Badges and Safety
v1.11.0
Staff manage Safe Environment clearances and access badges in one console. People request a badge on a new page, and ministry leaders approve it with an email link.
New
- Badges and Safety console. Staff manage Safe Environment clearances, access badges and approvals in one place. Staff can approve, deny, revoke, change and reactivate a badge. They can filter the list by source and correct a requester's name, birthday, email or phone.
- Print queue. Staff print Safe Environment cards and access badges on Avery 5163 and 8163 sheets. They print envelope labels on Avery 5160 sheets. Each approval asks "Add to next printout?". Staff can also print from any selected rows.
- Badge request page. A person confirms their details and verifies their email with a one-time code. The old request form link goes to the new page. A person who is not yet in the parish records becomes a guest.
- Apply and Renew on your profile. The profile has an Apply or Renew card for a Safe Environment clearance. A renewal notice shows 30 days before the clearance ends.
- Photo with crop and rotate. A person adds a photo and crops or rotates it. Staff can crop the photo again from the review panel.
- Approval by email link. The ministry leader gets an email with a one-time link and approves the badge from it. Nobody can approve their own badge or clearance.
- Reminders and automatic expiry. The system sends renewal reminders 30 days and 7 days before a clearance ends. It ends an expired badge or clearance each day.
- Safe Environment in volunteer registration. Faith Formation and VBS volunteer registration now collect the Safe Environment details.
- Birthday prompt. A person with no birthday on file is asked for it at the next sign-in. Guest signup now requires a birthday.
- Recently withdrawn tab. The Faith Formation student, registration and group lists show the withdrawal reason and date. A new "Recently withdrawn" tab lists the last 30 days and gives a way back.
- Unpaid family hold. When a family has not paid, the weekly check holds a family with an attending student for staff review. Staff choose Withdraw now or Keep enrolled.
- Forms email verification. Form authors can require email verification before a person submits a form.
- Forms sync status. The sync settings show the health of the connection and let the admin choose the account. A form can sync to the SharePoint list of the parish with no personal sign-in.
- Retry all failed. The deliveries list has a Retry all failed button. It resends every failed delivery after the admin reconnects.
- Table picker. A form author can save answers to a table of a ministry the author administers. The author picks the table and matches the columns.
Improved
- A Welcome Table guest has a planned group. When the guest registers, the student joins that group and the system merges the guest.
- The Safe Environment tabs of Faith Formation and VBS moved to the Badges and Safety console. Each old tab links to the new console.
- The Forms sync panel and the failure email name the destination: "SharePoint list sync" or "Excel live sync". A panel shows "Reconnect needed" when Microsoft ends the sign-in.
- Several badge request messages now explain the reason in English and Spanish.
Fixed
- Review edits lists every student that its count names. This includes a student on a combined track and a Welcome Table guest.
- A staff change on a student now counts as reviewed, also when it is made in the same second as the edit.
- The sacrament grids in Faith Formation show Welcome Table guests by default.
- A click inside a dialog in a side panel no longer closes the panel.