Tech Forum Archive

LCR 3.0 Beta

33 postsstarted by sbradshaw 11,188 viewsoriginal topic

sbradshaw
Community Moderators
#1
My stake just received access to the Leader and Clerk Resources 3.0 beta yesterday. My access is mainly on the stake level, and so far I have been very impressed! Being in a Young Single Adult stake, and having had four bishoprics and several other callings change last Sunday, I was especially excited to try out the functionality for callings and out-of-unit leaders. This update comes right in time – all of our wards have a lot of turnover between semesters, so we'll definitely be putting the beta to the test.

If anyone has questions, I may be able to answer them.

The only bug I've seen so far that keeps me from doing my job is that out-of-unit members aren't able to be added to multiple callings. There are several other feedback items I've submitted, but mostly just suggestions for improvements.

Here's the email that we got today, that I assume will be going out to everyone in a couple of months:
We’ve made big changes to Leader and Clerk Resources

You can now manage home/visiting teaching and callings, among other things, on LDS.org without having to use MLS on the computer at the Church. Just go to Leader and Clerk Resources (LCR) at LDS.org/lcr from any internet-connected device and sign in to your LDS Account.

Please note, because of this change, this data is no longer able to be updated from MLS as we work to retire that program and give you the resources you need directly on LDS.org.

We welcome your feedback

These changes are part of a beta test for select units that have expressed interest. We invite you to try out these new features and submit feedback by clicking the “Do You Have Feedback on This Page?” link on any LCR page. This will help us create the best resources and tools to fit your needs.

If you have questions about the beta test itself and your unit’s participation, send an email to LCRBeta@ldschurch.org.

Help us make sure the right people can use these resources

Because access to LCR is based on a user’s calling, it would be helpful if you could verify that all bishopric members; ward council members, their counselors, and their secretaries; and home and visiting teaching district supervisors and coordinators are recorded properly in LCR, using standard callings (custom callings will not allow access).

Here is a more complete list of items that have been added or improved with this LCR version

Organizations and Callings
Stake and ward clerks and priesthood quorum and auxiliary presidencies can now manage organization and calling information for their respective organizations.
Stake clerks can manage changes to stake presidency members and bishops and their contact information.
Stake and ward clerks can record callings for those who serve in the ward but whose membership records are not assigned to the ward, such as a young single adult ward bishop.
Ward organization information can now be viewed by the stake.
Callings by Organization now includes information about those serving from the ward as full-time missionaries.

Home and visiting teaching management
Using the Organizations menu, high priests group leadership, elders quorum presidencies, and Relief Society presidencies can now manage home and visiting teaching information for their respective organization. Stake home and visiting teaching reports are also available.

Out-of-Unit member management
Using the Membership menu, selected information for members whose membership records are not assigned to the ward but who regularly visit, such as a young woman visiting her father every other Sunday, can be included in appropriate ward lists, such as Young Women and Sunday School class rolls. However, responsibility for membership record updates, member interviews, and other related priesthood activities still remains with the member’s home ward.

Other Items
The screens supporting confidential actions have been modified to look like other LCR screens.
The Confidential Member Information Report is now available to stake and ward clerks.
Once again, you can access Leader and Clerk Resources by going to lds.org/lcr and signing in with your LDS Account. We hope you enjoy these new resources, and we look forward to hearing your feedback.

Sincerely,

The Leader and Clerk Resources Product Team
Samuel Bradshaw • If you desire to serve God, you are called to the work.
scgallafent
Church Employee
#2
sbradshaw wrote:The only bug I've seen so far that keeps me from doing my job is that out-of-unit members aren't able to be added to multiple callings. There are several other feedback items I've submitted, but mostly just suggestions for improvements.
I just tested with my unit and was able to assign an out-of-unit member to multiple callings. If you have a specific set of steps that reproduces the issue, please submit them using the feedback form so that we can have someone test next week.
kellymab
Member
#3
sbradshaw wrote: Out-of-Unit member management
Using the Membership menu, selected information for members whose membership records are not assigned to the ward but who regularly visit, such as a young woman visiting her father every other Sunday, can be included in appropriate ward lists, such as Young Women and Sunday School class rolls. However, responsibility for membership record updates, member interviews, and other related priesthood activities still remains with the member’s home ward.
I know we talked about Out-of-Unit members photos in another thread, but I was wondering if with this new update, they show up. Does LCR 3.0 directly affect who and how people show up in the directory as well as class rolls?
sbradshaw
Community Moderators
#4
kellymab wrote:I know we talked about Out-of-Unit members photos in another thread, but I was wondering if with this new update, they show up. Does LCR 3.0 directly affect who and how people show up in the directory as well as class rolls?
It appears that out-of-unit members show up in the Member List and Attendance Rolls, through Leader and Clerk Resources. They're not included in the Unit Statistics or Quarterly Report.

