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User Guide

Safe Environment Compliance

Tracks Safe Environment training and background-check status for the officers who require it, stores their certificates, and sends reminders.

Who uses it
Financial Secretary (updates status, uploads certificates, sends reminders); Grand Knight, Program/Community/Family Directors are the tracked officers.
Where
Compliance → Safe Environment.

When to use it

The Safe Environment Program, administered by Praesidium, requires the Grand Knight and the Program, Community, and Family Directors to complete online training — and some to pass a background check — within 30 days of receiving credentials. Track it from the start of each Columbian Year. Non-compliance can lead to officer removal and disqualifies the council from the Star Council Award, so keep every tracked officer current.

Step by step

  1. Go to Compliance → Safe Environment. If officers were filed on the Form 185 roster, they sync in automatically; if not, use Sync from Roster to pull in the four tracked roles.
  2. The status banner shows training percentage, background checks valid, and how many officers need action. Each officer appears as a card.
  3. For each officer, check the Safe Environment Training box once complete. Upload their training certificate (PDF/JPEG/PNG, max 10 MB) and set its "valid until" date.
  4. For officers requiring a background check, set the issue date and upload the BG-check certificate; the badge shows Valid, Expiring Soon, or Expired automatically.
  5. Use Send Reminder on any officer who is incomplete to email them a nudge; the card tracks how many reminders were sent and when.
  6. Confirm the banner reads "All Officers Compliant" before relying on this for Star Council.

Tips & gotchas

  • Officers get their Praesidium training link only after their email is recorded on Form 365 (Program Directors) — assign directors there first.
  • Training certificates default to a three-year validity from the completion date; the badge turns amber within 90 days of expiry and red once expired.
  • You can edit training/BG status and upload certificates only for the current Columbian Year; prior years are read-only.
  • Reminders are available only for officers who have an email on file and still have an incomplete item.

Related

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