Spreadsheet for tracking Membership Changes? (Google Doc or Excel?)

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adoga
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Spreadsheet for tracking Membership Changes? (Google Doc or Excel?)

Postby adoga » Fri Apr 13, 2012 11:22 am

I am realizing fast that my calling as assistant clerk--membership is too difficult to keep up with if I don't log what I'm asked to do. I need something to track the changes in the membership records and I am a fan of both Excel and Google Docs.

Does anyone have a Google Doc or an Excel spreadsheet that they wouldn't mind sharing that helps them track at least the following?

  1. Callings (Releases/New Callings)
  2. Moves (In/Out)
  3. New Ordinations & Certificates
  4. Other Membership Record Update Requests (Name Changes, address Updates, etc.)


I'm aware that we have to be careful with what we post online. I'd like something that only tracks the basic info above, not the person's contact info. I can even use a first name last initial if needed or just use it all offline with Excel.

Anything you want to share is greatly appreciated!

ctbarrett
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Postby ctbarrett » Sat Apr 14, 2012 10:17 pm

Here's what we use and find it very helpful. I saved it as an .xls, but we use it in google docs (spreadsheet). This way all the bishopric can work on it from wherever they are. It has helped tremendously in keeping track of things. I'm the ward clerk and had to come up with a better idea because we were losing track of callings and releases. This works really well.
Copy of Clark%27s Creek Calling Form.xls
(12 KiB) Downloaded 891 times


adoga wrote:I am realizing fast that my calling as assistant clerk--membership is too difficult to keep up with if I don't log what I'm asked to do. I need something to track the changes in the membership records and I am a fan of both Excel and Google Docs.

Does anyone have a Google Doc or an Excel spreadsheet that they wouldn't mind sharing that helps them track at least the following?

  1. Callings (Releases/New Callings)
  2. Moves (In/Out)
  3. New Ordinations & Certificates
  4. Other Membership Record Update Requests (Name Changes, address Updates, etc.)

I'm aware that we have to be careful with what we post online. I'd like something that only tracks the basic info above, not the person's contact info. I can even use a first name last initial if needed or just use it all offline with Excel.

Anything you want to share is greatly appreciated!

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rbeede
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Postby rbeede » Sun Apr 15, 2012 9:29 am

Move In/Out are available in MLS as a report for you.

Move In are also available in the online version of MLS.

dwsmith2
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Location: Provo, Utah, United States

Postby dwsmith2 » Sun Apr 15, 2012 4:34 pm

I've attached an abbreviated example of the Google doc (in Excel form) we use for tracking callings.
Ward_Callings.xls
(18.5 KiB) Downloaded 578 times


It's already been mentioned that Move Ins is available fromLeader and Clerk Resources.

As far as membership record update requests, I find it easiest to print out an IOS, have the member mark the changes, put it in my folder of "To Do" stuff, then make the change the next time I'm at the computer (or online for contact information).

For new ordinations and certificates, I don't have any ideas.

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rbeede
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Postby rbeede » Sun Apr 15, 2012 7:12 pm

For ordinations that need to be done the online MLS has a report you can use that will tell you recommended upcoming and past due ordinances.

As for tracking whether the certificate was issued you'll have to come up with your own. We usually just make note of when it was recorded in the computer and the certificate made on the ordinance form used before it is performed that you print out from MLS.

adoga
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Location: Kentucky, United States

Postby adoga » Mon Apr 16, 2012 8:51 am

Thanks everyone for sharing! this is all very helpful.

luisloayza
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Postby luisloayza » Tue Jun 19, 2012 1:39 pm

Hello! I am new at my calling (ward clerk) and new at this site. I was browsing around and found very useful ideas. Thanks everyone!

kisaac
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Postby kisaac » Wed Jun 20, 2012 12:21 am

I realize the thread is older, but may be of value to others still searching. Here is one I dug up from when I was clerk, and have posted it here before in a much older thread. I always hoped to add some programming to automate it more....

The premise is simple, using three categories where tracking is needed: ponder, act, finalize

I'd love to see a similar tool on LDS.org

callings tracking.xls
(17.5 KiB) Downloaded 541 times


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