manage home/visiting teaching and callings on lds.org

Did this go live for everybody yet or are they still phasing it in?

I just received the "You can now manage home and visiting teaching and callings on LDS.org" e-mail, which "was sent to members who use Leader and Clerk Resources in their calling."

It certainly looks like LCR 3.0 has gone public, but you never know for sure about these things.

drepouille wrote:I just received the "You can now manage home and visiting teaching and callings on LDS.org" e-mail, which "was sent to members who use Leader and Clerk Resources in their calling."

It certainly looks like LCR 3.0 has gone public, but you never know for sure about these things.

The Beta has been expanded, but LCR 3.0 has not gone totally public. When it does go live in your area, that is the email you will receive.

Because the changeover is done an entire stake at a time, it would be hard to word it so that it didn't sound public. Really, it's only on forums like this where different stakes compare notes is the different schedule an issue.

I just looked into this and see a real problem for our ward/stake. Under the direction of our Stake President, we have Elders and High Priests home teaching together and they home teach families who are both under the stewardship of the High Priest Group and Elder's quorum. To make this work in the mls, each home teaching companionship were in two districts, one showing the high priest and single sisters and another for the elders families they home teach. To manage this, the elders and high priests need access to all the districts. We could do this with the MLS but now, as a member of the Elder's Quorum Presidency, I cannot see, edit or report on the High Priest's districts. If this isn't changed, it will pose a very real problem for us.

mikericks wrote:To make this work in the mls, each home teaching companionship were in two districts, one showing the high priest and single sisters and another for the elders families they home teach. To manage this, the elders and high priests need access to all the districts.

Seems to me that it could still be done -it's just the HP enter or change the data for HP responsibilities and the EQ does the same for their area.

mikericks wrote:... we have Elders and High Priests home teaching together and they home teach families who are both under the stewardship of the High Priest Group and Elder's quorum. ... We could do this with the MLS but now, as a member of the Elder's Quorum Presidency, I cannot see, edit or report on the High Priest's districts. If this isn't changed, it will pose a very real problem for us.

Families can be assigned to any district. If they are assigned to the elders, the elders quorum presidency has stewardship for managing companionships and receiving reports. Likewise for the high priests. If only the elders quorum presidency is receiving home teaching reports, then you should just move all of the companionships and families to your district(s).

sbradshaw wrote:Families can be assigned to any district.

The Handbook uses the word "usually" when describing how families are assigned to quorums. So it would seem permissible to assign all the families in one district to one quorum, but to do that wholesale seems to violate the spirit of the directive. But then having one district report to two quorums depending on the family seems a bit unwieldy.

But it is what it is. I don't foresee the developers allowing one quorum to mess with the data of another quorum. The fact MLS allowed that is because permissions in MLS were sloppy.

mikericks wrote:I just looked into this and see a real problem for our ward/stake. Under the direction of our Stake President, we have Elders and High Priests home teaching together and they home teach families who are both under the stewardship of the High Priest Group and Elder's quorum. To make this work in the mls, each home teaching companionship were in two districts, one showing the high priest and single sisters and another for the elders families they home teach. To manage this, the elders and high priests need access to all the districts. We could do this with the MLS but now, as a member of the Elder's Quorum Presidency, I cannot see, edit or report on the High Priest's districts. If this isn't changed, it will pose a very real problem for us.

I am having the same problem. It seems to me this new way of doing things is a step backwards to what we already had with mls.

russellhltn wrote:

sbradshaw wrote:Families can be assigned to any district.

So it would seem permissible to assign all the families in one district to one quorum, but to do that wholesale seems to violate the spirit of the directive. But then having one district report to two quorums depending on the family seems a bit unwieldy.

But it is what it is. I don't foresee the developers allowing one quorum to mess with the data of another quorum. The fact MLS allowed that is because permissions in MLS were sloppy.

It is what it is because our Stake President has directed us to do this. The "directive" is that he is the presiding High Priest in our stake and it is up to us to sustain him and be obedient. The way it worked with the MLS was not a bit unwieldy, it was very unwieldy but possible. The problem here is not how we organize our home teaching districts, but that the tools we use to organize, track and report are not very flexible. This change, although much more convenient, is even more inflexible. It is not and should not be up to the "developers" to determine who has access. That should be up to the Priesthood leaders of the various Stakes, Districts, Wards and Branches.

I would love to be able to combine the two separate districts for organizational purposes but have the reporting function have the ability to still separate the households between the traditional guidelines.

mikericks wrote:It is not and should not be up to the "developers" to determine who has access.

Decisions about who has access to what is not made by the developers. It is made by the product managers and general authorities in the Priesthood department.

You can make the case for why changes should be made by using the Feedback link in LCR. Your stake president can also talk to his area authority about any concerns he has about it. Changes to permissions have been made in the past. But these decisions are definitely made by priesthood leaders who do have authority to decide these issues.

mikericks wrote: This change, although much more convenient, is even more inflexible.

