Protect My Ministry Integrated Background Checks and Child Safety ...

protectmyministry.com

Protect My Ministry Integrated Background Checks and Child Safety ...

Protect My Ministry

Integrated Background

Checks and Child Safety

Training for Church

Community Builder

Integration and User Guide

Page 1


Introduction

Background Check and Child Safety Training functionality through Protect My Ministry has been

integrated with Church Community Builder. This allows users to submit and view Background

Check requests and order Child Safety Training through Protect My Ministry.

Setup Steps

Step 1: Log in to Church Community Builder

Step 2: Create API User

Step 3: Protect My Ministry Sign-Up

Ordering Background Checks and Child Safety Training

Step 1: Log in to Ministry Mobilizer

Step 2: New Order

Step 3: Import the Applicant

Step 4: Order Services

Viewing Background Check Results From Church Community Builder

Step 1: Log in to Church Community Builder

Step 2: Locate the Report for Your Applicant

Viewing Results From Ministry Mobilizer

Step 1: Login in to Ministry Mobilizer

Step 2: Locate the Report for Your Applicant

Page 2


Setup Step 1: Log in to Church Community Builder

As the Master Administrator or a user with the "Edit System-wide Settings" admin privilege, on the

Church Community Builder login page enter your Username and Password as you would normally log in

to the system.

Setup Step 2: Create API User

1. Navigate to the Settings selection near the top of the page

2. Select API under the My Settings Menu

Page 3


3. From the summary tab record the “Your API URL” as you will need to send this to Protect My Ministry

to set up your account.

4. Select the Add a new API User from the Actions menu on the right.

5. Enter the following information to the API User Information:




Name: Protect My Ministry

Username: Will be provided after signup

Password: Will be provided after signup

Page 4


6. Enter the following information to the Primary Organization Contact Information:



Organization Name: Protect My Ministry

Contact Name: Customer Service

Contact Phone: (800) 319-5581


Contact Email: support@protectmyministry.com

7. From services tab you MUST select:





individual_search

update_individual

custom_field_labels

update_custom_field_labels

Ensure you click on the “Save” button to commit your selections

Page 5


Setup Step 3: Protect My Ministry Sign-Up

1. Fill out your church’s information on the signup page; ensure to include your API URL.

https://helpdesk.veritysecure.com/signup/CCB

2. When the sign-up process is completed, you will be contacted by Protect My Ministry to verify

information, provide API username and password, and collect any remaining needed information. You

will also receive confirmation when your account is active and ready.

Page 6


Ordering Background Checks and Child Safety Training, Step 1: Log in to Ministry Mobilizer

https://www.mobilizemyministry.com/login/Login.aspx

Ordering Background Checks and Child Safety Training, Step 2: New Order

1. In the menu on the left click on the Background Checks selection.

2. Click on New order… to initiate a new background check.

Page 7


Ordering Background Checks and Child Safety Training, Step 3: Import the Applicant

1. Enter the name of the applicant you want to initiate the background check and click Search.

2. Locate your applicant and click “Import.”

3. Enter missing information. Your applicant SSN will not be imported. When finished and ready to order

your background check, click “Submit.”

4. If you intend to order Child Safety Training for this applicant you must enter an email address on this

screen.

Page 8


Ordering Background Checks and Child Safety Training, Step 4: Order Services

1. Select the desired package/services you require, as well as Child Safety Training if desired, and click

“Next.”



If ordering a BASIC package, you will see the order summary screen.

If ordering a PLUS package, you will then select either a statewide search or county search. The

system will walk you through the steps to find the county or state you wish to have searched.

There is also a look-up tool, if you don’t know the county.

‣ The county/state will automatically populate from the address that is entered for your

applicant. You may use that information, add additional counties or states to search, or

delete that search and add a different county or state to search.

Page 9


2. Review the summary of your order, make sure applicant information is correct, as well as the searches you

are ordering.

3. You will see a confirmation that your background checks have been ordered and you will receive an email

confirmation.

Page

10


Viewing Results from Church Community Builder, Step 1: Log in to Church Community Builder

On the Church Community Builder login page enter your Username and Password as you would normally

log in to the system.

Viewing Results from Church Community Builder, Step 2: Locate the Report for Your Applicant

1. Navigate to the People tab near the top of the page.

Page

11


2. Type in your applicant’s name and select desired applicant.

3. Select the Info tab and scroll down to Custom Fields. Your applicant’s background check and child

safety training information will appear here. You will need to copy and paste the Report and Certificate

URLs into your browsers address bar to view the reports.

Page

12


Viewing Results From Ministry Mobilizer, Step 1: Log in to Ministry Mobilizer

https://www.mobilizemyministry.com/login/Login.aspx

Viewing Results from Ministry Mobilizer, Step 2: Locate the Report for Your Applicant

Using the Background Checks List:

1. Under the Background Checks or Training tab, select Complete.

2. The first column on the grid is Report, when the screening is complete, a GREEN C will be displayed.

Click on the “C” to view the background report or child safety training certificate.

Page

13

More magazines by this user
Similar magazines