OSV Glossary

This is a auto-generated Article of all your definitions within the glossary.

Glossary

This is a auto-generated Article of all your definitions within the glossary.

  • Account Types

    Account Types - Account Types are a way to categorize Online Giving Donors. There are three types of accounts that can be tied to a donor: a self-managed (or regular) account, a managed account, and a guest donor.

  • Active Contributor

    An Active Contributor, also called an Active Donor. It is any donor account that has given a gift within a selected date range set up by the organization, or that currently has a gift scheduled in the system. Families who qualify for the Active Contributor status based on the organization’s settings (typically 90 days) will have a badge on their family detail card.

  • Active Donor

    An Active Donor, also called an Active Contributor. It is any donor account that has given a gift within a selected date range set up by the organization, or that currently has a gift scheduled in the system. Families who qualify for the Active Contributor status based on the organization’s settings (typically 90 days) will have a badge on their family detail card.

  • Active Family

    An active family is a family that participates in any way at the church. They may give donations, participate in ministries, or simply show up for mass.

  • Associated Experiences

    Associated Experiences are Mission Pathways Session and Group Types associated with each experience to help you monitor progress.

  • Cancelled Pledge

    The donor cancelled the donations without marking the pledge completed. A pledge can only be cancelled if there are no gifts associated with it.

  • Completed Pledge

    A pledge is completed when the amount given for the pledge is equal to or exceeds the amount of the pledge.

  • Default Guest Envelope Number

    The Default Guest Envelope Number is an optional setting, when enabled, automatically populates the Envelope Number for all new and existing guest accounts that do not have an Envelope Number set.

  • Encounter Module

    With Mission Pathways Encounter module, you are able to register participants and volunteers for events like Alpha, Christ Life, Light of the World, and other evangelization experiences using automatically generated registration forms, available in both English and Spanish.

  • Encounter Session

    Mission Pathways Encounter Sessions are events designed to help your parishioners begin a deeper faith journey. A session can be a single meeting or can be held over a series of meetings. Encounter Sessions are events designed to facilitate the beginning of your parishioners' faith journey.

  • External ID

    The External ID is a ID used to tie a Directory member to an external, third-party system.

  • Find People

    Find People is a powerful search and extract tool created by Mission Pathways to provide exactly the data you need. When creating a search to find people, filters can be used to select specific attributes that you want the search engine to locate.

  • Food Report

    There are two food reports that are available to help you administer your Mission Pathways Encounter Session; the Food Volunteers report and the Food Notes and Budget report.

  • Gift Frequencies

    When a donor creates a Recurring Gift, they are able to choose from a few different frequencies; weekly, bi-weekly, monthly, quarterly, twice yearly and yearly.

  • Gift Notes

    Gift Notes is a feature that allows donors to make a note, or special intention, on their gift. Enabling this feature for a fund gives the donors a text box on that fund that they can use to make a special notation. Gift Notes are enabled and disabled at the individual fund level. A report can be run for Gift Notes.

  • Gift Status Filters

    Gift Status Filters include Cancelled (a donor or staff user cancelled the Gift before it completed processing), Fulfilled (a Gift that successfully processed), Scheduled (a Gift that will process on a future date), Suspended (a Gift with a payment issue that was stopped by the system), and Paused (a Gift stopped by the donor or staff member).

  • Group Details Report

    The Mission Pathways Group Details Report provides a pdf file containing an overview of all the groups for an Encounter Session along with a breakdown of each group by participants. The Group Details Report is especially helpful to give to table group leaders for your session.

  • Grow Group Leadership Details Report

    The Grow Group Leadership Details report provides a pdf displaying all assigned leaders and facilitators for a group with contact information (phone, email, preferred, and primary).

  • Grow Groups

    Grow Groups are ideal for ongoing small groups to cultivate a deeper discipleship among your parishioners. Grow groups are usually ongoing with no set end date. New members can be added anytime.

  • Guest Account

    Guest Account - A Guest Account is a person who gives money to the Church electronically but does not create an account in the system. Without an account, the person cannot set up a recurring gift or save their payment method. Guest Gifts from the same email address are grouped together as a single named guest account that the staff member will see. If the person ever chooses to create an account after giving as a guest, their newly created account will include all of their past guest contributions.

  • Inactive Family

    An inactive family is a family that has moved away or no longer participates in any way at the church.

  • Inform Dashboard

    The Mission Pathways Inform Dashboard takes your information from the Encounter and Grow modules and translates it into meaningful metrics to help you measure effectiveness from many different perspectives. It provides a full picture of the impact the events you offer at your parish have.

  • Internal Only Fund

    Internal Only Funds are funds that can be used to record contributions without being available for online one-time or recurring gifts. They can only be seen by administrative users. If a public fund is turned into an internal fund, the gifts that were previously scheduled still process, but donors are unable to see the fund to schedule any further gifts.

  • Involvement History Reports

    The Involvement History Reports show individuals' involvement across experiences in Encounter and Grow. There are three main reporting sections; a new encounter, volunteer history report, and a grow volunteer history report.

  • Look Up Tables

    Mission Suite has a number of standard lookup tables to try to capture attributes about a person, including lookups for strengths, interests, spiritual gifts, and others.

  • Managed Account

    A Managed Account is a donor account setup and fully controlled by an admin, with the donor communicating their changes but not making the changes themselves.

  • Managed Gift

    A Managed Gift is a single contribution setup on an account that is still managed by the donor, but the Managed Gift can be setup and controlled by an admin. That control could be kept by the admin or given back to the donor after the requested changes have been made. Using Managed Gifts can help when a donor has an urgent change to make that they cannot complete themselves, but they do still want to maintain their own account.

