How to give auditor access to tools when he lives in another stake

6 postsstarted by jtyewhit 934 viewsoriginal topic

Member
#1
We have a situation where a member of our stake is an auditor. But he has an assignment in a neighboring stake to help out with a fledgling branch, so his record is over there.
That prevents him from accessing the auditing tools for the wards he is responsible for auditing in our stake (the stake in which he lives).
I suppose I could pull his membership record back for a couple months while we do our year-end audits, but I'm not sure that is an ideal solution.
Any other ideas?
Community Administrator
#2
I'm pretty sure the proper way is to have his records where he lives and the ward he's helping out to add him as a out-of-unit member.

Where his records are affects a number of things including home teaching.
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Member
#3
Thank you. As an aside, my title was messed up. Should have been 'how to give auditor access to tools when his record is outside of his home stake'
For now, he decided to temporarily send his record back to his home ward, in our stake, while we do the audits.
This will come up again, though.
He audits more than one ward. If we go this route, can he be an 'out of unit member' in multiple wards at the same time?
Community Administrator
#4
I think by using an out-of-unit member and giving him an appropriate calling, that should work. As long as he's not in multiple (more than 2) stakes at the same time, I don't think that would be a problem. Although, I'd think he'd need to be added at the stake level.
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Community Moderators
#5
First, his records should be transferred to his home ward (where he lives).

Second, he should be entered into his stake auditor calling on the stake-level Leader and Clerk Resources in his home stake (where he lives).

Third, in the neighboring stake where he's serving, an out-of-unit membership record should be created for him. An out-of-unit membership record is a temporary record that links to the "real" record without requiring the real record to leave the home ward. The neighboring stake will need his name and membership record number to create the out-of-unit membership record. It should be created on the stake level if he's serving in a stake calling over there, or on the ward level if he's serving in the ward level over there.

Finally, the neighboring stake assigns his out-of-unit membership record to his calling over there, whether on the ward or stake level.

After that, he should have all the access he needs in both stakes, and you won't need to move his real membership record around.
Samuel Bradshaw • If you desire to serve God, you are called to the work.
Member
#6
That sounds like a great solution. Thank you!