{"id":43310,"date":"2026-03-16T06:00:00","date_gmt":"2026-03-16T05:00:00","guid":{"rendered":"https:\/\/churchtools.academy\/de\/?p=43310&#038;post_type=docs&#038;preview_id=43310"},"modified":"2026-03-23T10:46:31","modified_gmt":"2026-03-23T09:46:31","password":"","slug":"example-organizing-the-submission-of-certificates-of-good-conduct","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/routines-groups\/example-organizing-the-submission-of-certificates-of-good-conduct\/","title":{"rendered":"Example: Organizing the submission of certificates of good conduct"},"content":{"rendered":"\n<p>In the interests of child and youth protection, leaders and employees in the children&#8217;s and youth sector should have a current certificate of good conduct. The certificates are only valid for five years and must then be updated. The certificate should be submitted to a responsible person and the submission should be documented.  <\/p>\n\n\n\n<p>ChurchTools supports you in this process by automatically prompting leaders and employees to submit their certificate of good conduct and reminding them in good time that an update is necessary.<\/p>\n\n\n\n<p>In this tutorial, you will learn how to add leaders or employees of groups for which a certificate of good conduct has not yet been submitted to a &#8220;Certificates of good conduct&#8221; group using <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/automatic-membership\/\" data-type=\"link\" data-id=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/automatische-mitgliedschaft\/\" target=\"_blank\" rel=\"noreferrer noopener\">automatic memberships<\/a>. In this group, you can then use <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/routines-groups\/understanding-routines\/\" data-type=\"docs\" data-id=\"42446\" target=\"_blank\" rel=\"noreferrer noopener\">routines<\/a> to ensure that <strong>a certificate of good conduct is submitted for the first time and that automatic inquiries are made before it expires<\/strong> so that leaders or employees can apply for a new certificate of good conduct in good time and submit it to the person responsible. We explain exactly how to do this in this article. What we do not address here is how to do this for managers and employees whose certificate of good conduct has been available for a longer period of time.   <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Prerequisites<\/h2>\n\n\n\n<p>We will show you how to do this using individual groups for which you want to keep an eye on the leadership certificates. The only thing you need to recreate this are your children&#8217;s and youth groups with leaders and employees in your ChurchTools. You can also start here if you have not yet fully created your group structures in ChurchTools.  <\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#22c55e;border-left-width:0.5rem;background-color:#dcfce7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Tip<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">Selecting individual groups in the <em>people filter<\/em> means that you will have to add new groups manually in future to keep the people filter up to date.<br><br>Our recommendation would be that you work with <em>super-<\/em> and <em>subgroups<\/em> in a <em>group hierarchy<\/em> in future and then adjust your <em>person filter<\/em> accordingly.  <br><br>You can also use the <em>age groups<\/em> of the groups to include groups in which children and young people participate, but which are not only intended for this group of people. This way, the groups are automatically kept up to date when new groups are added. <\/p>\n<\/aside>\n\n\n\n<h2 class=\"wp-block-heading\">1. Create and customize groups<\/h2>\n\n\n\n<p>First, call up the <em>Groups module<\/em> (1) in your ChurchTools, create a new group (2), name it &#8220;Certificates of good conduct&#8221; (3) and select the <em>group type<\/em> &#8220;Properties&#8221; (4). <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Create-group-for-Certificates-of-good-conduct.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2084\" height=\"1050\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Create-group-for-Certificates-of-good-conduct.png\" alt=\"Screenshot Groups Create group for Certificates of good conduct\" class=\"wp-image-48794\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Create-group-for-Certificates-of-good-conduct.png 2084w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Create-group-for-Certificates-of-good-conduct-300x151.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Create-group-for-Certificates-of-good-conduct-1024x516.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Create-group-for-Certificates-of-good-conduct-768x387.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Create-group-for-Certificates-of-good-conduct-1536x774.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Create-group-for-Certificates-of-good-conduct-2048x1032.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Create-group-for-Certificates-of-good-conduct-360x181.png 360w\" sizes=\"(max-width: 2084px) 100vw, 2084px\" \/><\/a><\/figure>\n\n\n\n<p>Once the group has been created, find the person or persons responsible for keeping track of the certificates of good conduct using the <em>plus symbol<\/em> under <em>Leader<\/em> (5) and add them to the group.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Leader_Example-Certificates.png\"><img decoding=\"async\" width=\"2156\" height=\"1074\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Leader_Example-Certificates.png\" alt=\"Screenshoit Groups - Leader - Example Certificates\" class=\"wp-image-48916\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Leader_Example-Certificates.png 2156w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Leader_Example-Certificates-300x149.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Leader_Example-Certificates-1024x510.