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You can define Safe Environment templates that include certain background check items or legal requirements. Then, use the template in a personnel or member record to quickly insert all the necessary items. This ensures that background checks and other requirements are set consistently based on employee role.

Background Check Templates

You can add a template with the background check items needed for a specific job or assignment. For example, a template called "Work with Children" might have the items "Federal Background" and "References".

 To add a template for background checks
  1. On the File menu, click Safe Environment > Background Check Templates.
  2. Click Add Template, and enter a name that describes who or what the template is used for, such as "New Employee" or "Office Worker".
  3. Click the add icon  and select the background check items to include. When you insert the template in the Safe Environment window of a record, these items display in the order you list them here.
  4. Click Save/OK.

Other Requirements Templates

You can add a template with the necessary legal requirements. For example, a template called "Volunteer Requirements" might have the items "Orientation Class", and "Sensitivity Training".

 To add a template for other requirements
  1. On the File menu, click Safe Environment > Other Requirements Templates.
  2. Click Add Template, and enter a name that describes who or what the template is used for, such as "Childcare Worker" or "Evangelism".
  3. Click the add icon  and select the requirement items to include. When you insert the template in the Safe Environment window of a record, these items display in the order you list them here.
  4. Click Save/OK.

Using the Templates

Go to a personnel or member/constituent record, and click Safe Environment in the navigation pane. In the Background Check or Other Requirements section, click Use Template.

You can also use templates when posting or updating background checks and legal requirements.

 

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