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How do I add a safeguard?

Describes how to add a new safeguard.

You will need the Write Safeguards permission to perform this action, at the person's campuses, and the safeguard type must be one allowed to you there. It is campus-scoped, so a campus override can change it at one campus. Safeguards have no campuses of their own: they follow the person. See People for what the permission covers, and Campuses and organizations in Version 8 for how campus access works.

Navigate to the person you would like to add the safeguard for and click on the Safeguards tab. Then, click on the Add Safeguard button.

The Safeguards tab on a person's profile with the Add Safeguard button.

A pop-up will appear containing the following fields:

  • Type - the type of safeguard. You can add, edit, and delete types using the menu on the right. You must have the Full Write People permission to do this. Only the types allowed to you at that person's campuses are offered.

  • Status - the current status of the safeguard authorization. You can add, edit, and delete statuses using the menu on the right. You must have the Full Write People permission to do this.

  • Completed On - the date the authorization was completed (e.g., granted, denied).

  • Expires On - the date the safeguard expires and will need to be renewed. If you leave it blank, the safeguard never expires. One Church Software doesn't send a reminder email before a safeguard expires.

  • Comments - any comments you would like to include with this safeguard.

Once you are finished, click on Save to add the safeguard to the person's profile. You can also check Keep open and add another when entering safeguards.

The Add Safeguard pop-up with the Type, Status, Completed On, Expires On and Comments fields.

Tip: Don't add a Background Check safeguard by hand. One is created for you when you order a background check, and that is where your church records its decision once the results are in. See How do I run a background check?

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