Manually Track Background Checks

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If you have background checks from other providers, you can manually track them in Planning Center.

You can add a manual background check for an individual from their profile page by selecting Add New and choosing Manual Background Check.

Set their status, the date it was completed, the expiration date, and a note, such as a link to the background check report.

background check info

When the background check passes, the check will expire, and the person will no longer be able to be scheduled through Services or check in at Check-Ins.

Set background checks for multiple people by a bulk action on the People page or on a list.

bulk action update

View all the background checks from the tab on the dashboard.

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