{"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":"2026-05-12T07:51:48","modified_gmt":"2026-05-12T06:51:48","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<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<p>In diesem Tutorial lernst du, wie du Leiter oder Mitarbeiter solcher Gruppen \u00fcber <a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/automatische-mitgliedschaft\/\" data-type=\"link\" data-id=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/automatische-mitgliedschaft\/\" target=\"_blank\" rel=\"noreferrer noopener\">Automatische Mitgliedschaften<\/a> in eine Gruppe &#8220;F\u00fchrungszeugnisse&#8221; hinzuf\u00fcgen l\u00e4sst. In dieser Gruppe erreichst du dann \u00fcber <a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/routinen\/routinen-verstehen\/\" data-type=\"docs\" data-id=\"42446\" target=\"_blank\" rel=\"noreferrer noopener\">Routinen<\/a> die <strong>Vorlage eines F\u00fchrungszeugnisses und das automatische Nachfragen vor Ablauf der G\u00fcltigkeit<\/strong>. So unterst\u00fctzt du Leiter und Mitarbeiter dabei, rechtzeitig ein neues F\u00fchrungszeugnis zu beantragen und dem Verantwortlichen vorzulegen. Wie das genau geht, erkl\u00e4ren wir dir in diesem Artikel.<\/p>\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:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;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>Hinweis<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">Wahrscheinlich liegen dir bereits F\u00fchrungszeugnisse vor, deren Neuvorlage du ebenfalls mit der Routine organisieren m\u00f6chtest. Wie du das umsetzen kannst, zeigen wir dir weiter unten in <em>Schritt 4<\/em>. <br><br>Wichtig dabei ist: Alle Personen, die \u00fcber die Automatische Mitgliedschaft in die Gruppe aufgenommen werden, bekommen durch den Schritt <em>E-Mail senden <\/em>in der ersten Routine eine E-Mail mit der Bitte um Vorlage des F\u00fchrungszeugnisses.<br><br>Personen, deren Zeugnis bereits vorliegt, k\u00f6nnen diese E-Mail nat\u00fcrlich vorerst ignorieren. Am besten informierst du daher alle Mitarbeiter in den Kinder- und Jugendgruppen bereits im Vorfeld \u00fcber die kommenden E-Mails.<\/p>\n<\/aside>\n\n<h2 class=\"wp-block-heading\">Prerequisites<\/h2>\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<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>Tipp<\/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<h2 class=\"wp-block-heading\">1. Create and customize groups<\/h2>\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<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.02.15.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1284\" height=\"754\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.02.15.png\" alt=\"Screenshot group Create certificates of good conduct\" class=\"wp-image-44934\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.02.15.png 1284w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.02.15-300x176.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.02.15-1024x601.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.02.15-768x451.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.02.15-360x211.png 360w\" sizes=\"(max-width: 1284px) 100vw, 1284px\" \/><\/a><\/figure>\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<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.03.34.png\"><img decoding=\"async\" width=\"1284\" height=\"722\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.03.34.png\" alt=\"Screenshot Add leader to new group\" class=\"wp-image-44935\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.03.34.png 1284w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.03.34-300x169.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.03.34-1024x576.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.03.34-768x432.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.03.34-360x202.png 360w\" sizes=\"(max-width: 1284px) 100vw, 1284px\" \/><\/a><\/figure>\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\/my-group\/how-to-create-a-new-group\/\" data-type=\"docs\" data-id=\"7220\" target=\"_blank\" rel=\"noreferrer noopener\">How to create a group?<\/a><\/p>\n\n<h2 class=\"wp-block-heading\">2. Create, test and activate routine for certificates of good conduct<\/h2>\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<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.08.21.png\"><img decoding=\"async\" width=\"1297\" height=\"576\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.08.21.png\" alt=\"Screenshot Apply routine template for Role Participant\" class=\"wp-image-44936\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.08.21.png 1297w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.08.21-300x133.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.08.21-1024x455.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.08.21-768x341.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.08.21-360x160.png 360w\" sizes=\"(max-width: 1297px) 100vw, 1297px\" \/><\/a><\/figure>\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<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.11.22.png\"><img loading=\"lazy\" decoding=\"async\" width=\"946\" height=\"711\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.11.22.png\" alt=\"Use screenshot template for certificates of good conduct\" class=\"wp-image-44940\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.11.22.png 946w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.11.22-300x225.