No changes that I can see with the LDS.org Directory or LDS Tools.

As a pleasant surprise, somehow or another I am seeing a photo for my out-of-unit stake president in Leader and Clerk Resources. I'm not seeing photos for any other out-of-unit leaders. Does it have to do with how recently the photo was added or something?

The photo doesn't transfer to the LDS.org Directory or LDS Tools.
Samuel Bradshaw • If you desire to serve God, you are called to the work.
scgallafent
Church Employee
#5
sbradshaw wrote:It appears that out-of-unit members show up in the Member List and Attendance Rolls, through Leader and Clerk Resources. They're not included in the Unit Statistics or Quarterly Report.
This out-of-unit member information does not transfer back to MLS. If you are using these features in LCR, you should print class rolls and other lists from LCR whenever possible. If they are printed from MLS, the out-of-unit members will not be included.

Out-of-unit members should not be counted for the quarterly report (except sacrament meeting attendance, which counts everyone in sacrament meeting). When counting the number of members attending for various categories on the quarterly report, do not count these members. If you have a question about whether a member should be counted in a specific category, click on the "Potential" value and see whether the member is included in that list.
russellhltn
Community Administrator
#6
scgallafent wrote:When counting the number of members attending for various categories on the quarterly report, do not count these members.
In that case, shouldn't there be something on the roll to tell the secretary not to count them? Maybe an asterisk next to the name? I understand placing children and youth on the roll to make them feel a part of their part-time unit. But in the case of out-of-unit leaders, that's just going to be an ongoing source of problems and repeated training when it comes to taking attendance.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
scgallafent
Church Employee
#7
russellhltn wrote:In that case, shouldn't there be something on the roll to tell the secretary not to count them? Maybe an asterisk next to the name? I understand placing children and youth on the roll to make them feel a part of their part-time unit. But in the case of out-of-unit leaders, that's just going to be an ongoing source of problems and repeated training when it comes to taking attendance.
They are indicated with three asterisks when viewing the class list in Leader and Clerk Resources. There isn't any visual indication on the printed roll.
out-of-unit.png
out-of-unit.png (6.14 KiB)
scgallafent
Church Employee
#8
It's probably helpful if I include a screenshot of the footnote that appears when an out-of-unit member exists.
📎 out-of-unit-footer.png (5.75 KiB)
russellhltn
Community Administrator
#9
scgallafent wrote:There isn't any visual indication on the printed roll.
But isn't the printed roll where the attendance "calculations" are done? I understand trying to hide this status on the roll that's usually passed around the class, but if the roll sheet is where the numbers are crunched, that's going to make it tricky to tally the numbers properly.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
eblood66
Senior Member
#10
russellhltn wrote:
scgallafent wrote:There isn't any visual indication on the printed roll.
But isn't the printed roll where the attendance "calculations" are done? I understand trying to hide this status on the roll that's usually passed around the class, but if the roll sheet is where the numbers are crunched, that's going to make it tricky to tally the numbers properly.
You already have to filter the numbers based on those who have a calling that prevents their attendance (a teacher in Primary should be counted as attending in RS, EQ or HP). You also need to be careful about who has moved out before the end of the quarter and any unbaptized children of record over 8. So you really need to refer to other sources (calling list and the list of people to be counted as generated by the quarterly report) anyway. The roll just can't give you all the information you need to get it right.
sbradshaw
Community Moderators
#11
scgallafent wrote:
sbradshaw wrote:The only bug I've seen so far that keeps me from doing my job is that out-of-unit members aren't able to be added to multiple callings. There are several other feedback items I've submitted, but mostly just suggestions for improvements.
I just tested with my unit and was able to assign an out-of-unit member to multiple callings. If you have a specific set of steps that reproduces the issue, please submit them using the feedback form so that we can have someone test next week.
I sent feedback over the weekend, but I don't remember if I provided specific enough information. Brother Stone in our stake (507644) is both an Institute Supervisor and a High Councilor. I've successfully added him as an Institute Supervisor, but am unable to add him to the High Council.

When I'm adding a new out-of-unit member from scratch, normally I get an option that says "Assign to Out-of-Unit Member." However, when I type Brother Stone's membership record number or his name, his name pops up in the list of people to choose from (presumably because he was already added to our stake in another calling). There's no option "Assign to Out-of-Unit Member."

When I choose his name and try to save, I get this error: "The name entered does not match the name used on the membership record. Please check the name, and try again."
Samuel Bradshaw • If you desire to serve God, you are called to the work.
scgallafent
Church Employee
#12
We've got the additional information. Thank you.

General reminder: This isn't the primary forum for feedback on LCR 3. If you've got bug reports, etc., please use the feedback link within the application.
royalismyrace
New Member
#13
Hi
Perhaps I am far out of topic, but I serve as a member of the high council and I have responsibility for home teaching, visiting teaching, reactivation and missionary work.