In total agreement here, but every one of us could argue the trade-offs...more convenience or more flexibility! Remember these tools are adapting as they mature, and LCR 3.0 is just that, the third version. There no doubt will be a 4th, and so on. Exercise patience, and use the feedback link to tell developers what you need. I also think Handbook 2, chapter 17, Uniformity and Adaptability, should be read like we read all the other sections we quote so often.

russellhltn wrote:

mikericks wrote:To make this work in the mls, each home teaching companionship were in two districts, one showing the high priest and single sisters and another for the elders families they home teach. To manage this, the elders and high priests need access to all the districts.

Seems to me that it could still be done -it's just the HP enter or change the data for HP responsibilities and the EQ does the same for their area.

You never responded to russellhltn's comment here. Why exactly can't each quorum edit the assignments they are responsible for and report on the families they are responsible for? Knowing more specifics might help others help come up with a solution for you using existing functionality.

kisaac wrote:I also think Handbook 2, chapter 17, Uniformity and Adaptability, should be read like we read all the other sections we quote so often.

Interesting point. I'm not sure which side you're taking on that (versatility vs. following the manual) but I'm not sure how any of the things raised in Chapter 17 apply to any of the situations discussed in this thread. I don't think anyone has raised any of the hardships listed, nor is HT listed as one of those things that can be adapted. Inspiration is not listed as a overriding factor.

I can access the home teaching/visiting teaching screens on both iPad and iPhone, but I only get a blank screen on the iPad. The iPhone has all the information visible, but the iPad doesn't show the info even though I can print info from the blank screen, (although I don't know what I'm printing until it comes up.) Has anyone else seen this problem? I'm using a iPad 2 with IOS 8.3, the latest software. Thanks

By the way, I can access and see all in the manage callings screen.

Can you verify your browser is not in private mode? That's a known issue that hasn't been resolved yet, Safari in private mode will not display the site correctly.

I am the Stake Clerk in our stake and have been asked to provide training for the Stake RS Presidency on how to manage VT in Leader and Clerk Resources. I do not have the same privileges as the ward clerks and therefore cannot see what they see.
I have 2 questions:
1) Are there training videos available to assist me with my training assignment, and
2) When the wards print the VT or HT lists, can they print the address of the members on the list?
Mark

It seems pretty rare that stake leaders have the same view and privileges as ward leaders. The only application I can think of that allows stake leaders to do the same thing as ward leaders is Lesson Schedules. The calendar application comes close, too.

As a stake clerk, I would love to be able to see and do everything the stake president can see and do, as well as the bishops and ward clerks, so I may train them how to use LCR and other applications on lds.org. However, it seems the best we can hope for is the Help Center, which has not yet been updated for home/visiting teaching, as far as I can tell. I could be wrong, though.

I have asked if there will be any training materials for using Home and visiting teaching on LCR. The response was 'No' as they felt it was intuitive and didn't need anything.

I am wondering if this decision might be revised based on the number of posts regarding this topic and possibly feedback they will have received since it went live.

What material there is can be found in the Help Center. Training material, and frequently the help files lag changes in the application.

I am grateful to now have HT reporting in LCR and available to me (EQP) from anywhere.

Does anyone know if I should be able to see any history? Right now I have a blank slate. No districts, no companionships and no households assigned Home Teachers. I stopped by the Stake Center yesterday and they confirmed they also do not see any history for the whole Stake through LCR. Nothing migrated over from MLS. I also confirmed on the Ward computer that MLS will no longer allow updates. Thanks.

There should be history, if things imported correctly. I'm not sure why it didn't import correctly.

That would be my hope. Who could I contact privately to work out those details? I don't see an 800 help desk type number.

dla22 wrote:Does anyone know if I should be able to see any history? Right now I have a blank slate. No districts, no companionships and no households assigned Home Teachers. I stopped by the Stake Center yesterday and they confirmed they also do not see any history for the whole Stake through LCR. Nothing migrated over from MLS. I also confirmed on the Ward computer that MLS will no longer allow updates.

Your ward is running an outdated version of MLS. As a result, the home and visiting teaching data from MLS was never transferred to Church headquarters. The latest MLS backup available at headquaters is from May 17. We have a manual process for importing your data that will import data up to that date. You will need to reenter any changes since that date.

If your clerk has been getting prompts to update MLS, he should allow the update to install. If he hasn't been prompted to update MLS, there may be an issue with the patching software, although I show that patches are available and have been transferred to your ward's computer. In that case, he may need to install with the installer. The service center can provide assistance, if necessary.

Several clerks (including myself) in my stake have been concerned about the warnings about the multiple executions of the rpatch utility. We had no idea it was trying to update MLS to the next version, so many of us click the "No" button whenever those dialogs pop up. That may be why several units are running older versions of MLS.

drepouille wrote:Several clerks (including myself) in my stake have been concerned about the warnings about the multiple executions of the rpatch utility. We had no idea it was trying to update MLS to the next version, so many of us click the "No" button whenever those dialogs pop up. That may be why several units are running older versions of MLS.