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.11.22-768x577.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.11.22-360x271.png 360w\" sizes=\"(max-width: 946px) 100vw, 946px\" \/><\/a><\/figure>\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<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.18.11.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1298\" height=\"728\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.18.11.png\" alt=\"Customize and activate screenshot routines\" class=\"wp-image-44941\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.18.11.png 1298w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.18.11-300x168.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.18.11-1024x574.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.18.11-768x431.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.18.11-360x202.png 360w\" sizes=\"(max-width: 1298px) 100vw, 1298px\" \/><\/a><\/figure>\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<h2 class=\"wp-block-heading\">3. Set and activate automatic membership<\/h2>\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<h3 class=\"wp-block-heading\">Set personal filter<\/h3>\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<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.22.02.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1282\" height=\"727\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.22.02.png\" alt=\"Screenshot Automatic membership; add further filters to person filter\" class=\"wp-image-44944\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.22.02.png 1282w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.22.02-300x170.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.22.02-1024x581.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.22.02-768x436.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.22.02-360x204.png 360w\" sizes=\"(max-width: 1282px) 100vw, 1282px\" \/><\/a><\/figure>\n\n<p>Click on <em>Membership in a group<\/em> (6) to create a new filter.<\/p>\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.26.41.png\"><img loading=\"lazy\" decoding=\"async\" width=\"319\" height=\"376\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.26.41.png\" alt=\"Screenshot Automatic membership; add group membership filter\" class=\"wp-image-44945\" style=\"aspect-ratio:0.8484332141966586;width:226px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.26.41.png 319w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.26.41-255x300.png 255w\" sizes=\"(max-width: 319px) 100vw, 319px\" \/><\/a><\/figure>\n\n<h4 class=\"wp-block-heading\">Membership in a group<\/h4>\n\n<p>Use the pencil icon to filter out only the <em>active<\/em> groups (1).  <\/p>\n\n<p>Call up another <em>group filter<\/em> (3) via the <em>plus below<\/em> (2).<\/p>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.34.32.png\"><img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"303\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.34.32.png\" alt=\"Screenshot Automatic membership; select groups for group membership filter\" class=\"wp-image-44946\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.34.32.png 870w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.34.32-300x104.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.34.32-768x267.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.34.32-360x125.png 360w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/><\/a><\/figure>\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<p>Then click on the <em>plus<\/em> (5) under <em>Define filter.<\/em>.. and select <em>Group membership<\/em> (6). <\/p>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.36.46.png\"><img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"488\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.36.46.png\" alt=\"Screenshot Automatic membership; Add further group membership filter\" class=\"wp-image-44947\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.36.46.png 870w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.36.46-300x168.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.36.46-768x431.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.36.46-360x202.png 360w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/><\/a><\/figure>\n\n<p>Select the &#8220;Leader&#8221; and &#8220;Member&#8221; (7) <em>roles<\/em> here.<\/p>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.43.12.png\"><img loading=\"lazy\" decoding=\"async\" width=\"867\" height=\"438\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.43.12.png\" alt=\"Screenshot Automatic membership; set group membership filter\" class=\"wp-image-44948\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.43.12.png 867w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.43.12-300x152.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.43.12-768x388.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-26-at-15.43.12-360x182.png 360w\" sizes=\"(max-width: 867px) 100vw, 867px\" \/><\/a><\/figure>\n\n<h3 class=\"wp-block-heading\">Set actions<\/h3>\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<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<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<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<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-20-at-11.15.35.png\"><img loading=\"lazy\" decoding=\"async\" width=\"990\" height=\"585\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-20-at-11.15.35.png\" alt=\"Screenshot of set actions\" class=\"wp-image-44565\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-20-at-11.15.35.png 990w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-20-at-11.15.35-300x177.