LCR won't let me add out-of-unit member to calling

Our branch has just had a Stake Missionary assigned and called as the new Branch Clerk. However, when I attempted to assign him, it gave me the message that he was not qualified for the position. After some time, the record was transferred into the MLS program and I think I found out why - it did not have his baptismal and Priesthood ordination records. (A major failing that this information is not transferred when a person is moved between units.)

Is there a way in the LCR, where I now have to enter organizational changes, to add the out-of-unit member to the calling? (In MLS, I did add his Priesthood ordination, but this seems counter-intuitive or "wrong".)

You add the calling in LCR the same way you would for a member of your unit, except you have to use their MRN. That will prompt you to Assign to Out-of-Unit Member. Since LCR has access to that persons real membership record you won't have to record any additional information about priesthood or other info.

jonesrk wrote:You add the calling in LCR the same way you would for a member of your unit, except you have to use their MRN. That will prompt you to Assign to Out-of-Unit Member. Since LCR has access to that persons real membership record you won't have to record any additional information about priesthood or other info.

With the new feature in LCR for an out-of-unit member, wouldn't you just add him as that and then the calling should work?

mevans wrote:

jonesrk wrote:You add the calling in LCR the same way you would for a member of your unit, except you have to use their MRN. That will prompt you to Assign to Out-of-Unit Member. Since LCR has access to that persons real membership record you won't have to record any additional information about priesthood or other info.

With the new feature in LCR for an out-of-unit member, wouldn't you just add him as that and then the calling should work?

That would likely work as well, but I think that when you add them to the calling it adds them as an out of unit member as well. I haven't actually gone all the way through the steps to know for sure.

I'm curious about the differences between those options – I don't know much about the creating an out-of-unit member and then assigning him to a calling option, as that's only available on the ward level. Going to the callings list and adding an out-of-unit leader to their calling there (with their membership record number and name) is available on both the ward and stake level – on the back end, is it exactly the same? Is there a difference between "out-of-unit leader" and "out-of-unit member assigned to a leadership position"?

sbradshaw wrote:I'm curious about the differences between those options –

One of the main differences I see is that all you need for the calling is the name and MRN. LCR pulls everything it needs from the membership record and the task is complete.

When you first entered someone as an out-of-unit member in MLS, you had to have much more information, enough to qualify them for the position, i.e., baptism, priesthood ordination, marriage information, nearly the entire IOS. Then you put them in the calling.

It seems so much simpler using LCR.

lajackson wrote:

sbradshaw wrote:I'm curious about the differences between those options –

One of the main differences I see is that all you need for the calling is the name and MRN. LCR pulls everything it needs from the membership record and the task is complete.

When you first entered someone as an out-of-unit member in MLS, you had to have much more information, enough to qualify them for the position, i.e., baptism, priesthood ordination, marriage information, nearly the entire IOS. Then you put them in the calling.

It seems so much simpler using LCR.

He's asking about creating an out of unit member via LCR.

jonesrk wrote:He's asking about creating an out of unit member via LCR.

Yes, but I think he was doing it so the OOU member could be put into a calling.

If an OOU member is put directly into a calling via LCR using the MRN number, does LCR also create the OOU member for you? If so, it seems as if one step is better than two.

We are having a similar problem. In a YSA branch we are not able to add an out of unit member to be the Exec. Secretary. When trying to edit the calling on LCR, the out of unit people in the branch don't show up as possible candidates. We added the out of unit members using MLS. Could that be the problem?

bretpetersen1 wrote:We added the out of unit members using MLS. Could that be the problem?

Yes. The out-of-unit member handling in MLS is not tied to the out-of-unit member support in LCR 3.0.

scgallafent wrote:

bretpetersen1 wrote:We added the out of unit members using MLS. Could that be the problem?

Yes. The out-of-unit member handling in MLS is not tied to the out-of-unit member support in LCR 3.0.

It is because of this that after the rollout of LCR 3.0 that any unit that had out-of-unit leaders previously entered using MLS must use LCR to re-enter those leaders to have them, if they wish, on the LCR membership list. Those out-of-unit leaders should not have been removed from their position from the change, but they will not be on the membership list for any other purposes.

Any out-of-unit members called to positions in your unit after the change to LCR 3.0 will have to be first entered as an out-of-unit member before they will be available for selection to a calling position. Note, when attempting to enter an out-of-unit member name not on the membership list that there is a message displayed that says "Your search by name or MRN did not return any valid results, either because the information you entered is incorrect, or because the results are not allowed in this context. For someone serving from outside the ward or branch, please add him or her as an out-of-unit member." The words "out-of-unit member" is a hyperlink to "Add Out-of-Unit Member" under "Manage Out-of-Unit Members" found in the Membership menu item -- a nice reminder & help.

So the process in LCR to get an out-of-unit member into a calling is generally the same as it was in MLS.
1. Add the individual as an out-of-unit member.
2. Put them into the calling.

As a courtesy, members in out-of-unit callings when LCR 3.0 was turned on were kept in those callings. However, an out-of-unit record was not made.

And if you try to put an out-of-unit member into a calling in LCR 3.0 and the name search comes up empty, LCR 3.0 will assist you by providing a link so you may add the out-of-unit member, after which you should be able to put them in a calling.

lajackson wrote:So the process in LCR to get an out-of-unit member into a calling is generally the same as it was in MLS.
1. Add the individual as an out-of-unit member.
2. Put them into the calling.

As a courtesy, members in out-of-unit callings when LCR 3.0 was turned on were kept in those callings. However, an out-of-unit record was not made.

And if you try to put an out-of-unit member into a calling in LCR 3.0 and the name search comes up empty, LCR 3.0 will assist you by providing a link so you may add the out-of-unit member, after which you should be able to put them in a calling.

And, if I understand things, one could type in the MRN for the calling and both the calling and the out-of-unit member creation would be done in one step.

russellhltn wrote:And, if I understand things, one could type in the MRN for the calling and both the calling and the out-of-unit member creation would be done in one step.

That is what I originally thought, but that is not what is being said in this topic. Now I have not actually tried to add an out-of-unit member, and maybe all you need is the name and the MRN to do that. (That would be nice.)

But it appears you actually have to add the out-of-unit member into LCR 3.0 before you can put them in a calling, just as it was in MLS.

My experience has been that when I tried to add an out-of-unit leader directly to a calling by simply inputting the MRN I got the message I posted here. Even after an out-of-unit member record was created I still could not just enter the MRN in the name textbox, even though the prompt stated "Member Name or MRN". (Bold & italics added for emphasis)

I wonder if it's picky about the MRN format? (leading/no leading zeros, dash/no dash)

jdlessley wrote:My experience has been that when I tried to add an out-of-unit leader directly to a calling by simply inputting the MRN I got the message I posted here. Even after an out-of-unit member record was created I still could not just enter the MRN in the name textbox, even though the prompt stated "Member Name or MRN". (Bold & italics added for emphasis)

They've changed things since I tested it. Now you have to create the out of unit record first.

russellhltn wrote:I wonder if it's picky about the MRN format? (leading/no leading zeros, dash/no dash)

In the callings screen it needs the leading zeros, but in the out of unit member you don't need them.

In both places it worked fine with or without the dash.

jonesrk wrote:In the callings screen it needs the leading zeros, but in the out of unit member you don't need them.

Hmmm. Consistency would be nice.