Don't do that.

drepouille wrote:Several clerks (including myself) in my stake have been concerned about the warnings about the multiple executions of the rpatch utility. We had no idea it was trying to update MLS to the next version, so many of us click the "No" button whenever those dialogs pop up. That may be why several units are running older versions of MLS.

For those of us who are reasonably 'tech savvy', clicking on those pop-ups comes quite naturally, as we are aware of their importance and where they've come from.

I look after several computers outside of the Church and I stress the importance of not just clicking on any requestor that pops-up if they aren't sure what it's for. I've lost count of the number times and hours spent getting rid of malware etc., because of this.

A fair amount of this, IMHO, has happened since Windows 7 has been rolled out to Clerk computers. W7 has far higher security settings than XP and as a consequence more chance of installs being rejected. However this is no excuse for not reading the MLS messages about the pending update, but is understandable in not wanting to risk nasties getting onboard.

Thanks all! I will get back to my clerks and Stake people and let them know to update MLS.

Biggles wrote:A fair amount of this, IMHO, has happened since Windows 7 has been rolled out to Clerk computers. W7 has far higher security settings than XP and as a consequence more chance of installs being rejected. However this is no excuse for not reading the MLS messages about the pending update, but is understandable in not wanting to risk nasties getting onboard.

Agreed. Sure, I knew an MLS update was coming, but I did not know the update would be performed by a program named rpatch. The first time I saw the pop-up, I had no idea what it was. I don't remember reading anything that told me to expect something named rpatch to run.

Our graduating seniors are showing up on the RS roll but not on the list to be assigned visiting teachers. Appreciate any help trouble shooting.

GregAndersen wrote:Our graduating seniors are showing up on the RS roll but not on the list to be assigned visiting teachers. Appreciate any help trouble shooting.

I just did some checking. I can see the youngest sister in Relief Society (birthdate 27 Apr 1997) in the Relief Society organization. If I look at Unassigned Potential Visiting Teachers, she is listed there. If I try to add her to a companionship, she comes up on the list.

Is there somewhere I'm missing?

GregAndersen wrote:not on the list to be assigned visiting teachers.

scgallafent wrote:Unassigned Potential Visiting Teachers, she is listed there.

I think Greg is looking at teachee, not teacher.

UPDATE:

When I checked tonight I now have all of my history and assignments. I really doubt anyone from our Ward or Stake did anything this afternoon. Could something have changed at HQ? In any event I (EQ) am OK now. I will confirm with the HPGL and RS that they too have their full history.

dla22 wrote:Could something have changed at HQ?

I added you to the list to be manually imported and we processed some of those yesterday.

scgallafent wrote:

GregAndersen wrote:Our graduating seniors are showing up on the RS roll but not on the list to be assigned visiting teachers. Appreciate any help trouble shooting.

I just did some checking. I can see the youngest sister in Relief Society (birthdate 27 Apr 1997) in the Relief Society organization. If I look at Unassigned Potential Visiting Teachers, she is listed there. If I try to add her to a companionship, she comes up on the list.

Is there somewhere I'm missing?

I did some more poking this morning after reading russellhltn's clarification and realized that I was looking at the wrong ward yesterday. Too much troubleshooting!

When I look at the right ward this morning, I see four 17-year-old sisters assigned to Relief Society. Are these the graduating seniors you are referring to?

Can anyone confirm, either way if the updated info entered via LCR should/won't find its way back to MLS? I'm thinking statistics here.

Biggles wrote:Can anyone confirm, either way, if the updated info entered via LCR finds its way back to MLS? I'm thinking statistics here.

Per https://www.lds.org/help/support/home-a ... g?lang=eng
Note: Units that are able to use LCR will no longer be able to update home and visiting teaching in MLS, and changes made to home and visiting teaching in LCR will not be updated in MLS.

I'm not 100% certain but it appears no information flows from LCR --> MLS

dustinm wrote:I'm not 100% certain but it appears no information flows from LCR --> MLS

Home and visiting teaching information does not flow from LCR to MLS.

We will probably remove access to the MLS home and visiting teaching functions in a future version of MLS for units using LCR. We left it in a read-only state with the transition so that historical data was available, if needed. As that data ages and becomes less useful, we'll look at turning the capability off in MLS to reduce confusion.

scgallafent wrote:

dustinm wrote:I'm not 100% certain but it appears no information flows from LCR --> MLS

Home and visiting teaching information does not flow from LCR to MLS.

Just an obvious note-This means the loss of functionality for custom reports in MLS that relied on HT and VT data:

• visits to families without MP in the Home
• visits to part-member families
• visits to new members
• visits to newly -moved in members (which also showed those not yet assigned to be visited.)

dustinm wrote:Per https://www.lds.org/help/support/home-a ... g?lang=eng
Note: Units that are able to use LCR will no longer be able to update home and visiting teaching in MLS, and changes made to home and visiting teaching in LCR will not be updated in MLS.

