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What are the steps to set up background checks in Planning Center during a CCB migration, with the goal of eventually requiring checks on service schedules?

Verified answer · Added June 2, 2026

Answer

Phase 1: connect Checkr (or enter manual checks for existing cleared volunteers), grant bg check permissions to relevant staff. Phase 2: tag teams as Secure in Services. Background check data from CCB must be manually re-entered since it doesn't migrate.

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