Out-of-Unit Records must "match" IOS?
Posted: Wed Jun 06, 2012 8:48 pm
Hello,
Local Unit Support gave me a virtual 'blank stare' when I asked about this, so maybe somebody here can point me to someone that knows the answer.
I'm in a YSA Stake, so nearly all of our leadership positions are filled with out of unit members. The handbook explains that all the members of our stake presidency, bishoprics, high councilors, etc, should generally leave their records in their home wards. Then, an out-of-unit record is created and attached to the appropriate calling (like high councilor, or 1st counselor in a Bishopric, etc).
However, when it comes to getting permissions for accessing the online tools, the out-of-unit record must "match" the information on the member's IOS.
My question, what must match? Which fields on the out-of-unit record are checked against the fields of their membership records?
The "word" is that "everything" must match, which is a nice standard cop-out answer. There are several leaders who have access to the online tools, and who have children listed on their IOS, but their children were not included in their out-of-unit record. So, it seems, that only certain fields are checked. Which fields?
Baptism, and ordinance dates? Does it check who performed the ordinances? Does it check the MRN of the person who performed the ordinances? Does the address count? What about the phone number? The email address? Does it check contact info on just the individual record, or the household information as well? Does it check the "preferred name"? Does it check the endowment or sealing dates? What about the temple where ordinances were performed - does it check those?
I'm pretty sure it checks the MRN, Name, and something to do with the priesthood ordination. Beyond that, what's required?
There's a *lot* of information on an IOS. It's hard to believe that they would take the processing time to compare every single field. Multiply that across 57 positions, and there's a *lot* of information I have to double check to ensure all of the leaders receive the appropriate permissions online.
The first response I expect to get is: "the devs don't hang out in this forum". Fine. Would someone point me to who might know? Private Messages are fine.
Thanks is such a trite word, it does not express the extent of the gratitude I have for whoever helps me figure this out. I prefer the Portuguese word: Obrigado. It is more than just Thanks, or Thank You, it is a heart felt expression of deep gratitude, similar in magnitude to the English word "obligated". So, Obrigado! Obrigado for your help in helping me to do my calling and get this figured out for all the priesthood leaders I'm supposed to serve and train in my YSA stake.
Background: What I'll do with this information
Once I get this information, I'll finish putting together the training documents for out-of-unit records in a YSA Unit. I'll share those with the LDSTech community. I'll have something to give the leaders explaining what an out-of-unit record is, and why they still have to go to their home ward to change information on their church record, etc. I'll have something for the Ward and Stake clerks explaining the ins and outs of adding leaders so that they get access to the tools they need on the first try. I'll have another document for our stake president (or the members) to share with the Bishoprics of home wards/stakes explaining that they still give temple recommend interviews to those serving in the YSA stake, and their record really is in the home ward, so we have to have the home ward bishoprics approve their directory photos (and an explanation of what the directory is, because so many home ward Bishoprics aren't using it yet, but we are, and we depend on their help). So, you see, there's a lot of training I'm trying to figure out how to provide, and giving a standard "everything on IOS" response has not been effective. I need to be more precise, and more all-encompassing, with my instructions.
PS I put this in the MLS forum, because I figured there's more of a chance of finding someone who knows where to send me. If no one responds, I guess this should be in one of the LDS.org related forums.
Local Unit Support gave me a virtual 'blank stare' when I asked about this, so maybe somebody here can point me to someone that knows the answer.
I'm in a YSA Stake, so nearly all of our leadership positions are filled with out of unit members. The handbook explains that all the members of our stake presidency, bishoprics, high councilors, etc, should generally leave their records in their home wards. Then, an out-of-unit record is created and attached to the appropriate calling (like high councilor, or 1st counselor in a Bishopric, etc).
However, when it comes to getting permissions for accessing the online tools, the out-of-unit record must "match" the information on the member's IOS.
My question, what must match? Which fields on the out-of-unit record are checked against the fields of their membership records?
The "word" is that "everything" must match, which is a nice standard cop-out answer. There are several leaders who have access to the online tools, and who have children listed on their IOS, but their children were not included in their out-of-unit record. So, it seems, that only certain fields are checked. Which fields?
Baptism, and ordinance dates? Does it check who performed the ordinances? Does it check the MRN of the person who performed the ordinances? Does the address count? What about the phone number? The email address? Does it check contact info on just the individual record, or the household information as well? Does it check the "preferred name"? Does it check the endowment or sealing dates? What about the temple where ordinances were performed - does it check those?
I'm pretty sure it checks the MRN, Name, and something to do with the priesthood ordination. Beyond that, what's required?
There's a *lot* of information on an IOS. It's hard to believe that they would take the processing time to compare every single field. Multiply that across 57 positions, and there's a *lot* of information I have to double check to ensure all of the leaders receive the appropriate permissions online.
The first response I expect to get is: "the devs don't hang out in this forum". Fine. Would someone point me to who might know? Private Messages are fine.
Thanks is such a trite word, it does not express the extent of the gratitude I have for whoever helps me figure this out. I prefer the Portuguese word: Obrigado. It is more than just Thanks, or Thank You, it is a heart felt expression of deep gratitude, similar in magnitude to the English word "obligated". So, Obrigado! Obrigado for your help in helping me to do my calling and get this figured out for all the priesthood leaders I'm supposed to serve and train in my YSA stake.
Background: What I'll do with this information
Once I get this information, I'll finish putting together the training documents for out-of-unit records in a YSA Unit. I'll share those with the LDSTech community. I'll have something to give the leaders explaining what an out-of-unit record is, and why they still have to go to their home ward to change information on their church record, etc. I'll have something for the Ward and Stake clerks explaining the ins and outs of adding leaders so that they get access to the tools they need on the first try. I'll have another document for our stake president (or the members) to share with the Bishoprics of home wards/stakes explaining that they still give temple recommend interviews to those serving in the YSA stake, and their record really is in the home ward, so we have to have the home ward bishoprics approve their directory photos (and an explanation of what the directory is, because so many home ward Bishoprics aren't using it yet, but we are, and we depend on their help). So, you see, there's a lot of training I'm trying to figure out how to provide, and giving a standard "everything on IOS" response has not been effective. I need to be more precise, and more all-encompassing, with my instructions.
PS I put this in the MLS forum, because I figured there's more of a chance of finding someone who knows where to send me. If no one responds, I guess this should be in one of the LDS.org related forums.