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Easy move outs and custom callings

Posted: Fri Aug 16, 2013 6:29 am
by Stillglade
Just starting as a Ward Assistant Clerk and have some feedback for the tools:

When moving records out it forces a new address or listed as unknown, but there is also the situation where the already recorded address is out of ward boundaries but the record is just now being moved out. This could be detected to provide a third option without needing to copy paste back in the already existing address.

We had an issue where we had a few custom positions that were duplicates of existing official callings (probably due to the previous clerk not finding the official ones). Some ideas related would be:

- Check name of custom position to see if it is similar to official position and warn the user at the time the custom position is created
- Auto remove or ask to remove when a custom position no longer has someone assigned
- Also I noticed it would let me remove the custom position even if someone was assigned still to the position. It seems like there should be a check there to force the user to first remove any assigned individuals from the custom calling before allowing the custom calling itself to be removed rather than silently deleting the other data.

Ben

Re: Easy move outs and custom callings

Posted: Fri Aug 16, 2013 8:42 am
by jwtaber
For the easy move-outs, set it up as a boundary change. That way everything stays intact but the unit changes.

I know at the stake level there is a way to go through the custom positions and find standard names for them. I'm just not sure where it is in MLS.

Re: Easy move outs and custom callings

Posted: Fri Aug 16, 2013 9:39 am
by jonesrk
jwtaber wrote:I know at the stake level there is a way to go through the custom positions and find standard names for them. I'm just not sure where it is in MLS.
Organizations | Reports/Tools | Custom Positions Review
That will help you convert any custom positions to standard positions

Re: Easy move outs and custom callings

Posted: Fri Aug 16, 2013 11:20 am
by russellhltn
JonesRK wrote:
jwtaber wrote:I know at the stake level there is a way to go through the custom positions and find standard names for them. I'm just not sure where it is in MLS.
Organizations | Reports/Tools | Custom Positions Review
That will help you convert any custom positions to standard positions
However, I think you have to be a MLS admin to use it.