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

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<strong>Protect</strong> <strong>My</strong> <strong>Ministry</strong><br />

<strong>Integrated</strong> <strong>Background</strong><br />

<strong>Checks</strong> <strong>and</strong> <strong>Child</strong> <strong>Safety</strong><br />

Training for Church<br />

Community Builder<br />

Integration <strong>and</strong> User Guide<br />

Page 1


Introduction<br />

<strong>Background</strong> Check <strong>and</strong> <strong>Child</strong> <strong>Safety</strong> Training functionality through <strong>Protect</strong> <strong>My</strong> <strong>Ministry</strong> has been<br />

integrated with Church Community Builder. This allows users to submit <strong>and</strong> view <strong>Background</strong><br />

Check requests <strong>and</strong> order <strong>Child</strong> <strong>Safety</strong> Training through <strong>Protect</strong> <strong>My</strong> <strong>Ministry</strong>.<br />

Setup Steps<br />

Step 1: Log in to Church Community Builder<br />

Step 2: Create API User<br />

Step 3: <strong>Protect</strong> <strong>My</strong> <strong>Ministry</strong> Sign-Up<br />

Ordering <strong>Background</strong> <strong>Checks</strong> <strong>and</strong> <strong>Child</strong> <strong>Safety</strong> Training<br />

Step 1: Log in to <strong>Ministry</strong> Mobilizer<br />

Step 2: New Order<br />

Step 3: Import the Applicant<br />

Step 4: Order Services<br />

Viewing <strong>Background</strong> Check Results From Church Community Builder<br />

Step 1: Log in to Church Community Builder<br />

Step 2: Locate the Report for Your Applicant<br />

Viewing Results From <strong>Ministry</strong> Mobilizer<br />

Step 1: Login in to <strong>Ministry</strong> Mobilizer<br />

Step 2: Locate the Report for Your Applicant<br />

Page 2


Setup Step 1: Log in to Church Community Builder<br />

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

Church Community Builder login page enter your Username <strong>and</strong> Password as you would normally log in<br />

to the system.<br />

Setup Step 2: Create API User<br />

1. Navigate to the Settings selection near the top of the page<br />

2. Select API under the <strong>My</strong> Settings Menu<br />

Page 3


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

to set up your account.<br />

4. Select the Add a new API User from the Actions menu on the right.<br />

5. Enter the following information to the API User Information:<br />

<br />

<br />

<br />

Name: <strong>Protect</strong> <strong>My</strong> <strong>Ministry</strong><br />

Username: Will be provided after signup<br />

Password: Will be provided after signup<br />

Page 4


6. Enter the following information to the Primary Organization Contact Information:<br />

<br />

<br />

Organization Name: <strong>Protect</strong> <strong>My</strong> <strong>Ministry</strong><br />

Contact Name: Customer Service<br />

Contact Phone: (800) 319-5581<br />

<br />

Contact Email: support@protectmyministry.com<br />

7. From services tab you MUST select:<br />

<br />

<br />

<br />

<br />

individual_search<br />

update_individual<br />

custom_field_labels<br />

update_custom_field_labels<br />

Ensure you click on the “Save” button to commit your selections<br />

Page 5


Setup Step 3: <strong>Protect</strong> <strong>My</strong> <strong>Ministry</strong> Sign-Up<br />

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

https://helpdesk.veritysecure.com/signup/CCB<br />

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

information, provide API username <strong>and</strong> password, <strong>and</strong> collect any remaining needed information. You<br />

will also receive confirmation when your account is active <strong>and</strong> ready.<br />

Page 6


Ordering <strong>Background</strong> <strong>Checks</strong> <strong>and</strong> <strong>Child</strong> <strong>Safety</strong> Training, Step 1: Log in to <strong>Ministry</strong> Mobilizer<br />

https://www.mobilizemyministry.com/login/Login.aspx<br />

Ordering <strong>Background</strong> <strong>Checks</strong> <strong>and</strong> <strong>Child</strong> <strong>Safety</strong> Training, Step 2: New Order<br />

1. In the menu on the left click on the <strong>Background</strong> <strong>Checks</strong> selection.<br />

2. Click on New order… to initiate a new background check.<br />

Page 7


Ordering <strong>Background</strong> <strong>Checks</strong> <strong>and</strong> <strong>Child</strong> <strong>Safety</strong> Training, Step 3: Import the Applicant<br />

1. Enter the name of the applicant you want to initiate the background check <strong>and</strong> click Search.<br />

2. Locate your applicant <strong>and</strong> click “Import.”<br />

3. Enter missing information. Your applicant SSN will not be imported. When finished <strong>and</strong> ready to order<br />

your background check, click “Submit.”<br />

4. If you intend to order <strong>Child</strong> <strong>Safety</strong> Training for this applicant you must enter an email address on this<br />

screen.<br />

Page 8


Ordering <strong>Background</strong> <strong>Checks</strong> <strong>and</strong> <strong>Child</strong> <strong>Safety</strong> Training, Step 4: Order Services<br />

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

“Next.”<br />

<br />

<br />

If ordering a BASIC package, you will see the order summary screen.<br />

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

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

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

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

applicant. You may use that information, add additional counties or states to search, or<br />

delete that search <strong>and</strong> add a different county or state to search.<br />

Page 9


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

are ordering.<br />

3. You will see a confirmation that your background checks have been ordered <strong>and</strong> you will receive an email<br />

confirmation.<br />

Page<br />

10


Viewing Results from Church Community Builder, Step 1: Log in to Church Community Builder<br />

On the Church Community Builder login page enter your Username <strong>and</strong> Password as you would normally<br />

log in to the system.<br />

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

1. Navigate to the People tab near the top of the page.<br />

Page<br />

11


2. Type in your applicant’s name <strong>and</strong> select desired applicant.<br />

3. Select the Info tab <strong>and</strong> scroll down to Custom Fields. Your applicant’s background check <strong>and</strong> child<br />

safety training information will appear here. You will need to copy <strong>and</strong> paste the Report <strong>and</strong> Certificate<br />

URLs into your browsers address bar to view the reports.<br />

Page<br />

12


Viewing Results From <strong>Ministry</strong> Mobilizer, Step 1: Log in to <strong>Ministry</strong> Mobilizer<br />

https://www.mobilizemyministry.com/login/Login.aspx<br />

Viewing Results from <strong>Ministry</strong> Mobilizer, Step 2: Locate the Report for Your Applicant<br />

Using the <strong>Background</strong> <strong>Checks</strong> List:<br />

1. Under the <strong>Background</strong> <strong>Checks</strong> or Training tab, select Complete.<br />

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

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

Page<br />

13

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