  • Manage Users Module

    Using the Manage Users module in the Mission Pathways Mission Suite, an administrator can add, edit, and delete a user at any time. They can also send a password reset.

  • Mission Pathways Forms

    With the Mission Pathways Forms module you gain the flexibility of a form builder with all the benefits of a fully integrated system. Every form submitted automatically updates your database. From registration and event RSVPs, to feedback forms and surveys, the Forms module is where you go to create, edit and view any form associated with a session, group or event.

  • Mission Pathways Mobile Application

    At this time, mobile device use is only supported for the Encounter module using an iOS or Android smartphone or tablet.

  • Mission Pathways Strategy

    Mission Pathways Strategy is where you determine what areas are key to improving the church's health and your plan of action for strengthening the Systems of Church Life.

  • New User Profile

    Creating a new user profile in Mission Pathways is the first step in creating a new user in the Managing People module. The First Name, Last Name, Email Address, Phone Number, and Role in the Household must be included in a saved profile.

  • OSV Forms

    The OSV Form module is a free online form-building solution that simplifies parish registration, prayer requests, religious education enrollment, and much more. As an added bonus, Online Giving customers have the ability to collect payment through OSV Forms.

  • Parishioner

    A Parishioner is a person who attends the Church. They may or may not also be a Donor.

  • ParishSoft Integration

    The ParishSOFT integration for Mission Pathways builds people profiles by using the database as a starting point. The ParishSOFT API is available for The Encounter Module (Session/Retreat) Participants and Volunteers, and the Grow Module (Groups) Participants and Members.

  • Participant Details Report

    The Mission Pathways Participant Details report provides a pdf displaying all participants for a session, with contact information and session attendance.

  • Participant Registration Form

    The Mission Pathways participant registration form is an easily shareable online form that allows participants to register for your encounter session and helps you gather important information about your participants.

  • PCI DSS

    The Payment Card Industry Data Security Standard (PCI DSS) is a set of security standards designed to ensure that ALL companies that accept, process, store, or transmit credit card information maintain a secure environment.

  • Permission Levels

    Mission Pathways designed the user permission levels with a lot of flexibility. From an Administrator with full access to a volunteer who may require read-only permissions, each access level can be set by module and addresses the various user needs.

  • Pledge in Progress

    The pledge has started but has not been fulfilled at 100%.

  • Pledge Statuses

    (In Progress) – The pledge has started but has not been fulfilled at 100%. (Scheduled) – The pledge has been scheduled but has not had the first payment process yet. (Completed) – The pledge is completed. It could be 100% completed or the donor may have decided to end the payments and not continue with the pledge. (Canceled) – The donor canceled the donations without marking the pledge completed. (Unfulfilled) – The pledge was not completed before the pledge expired.

  • Registered Family

    A Registered Family is one that has registered to be members of the parish. They have provided you with the information for the family and members that will be members. The date the family registers can be recorded.

  • Regular Accounts

    Regular Accounts are accounts set up in the Online Giving system. The Donor has a login so they can review and manage the Gifts they have set up in the Online Giving system. The account can be set up when giving a Gift but can also be set up without giving a Gift. (In the legacy system they were called independent accounts.)

  • SAQ Type A

    Self Assessment Questionnaires (SAQ) type A is for Ecommerce (card not present) merchants that have fully outsourced all cardholder data functions. This would be the type of compliance questionnaire you would complete when there is no electronic storage, processing, or transmission of any cardholder data on the merchant’s (your organization) systems or premises.

  • Scheduled Pledge

    The pledge has been scheduled but has not had the first payment process yet.

  • Strategy Filters

    The Mission Pathways Strategy Filters captures your parish's evangelization and discipleship process. Completing the Strategy Settings helps you create, execute, and measure your discipleship and evangelization plan.

  • Stripe Integration

    If an organization wants to accept payments, they would set up an account in Stripe as a customer of Mission Pathways.

  • Systems of Church Life

    Systems of Church Life are areas you have identified as key to mission effectiveness.

  • Table Group

    For an event where a large group needs to divide into smaller sub groups for discussion, typically around tables, staff can use the Mission Pathways Groups module to add groups to make tables and assign volunteers and participants to them. Seating requests may be accommodated as well.

  • Tags

    Tags are a way to identify and organize members and families in the directory. Members and families can be filtered by using tags. For example, adding a tag of "Usher" to any member that is an usher. Reports can be pulled and communications sent to anyone with this similar tag. At a family level, a tag could be added to the Religious Education families.

  • Third Party Service Provider

    In regard to Payment Card Industry Data Security Standard (PCI DSS) compliance, a third-party service provider is an external person or company that provides a service or technology (for example, Paya Inc, which is the payment processor).

  • Transaction Type - Refund

    These are the transactions that are categorized as refunds in the system. These transactions are credits that are giving money back to the donor. These can include both ACH and Credit Card transactions.

  • Transaction Type - Regular

    These are transactions that have been successfully submitted and accepted by the payment processor and have not been voided or rejected. These include ACH and Credit Card transactions.

  • Transaction Type - Rejected

    These are ACH transactions that were successfully submitted to the payment process but later were rejected by the bank. No money was actually moved for these transactions.

  • Transaction Type - Voided

    These transactions were successfully submitted to the payment process but then Voided from the batch at the payment processor before it settled. These transactions never actually processed and no money was moved.

  • Unfulfilled Pledge

    The pledge was not completed before the pledge expired.

  • Volunteer Details Report

    The Mission Pathways Volunteer Details report helps you keep track of volunteers and their assigned roles. The report generates a pdf displaying volunteers organized by role, with contact information and session attendance.

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