I was serving as a stake president couple of years ago and I really miss quite a few functionality that really could help me out in my calling.

As it is now I really have no use of present access, not even progress record is helping since it is only a kopy of a form that the missionary used to fill in.

I really hope that members of the high council gets more acccess in the future. Otherwise it is a slumbering oppurtunity.

John H
johnshaw
Senior Member
#14
John H,

We continue to see comments like this in the forum. We are assured that the permissions, who gets access to what, is determined by the same people who have written the handbooks.

There is a relevant section of the LCR help files that may help you understand the standards being implemented:
Stake auxiliary leaders and high councilors are primarily responsible to instruct and support ward auxiliary and Melchizedek Priesthood leaders. They orient newly called ward auxiliary and Melchizedek Priesthood leaders and provide encouragement, support, and instruction. They are not responsible for individual ward members. It is the ward clerk’s responsibility to train ward auxiliary and Melchizedek Priesthood leaders on record-keeping tools and responsibilities. If stake auxiliary leaders and high councilors need a list of members for planning purposes, they should request this information through the ward or stake clerk.
“A long habit of not thinking a thing wrong, gives it a superficial appearance of being right, and raises at first a formidable outcry in defense of custom.”
― Thomas Paine, Common Sense
romeumiguel
New Member
#15
How do I change Home Teachers Companionship, Districts, and families they visit ??? I tried this in LCR and could not do, has any printscreens teach how to do that ?
sbradshaw
Community Moderators
#16
romeumiguel wrote:How do I change Home Teachers Companionship, Districts, and families they visit ??? I tried this in LCR and could not do, has any printscreens teach how to do that ?
Home teaching tools and reports are part of Leader and Clerk Resources 3.0, which is being tested by a small group of stakes. Most stakes are still using version 2.8. In June, everyone will receive access to 3.0.

What version of Leader and Clerk Resources are you using? You can check your version by going to Leader and Clerk Resources and scrolling to the very bottom of the page.

Also, what is your current calling?
Samuel Bradshaw • If you desire to serve God, you are called to the work.
russellhltn
Community Administrator
#17
romeumiguel wrote:How do I change Home Teachers Companionship, Districts, and families they visit ??? I tried this in LCR and could not do, has any printscreens teach how to do that ?
I'd be very surprised if LCR 3.0 is currently available in Brazil. AFAIK, the only stakes that are on the beta are ones that have the church developers in them - which would be primarily be in Utah. I think you'll have to wait for the general release.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
romeumiguel
New Member
#18
Thank Brother I see on the site Release here in Brazil will be in June 12th, I think I have to wait.
I am 1st Assistant Hight Priest Group, I think I'll have access to change Home Teachers.
Well lets see, if any of you has acccess like that can say to me if can change this or not. and how to do.
royalismyrace
New Member
#19
johnshaw wrote:John H,

We continue to see comments like this in the forum. We are assured that the permissions, who gets access to what, is determined by the same people who have written the handbooks.

There is a relevant section of the LCR help files that may help you understand the standards being implemented:
Stake auxiliary leaders and high councilors are primarily responsible to instruct and support ward auxiliary and Melchizedek Priesthood leaders. They orient newly called ward auxiliary and Melchizedek Priesthood leaders and provide encouragement, support, and instruction. They are not responsible for individual ward members. It is the ward clerk’s responsibility to train ward auxiliary and Melchizedek Priesthood leaders on record-keeping tools and responsibilities. If stake auxiliary leaders and high councilors need a list of members for planning purposes, they should request this information through the ward or stake clerk.
Yes I know, I know. Thou it is way to hard in areas where you do not have very funktional clerks on the membership side or as it is in sweden default that you are hidden to other members in Directory etc. in some units you will not even se the leadership due to this. I am patient to and I have been on this ride of development from paperwork to MLS to LDS.ORG and in 5-7 years it has taken a huge step forward. I am certain that High counsel will probarbly get a little more access to be of help top theur units in coaching. It is not for taking over is for training and strengt building.

I support the great work you do ;) and hope clerks and leaders and members would see the practical side of the tools.
John H
johnshaw
Senior Member
#20
John H,

You bring up a rather difficult example for the developers, I believe. In some areas there may be more need for leaders to have different access than their counterparts in areas with larger Mormon populations. I think the best thing at this point is to have your Stake President take it up with his area presidency. There are ways to make the permissions work that I wouldn't suggest doing in this forum that they might have a better idea on how to implement.

Good luck to you. I did a lot of training in some areas of Russia and Greece as we had missionaries from our former stake leadership serving in those countries. We did some screen sharing and training with their local clerks on the new online tools and other items. Withe Skype, the Church PVS solution I'm sure there are many others that would be more than willing to help with this type of training if that is something you might find valuable.