Thanks everyone for the answer to my question.

The link above takes me to a restricted access page with this message "The content on this page is restricted to certain roles. LDS Account sign-in is required."

I'm a Ward Clerk as well as an STS, so what other calling would be needed?

Biggles wrote:

dustinm wrote:Per https://www.lds.org/help/support/home-a ... g?lang=eng
Note: Units that are able to use LCR will no longer be able to update home and visiting teaching in MLS, and changes made to home and visiting teaching in LCR will not be updated in MLS.

Thanks everyone for the answer to my question.

The link above takes me to a restricted access page with this message "The content on this page is restricted to certain roles. LDS Account sign-in is required."

I'm a Ward Clerk as well as an STS, so what other calling would be needed?

I got the same message on that page, but the quoted info is on the LCR 3.0 release notes page (under Important Information).

Biggles wrote:The link [ ] takes me to a restricted access page with this message "The content on this page is restricted to certain roles. LDS Account sign-in is required."

I'm a Ward Clerk as well as an STS, so what other calling would be needed?

I suspect a glitch. I just got in as an STS. You might try again. The page was updated Friday, and maybe a setting got out of whack. Or it forgot you were signed in?

Or it was just busy. When things get busy, pages returned get really interesting.

lajackson wrote:

Biggles wrote:The link [ ] takes me to a restricted access page with this message "The content on this page is restricted to certain roles. LDS Account sign-in is required."

I'm a Ward Clerk as well as an STS, so what other calling would be needed?

I suspect a glitch. I just got in as an STS. You might try again. The page was updated Friday, and maybe a setting got out of whack. Or it forgot you were signed in?

Or it was just busy. When things get busy, pages returned get really interesting.

Nope! Just tried it and it still doesn't like me, even though I'm still logged in.

As a Bishopric member, I can log in and see the home teaching stuff on LCR. If I make a change, it does not save.

My wife is the VT coordinator. She can see Visiting Teaching only, and her May entries into MLS are not in LCR. (They were entered before we got the notification on Sunday that LCR was ready, so not sure why it was not pre-populated into LCR.) She also cannot edit anything on LCR like me. None of her edits stick when checking the check boxes.

Anyone else seeing these issues?

sammythesm wrote:her May entries into MLS are not in LCR. (They were entered before we got the notification on Sunday that LCR was ready, so not sure why it was not pre-populated into LCR.)

That part is understandable. You probably got converted before you read the notice and the data didn't make it's way into LCR.

I'm not sure who has edit rights on LCR. The Access Table hasn't been updated to reflect LCR 3.0.

scgallafent wrote:

dla22 wrote:Could something have changed at HQ?

I added you to the list to be manually imported and we processed some of those yesterday.

Thank you very much. I notified the Stake Clerk who helped me on Sunday and he confirmed he is now able to view data for all of our Wards. Hopefully you don't have to do many more manual imports!

I am the clerk of a Branch in our STK which leadership are all out-of-unit within the STK. I just updated the membership online to include all of the out-of-unit members. My question is this how would I be able to update our home/visiting teaching when the leadership will not show up on the home/visiting teaching application included in the lds.org? When I look up the membership each leadership who are out-of-unit have an astrix by their name to show who they are. However, they do not show up on the home/visiting teaching membership list. The only home/visiting teaching companionship's is the leadership of the branch with only a few members included. I can see the members but not the out-of-unit members. Any ideas or is this going to be in a future update?

forest74 wrote:My question is this how would I be able to update our home/visiting teaching when the leadership will not show up on the home/visiting teaching application included in the lds.org?

The short answer is that the direction the developers were given by the Priesthood Department was that members are to be home teaching in their home wards, not in the wards they are assigned to lead. See this post.

Hello,

Our ward has the same issue that dla22 reported. None of our Home Teaching/Visiting Teaching assignments were transferred from MLS to LCR. I have forwarded the information about the MLS patch to our Clerk. Hopefully, that will help. In the meanwhile, I noticed that someone was kind enough to fix the problem for dla22. If we could have the same fix, that would be greatly appreciated!

Thanks!

It appears from my observations of LCR and comments on the forum that households for Elders and High Priests are separated so that the HPGL cannot see households assigned to Elders and the EQP cannot see households assigned to High Priests. How do we reassign a household to a different group when the need arises?

On a related note, in MLS a HPGL could see and print lists of households home taught by the Elders and lists of sisters visiting taught by the Relief Society. I have been unable to find a way to view this information in LCR. If there is a way, can someone please instruct me how? If not, what is the most effective way to submit enhancement requests? This information can be very helpful to Priesthood and Relief Society leaders.

