About the Settings Page

The Settings page lets you view and change SEP program settings. 

Overview of the Settings Page

Breadcrumbs

Tiles

Requirements

Positions

Permissions

Users

Field Settings

Lookups

PMM Management

Overview of the Settings Page

The illustration below identifies the main elements on the Settings page. Descriptions of these elements are provided later in this topic.

Breadcrumbs

Breadcrumbs are the navigational trail that lets you know which page you are now on as well as each page you visited before arriving at the current page. The breadcrumb trail appears in the top-left corner of every page. It reads from left to right, with the link farthest to the left always being the Home page and the links after it showing each page you visited since leaving Home.

Each page shown in the breadcrumb trail is a link. Click a link to return to the named page. In the breadcrumb trail illustrated below, the user is currently on the Settings page:

Clicking Home takes the user back to the Home page.

Tiles

The seven tiles on the Settings page are described below.

Important

Access to the tiles on the Settings page is based on user permissions. If a tile is not visible, you do not have permission to access it.

Requirements 

Click the Requirements tile to open the Requirements page. This page lists all of the requirements your organization is tracking. On this page, you can add new requirements and manage existing ones. For details about the features and controls on this page, go to About the Requirements Page.

Positions 

Click the Positions tile to open the Positions page. This page lists the position types defined by your organization for which you need to keep track of training and screening status. On this page, you can add new positions and manage existing ones. For details about the features and controls on this tile, go to About the Positions Page.

Permissions 

Click the Permissions tile to open the Permissions page. On this page, you can add user roles and assign specific permissions to each role. For details about the settings on this page, go to About the Permissions Page.

Users 

Click the Users tile to open the Users page. This page lists the names of people that have access to SEP. On this page, a user with the appropriate permissions can add new users and manage records of existing users. For details about the features on this page, go to About the Users Page.

Field Settings 

Click the Field Settings tile to open the Field Settings page. This page provides controls that let you provide an extra layer security to fields in individuals' records that contain sensitive information, such as addresses and social security numbers. For details about the functions on this page, go to About the Field Settings Page

Lookups 

Click the Lookups tile to open the Lookups page. This page provides a central location for creating and managing lookup options appearing in drop-down lists used for data entry and reporting in SEP. For details about the functions on this page, go to About the Lookups Page

PMM Management 

Click the PMM Management tile to open the PMM Management page. On this page, organizations that use the Protect My Ministry application can configure the integration between SEP and PMM. For details about the features on this page, go to About the PMM Management Page

 

Related Topics

 

 

 

 


© January 31, 2024 Safe Environment Program v2.31. ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.