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Leader_Example-Certificates-768x383.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Leader_Example-Certificates-1536x765.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Leader_Example-Certificates-2048x1020.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Leader_Example-Certificates-360x179.png 360w\" sizes=\"(max-width: 2156px) 100vw, 2156px\" \/><\/a><\/figure>\n\n\n\n<p>If you want to read more about how to do this, read the article <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/gruppen-meine-gruppe\/how-do-i-create-a-new-group\/\" data-type=\"docs\" data-id=\"7220\" target=\"_blank\" rel=\"noreferrer noopener\">How to create a group?<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Create, test and activate routine for certificates of good conduct<\/h2>\n\n\n\n<p>In the group, open the <em>settings<\/em> (1) for <em>routines<\/em> (2) at the bottom left of the menu and click on the &#8220;Member&#8221; (4) <em>Role<\/em> under <em>Apply template<\/em> (3).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template.png\"><img decoding=\"async\" width=\"2034\" height=\"1260\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template.png\" alt=\"Screenshot Groups - Routines - Apply template\" class=\"wp-image-48919\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template.png 2034w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template-300x186.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template-1024x634.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template-768x476.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template-1536x952.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template-360x223.png 360w\" sizes=\"(max-width: 2034px) 100vw, 2034px\" \/><\/a><\/figure>\n\n\n\n<p>Now select the &#8220;Certificate of good conduct&#8221; <em>template<\/em> (5) and click on <em>Apply<\/em> (6).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template_Certificate-of-good-conduct.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1294\" height=\"1356\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template_Certificate-of-good-conduct.png\" alt=\"Screenshot Groups - Routines - Apply template - Certificate of good conduct\" class=\"wp-image-48921\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template_Certificate-of-good-conduct.png 1294w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template_Certificate-of-good-conduct-286x300.png 286w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template_Certificate-of-good-conduct-977x1024.png 977w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template_Certificate-of-good-conduct-768x805.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Apply-template_Certificate-of-good-conduct-360x377.png 360w\" sizes=\"(max-width: 1294px) 100vw, 1294px\" \/><\/a><\/figure>\n\n\n\n<p>Once you have applied the template, customize the terms and texts of the template for all <em>group membership statuses<\/em> &#8220;Requested&#8221; (8), &#8220;Active&#8221; (9) and &#8220;To delete&#8221; (10) for you. Finally, <em>activate<\/em> (11) the routines for each individual group membership status. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Routines-for-Member.png\"><img loading=\"lazy\" decoding=\"async\" width=\"2440\" height=\"1448\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Routines-for-Member.png\" alt=\"Screenshot Groups - Routines - Routines for Member\" class=\"wp-image-48924\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Routines-for-Member.png 2440w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Routines-for-Member-300x178.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Routines-for-Member-1024x608.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Routines-for-Member-768x456.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Routines-for-Member-1536x912.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Routines-for-Member-2048x1215.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Routines_Routines-for-Member-360x214.png 360w\" sizes=\"(max-width: 2440px) 100vw, 2440px\" \/><\/a><\/figure>\n\n\n\n<p>We explain how to proceed step by step in more detail in the article <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/routines-groups\/how-do-i-create-edit-a-routine\/\" data-type=\"link\" data-id=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/routinen\/wie-erstelle-bearbeite-ich-eine-routine\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to create\/edit a routine?<\/a> <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Set and activate automatic membership<\/h2>\n\n\n\n<p>Once you have created and activated the routines for the participation role, go to <em>Automatic memberships<\/em> (2) in the <em>group settings<\/em> (1).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Set personal filter<\/h3>\n\n\n\n<p>In the <strong>People filter<\/strong> section (3), you will first see a <em>filter<\/em> that filters out all <strong>archived and deceased people<\/strong> (4). Simply leave this filter untouched and click on the bottom <em>plus <\/em>(5). <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Settings_Automatic-membership.png\"><img loading=\"lazy\" decoding=\"async\" width=\"2408\" height=\"1128\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Settings_Automatic-membership.png\" alt=\"Screenshot Groups - Settings - Automatic membership\" class=\"wp-image-48926\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Settings_Automatic-membership.png 2408w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Settings_Automatic-membership-300x141.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Settings_Automatic-membership-1024x480.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Settings_Automatic-membership-768x360.