Thanks!

wooten wrote:It appears from my observations of LCR and comments on the forum that households for Elders and High Priests are separated so that the HPGL cannot see households assigned to Elders and the EQP cannot see households assigned to High Priests. How do we reassign a household to a different group when the need arises?

As long as the head of household is a member of either the EQ or HPG then a leader can select the household to be moved and click the "Move to" button and then select the new organization from the dropdown list. For example, the HPG has a household with a prospective elder as the HoH. If this household needs to be in the EQ then the HPG must move the household to the EQ.

A problem arrises when the head of household is not a member of the organization and needs to be moved to be assigned home teachers. For example all the single sisters in a unit are assigned to the HPG for home teaching until that responsibility is assigned to the EQ. But when that happens there is no way to see a list of single sisters by the EQ presidency in LCR. If the EQ presidency has a name or list of names of single sisters that need to have home teachers assigned then they can manually enter the name(s) into a HT companionship even though the name(s) do not appear in the drop-down. This of course assumes the single sister is not assigned a home teaching companionship in the HPG. This method of assigning a companionship in the EQ to home teach a single sister is rather cumbersome and prone to errors and even omission.

In our YSA branch all the sisters are home taught by the EQ since there is no HPG. I have told the EQ president to go to the list of Members in LCR and sort by gender to see all the sisters. He has to compare the list of sisters with assigned home teachers with the list of all sisters to see which ones do not have home teachers. He then has to manually type in the name to assign the home teachers. This is quite cumbersome and errors, or omissions, can occur.

For a traditional unit (family ward) I guess a list of single sisters would have to be created out of LCR and the EQ and HPG would have to coordinate regularly this list for home teaching responsibility. A regular review of new move-ins would have to be done. To me this method is also cumbersome and open to errors and omissions.

We're having the same issue in our YSA ward. All of the new sisters are being assigned to the High Priests Group, which of course doesn't exist, and we can't seem to figure out how to move them to the Elders Quorum. I've submitted a bug report but until it gets fixed I guess we'll just have to write them in.

i found that after you make your HT Districts and companionships that when assigning families you can use the pulldown @ "elders" picking High priests. You now have all the sisters to pick from.
A few extra steps but not that bad... don't forget the perspective elders are in HP too.

bwhittin wrote:don't forget the perspective elders are in HP too.

In the situation where a prospective elder is supposed to be in the EQ then he can be moved from the HPG first before assigning his household to be taught by a companionship in the EQ.

In the situation where the prospective elder is assigned to the HPG but his household is to be home taught by the EQ then your solution to change the dropdown selection from Elders Quorum to High Priests or "All" provides the households for heads of household not assigned to the Elders Quorum. This would include single sisters.

I hadn't seen that dropdown of priesthood organizations before. It does provide a solution to those faced with the situation where the head of household is not assigned to the priesthood organization assigned to home teach the household.

sammythesm wrote:As a Bishopric member, I can log in and see the home teaching stuff on LCR. If I make a change, it does not save.

My wife is the VT coordinator. She can see Visiting Teaching only, and her May entries into MLS are not in LCR. (They were entered before we got the notification on Sunday that LCR was ready, so not sure why it was not pre-populated into LCR.) She also cannot edit anything on LCR like me. None of her edits stick when checking the check boxes.

Anyone else seeing these issues?

Based on a query from a ward clerk, I take it that VT Coordinators do not have access to edit districts, companionships and assignments. I just wanted to confirm that this is correct. If so, I'll suggest that the clerk or the coordinator submit feedback, if they feel it should be changed.

danpass wrote: Based on a query from a ward clerk, I take it that VT Coordinators do not have access to edit districts, companionships and assignments. I just wanted to confirm that this is correct. If so, I'll suggest that the clerk or the coordinator submit feedback, if they feel it should be changed.

It looks like they have access (I can proxy as the VT Coordinator in my ward) and I can see the edit buttons. I didn't try to change anything.

danpass wrote:Based on a query from a ward clerk, I take it that VT Coordinators do not have access to edit districts, companionships and assignments. I just wanted to confirm that this is correct. If so, I'll suggest that the clerk or the coordinator submit feedback, if they feel it should be changed.

Our ward's VT Coordinator is able to do all of the things you mentioned. I can't explain why that VT Coordinator in the post you quoted was unable to perform these functions, but I'm pretty sure that's not the design or implementation. You can see an independent report that VT Coordinators have access to make updates here or here.

Question: Would a VT Coordinator have the power to call a district supervisor? That wouldn't seem right, so I'm guessing they can't - which means they would have some limits on setting up new districts. I could see how being unable to create a new district could result in the complaint they can't edit. (I've played the telephone game before - both as a game as a child and at work at an adult. )

russellhltn wrote:Question: Would a VT Coordinator have the power to call a district supervisor? That wouldn't seem right, so I'm guessing they can't - which means they would have some limits on setting up new districts.

