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How do I edit a safeguard?

Describes how to edit an existing 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 who has the safeguard that needs to be edited and go to the Safeguards tab. Locate the safeguard in the table, choose the 3-dots menu, and click on Edit. It is also possible to click on the Type in that row.

The Safeguards tab with a row's 3-dots menu open showing Edit.

Safeguards linked to a background check

When you order a background check, a Background Check safeguard is created and linked to it. The Edit Safeguard window shows the note "This safeguard is linked to a background check. Not all fields will be editable." On a linked safeguard:

  • Status is locked until the background check report is complete. The info icon next to it reads "Status will be editable once the background check report completes."

  • Type and Completed On can't be changed. Completed On is filled in for you when the results arrive.

  • Saving any status other than Pending records your church's decision and clears the Ready For Decision flag.

  • Expires On is never filled in for you. If you leave it blank, the clearance never expires.

  • You can change the status again later. Every change is kept in the safeguard's history. Click view history at the bottom of the window to see it.

Recording the decision on a linked safeguard also needs Read Background Checks, which is campus-scoped as well.

To learn how background checks are ordered, see How do I run a background check?

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