Positions define the functions or jobs that individuals serve in, either as employees or volunteers, within a diocese or a parish. In SEP, positions are used for classification purposes to define the job responsibilities and duties by which individuals are trained and screened.

This article demonstrates how to add types of positions and associate them with specific training and screening requirements. When adding a position, it is essential to associate it with the training, education, and screening requirements established by the organization to ensure accountability in implementing policies that promote a safe environment.

Step 1: 

Create the Requirement in the Requirements Card

1. Click Settings to open the Settings page.
2. Select the Requirements tile. A list of requirements currently defined for your organization will be displayed. If this is your first time accessing the tab, the list will be empty.
3. The page opens in grid view. To view the page in card view, click this button in the toolbar:

4. Click to open the Requirement Detail form. Then, do the following:

   1. In the Name field, type a descriptive name for the requirement.
   2. In the Category dropdown list, select the category to which the requirement belongs. If the requirement does not apply to the Background Checks or Trainings category, select Other.

   Note: The category you select impacts USCCB counts. In other words, if the requirement should be counted as a background check, be sure to select the Background Checks option. If the requirement should be considered training, choose the Training option. If it should not be counted, select the Other option.

   3. By default, the Active checkbox is selected to indicate that the requirement is active and can be assigned to an individual. When a requirement is active, it appears in the Requirements dropdown list and can be assigned to an individual's record. If you are not ready to assign the requirement to individuals, deselect the checkbox to remove the checkmark. You can come back later and select the checkbox to activate the requirement.
5. Click or .

The system displays a message to inform you that the Requirement was created successfully.

Step 2:

Assign the requirements to a position.

1. Click Settings to open the Settings page.
2. Select the Positions tile. A list of positions currently defined for your organization will be displayed. If this is your first time accessing the tab, the list will be empty.
3. The page opens in grid view. To view the page in card view, click this button in the toolbar:
4. Click to open the Requirement Detail form. Then, do the following:
   1. In the Requirements section, click this toolbar button:
   2. In the Assign Requirement to Position window, select the checkbox next to each requirement you want to assign to the position. Then, click . The specified requirements are displayed in the Requirements section.
5. Click or .

The system displays a message to inform you that the Requirement was added successfully.

Updated July 10, 2025 20:17