I don't follow the logic. Does a Ward Clerk have the power to call anyone to any calling? Of course not, but a ward clerk can enter callings for just about any calling, under the direction of the bishop.

It should be the same with a VT Coordinator. She would act under the direction of the RS President, but should have the technical ability to organize districts, including the creation of new districts. I don't know whether it is indeed the case that a VT Coordinator has that specific permission in LCR, but it makes perfect sense that she would. Any other implementation would restrict the RS President's ability to delegate the clerical part of VT administration, which is a primary reason for the calling of VT Coordinator.

aebrown wrote:

russellhltn wrote:Question: Would a VT Coordinator have the power to call a district supervisor? That wouldn't seem right, so I'm guessing they can't - which means they would have some limits on setting up new districts.

I don't follow the logic. Does a Ward Clerk have the power to call anyone to any calling? Of course not, but a ward clerk can enter callings for just about any calling, under the direction of the bishop.

It should be the same with a VT Coordinator. She would act under the direction of the RS President, but should have the technical ability to organize districts, including the creation of new districts. I don't know whether it is indeed the case that a VT Coordinator has that specific permission in LCR, but it makes perfect sense that she would. Any other implementation would restrict the RS President's ability to delegate the clerical part of VT administration, which is a primary reason for the calling of VT Coordinator.

The problem is the district supervisor is added in LCR under the organizations and the VT Coordinator doesn't have access there.

Thanks for the replies.

aebrown wrote:I can't explain why that VT Coordinator in the post you quoted was unable to perform these functions, but I'm pretty sure that's not the design or implementation.

I've confirmed that the VTC in question is correctly assigned the official (not custom) position. The ward clerk will meet with her to see if there is a problem, or just a need for training.

jonesrk wrote:The problem is the district supervisor is added in LCR under the organizations and the VT Coordinator doesn't have access there.

I didn't say it clearly enough, but that was my line of thinking. Thanks for the confirmation.

I'm not sure if a new district can be created without a supervisor - if not, I can see how this could quickly become "I can't do anything" if the first task they're trying to do is create a new district.

sammythesm wrote:My wife is the VT coordinator. She can see Visiting Teaching only, and her May entries into MLS are not in LCR. (They were entered before we got the notification on Sunday that LCR was ready, so not sure why it was not pre-populated into LCR.)

I missed this when it originally came in. If she didn't transmit after entering the May information, it may not have been picked up by the import process. We tried very hard to minimize the window between when a unit transmitted and when its data was converted. If the data wasn't transmitted, there isn't anything that could be done at the headquarters side.

russellhltn wrote:Question: Would a VT Coordinator have the power to call a district supervisor?

A visiting teaching coordinator can assign a district supervisor to a district but cannot record the calling of a new district supervisor.

scgallafent wrote:

russellhltn wrote:Question: Would a VT Coordinator have the power to call a district supervisor?

A visiting teaching coordinator can assign a district supervisor to a district but cannot record the calling of a new district supervisor.

But a RS president or secretary could now record that calling (assuming one of the clerks had somehow missed it), correct?

mfmohlma wrote:

scgallafent wrote:

russellhltn wrote:Question: Would a VT Coordinator have the power to call a district supervisor?

A visiting teaching coordinator can assign a district supervisor to a district but cannot record the calling of a new district supervisor.

But a RS president or secretary could now record that calling (assuming one of the clerks had somehow missed it), correct?

Correct.

mfmohlma wrote:But a RS president or secretary could now record that calling (assuming one of the clerks had somehow missed it), correct?

Or RS Councilors. And since I would expect any such calling to go though the presidency, this really shouldn't be much of a issue once the presidency gets on board with keeping callings up to date.

danpass wrote:I've confirmed that the VTC in question is correctly assigned the official (not custom) position. The ward clerk will meet with her to see if there is a problem, or just a need for training.

The ward clerk reported back to me after meeting with the VTC and it turned out that there was no issue with missing functionality, but rather she needed direction.

Is it possible for a RS president to view the ward's home teaching assignments? And vice versa? Our EQ pres and I both regularly check the other organization's assignments to make sure we're providing the best possible watchcare for the members in our ward. Sometimes it helps to have the VTs in contact with the HTs to figure out how to contact a certain teachee or to update the HTs on a situation of a sister that the VTs are more in tune with.

We used to simply give each other access to our Google docs where we both have organized our assignments in the past, but it would be great to now do that on lds.org.

ashleydickson wrote:Is it possible for a RS president to view the ward's home teaching assignments? And vice versa?

Not currently. You may have to exchange printed (PDF?) copies.

