Manually Track Background Checks

If you have background checks from other providers, you may want to track those in Planning Center. You can use Manual Background Checks for that.

You can add a manual background check for an individual from their profile page, with a bulk action, or by performing on action on a list.

Entering a Manual Check from a Profile

When you add a manual background check from someone's profile page, you'll be able to set their status, the date it was completed, the expiration date, and any notes.

When the background check expires, it will no longer count as a cleared background check when Services or Check-Ins look to see if this person has a cleared background check on file.

You can use the notes field to keep information for yourself, such as a link to the background check report.

Last updated
Have more questions? Submit a request