Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
Note: Add the Safe Environment event category and Events to the Lookup Table
When a group of people complete a step, navigate to Family Directory > Group Event Entry:
Step 1: Member Search:
Enter filter options to narrow down the results or leave the filters blank to bring up all members in the parish.
Click Search.
Step 2: Member Records:
You may create a list of the members you want to update in the Safe Environment program.
In the Last Name field, enter the last name of the first member you want to add to the list. You may also fill in the other fields if it helps.
When the correct member's name is displayed, click the Add icon to the left of the member's name.
Step 3: Enter Event Information:
Select the Event Category for Safe Environment.
Note: If one of the steps such as background check or the training needs to be repeated after a set time (for example, 3 years), you can enter the expiration date in the End Date field. If a step is not complete, leave the Completed box unchecked. Enter in other details as needed.
Reporting on Safe Environment Program Participation
Navigate to Family Directory > Reports to use the Life Events reporting tool.
Under Report Type, select Census
Under Report, choose Life Events.
Under Event Categories, select Safe Environment.
Under Events, select the items to report on.
Updated