We are having a similar problem. For every new or existing family that is not assigned a home teacher and the head of household is a prospective elder or a non-member, the family is by default assigned to the high priests quorum. Only the high priests quorum leader can see that family; the family does not appear in the "unassigned home teachers" list for the elders quorum, and the elders quorum cannot enter in the home teaching assignment for that family. I understand that the elders quorum can coordinate with the high priests group leadership to enter in a home teaching assignment for the family that assigns members of the elders quorum to be the home teachers. But it is somewhat cumbersome. It would be helpful if there were a feature to allow me, as ward clerk, to change which quorum a family is assigned to so the proper priesthood leader can see that family on his list and make appropriate assignments.

jdlessley wrote:

wooten wrote:It appears from my observations of LCR and comments on the forum that households for Elders and High Priests are separated so that the HPGL cannot see households assigned to Elders and the EQP cannot see households assigned to High Priests. How do we reassign a household to a different group when the need arises?

As long as the head of household is a member of either the EQ or HPG then a leader can select the household to be moved and click the "Move to" button and then select the new organization from the dropdown list. For example, the HPG has a household with a prospective elder as the HoH. If this household needs to be in the EQ then the HPG must move the household to the EQ.

I am the ward clerk, and I am attempting to move the prospective elders (who in our ward are assigned to the HPG) to the EQ for home teaching assignments. I tried to use the above method, but I cannot find where the "Move to" button is referred to above. From the individual member profile I have assigned each of the prospective elders to the EQ as their assigned priesthood quorum. However, these brethren and their families continue to appear on the HPG list of unassigned households, not the EQ list. Am I missing something?

biggs1981 wrote:

jdlessley wrote:

wooten wrote:It appears from my observations of LCR and comments on the forum that households for Elders and High Priests are separated so that the HPGL cannot see households assigned to Elders and the EQP cannot see households assigned to High Priests. How do we reassign a household to a different group when the need arises?

As long as the head of household is a member of either the EQ or HPG then a leader can select the household to be moved and click the "Move to" button and then select the new organization from the dropdown list. For example, the HPG has a household with a prospective elder as the HoH. If this household needs to be in the EQ then the HPG must move the household to the EQ.

I am the ward clerk, and I am attempting to move the prospective elders (who in our ward are assigned to the HPG) to the EQ for home teaching assignments.

My post must have been confusing. For that I apologize.

The move I mentioned above was to move the brother to be a member of the Elders Quorum. Making a prospective elder a member of the EQ does not make the prospective elder available in the list of unassigned members to be home taught.

To have a household taught by an EQ companionship that by default is on the HPG unassigned list (unassigned prospective elder or single sister) must be manually entered or typed in. The names on the HPG list of unassigned will not show in the list of unassigned households for the EQ even though the head of household has been assigned as a member of the EQ.

When manually typing in the name make sure you have the correct spelling of the name. I begin by typing in the last name and then wait for the system to come up with the list of of heads of household that match that last name. I then select from those provided. You could type in the complete name provided it is entered exactly as it is in the membership record. The preferred name as it appears in the Directory is also acceptable.

ashleydickson wrote:Is it possible for a RS president to view the ward's home teaching assignments? And vice versa? Our EQ pres and I both regularly check the other organization's assignments to make sure we're providing the best possible watchcare for the members in our ward. Sometimes it helps to have the VTs in contact with the HTs to figure out how to contact a certain teachee or to update the HTs on a situation of a sister that the VTs are more in tune with.

If you are looking for the the home teachers for a specific family you can see that on the member profile page (that's the page you get to when you search on a member or click on their name is lists).

simonawright wrote:I have asked if there will be any training materials for using Home and visiting teaching on LCR. The response was 'No' as they felt it was intuitive and didn't need anything.

I am wondering if this decision might be revised based on the number of posts regarding this topic and possibly feedback they will have received since it went live.

As Stake Membership Clerk, I'd love to see the menus too. I'm being asked by the Stake presidency to do training, even if it is simple, but cannot without being able to even see what is there. I vote for access to a wiki page or a simple PDF at the minimum. Any of you ward clerks out there want to make one for us lowly stake clerks?

adoga wrote:

simonawright wrote:I vote for access to a wiki page or a simple PDF at the minimum. Any of you ward clerks out there want to make one for us lowly stake clerks?

What a ward clerk sees and has access to is more than what an EQ presidency or HPG leadership member can see or has access to. For example the biggest headache for the quorum leaders is the unassigned households list. A clerk can select the EQ unassigned list, the HP unassigned list, or both ("All" in the drop-down menu) while the quorum leaders can only view the unassigned list for their own quorum. Therefore a document created by a clerk to show how to manage HT is managed in LCR would be close but not accurate because of the differences in access rights.

As a side note: I don't agree with the comment that the HT/VT management screens are intuitive. From my experience in training YSA EQ & RS leaders, who are quite technology proficient, there are some issues that need explaining. The management of unassigned households is the most non-intuitive for the quorum leaders. It is not so problematic for the Relief Society. There is also the issue of out of unit leaders not being available for HT companionships in the system. This is not intuitive and needs to be explained. There are a number of other non-intuitive issues that have been discussed in the Forum.

