Clerk training - cheat sheets

Hello all. I am one of the assistant stake clerks and I have recently been asked to provide training to the ward clerks. Several of our ward clerks are very new and young. Trying to figure out where some things are and if the LCR access for ward clerks is different from that of the stake clerks related to such activities as moving members records out and making corrections to member records.

It seems to me that if there is a stake membership clerk called they should have editing privileges in order to fulfill that roll. Also if the stake clerk doesn't have access to all the permissions of the ward clerk it would seem difficult to teach the ward clerks what to do unless you have been a ward clerk in the past.

Specific things I am personally looking for are: As I understand it all these functions have now been moved from the MLS to the LCR.
moving member records out
annual membership audit

I looked up the walk throughs on the LDStech wiki site but everything there was still referring to using the MLS even for many functions I personally know are no longer done in the MLS and are done in the LCR......any clue where updated walkthroughs are or when they might get those updated?

Yes, it is becoming increasing difficult for stake clerks to train ward clerks and so far we haven't seen any indication that any permissions will change to facilitate it. It would be wonderful to have a test site with fictitious data which could be used for learning and training but that's a lot of work and we haven't seen anything to indicate anything like that is in the works.

The wiki has been mostly deprecated in favor of the Help Center but that means we (the clerks) have to rely on the church to put together training materials and there haven't been any significant updates in a while and no indication if anything new is being developed right now.

I haven't been a stake clerk but my best suggestion as a long time ward level clerk is to try to leverage experienced clerks in your stake. Setup up training meeting and invite the experienced clerks to each train on some area. Or alternatively, go visit one of the experienced clerks and have him walk you through things so you can help the less experienced clerks.

As for your specific questions, yes, moving records out and membership audits are both in LCR now. For both of them, once you select them from the menu they do lead you through the process pretty well.

As a former stake clerk, this was very frustrating. Since I could not access anything in MLS, I told the clerks that they had to call SLC for assistance.

To follow up on what eblood66 mentioned, the Help Center (Help.LDS.org) is the best place to find step-by-step instructions for using Leader and Clerk Resources. You'll need to be signed in with your LDS Account to see all the resources (which unfortunately means that a lot of those things won't show up if you're trying to find help via Google search).

I would suggest that if you have some experienced ward clerks in your stake, you may enlist their help for tips and training documentation. After many, many years as a ward clerk with virtually no stake training during that time, I had to pretty much learn it all on my own (and follow this forum). I have offered assistance and training materials to the stake numerous times.

I'm pretty good at setting up training materials and am willing to assist on a handout or two if you would like.

Hello, I am also new in my call as a ward clerk. Do you have any material that can help please send it on my email :[address removed]

Moderator edit: removed email address to protect privacy.

kakoozarichard wrote:Hello, I am also new in my call as a ward clerk. Do you have any material that can help please send it on my email...

In your new calling as ward clerk, your official uplink for training is the stake clerk. Part of the responsibility of a stake clerk is to train the ward/branch clerks.

Another good place to get information is the Help Center: https://www.churchofjesuschrist.org/hel ... t?lang=eng You may find the second section, "Getting Started for Ward Clerks", particularly helpful.

A discussion among moderators/administrators yielded suggestions for communicating tips and such in the public forum, which provides two major benefits:

• You will get much better responses, because the collective experience and wisdom of the community will give you a better answer than anything a single person could provide; and
  
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So please post your questions in the public forum (omitting or generalizing any particular details that you may not want to be public) and those here will be happy to respond.

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How can I take attendance on phone?

Issatambajohnbull wrote: Wed Dec 29, 2021 9:36 am How can I take attendance on phone?

Since this thread addresses clerks I am assuming you are a clerk. If not then you may not have access to the reports; it really depends on your calling. A clerk can use either the web app and access LCR > Reports > Class and Quorum Attendance or use Member Tools and go to Reports > Class and Quorum Attendance. In LCR the specific class or quorum is selected in the drop-down list box displaying "All Classes". In Member Tools the specific class or quorum is selected by tapping the menu icon on the right side of the blue menu bar.

