.. done
Background Checks with Protect My Ministry
==========================================
.. glossary::
Protect My Ministry
This is a third-party vendor that processes background and credit checks.
As part of Volunteer Management, TouchPoint integrates
with `Protect My Ministry `__
to make it easy for you to request these
for your volunteers or employees.
Our integration allows you to request these
directly from a person's record in the database.
In order to use this feature,
your church will first need to establish an account
with Protect My Ministry.
Once you have an account, you will be provided a PMMAPIKey.
.. seealso::
:doc:`../Administration/Setting_Index`
.. note::
The billing for the background checks is between your church and Protect
My Ministry. There are no added fees from TouchPoint
associated with this feature. You pay Protect My Ministry or Secure Search
Faith directly.
Required Settings
-----------------
Your System Admin must set up the following settings.
.. seealso::
:doc:`../Administration/Setting_Index`
EnableBackgroundChecks
true
PMMAPIKey
*Your API secret key*
.. warning::
Setting **EnableBackgroundChecks=True** without entering your **PMMAPIKey** will result in an error on a person's Volunteer tab.
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".
.. seealso::
:ref:`Background Check Labels `
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".
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.
.. seealso::
:doc:`../Administration/Roles_Index`
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.
.. seealso::
:doc:`RequestBackgroundCheck`
.. tip::
We have a SQL Recipe for a special Background Check Report.
Your System Admin can put into your database
if you would like a report that you can run from the blue Toolbar
that will indicate if a person has a background check and has columns for each field,
such as the Last Date Checked, Approval Status, and more.
.. figure:: https://i.tpsdb.com/2017-01-09_16-24-01.png
:target: #
Sample Background Check Report
.. seealso::
:doc:`../CustomProgramming/SqlScripts/BlueToolBarPeople/BackgroundChecks`
.. _MyAnchorPoint:
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`
.. seealso::
:doc:`../Administration/Setting_Index`
Lookups
Add the labels you have in PMM to the
`Lookups > Misc > BackgroundCheckLabels`.
.. seealso::
:doc:`../Administration/Lookup_Index`
.. caution::
Make sure the labels in PMM and the labels
you add to TouchPoint are the same.
|
|
+--------------------+------------------+
| **Latest Update** | **04/24/2023** |
+--------------------+------------------+
Added BackgroundCheckRun role