Membership Records and Reading into Ward

Hi All,

I have been called recently as an asststant clerk in charge of membership. Never done this type of calling before, and true-to-form with new callings, there is no training planned and a lot of questions.

My question: When a new membership record comes in to the ward on MLS, I know that I am supposed to print something up for the bishop to read the member's name in over the pulpit on Sunday. What form or document do I print and place in his in-box?

Thanks.

Oz

Ozzy wrote:Hi All,

I have been called recently as an asststant clerk in charge of membership. Never done this type of calling before, and true-to-form with new callings, there is no training planned and a lot of questions.

My question: When a new membership record comes in to the ward on MLS, I know that I am supposed to print something up for the bishop to read the member's name in over the pulpit on Sunday. What form or document do I print and place in his in-box?

Thanks.

Oz

Perhaps the Clerk Wiki would be of some assistance.

Techgy wrote:Perhaps the Clerk Wiki would be of some assistance.

http://www.lds.org/ldsorg/v/index.jsp?v ... D&locale=0

Thanks Techgy. Your link revealed a possible for me - under "standard reports" there is a "new move-in report" that I will explore.

Ozzy wrote:Thanks Techgy. Your link revealed a possible for me - under "standard reports" there is a "new move-in report" that I will explore.

Your welcome. I pointed you to the wiki because I thought it would be helpful overall. If you need anything else, drop another post here.

Training can be found under Record-Keeping and Auditing Training

Teckgy's link to the Wiki doesn't seem to work. Try this one

To answer your question directly, it's really up to you and the Bishop to find a workflow that works. There is a report that is available to print after send/receive when new records are received. You could place that in the Bishop's in-box.

As a side note, if the incoming record has a disciplinary action active on it, it will show up on that report but is otherwise almost completely invisible. As such, you should always at least "Print Preview" if you do not print it.

Ozzy wrote:Hi All,

I have been called recently as an asststant clerk in charge of membership. Never done this type of calling before, and true-to-form with new callings, there is no training planned and a lot of questions.

My question: When a new membership record comes in to the ward on MLS, I know that I am supposed to print something up for the bishop to read the member's name in over the pulpit on Sunday. What form or document do I print and place in his in-box?

Thanks.

Oz

Here's what I do:

When you receive new records, you are given a prompt that says something like "print out copies for the bishop also?" I always click yes and put the copies in his box. The bishopric then uses those printouts to read the names over the pulpit. You could even help them out by highlighting the particular updates that involve new move-ins, so they can visually skip the other membership updates.

RussellHltn wrote:Teckgy's link to the Wiki doesn't seem to work. Try this one

I guess Techgy pointed to an LDS.org page that then contains a link that goes to the Wiki.

mkmurray wrote:...You could even help them out by highlighting the particular updates that involve new move-ins, so they can visually skip the other membership updates.

Ha! I thought I was the only one that did that for my bishop.

RussellHltn wrote:Training can be found under Record-Keeping and Auditing Training

Teckgy's link to the Wiki doesn't seem to work. Try this one

To answer your question directly, it's really up to you and the Bishop to find a workflow that works. There is a report that is available to print after send/receive when new records are received. You could place that in the Bishop's in-box.

As a side note, if the incoming record has a disciplinary action active on it, it will show up on that report but is otherwise almost completely invisible. As such, you should always at least "Print Preview" if you do not print it.

Thanks for this tip.

mkmurray wrote:Here's what I do:

When you receive new records, you are given a prompt that says something like "print out copies for the bishop also?" I always click yes and put the copies in his box. The bishopric then uses those printouts to read the names over the pulpit. You could even help them out by highlighting the particular updates that involve new move-ins, so they can visually skip the other membership updates.

I appreciate this. I never realized that the clerk did so much. It looks like the clerk is the only calling in a ward where it is necessary to join a forum. It's like joining a guild or something! WOW!

mkmurray wrote:I guess Techgy pointed to an LDS.org page that then contains a link that goes to the Wiki.

Actually, the link that was showing was short, but if it was clicked on it worked and went directly to the clerk wiki. I've corrected this anyway.

What we did is:

1. Create a custom date field on member record
2. When a new record comes in, we add the custom field with no date
3. When the record is read in, we mark off the date it is read in
4. We then generate a custom report of all new members with no custom read in date

Only been doing it two weeks, I just wish there was a way to have all new users come in with the date field set to blank.