Default Processes

MinistryPlatform comes loaded with several Processes your church might find useful. If desired, a SPoC can modify these Processes. 

  • Background Check Returned: Needs Review
    • When a Background Check gets returned, needs to be reviewed to determine if it is approved including an approval email sent to a Staff member.
    • On or Off at installation: Off
    • Initial number of steps included: 2
  • Equipment Reservation
    • Provide approval for use of equipment.
    • On or Off at installation: Off
    • Initial number of steps included: 1
  • Event Approval
    • Provide approval for events submitted by users.
    • On or Off at installation: On
    • Initial number of steps included: 1
    • Note: It is highly recommended to always leave this Process Active=True to ensure that Events appear as expected on the Portal.
  • Event Service Request
    • Provide approval for service requests related to events.
    • On or Off at installation: Off
    • Initial number of steps included: 1
  • Form Response Submitted
    • Notifies the Primary Contact with an email every time a Form Response is submitted on a Form where the Notify field is set to True.
    • On or Off at installation: Off
    • Initial number of steps included: 1
  • Future Contact Log Entry
    • Notify of need to contact someone and facilitate follow-up.
    • On or Off at installation: On
    • Initial number of steps included: 2
  • Group Finder Sign-up
    • When someone clicks "sign-up" on Group Finder page
    • On or Off at installation: Off
    • Initial number of steps included: 2
  • Group Inquiry Follow-up
    • Notify of group inquiry and of need to follow-up.
    • On or Off at installation: Off
    • Initial number of steps included: 3
  • Group Suggested
    • Notify of group suggested and provide approval.
    • On or Off at installation: Off
    • Initial number of steps included: 2
  • Household Care
    • Notify of need for household care and facilitate follow-up.
    • On or Off at installation: On
    • Initial number of steps included: 2
  • IT Help Ticket
    • Notify of need for IT help and facilitate follow-up.
    • On or Off at installation: Off
    • Initial number of steps included: 4
  • Maintenance Request
    • Notify of need for Maintenance help and facilitate follow-up.
    • On or Off at installation: Off
    • Initial number of steps included: 4
  • Ministry Updates
    • Notify of ministry updates submitted.
    • On or Off at installation: Off
    • Initial number of steps included: 2
  • Pending Pledge Approval
    • Notify of pending pledges.
    • On or Off at installation: Off
    • Initial number of steps included: 1
    • Before activating, please edit the process manager and Process Step to assign the task to the correct user to review pending Pledges.
    • When the task is marked complete, the Pledge is automatically updated to a status of Active.
    • Do not modify this Process Step from the type "Assign a Task" to "Get Approval".
  • Purchase Request
    • Provide approval for purchase requests.
    • On or Off at installation: Off
    • Initial number of steps included: 4
  • Response Follow-up
    • Notify of response to opportunity and facilitate follow-up.
    • On or Off at installation: Off
    • Initial number of steps included: 2
  • Room Request
    • Provide approval for use of room.
    • On or Off at installation: Off
    • Initial number of steps included: 1
  • Time Off Requested
    • Before activating, please edit the process manager and HR steps below to assign them to the correct user who will approve time off requests for HR and oversee this process.
    • On or Off at installation: Off
    • Initial number of steps included: 6
 

Last Modified: 5/5/2018

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