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Settings_Automatic-membership-1536x720.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Settings_Automatic-membership-2048x959.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Settings_Automatic-membership-360x169.png 360w\" sizes=\"(max-width: 2408px) 100vw, 2408px\" \/><\/a><\/figure>\n\n\n\n<p>Click on <em>Membership in a group<\/em> (6) to create a new filter.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Membership-in-a-group.png\"><img loading=\"lazy\" decoding=\"async\" width=\"458\" height=\"462\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Membership-in-a-group.png\" alt=\"Screenshot Groups - Automatic membership - Membership in a group\" class=\"wp-image-48950\" style=\"aspect-ratio:0.8484332141966586;width:229px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Membership-in-a-group.png 458w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Membership-in-a-group-297x300.png 297w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Membership-in-a-group-150x150.png 150w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Membership-in-a-group-360x363.png 360w\" sizes=\"(max-width: 458px) 100vw, 458px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Membership in a group<\/h4>\n\n\n\n<p>Use the pencil icon to filter out only the <em>active<\/em> groups (1).  <\/p>\n\n\n\n<p>Call up another <em>group filter<\/em> (3) via the <em>plus below<\/em> (2).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-embership_Add-another-group-filter.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1274\" height=\"602\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-embership_Add-another-group-filter.png\" alt=\"Screenshot Groups - Automatic embership - Add another group filter\" class=\"wp-image-48952\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-embership_Add-another-group-filter.png 1274w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-embership_Add-another-group-filter-300x142.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-embership_Add-another-group-filter-1024x484.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-embership_Add-another-group-filter-768x363.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-embership_Add-another-group-filter-360x170.png 360w\" sizes=\"(max-width: 1274px) 100vw, 1274px\" \/><\/a><\/figure>\n\n\n\n<p>Select from all the <em>groups<\/em> that are involved with children and young people in your church (4).<\/p>\n\n\n\n<p>Then click on the <em>plus<\/em> (5) under <em>Define filter.<\/em>.. and select <em>Group membership<\/em> (6). <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Group-membership.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1460\" height=\"952\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Group-membership.png\" alt=\"Screenshot Groups - Automatic membership - Add Group membership\" class=\"wp-image-48954\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Group-membership.png 1460w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Group-membership-300x196.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Group-membership-1024x668.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Group-membership-768x501.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Group-membership-360x235.png 360w\" sizes=\"(max-width: 1460px) 100vw, 1460px\" \/><\/a><\/figure>\n\n\n\n<p>Select the &#8220;Leader&#8221; and &#8220;Member&#8221; (7) <em>roles<\/em> here.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Role-is-one-of.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1450\" height=\"622\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Role-is-one-of.png\" alt=\"Screenshot Groups - Automatic membership - Add Role is one of\" class=\"wp-image-48956\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Role-is-one-of.png 1450w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Role-is-one-of-300x129.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Role-is-one-of-1024x439.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Role-is-one-of-768x329.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Add-Role-is-one-of-360x154.png 360w\" sizes=\"(max-width: 1450px) 100vw, 1450px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Set actions<\/h3>\n\n\n\n<p>Switch to the <strong>Actions<\/strong> section directly below. Under <em>People in the filter result<\/em> (1), set them to be added to the &#8220;Certificates of good conduct&#8221; group with the group membership status <em>Requested<\/em> and the <em>Role<\/em> &#8220;Member&#8221; (2). <\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-text-color has-background has-link-color wp-elements-74648fa9a9506de5179716347194bc98 is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#e7c000;border-left-width:0.5rem;color:#3f3400;background-color:#ffe5644d;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Important<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">Make sure that you use the &#8220;Member&#8221; Role for which you have activated the &#8220;Certificates of good conduct&#8221; routine (see point 2).<\/p>\n<\/aside>\n\n\n\n<p>Of course, it can happen that managers or employees give up their task. In this case, you set the following for the <strong>people who are no longer in the filter result<\/strong> (3) <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>that their <em>requests are deleted <\/em>(4) and  <\/li>\n\n\n\n<li>persons marked as <em>active<\/em> or <em>to be deleted<\/em> are automatically <em>removed from the group<\/em> (5 and 6).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Actions.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1298\" height=\"772\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Actions.png\" alt=\"Screenshot Groups - Automatic membership - Actions\" class=\"wp-image-48958\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Actions.png 1298w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Actions-300x178.