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-20-at-11.15.35-768x454.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/12\/CleanShot-2026-01-20-at-11.15.35-360x213.png 360w\" sizes=\"(max-width: 990px) 100vw, 990px\" \/><\/a><\/figure>\n\n<h3 class=\"wp-block-heading\">Activate automatic membership<\/h3>\n\n<p>Sind der Personenfilter und die Aktionen korrekt eingestellt, klicke oben auf der Seite auf <em>Einmalig ausf\u00fchren<\/em> (1), um alle Personen, die bereits \u00fcber den Filter gefunden werden, in den Prozess aufzunehmen. Aktiviere abschlie\u00dfend die <em>automatische Ausf\u00fchrung<\/em> (2). So stellst du sicher, dass deine Gruppe auch bei zuk\u00fcnftigen \u00c4nderungen aktuell bleibt.<\/p>\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/03\/Kleingruppe-Adendorf-&#xB7;-Gruppen-&#xB7;-CTC-2026-03-16-at-18.00.28.png\"><img decoding=\"async\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/03\/Kleingruppe-Adendorf-&#xB7;-Gruppen-&#xB7;-CTC-2026-03-16-at-18.00.28-1024x323.png\" alt=\"Screenshot Automatic membership; Automatic execution\" class=\"wp-image-50029\" \/><\/a><\/figure>\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<h2 class=\"wp-block-heading\">4. Optional: Personen mit bereits vorliegendem F\u00fchrungszeugnis bearbeiten<\/h2>\n\n<p>Du kannst diese Routine auch f\u00fcr Personen nutzen, die ihr F\u00fchrungszeugnis bereits vorgelegt haben. Dazu \u00e4nderst du in diesem letzten Schritt den <strong>Gruppenmitgliedsstatus<\/strong> der betreffenden Personen auf <em>Aktiv<\/em> und passt f\u00fcr sie die <strong>Wartezeit<\/strong> bis zum n\u00e4chsten Routinenschritt auf das Ablaufdatum des Zeugnisses an. Beachte dabei folgenden Hinweis:<\/p>\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:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;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>Hinweis<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">Wie bereits in der Einleitung beschrieben, haben alle Personen, die \u00fcber die Automatische Mitgliedschaft in die Gruppe aufgenommen wurden, durch den Schritt <em>E-Mail senden <\/em>in der ersten Routine eine E-Mail mit der Bitte um Vorlage des F\u00fchrungszeugnisses bekommen.<br><br>Personen, deren Zeugnis bereits vorliegt, k\u00f6nnen diese E-Mail nat\u00fcrlich ignorieren. Am besten informierst du daher die betreffenden Leiter und Mitarbeiter dar\u00fcber.<\/p>\n<\/aside>\n\n<p>Um f\u00fcr die Personen, die bereits ein F\u00fchrungszeugnis vorgelegt haben, den Gruppenmitgliedsstatus und die Wartezeit bis zur n\u00e4chsten Erinnerung individuell anzupassen, gehst du folgenderma\u00dfen vor:<\/p>\n\n<ol class=\"wp-block-list\">\n<li>Suche dir in der Mitgliederliste der Gruppe die Personen heraus, f\u00fcr die bereits ein F\u00fchrungszeugnis vorliegt, und setze ihren Gruppenmitgliedsstatus auf <em>Aktiv<\/em>.<\/li>\n\n\n\n<li>Stelle f\u00fcr jede dieser Personen im Routinenschritt <em>Verz\u00f6gerung<\/em> f\u00fcr die Rolle <em>Aktiv<\/em> die individuelle Wartezeit manuell auf einen passenden Zeitraum. Klicke dazu einfach auf die Zeitangabe im Verz\u00f6gerungsschritt. \u00dcber die sich \u00f6ffnende Liste kannst du die individuellen Anpassungen vornehmen (s. a. <a href=\"https:\/\/churchtools.academy\/de\/help\/mein-churchtools\/routinen\/was-sind-verzoegerungen-und-schleifen-in-routinen\/\">Was sind Verz\u00f6gerungen und Schleifen in Routinen?<\/a>). Wir empfehlen ein Datum 3 Monate vor Ablauf des zuletzt vorgelegten F\u00fchrungszeugnisses.<\/li>\n<\/ol>\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/03\/Edit-Docs-&#x201E;Beispiel-Vorlage-d&#x2026;hurchTools-Academy-&#x2013;-WordPress-2026-03-16-at-18.44.00.png\"><img decoding=\"async\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2026\/03\/Edit-Docs-&#x201E;Beispiel-Vorlage-d&#x2026;hurchTools-Academy-&#x2013;-WordPress-2026-03-16-at-18.44.00.png\" alt=\"Screenshot Verz&#xF6;gerungsschritt f&#xFC;r die Rolle Aktiv\" class=\"wp-image-50056\" style=\"aspect-ratio:0.5771563236449332;width:311px;height:auto\" \/><\/a><\/figure>\n\n<p>Mit diesen zus\u00e4tzlichen Schritten hast du nun eine funktionierende Routine, die dir einen vollst\u00e4ndigen und aktuellen \u00dcberblick \u00fcber die vorgelegten F\u00fchrungszeugnisse eurer Mitarbeiter im Kinder- und Jugendbereich bietet. <\/p>\n\n<h2 class=\"wp-block-heading\">Collection of further links<\/h2>\n\n<p>You can find out more about groups and their hierarchy in our <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/groups\/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<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<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<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","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","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-06","word_count":1038,"total_views":"895","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":515,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/43310\/revisions"}],"predecessor-version":[{"id":63449,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/43310\/revisions\/63449"}],"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}]}}