifications
-------------
Once either a background check report or training class certification has been completed in MinistrySafe, the TouchPoint user that originated the request will **receive an email**
letting them know that the report has been completed. The email will come from admin@ministrysafe.com.

After receiving the email, they should go to the person's record `Involvement > Volunteer` tab, click the `Click Here for Report` link in the Report Link/Error colum to view the actual report. If any errors occurred, details regarding that error will be in that column instead of a link. You will then want to manually update the Approval column as necessary.

Mass Background Check Requests
------------------------------

From an Involvement, Tag, or Search Builder, go to the Gear Icon of the Blue Toolbar to initiate background checks on the list of displayed people, using the Email for Consent 
option. The pop up window will indicate how many people will be sent the email based on those that have email addresses on file. Submit for PII is not available for this method. 
This section is only visible to those with the appropriate BackgroundCheck, BackgroundCheckRun, or MinistrySafeClasses role.

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+--------------------+------------------+
| **Latest Update**  | **12/6/2023**    |
+--------------------+------------------+

Mass background check request section added