Dashboard Overview
Real-time compliance tracking for your assigned parish or parishes.
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Total Members
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Fully Compliant
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Partially Compliant
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Non-Compliant
Ministry Members
Manage and track all registered ministry members
Urgent Compliance Alerts
Monitor upcoming expiries and overdue compliance items
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Expired Items
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Expiring in 30 Days
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Expiring in 90 Days
All Active Alerts
Notifications
Review ministry registrations, detail updates, ministry changes, training attendance requests and enquiries.
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Unassigned
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Assigned to Me
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In Progress
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Completed / Archived
Document Uploads
Upload parish documents for diocesan review and placement on the correct member profile.
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Awaiting Review
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In Review
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Accepted
Compliance Tracker
Full compliance status for every member — screening requirements, training requirements, and declarations
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Fully Compliant
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Partially Compliant
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Non-Compliant
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Overall Compliance Rate
Ministry Requirements Quick Reference
Select one ministry to view its configured screening and training requirements.
Select a ministry to view its requirements.
Compliance by Parish
Member Compliance Matrix
Screening Management
Track required screening completion across ministries and identify records requiring action.
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Current Requirements
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Expiring Soon
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Missing or Expired
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Overall Screening Rate
Screening Completion by Parish
Screening Gap Analysis
Training Management
Track training completion, record sessions, and identify gaps
Training Types Overview
Training Type Summary
Training Gap Analysis
Record Group Training Session
Select a training type and date, then tick off which members attended.
Training Planner
Identify who will require a selected training and plan practical parish or regional workshop sessions.
Training calendar
Planned sessions and RSVP numbers are shown here. People allocated to a future session can be excluded from new recommendations.
Workshop Planner
This is a planning title only. A formal training type can be created later when the workshop is scheduled.
Includes records already expired or expiring on or before this date.
The planner will include active members in the selected ministries who have no record of completing the selected training.
Use the parish names as they appear in the database. Any parish not included will remain as its own workshop group.
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Total requiring training
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Expiring
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Expired
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Missing / no record
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Already planned / RSVP'd
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Workshop groups
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Estimated sessions
Recommended workshop plan
Reports & Exports
Generate compliance reports and export data
Full Member Report
Download a complete list of all registered members with their compliance status.
Alerts Report
Export all current compliance alerts including expired and expiring items.
Training Report
Summary of training completion rates across all training types.
Compliance Report
Full compliance matrix with screening, training status and compliance rate per member.
Parish Priest Ministry Report
A parish PDF listing active ministry members, their ministries, screening completion and required training completion.
Build Your Own Report
Choose a parish, ministry, compliance status and the fields to include in a PDF report.
Settings
Manage parishes, ministries, screening types, and training types
Users
Invite users, assign access levels and prepare parish access.
Parishes
Ministries
Screening Types
Training Types
Policy Document Links
These links appear on the registration form. Members will be directed to read these documents before completing registration.
Recycle Bin
Review and restore documents and training records removed by diocesan or system administrators.
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Documents
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Training Records
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Total Items
Audit Log
Complete history of all data changes in the system