Creation of new branch

We just created a new Spanish branch in the stake. The branch President was input, but I (stake clerk) can’t add any callings like 1st counselor in the branch presidency because there is no one is in the ward. I can’t push records to the ward. Does the ward clerk have to push the record to the new ward?

buclamacito wrote: Wed Jan 11, 2023 4:48 pm I can’t push records to the ward. Does the ward clerk have to push the record to the new ward?

Yes, a ward or branch clerk needs to transfer membership records. And in this case, since there is not yet a branch clerk, the units sending members to the new branch will need to do so.

Technically, the new branch president could request the record of the branch clerk, you could than put him in that position, and after that he would be able to request all of the branch membership records.

I suggest to avoid pulling the wrong persons and/or missing some that the stake clerk should be present to assist in the transfer of the membership records. That will help avoid a lot of potential errors.

If the new branch is created by splitting other branch(es), I'd think there would be a tool on LCR to assist in moving the records in bulk. Doing so would help in maintaining the contact information (like addresses).

russellhltn wrote: Wed Jan 11, 2023 8:18 pm If the new branch is created by splitting other branch(es), I'd think there would be a tool on LCR to assist in moving the records in bulk. Doing so would help in maintaining the contact information (like addresses).

There is, and here is what is says: "Move Records after Boundary Realignment

This tool should only be used after a boundary realignment. Use Move Records Out as the standard method for moving individual households.

To move records to another unit after a boundary realignment has been implemented, check the boxes below to select households to move. From the drop-down list at the top, select a unit from your stake, or choose Other Unit to search for another Church unit to specify as the new unit."

garystroble wrote: Wed Jan 11, 2023 11:45 pm

russellhltn wrote: Wed Jan 11, 2023 8:18 pm If the new branch is created by splitting other branch(es), I'd think there would be a tool on LCR to assist in moving the records in bulk. Doing so would help in maintaining the contact information (like addresses).

There is, and here is what is says: "Move Records after Boundary Realignment

This tool should only be used after a boundary realignment. Use Move Records Out as the standard method for moving individual households.

To move records to another unit after a boundary realignment has been implemented, check the boxes below to select households to move. From the drop-down list at the top, select a unit from your stake, or choose Other Unit to search for another Church unit to specify as the new unit."

My interpretation of the original post is that it's not a boundary realignment, instead it's an addition of a new Spanish language branch that overlaps with existing (presumably English) wards or branches. If that's the case, I don't know if there's a way to identify in bulk who should be moved.

The stake has to have a list of potential members of the branch, if not, how did they identify who would be in the branch and how did the stake assemble the potential statistics to get the branch approved by headquarters? The same rules would apply whether it is a physical boundary or language related.

Having said that, membership in the branch may be by invitation, similar to a YSA branch or ward. Some Spanish speakers may prefer to remain in their original wards. Again, the stake should be all over this.

The bulk tool allows each household to be chosen individually. Should be easy to use with a proper list of those Spanish speakers who wish to have their memberships in the branch.

sbradshaw wrote: Thu Jan 12, 2023 10:59 am If I understood the original post correctly, it sounds like it's not a boundary realignment, instead it's an addition of a new Spanish language branch that overlaps with existing (presumably English) wards or branches. I don't know if there's a way to identify in bulk who should be moved.

It's also possible it's being split from existing Spanish wards/branches. That's why I qualified my statement.

I agree that bulk movement of individuals and families going from conventional to specialty units may not be practical. Just because they qualify doesn't mean they want to.