DANIA LANE • Aug 31, 2022

We recently added the ability for congregants to update their Emergency Contacts and Profile Pictures very easily when checking into classes through TouchPoint Check-In. The deployment on 8/29/2022 added two new settings that will allow your church to opt to hide access to these. Simply navigate to Administration > Check-In > Profiles on the Security tab and uncheck the boxes for Allow Emergency Contact Edit and Allow Photo Edit.

IMPORTANT: Since these new Check-In Profile options now exist, you will need to log out of your Check-In kiosks and log back in, even if you do not plan to use them.

We have also updated the list of offered classes to make it even easier to find a class for your guest. They are now organized by time slot.

To learn more these changes, see the Check-In Profiles and Using Check-In help articles.





STACI PATYRAK • Aug 31, 2022

You asked and we answered! We are so excited to share that we now have a brand new MinistrySafe integration! With this integration, you can easily request, submit, and track both background checks and training class certifications.

Like Protect My Ministry, there are TWO options for submitting a background check.

Email for Consent: This will email the person needing a background check with a secure link to submit their PII (personal identifiable information) and consent form.

Submit with PII: This will let you enter the required information and submit the background check on the spot!

In addition to requesting, submitting, and tracking background checks, MinistrySafe also allows for requesting and tracking training classes.

Add Training: This will let you send an email invitation for a potential volunteer to access the training videos and follow up quiz. 

ACTION REQUIRED:

1. If you haven’t already done so, establish an account with MinistrySafe.
2. Look for the Integration Administrative Settings. You generate your own API key.
3. If you want to see and use the Training Classes, you must have the MinistrySafeClasses user role.

Find out more about this exciting new integration in this article.









STACI PATYRAK • Aug 31, 2022

The deployment on 8/29/2022 included some enhancements to the Volunteer tab on a person’s record. Be on the lookout for another blog about the new MinistrySafe integration.

Watch this video to see an overview of the Volunteer tab changes.

Application Information
This section is manual entry only. A user must have the ViewApplication role to see this and the ManageApplication role to edit.

Checks & Classes Approval
For this section to be shown, the Show Manual Approval Section setting (Administration > Setup > Settings > System > Administration) must be set to True. A user must have the ViewApplication role to see this section and the ManageApplication role to edit. 

NEW FUNCTIONALITY! The dates in this section will no longer automatically update. This section is now manual entry only. If you use the Protect My Ministry or MinistrySafe integrations, you do not need this section. 

Background Checks/Credit Checks
This section will only be shown if you have either Protect My Ministry or MinistrySafe credentials entered into the appropriate administrative settings. A user must have the ViewApplication role to see this and the ManageApplication role to edit.

You now have the option to submit background checks through either Protect My Ministry or MinistrySafe.

Once a background check is requested, everything seen below will be updated automatically, except for the Approval column. Once a person’s background check report has been returned, a user with the ManageApplication role can update that by selecting the appropriate selection from the dropdown menu. 

Training Classes
A user must have the MinistrySafeClasses role to see this section. Once a training has been added, that person will receive an email inviting them to watch a series of training videos and then take a short quiz. Once a training class is added, everything seen below will be updated automatically except for the Approval column. Once a person’s has achieved the appropriate grade on the quiz and those results have been returned, a user with the MinistrySafeClasses role can update that by selecting the appropriate selection from the dropdown menu.

Documents
A user must have the VolDocs role to see this section and upload volunteer documents.

To read more about Protect My Ministry, refer to the following help articles:

To read more about MinistrySafe, refer to the following help articles:

New Administrative Setting 

Show Manual Approval Section – Set this setting to True to see the Checks & Classes Approval section on a person’s Involvements > Volunteer tab.

New User Roles 

MinistrySafeClasses – A user must have this role to see and edit the Training Classes section on a person’s Involvements > Volunteer tab.

VolDocs – a user must have this role to see and upload a document to the Documents section on a person’s Involvements > Volunteer tab

New Search Conditions 

8/30/2022 Update: There are some minor adjustments being made to these conditions.

These search conditions are pulling results as seen on the Background Checks/Credit Checks & Training Classes sections of a person’s Involvements > Volunteer tab.

  • Days Since Last Background Check – Searches by looking back a specific number of days.
  • Check Date Range – Searches by looking at specific date range.
  • Days Since Last Training – Searches by looking back a specific number of days.
  • Training Date Range – Searches by looking at specific date range.

Shane Dougherty • Aug 18, 2022

Our August release is scheduled to be deployed next Monday night, August 22nd 29th. Some updates are for features that are still in development or in beta, but there are several new features and enhancements as well.