-John
“A long habit of not thinking a thing wrong, gives it a superficial appearance of being right, and raises at first a formidable outcry in defense of custom.”
― Thomas Paine, Common Sense
rpyne
Member
#21
scgallafent wrote:This out-of-unit member information does not transfer back to MLS. If you are using these features in LCR, you should print class rolls and other lists from LCR whenever possible. If they are printed from MLS, the out-of-unit members will not be included.
Then the printing of class rolls in LCR needs to be fixed to work like MLS in that we can print rolls starting on any month, not just quarterly. Quarterly reporting in a stable ward may work fine, but living in a ward that averages 70% turnover each year presents challenges that create the need for much more frequent reporting in the ward.
romeumiguel
New Member
#22
I can change companionship on family teachers on this system ? and change districts, and family thei visit ?
scgallafent
Church Employee
#23
rpyne wrote:Then the printing of class rolls in LCR needs to be fixed to work like MLS in that we can print rolls starting on any month, not just quarterly. Quarterly reporting in a stable ward may work fine, but living in a ward that averages 70% turnover each year presents challenges that create the need for much more frequent reporting in the ward.
I checked and see your feedback on this in the queue, so I won't tell you to submit feedback. It hasn't been resolved from the feedback queue, which means that a final decision hasn't been made on what to do.
russellhltn
Community Administrator
#24
romeumiguel wrote:I can change companionship on family teachers on this system ? and change districts, and family thei visit ?
Assuming:
  • That your stake is on the Beta, or you wait for general release later this month.
  • You hold the proper standard position
Yes.

Although, I'm a little puzzled by your use of "family teacher". That's not the usual English phraseology used in the church. Perhaps you're from another country. I'm not 100% sure what the roll-out schedule is for other areas.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
silus99
Member
#25
General Question on LCR 3 and Home Teaching

- If we are in the Beta, do we now do all home teaching reporting and changes in the Beta only and stop using MLS? (previously I have read that this would be the case, but I don't know on the beta)

- If we should keep in the Beta, how do I move a family (Priest) under the Elders Quorum for responsibility and home teaching assignments?

Thanks!

PS - Love that this is rolling out, I have been waiting for it for years!
scgallafent
Church Employee
#26
silus99 wrote:- If we are in the Beta, do we now do all home teaching reporting and changes in the Beta only and stop using MLS? (previously I have read that this would be the case, but I don't know on the beta)
If you are in the beta, you no longer have the ability to modify home teaching data in MLS. The data is visible for historical reference, but cannot be modified.
silus99
Member
#27
Thanks, I appreciate the response.

Regarding my second question, it appears that families are assigned to a quorum for home teaching. If they need to be moved to another quorum to make an appropriate home teaching assignment, how do I do that?

An example is a couple where the man does not hold the priesthood or holds only the Aaronic priesthood that shows up under High Priests, but the Bishop feels should be assigned home teachers from the Elders Quorum?

Thanks!
scgallafent
Church Employee
#28
silus99 wrote:Regarding my second question, it appears that families are assigned to a quorum for home teaching. If they need to be moved to another quorum to make an appropriate home teaching assignment, how do I do that?
There is not a way to do this without making a home teaching assignment. Assign the family to a home teaching companionship in the elders quorum and that should accomplish what you need.
silus99
Member
#29
Thanks, but I am not sure I am explaining my issue clearly. Yes, I would like to assign them to be taught by a home teaching companionship from the Elders Quorum, but they show up under the High Priests list and only High Priests companionship's are listed for me to assign. How do I get the family to show up on the Elders list?

I am assuming they show on the High Priests list because the head of household is a Priest in the Aaronic Priesthood, and as such prospective Elders are assigned to High Priests, but that is at the discretion of the Bishopric as to the family circumstances. So how do I change this since I think I don't have the option in MLS anymore?
silus99
Member
#30
Never mind, I found it. I see that I have to go into the members record and they changed the "Callings" tab to "Callings/Classes" where you can assign them to a quorum different than their default.

Thanks!
scgallafent
Church Employee
#31
The easiest way to do this is to edit the companionship and add the family. If you start typing the family name, you will be able to select the family.
mevans
Senior Member
#32
I looks like our unit was migrated. I thought emails were being sent to LCR users when the migration is complete? I guess not. Oh well, I can stop asking questions about how it's going to work and figure it out now :)
scgallafent
Church Employee
#33
Emails are going out in batches every few days. The last of the units that are being converted this week are bring done today and then the email will go out for units converted in the past couple of days.

Once today's conversions are done, we plan to be done for this week. There may be a small number of stakes (stakes created after our migration plan was built, if any) that don't get converted until next week. There are also some situations outside the United States and Canada where only part of a stake is moving to LCR due to bandwidth issues. We'll address both of those next week.