25 results for “confidential records”
Use of Personal Devices for Work Overview At times, employees may need to access Crosspoint systems using a personal device (phone, tablet, or computer). While this is permitted when necessary, it must be done in a way t...
Confidentiality Expectations of Email Email is an official communication tool of Crosspoint Church and must be treated with the same level of confidentiality and care as any internal document, conversation, or record. Ev...
Technology: What Not to Do Purpose: Protect Crosspoint systems, data, and people by clearly outlining actions that are not acceptable. 1. Do Not Share Passwords Passwords are personal credentials and must never be shared...
Why Church Files Should Not Be Stored in Personal Cloud Drives Overview Storing files only in a personal drive (such as a personal OneDrive, Dropbox, iCloud, or Google Drive) creates risk for both the individual and Cros...
Personal Files vs. Ministry Files vs. Organizational Records Purpose: To clearly define file types across Crosspoint Church and ensure all information is stored appropriately, securely, and in alignment with operational ...
AI-Generated Content Guidelines Artificial Intelligence (AI) tools can improve efficiency, creativity, and organization in ministry. These guidelines help ensure AI is used responsibly by staff and ministry leaders at Cr...
ShelbyNext Membership Aug 20, 2026
ShelbyNext Membership (Church Management System – ChMS) Website: https://mycrosspoint.shelbynextchms.com Purpose: Primary church database for members, attendance, groups, serving, giving, email, and text communication. C...
Church Management Database: What It Is and What It Is Not The Church Management Database (Shelby Systems) is the centralized system used to manage people, giving, and engagement across the church. It supports ministry, c...
Introducing the Crosspoint Accounting Team Director of Operations – Christopher Cate – ccate@crosspoint.church Accountant – Justin Smith (CPA) – jusmith@crosspoint.church Accounts Payable (invoices and bills) – adon...
Subpoena Handling Aug 20, 2026
Subpoena Handling Any subpoena received by Crosspoint Church, including its campuses, ministries, academies, or Bargain Box, must be handled with care and immediately escalated. What to Do Submit the subpoena immediately...
Video Footage Review and Access Guidelines Purpose: To ensure all requests to review ministry video footage are handled consistently, discreetly, and with integrity while protecting the safety, privacy, and dignity of ch...
Central Benevolence Guidelines Purpose: Benevolence funds exist to serve people in our local communities who are facing hardship. This plan ensures those funds are actively used, consistently managed, and aligned across ...
End-of-Year Giving Statements End-of-year giving statements provide donors with an official record of their contributions for the calendar year. These statements are used for personal recordkeeping and tax reporting purp...
Digital Payment Platform Guidelines (Venmo, Cash App, PayPal, etc.) Crosspoint Church does not accept payments or donations through third-party peer-to-peer platforms such as Venmo, Cash App, PayPal (personal), Zelle, or...
Microsoft SharePoint Aug 20, 2026
Microsoft SharePoint What is SharePoint? Microsoft SharePoint is a secure, web-based platform used by Crosspoint to store, organize, share, and access files from any device. It serves as our central document management s...
Insurance Billing Guidelines The purpose of these Insurance Billing Procedures is to establish a consistent process for submitting, monitoring, and reconciling insurance claims in order to support accurate reimbursement,...
Personnel Files Storage Guidelines Personnel files are strictly managed and maintained by the Human Resources department at Crosspoint. Under no circumstances should campuses, ministries, academies, or individual staff m...
Stock Donations Aug 8, 2026
Stock Donations Crosspoint Church accepts stock donations throughout the year. Donating appreciated securities can be a tax-efficient way for donors to support the mission. Key Guidelines Stock donations are accepted yea...
Confidential Printing Aug 8, 2026
Confidential Printing When printing confidential or sensitive materials, use heightened care—especially when using shared or public printers. Immediate Retrieval Required: Always go directly to the printer and pick up yo...
Security Expectations for Personal Devices Personal devices (phones, tablets, laptops) may occasionally be used to access Crosspoint systems. While this provides flexibility, it also introduces risk. This article outline...