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Actions-1024x609.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Actions-768x457.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Actions-360x214.png 360w\" sizes=\"(max-width: 1298px) 100vw, 1298px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Activate automatic membership<\/h3>\n\n\n\n<p>Once the person filter and the actions have been set correctly, activate Automatic membership at the top of the page and set it to <em>run automatically<\/em>. This will ensure that your group remains up to date when changes are made. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Activate-automatic-execution.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1306\" height=\"362\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Activate-automatic-execution.png\" alt=\"Screenshot Groups - Automatic membership - Activate automatic execution\" class=\"wp-image-48960\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Activate-automatic-execution.png 1306w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Activate-automatic-execution-300x83.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Activate-automatic-execution-1024x284.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Activate-automatic-execution-768x213.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/01\/Groups_Automatic-membership_Activate-automatic-execution-360x100.png 360w\" sizes=\"(max-width: 1306px) 100vw, 1306px\" \/><\/a><\/figure>\n\n\n\n<p>Once you have created your group and set up the routines and automatic membership for it, your only tasks as the person responsible are to carry out due follow-ups and have conversations where necessary. ChurchTools makes it as easy as possible for you to organize and keep appointments. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Collection of further links<\/h2>\n\n\n\n<p>You can find out more about groups and their hierarchy in our <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/gruppen\/overview-groups\/\" target=\"_blank\" rel=\"noreferrer noopener\">overview of the Groups module<\/a> and in the article <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/organize-groups\/what-is-the-hierarchy\/\" data-type=\"docs\" data-id=\"25031\" target=\"_blank\" rel=\"noreferrer noopener\">What is the hierarchy?<\/a><\/p>\n\n\n\n<p>Of course, we have also explained exactly what routines are and how you can use them in our Academy. A good starting point is the article <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/routines-groups\/understanding-routines\/\" data-type=\"docs\" data-id=\"42446\" target=\"_blank\" rel=\"noreferrer noopener\">Understanding routines<\/a>. <\/p>\n\n\n\n<p>You can use automatic memberships wherever you want to bring people together in groups. You can find everything you need to know about this topic in our <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/automatic-membership\/\" data-type=\"link\" data-id=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/automatische-mitgliedschaft\/\" target=\"_blank\" rel=\"noreferrer noopener\">Automatic memberships<\/a> category. <\/p>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-89fd719a wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Read more<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/routines-groups\/what-are-delays-and-loops-in-routines\/\" data-type=\"link\" data-id=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/routinen\/was-sind-verzoegerungen-und-schleifen-in-routinen\/\" target=\"_blank\" rel=\"noreferrer noopener\">What are delays and loops in routines?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/routines-groups\/how-do-i-create-edit-a-routine\/\" data-type=\"link\" data-id=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/routinen\/wie-erstelle-bearbeite-ich-eine-routine\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to create\/edit a routine?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/automatic-membership\/understanding-automatic-membership\/\" data-type=\"docs\" data-id=\"7199\" target=\"_blank\" rel=\"noreferrer noopener\">Understanding automatic memberships<\/a><\/li>\n<\/ul>\n<\/aside>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the interests of child and youth protection, leaders and employees in the children&#8217;s and youth sector should have a current certificate of good conduct. The certificates are only valid for five years and must then be updated. The certificate should be submitted to a responsible person and the submission should be documented. ChurchTools supports [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[697],"doc_tag":[],"knowledge_base":[224],"class_list":["post-43310","docs","type-docs","status-publish","hentry","doc_category-routines-groups","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"year_month":"2026-04","word_count":871,"total_views":"693","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Victoria Weidemann","author_nicename":"vweidemann","author_url":"https:\/\/churchtools.academy\/en\/author\/vweidemann\/"},"doc_category_info":[{"term_name":"Routines","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/routines-groups\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/43310","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=43310"}],"version-history":[{"count":514,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/43310\/revisions"}],"predecessor-version":[{"id":52439,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/43310\/revisions\/52439"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=43310"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=43310"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=43310"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=43310"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}