G'day guys,
In regards to cheat sheets. I have been coming up with a sorta cheat sheet for our stake. I have basically Copied and pasted all the relevant sections from the handbook and soon will be doing a step by step guide. Now granted it is for mainly Australia you could potentially copy it and adjust for your particular area.
if you would like to have a look
https://docs.google.com/presentation/d/ ... sp=sharing

Feel free to look through it.
Hopefully it helps

Jordan from Australia

mungga wrote: Wed Oct 12, 2022 2:31 am G'day guys,
In regards to cheat sheets. I have been coming up with a sorta cheat sheet for our stake. I have basically Copied and pasted all the relevant sections from the handbook and soon will be doing a step by step guide. Now granted it is for mainly Australia you could potentially copy it and adjust for your particular area.
if you would like to have a look
https://docs.google.com/presentation/d/ ... sp=sharing

Feel free to look through it.
Hopefully it helps

Jordan from Australia

This is very nice and represents a massive amount of work on your part. However, I see at least two concerns:

1. How will you know when the General Handbook is changed electronically and your pages are then obsolete and giving out old information? It seems you are reinventing the wheel so to speak, and you and stake clerks after you may have a hard time keeping up with changes in policy in the General Handbook on your training pages.

2. I note you are using the Church wordmark and symbol on page 1 of your training. This is not allowed without approval as noted in the General Handbook, section 38.8.8

New Assistant Ward Clerk - Membership "Train me please!" So, I was recently called to the before mentioned calling and am hoping to be properly trained for my calling. Our current Ward Clerk is very willing to review my responsibilities and "show me the ropes" - however, I was thinking that is was the responsibility of the Stake to properly instruct new Assistant Ward Clerks. I can't really seem to find a lot online on the Church site on this matter. Where do I turn for instruction? I have had quite a lot of Church experience in a lifetime of callings - but this one is new to me in actual practice. Would love to advice. Thank you in advance.

lwrunyon wrote: Sun Oct 22, 2023 9:40 am New Assistant Ward Clerk - Membership "Train me please!" So, I was recently called to the before mentioned calling and am hoping to be properly trained for my calling. Our current Ward Clerk is very willing to review my responsibilities and "show me the ropes" - however, I was thinking that is was the responsibility of the Stake to properly instruct new Assistant Ward Clerks. I can't really seem to find a lot online on the Church site on this matter. Where do I turn for instruction? I have had quite a lot of Church experience in a lifetime of callings - but this one is new to me in actual practice. Would love to advice. Thank you in advance.

I currently have the same calling. (Much has changed since I served in the same calling during the 1980s.) I don't have chapter and verse handy, but you are right that part of the jobs of the stake clerks is to train the ward (assistant) clerks. However, in practice, I have rarely if ever seen any formalized system set up for that. In my experience, getting as much information as you can from the ward clerk isn't a bad idea. Also in my experience, there will likely be ample opportunities to learn new things to do as they come up on their own.

Hello brother,
Sorry I honestly haven't been on here for a while. In regards to your question about reinventing the wheel. I don't think it isn't. What this does it give is a clear cut look at the expectations and walkthroughs of which the handbook doesn't cover. And yes the constant updates that are made in the handbook are not always going to be done. That is true. However the updates that are made in the handbook don't overly apply to this because this more to do with LCR. And this is to help more with that effort. The idea is more people that we have to contribute the better this would be. But you are right I'll get rid of the symbol on the documents. Also just so you know I gave this to global and asked for a LCR guide that could do the same job.

Thanks
Jordan Grant
Australia

G'day Jordan. This is fantastic! Thanks for sharing!

Thanks for sharing Jordan!

For those who are still using this I have recently updated the status of this document to Commenter for those who have a link. So that if you have noticed that something needs updating please send the information through so that we might all enjoy the updates, or suggestions.

https://docs.google.com/presentation/d/ ... sp=sharing