Dashboard Overview
Real-time compliance tracking for your assigned parish or parishes.
-
Total Members
-
Fully Compliant
-
Partially Compliant
-
Non-Compliant
Work Overview
Quick links to the main areas currently carrying outstanding work.
Ministry Requirements Quick Reference
Select one ministry to view its configured screening and training requirements.
Select a ministry to view its requirements.
Ministry Members
Manage and track all registered ministry members
Action Required
See the work that needs attention, then open the specialist workspace to manage it.
WWCC Verification Queue
People who have provided a Working With Children Check number but do not yet have verification evidence attached to that screening record.
National Police Check Verification Queue
National Police Check records that are required for a member's current ministry and are waiting for a supporting document to complete verification.
Profile & Ministry Requests
Review registrations, detail updates, ministry changes, training attendance requests and enquiries.
-
Unassigned
-
Assigned to Me
-
In Progress
-
Completed / Archived
Document Submissions
Upload parish documents for diocesan review and placement on the correct member profile.
-
Awaiting Review
-
In Review
-
Accepted
Compliance Tracker
Full compliance status for every member — screening requirements, training requirements, and declarations
-
Fully Compliant
-
Partially Compliant
-
Non-Compliant
-
Overall Compliance Rate
Compliance by Parish
Member Compliance Matrix
Choose a compliance status
Select a status above to load the member matrix. This keeps the page focused and avoids displaying the full population by default.
Screening Management
Track required screening completion across ministries and identify records requiring action.
-
Current Requirements
-
Expiring Soon
-
Missing or Expired
-
Overall Screening Rate
Screening Completion by Parish
Training Records
Track training completion and open a training type to see completed, expiring, expired and missing records.
Training Types Overview
Training Type Summary
Training Programmes
Create and manage programmes, assign them to ministries or people, and track overall completion.
Programme Management
Group related training types into one programme and define which components are required.
Training Programme Progress
Overall progress for people assigned to Training Suites / Programmes. Completion is calculated from existing component training records.
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.
Training Participants
Diocesan training-only profiles are normal member records without a ministry. External participants remain separate from the diocesan Members register.
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.
0
Total requiring training
0
Expiring
0
Expired
0
Missing / no record
0
Already planned / RSVP'd
0
Workshop groups
0
Estimated sessions
Recommended workshop plan
Event Registration
Review volunteer registrations, attendance and public event settings.
Event Calendar
Current and upcoming volunteer events, similar to the Training Planner calendar.
Open an event to view its details
Choose Open Event in the calendar or select an event above. Registrations, attendance and settings stay hidden until an event is opened.
0
Total Registrations
0
Approved / Submitted
0
Expected Attendances
0
Merchandise Orders
Event Overview
Registrations
Review individual registrations or compare all responses in one overview.
| Volunteer | Contact | Status | Submitted | Attendance Days | Action |
|---|---|---|---|---|---|
| No registrations loaded. | |||||
| No registrations loaded. |
Attendance
Use one sign-in and sign-out record for the whole event. Print the sheet, verify attendance, upload the signed copy, then push the final record to member profiles.
Event Settings
Control whether the event appears publicly and whether registrations are open.
Day-by-day venues
These are the venue names shown beside each date on the public event page. Each event day stores its own venue separately.
Form Builder
Build the questions shown on the public event registration form.
Access & Permissions
Assign individual users to this event. Event Managers can edit the event, review registrations and manage attendance.
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 users, parishes, ministries, screening and training configuration
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.
-
Documents
-
Training Records
-
Deleted Profiles
-
Total Items
Audit Log
Plain-English history of changes made across members, screening, training, events and system records.
System Change Log
History of major system features, database changes, security updates, compliance rules and fixes. This is separate from the operational Audit Log.
-
Active Updates
-
In Testing
-
Production
-
Categories