 

Here are the details of everything that is being released:

Fully Released New Features

  • MinistrySafe Integration – As previously announced, we are integrating with MinistrySafe to provide background checks and abuse-prevention training. We have also made enhancements to the Involvement > Volunteer tab on a People Record to better support the background check process.
  • Engagement Score – If you’re using Engagement Scores, you will be excited to know there is a new status badge that shows the individual’s score. You can update an Administrative Setting to specify who sees the badge. There is also a new export that shows the score over the past 52 weeks, 12 quarters, or 3 years.
  • Check-In – There is a new Profile setting that allows you to hide the photo editing ability and emergency contact ability. Additionally, Meetings are now organized by time slots inside of Check-In.
  • Status Flag – We have updated the Status Flag feature to where you are now able to both view and edit the Run Order.
  • Mobile App Involvements – You may now specify the Sort order (in the Lookup Codes) for Involvements that appear within the Mobile App.
  • Yellow Bell Icon / Red Caution Icon – We are adding new client notification features. More information will be coming!

Beta / Features In Development

  • Process Builder – We’re making great progress! This is all currently happening behind the scenes on your database. Come to Summit to learn more about this new feature!
  • One-Page Form – We are releasing a few more features, and this much-anticipated Registration Type will be in beta after this release!
  • Scheduler – We are making edits to the final items before the full release!
  • We have a new Registration Type related to reserving childcare slots and paying for childcare called Childcare Scheduler. We are releasing this behind the scenes, and it will be in beta soon.
  • The next version of your custom Mobile App will be managed inside your database’s Administrative Settings! if you see a new role pop up, it’s related to that. Expect to hear more about the new Mobile App at Summit!
  • Translations – We are laying the groundwork for portions of the web application to be translated into additional languages.

HAYLEY WHITWORTH • Aug 16, 2022

What good is it to have People Records in your database if they aren’t accurate? In this TouchPointers, Andrew walks us through how to quickly identify incomplete People Records so that we may get them updated. If we know someone’s gender/age/marital status, we want to include that information inside of TouchPoint. The more complete a picture we have of someone, the better we will be able to minister to him/her. This is especially important for your Members, the people who are closest to your church.

Learn more about the People Search.

BRETT HUTCHINSON • Aug 13, 2022

Our next mobile app update (version 2022.2.4) includes some minor fixes and adjustments, in addition to some exciting new features. This release is going out now and is in the approval process in the app stores, so it will be available in the upcoming days. We have added an account deletion option, people search bar under meeting attendance, and support for the media type .m3u8.

Account Deletion: Effective July 30, 2022, Apple now requires that all mobile apps provide an end user the option to request an account deletion so this option has been added to the app. This new feature has been added to the Profile page under Settings and Preferences where they will see the Request Account Deletion option.

When a user clicks Confirm, a Task is created for the New People Manager with the Account Deletion Requested keyword attached. From here, it is the responsibility of the New People Manager to handle or assign the request. For more detailed information about this process, please refer to our Account Deletion help article.

People Search for Attendance: The ability to search for attenders under a meeting in the app has been added at the top of the members list. This will help to more quickly find a specific person in larger Involvements.

New Media Type: The .m3u8 media type has been added to the TouchPoint Mobile App Portal so you can now use this as a media type option in your custom app. We are always looking to include all widely used media types as options and we will continue to add those in future updates.









BRETT HUTCHINSON • Aug 13, 2022

The latest update to our mobile app (version 2022.2.4) adds the ability for an individual to request an account deletion. This is a option that Apple now requires in order to publish an app in their app store.

This has been added to the Profile page under Settings and Preferences, where you will see the Request Account Deletion option.

When they select this option, they will see a popup asking “Are you sure? This will notify a member of the church staff that you’d like your account to be deleted.” where they can Cancel or Confirm the action.

Pressing the Confirm button will create a Task assigned to the New People Manager with the Account Deletion Requested keyword attached. It is the responsibility of the New People Manager to handle or assign this request.

Read more about what you should do with these tasks in our documentation.



HAYLEY WHITWORTH • Aug 01, 2022

The Check-In Dashboard is designed to give us live reporting for our Check-In Involvements. This gives the staff member who is overseeing several volunteers and classrooms a snapshot of who has been Checked In to each class, who has been Checked Out, and the ratio of leaders to students. We can easily increase or decrease capacity for each room as well and open or close a Meeting. Closing a Meeting would disallow any further kids from checking in to that room.

To learn more about our companion to the Check-In Dashboard, the Classroom Dashboard, check out the TouchPointers episode on it: