Requirement Types
Requirements help ensure participants complete necessary tasks before an event begins. Below are the different types of requirements you can create and assign to participants.
Task Requirement
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Admins or Team Leaders complete these on behalf of the participants.
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Admins or Team Leaders going on the trip need to have another admin complete their requirements.
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Examples:
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Meeting attendance
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Church membership verification
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Background checks (if you do not integrate with Protect My Ministry in Go Method)
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User Upload Requirement
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Participants must upload a document.
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Examples:
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Passport
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Driver's license
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Immunization records
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Signed Document Requirement
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Participants must electronically sign legal documents.
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Examples:
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Leader agreements
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Commitment to confidentiality
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Volunteer agreements
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Release and assumption of risk
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Code of conduct
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Photo licensing agreement
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Consent forms
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CTO release
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Read & Accept Requirement
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Participants must review and accept guidelines, policies, or important documents.
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Admins can upload a file for reference.
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Examples:
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Volunteer training requirements
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Non-legal policies that don't require signatures
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Fundraising rules
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Travel policies
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Orientation meeting rules
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Course requirements/URLs checklist
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Download & Upload Requirement
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Participants must download a document (e.g., notarized forms), complete it, and upload it back.
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Examples:
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Travel waivers and forms
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Technology agreements
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Medical forms
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Child protection policy
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Question Form Requirement
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Questions that are used to collect information or preferences from participants that are trip specific and don't have to be on a global profile or in an application.
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Examples:
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Trip leader qualifications
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Trip insights
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Trip specific questions (e.g., Have you ever been out of the country? Can you run a 5k? Do you know how to use power tools? Do you work well with others?)
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