Leader and Clerk Resources Release 2.5

Discussions about the Leader and Clerk Resources on lds.org.
jeffsnoy
New Member
Posts: 20
Joined: Sun Jan 02, 2011 10:57 am

Leader and Clerk Resources Release 2.5

Postby jeffsnoy » Wed Apr 23, 2014 1:34 pm

I noticed in the release notes that there is an interview scheduler. I can not find it in the "action and interview list". Is it only available to specific callings? I am a stake membership clerk.
Thank you.

eblood66
Senior Member
Posts: 2030
Joined: Mon Sep 24, 2007 8:17 am
Location: Cumming, GA, USA

Re: Leader and Clerk Resources Release 2.5

Postby eblood66 » Wed Apr 23, 2014 2:06 pm

jeffsnoy wrote:I noticed in the release notes that there is an interview scheduler. I can not find it in the "action and interview list". Is it only available to specific callings? I am a stake membership clerk.
Thank you.

I believe that's only available to the executive secretary and bishop or stake president.

User avatar
mfmohlma
Senior Member
Posts: 784
Joined: Thu Feb 28, 2008 5:45 pm
Location: Hillsboro, OR

Re: Leader and Clerk Resources Release 2.5

Postby mfmohlma » Wed Apr 23, 2014 3:06 pm

I see it as a ward clerk. It's just an extra column with an "Interview Date" calendar picker.

Capture.JPG
(17.57 KiB) Downloaded 592 times

jeffsnoy
New Member
Posts: 20
Joined: Sun Jan 02, 2011 10:57 am

Re: Leader and Clerk Resources Release 2.5

Postby jeffsnoy » Wed Apr 23, 2014 4:26 pm

Thank you. That is helpful. I didn't want to tell my ward clerks until I knew it was working.

grousie26
New Member
Posts: 2
Joined: Wed Nov 14, 2012 12:37 am

Re: Leader and Clerk Resources Release 2.5

Postby grousie26 » Wed Apr 23, 2014 5:37 pm

This does not appear to show to the Stake Executive Secretary - Is it only for ward executive secretaries?

TinMan
Member
Posts: 472
Joined: Mon Dec 15, 2008 8:08 am
Location: Bountiful, UT, USA

Re: Leader and Clerk Resources Release 2.5

Postby TinMan » Wed Apr 23, 2014 6:20 pm

But from what I can see, it only does date. Not time. What good is that if I have 10 interviews on Sunday?

Or if I have two on Wednesday, what time are they? It seems my exec secretary is still going to have to send me an email with the schedule on it.

And what about scheduling others not on the "action list?"

User avatar
sbradshaw
Senior Member
Posts: 2501
Joined: Mon Sep 26, 2011 8:42 pm
Location: Provo, UT
Contact:

Re: Leader and Clerk Resources Release 2.5

Postby sbradshaw » Wed Apr 23, 2014 9:14 pm

TinMan wrote:But from what I can see, it only does date. Not time. What good is that if I have 10 interviews on Sunday?

Or if I have two on Wednesday, what time are they? It seems my exec secretary is still going to have to send me an email with the schedule on it.

And what about scheduling others not on the "action list?"

Sounds like some good feedback to send. I agree with all of these things...

russellhltn
Community Administrator
Posts: 20777
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Leader and Clerk Resources Release 2.5

Postby russellhltn » Wed Apr 23, 2014 10:03 pm

The problem is time won't help unless you turn this into a full-featured interview scheduling app - including the ability to add interviews on the fly as requested. Until it does that, you'll still have to track appointments somewhere else. And the cardinal rule on calendars is that you can have only one. You can't be recording some interviews here and other interviews on something else.

I see the date is simply a way to track that there is some follow-though. That the interview has been scheduled. (Or it has happened.)

Not that the suggestions are a bad thing, but it is taking a much bigger leap than simply recording time.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

artoo00
New Member
Posts: 5
Joined: Sun Sep 23, 2012 7:43 am

Re: Leader and Clerk Resources Release 2.5

Postby artoo00 » Thu Apr 24, 2014 11:34 am

I believe Russell is right. The date is not meant to be a scheduler. It is more like a check-list to make sure that those on the Action and Interview List have been taken care of.

If you'd like to schedule appointments through lds.org tools, you can create a private calendar (see https://www.lds.org/callings/melchizedek-priesthood/records-and-technology-support/calendar/creating-calendars?lang=eng). With a private calendar, your Executive Secretary doesn't need to send you emails with an interview schedule anymore. Additionally, you can add appointments without worrying about whether he has already scheduled that time or not. Subscribing to this calendar will put it on the "Leader Resources" page as well.

TinMan
Member
Posts: 472
Joined: Mon Dec 15, 2008 8:08 am
Location: Bountiful, UT, USA

Re: Leader and Clerk Resources Release 2.5

Postby TinMan » Thu Apr 24, 2014 12:16 pm

Thank you. So just to be clear.
I set up a "private Calendar."
either me or my exec secretary schedule appointments on the calendar.
Then I go to the "action and interview" list and enter the date of the interview again.

Is that how it is designed to work?


Return to “Leader and Clerk Resources”

Who is online

Users browsing this forum: No registered users and 1 guest