2019 is coming to a close, so it's time for your books to do the same!

Page tree


With this quick posting, you can update required background check information for individuals, such as employees and volunteers. Make sure you've added keywords in the Background Check Descriptions list. The status of background checks display in the Safe Environment window.

In the Personnel navigation pane, click Quick Posting > Safe Environment - Background Check. Select whether you want to use automatic updating or individual entry.

 

 To post background check information automatically
  1. Select the automatic updating method option, and click Next.
  2. Select which type of personnel to post for, and click Next.

    Useful Information

    If you select a type other than All Personnel, the background check information is only posted for that type. For example, if you select Catechist, and the person you want to update is both a catechist and volunteer, their information is only posted in the Catechist windows. Their Volunteer record is not updated.

    To post background check information to all sections, select All Personnel.

  3. Select which records you want to build a list of personnel, then click Next.
  4. To assign different background information for each person, select the first option. Or, to assign the same values to your entire list, select the second option, and enter the information.
  5. If you assign the same values, select whether to add a single description or to use a template.
  6. Click Next.
  7. Review your list. If needed, add or edit any background check information.
  8. When you're ready to post to the selected records, click Next.
  9. To post, click Finish.
 To post background check information individually
  1. Select the individual entry method option, and click Next.
  2. Select which type of personnel to post for, and click Next.

    Useful Information

    If you select a type other than All Personnel, the background check information is only posted for that type. For example, if you select Catechist, and the person you want to update is both a catechist and volunteer, their information is only posted in the Catechist windows. Their Volunteer record is not updated.

    To post background check information to all sections, select All Personnel.

  3. Select whether to add a single description or to use a template.
  4. Enter the background check information, select a person, and click Add <Personnel> to List. Repeat this for each person you want to update. When you're finished, click Next.
  5. Review your list. If needed, add or edit any background check information.
  6. When you're ready to post to the selected records, click Next.
  7. To post, click Finish.


Related Topics