Mark Profiles for Search Committees

The Search and Call program in CDM+ primarily exists to help regional ministers match the best minister profiles with the search committee for a ministry position. There are two possible approaches to making the connection. One focuses first on the position; the other begins with the minister.

Using the Flag/Send button on the sidebar of the Minister Records window lets the regional minister approach the process by thinking first about the congregation and position and then seeking minister profiles that might be a match for the position. In contrast, using the Flag/Sent tab on the Minister Records window lets the regional minister approach the match first by thinking about the minister and then considering ministry positions that might be a match.

Using Flag/Send

The Flag/Send button in the sidebar of the Minister Records window opens the Mark Ministers window, which requires the selection of a ministry position to continue. This approach begins with considering the position and the congregation. To use the Flag/Send button for connecting a ministry position with one or more minister profiles, follow these steps.

Click the Flag/Send button. This will open the Mark Ministers window.
Select the congregation you’re working on from the drop down list of Ministry Positions. The window will then show a list of all profiles currently flagged for that position. Checking Show Sent Ministers will include minister profiles in the list that have been marked as sent.
Choose the desired default action of Flag or Send. The system will default to the current date for Flag/Send with Date, but the user can change the date for the group action.
Leave the Mark Ministers window open and return to the Minister Records window.
Use any of the search techniques described above to locate and browse minister profiles in the Minister Records window. When you find a profile to flag for the congregation, select it in the search results pane and click the Mark button. This will add the profile to the list in the Mark Ministers window.
Continue in the same manner, browsing, selecting, and marking until you are satisfied you have marked the desired profiles.
Return to the Mark Ministers window, and double check the list of profiles and be sure that Flag is selected under Action for each.
Click OK. The system will mark the profiles as flagged using the Flag/Send with Date.
Close the Mark Ministers window.

Mark Profiles as Sent

Click Flag/Send to open the Mark Ministers window.
Select a congregation from the drop down list of Ministry Positions.
Under Action, select Send for those profiles to be marked as sent.
Check the Flag/Send with Date. The system will default to the current date.
Click OK. The system will mark those profiles as sent.
Close the Mark Ministers window.

Using the Flag/Sent Tab

A minister’s profile can also be flagged for a ministry position using the Flag/Sent tab on the Minister Records window. This approach first considers a minister profile and then explores ministry positions that might be a match. To use the Flag/Sent tab to connect a minister profile with a ministry position, follow these steps.

With the minister selected in the results area, click Change.
On the Flag/Sent tab, select the congregation name from the list of ministry positions. It is important to double check that you have the right ministry position selected!
Choose the appropriate Flag Status. The system will fill in the Flag Date.
Check At the request of the minister, if appropriate.
Fill in Contact Date and Contacted by, if appropriate.
Add any notes that may be appropriate.
Click Save.

Marking a Profile Sent from the Ministers Flagged/Sent Tab

A minister profile can be marked as sent using the Send button on the Ministers Flagged/Sent tab of the Ministry Position Record window.

With the ministry position selected in the results pane of the Ministry Position Records window, click Change in the sidebar.
Select one or more ministers from the list of flagged ministers to mark as sent.
Click the Send button. This will open the Send Minister info window. The system defaults to the current date for Send Date, but this can be changed as needed.
Click OK on the Send Minister Info window, then click Save on the Ministry Position Record window.

The system defaults to Send All. To send only the ministers selected, be sure to check the radio button for Send only Selected.