In which drop down menu can you select "All"? My drop down menu only has entries for HPG, EQ, and RS.

mdvankan wrote:In which drop down menu can you select "All"? My drop down menu only has entries for HPG, EQ, and RS.

Answered my own question. I was on the wrong tab. The "All" selection shows up on the "Companionship" tab, then "Edit" a Companionship, then "Add new assignment", then in the "Search" drop down menu there is a second drop down menu which has the choices "All", "Elders", and "High Priests".

Hi - I was recently called as a visiting teaching supervisor. I can see all the visiting teaching districts and assignments for the whole Relief Society. I had one of my district leaders log into her lds.org account to see if she could see the information for her district and it doesn't appear that she can. Also, it doesn't look like an individual visiting teacher can see her assignment on lds.org. Will this be added in the near term? It make updating the district leaders and VTs very manual and time consuming. Any thoughts or suggestions for automating the process? Thanks, jonijensen@hotmail.com.

jonijensen wrote:I had one of my district leaders log into her lds.org account to see if she could see the information for her district and it doesn't appear that she can.

She may not be properly set up as a supervisor. That involves giving her the calling as well as setting her as the supervisor of a district. You may be able to set the latter, but not the former.

jonijensen wrote:Also, it doesn't look like an individual visiting teacher can see her assignment on lds.org. Will this be added in the near term?

We haven't heard, but I wouldn't bet on it. We do know that self-reporting will NOT happen. I suspect the idea is to encourage the teachers to talk to their leaders instead of just checking boxes on a computer. By extension, not allowing them to see assignments encourages them to talk to their leaders as well.

Relief Society Visiting Teaching Coordinator has the following rights online:

Reports --> Home and Visiting Teaching
Visiting Teaching --> Manage Companionships, Manage Districts, Record Visits and/or Contacts, View Statistics

Relief Society Visiting Teaching District Supervisor
Visiting Teaching --> Record Visits and/or Contacts

It appears this is by design of the solution.

russellhltn wrote:

jonijensen wrote:I had one of my district leaders log into her lds.org account to see if she could see the information for her district and it doesn't appear that she can.

She may not be properly set up as a supervisor. That involves giving her the calling as well as setting her as the supervisor of a district. You may be able to set the latter, but not the former.

I didn't pay close attention to the titles. "VT Coordinator" has responsibility for all VT. "VT District Supervisor" has responsibility for their district. "District Leader" is not a standard calling and will have no special rights in LCR. They're "just a member", regardless of any custom calling given to them.

jonijensen wrote:Hi - I was recently called as a visiting teaching supervisor. I can see all the visiting teaching districts and assignments for the whole Relief Society. I had one of my district leaders log into her lds.org account to see if she could see the information for her district and it doesn't appear that she can. Also, it doesn't look like an individual visiting teacher can see her assignment on lds.org. Will this be added in the near term? It make updating the district leaders and VTs very manual and time consuming. Any thoughts or suggestions for automating the process? Thanks, jonijensen@hotmail.com.

You have four visiting teaching district supervisors who are not assigned to a district. They will not be able to see anything unless they are assigned to a district.

adoga wrote:

simonawright wrote:I have asked if there will be any training materials for using Home and visiting teaching on LCR. The response was 'No' as they felt it was intuitive and didn't need anything.

I am wondering if this decision might be revised based on the number of posts regarding this topic and possibly feedback they will have received since it went live.

As Stake Membership Clerk, I'd love to see the menus too. I'm being asked by the Stake presidency to do training, even if it is simple, but cannot without being able to even see what is there. I vote for access to a wiki page or a simple PDF at the minimum. Any of you ward clerks out there want to make one for us lowly stake clerks?

As a stake clerk, I second this. It's hard for me to train others about an application to which I have no access and for which I have no detailed instructions.

I am a new Visiting Teacher Coordinator. It would be much easier for me to review and modify assignments if I could see the Move in and Move out reports. Names just disappear and show up. Would it be reasonable access for All Visiting Teacher Coordinator to have access to those reports directly?

lsbraudt wrote:I am a new Visiting Teacher Coordinator. It would be much easier for me to review and modify assignments if I could see the Move in and Move out reports. Names just disappear and show up. Would it be reasonable access for All Visiting Teacher Coordinator to have access to those reports directly?

The best way to get that request to the decision-makers is to use the Feedback link in the LCR page.

russellhltn wrote:

lsbraudt wrote:I am a new Visiting Teacher Coordinator. It would be much easier for me to review and modify assignments if I could see the Move in and Move out reports. Names just disappear and show up. Would it be reasonable access for All Visiting Teacher Coordinator to have access to those reports directly?

The best way to get that request to the decision-makers is to use the Feedback link in the LCR page.

Or inquire if this is discussed in Ward Council - and the Presidency member attending can make note for VT assignments?

Relief Society presidency members and secretaries can see the "Members Moved In" and "Members Moved Out" reports on Leader and Clerk Resources – they could pass changes along to the visiting teaching coordinator.