Quarterly report modifications
Posted: Fri Dec 20, 2013 9:58 am
Can ward clerks modify quarterly report information after the quarter has expired?
Community Discussion of Church Technology
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https://tech.churchofjesuschrist.org/forum/viewtopic.php?t=18090
During the quarter, any change made to the report will update the report, but I do not believe that is possible after the end of the quarter, because a new quarterly report baseline loads at that point.mjscott2 wrote:Can ward clerks modify quarterly report information after the quarter has expired?
Actually, I once updated a Quarterly Report that was a year old, because I noticed it was missing the High Priest's portion of the Home Teaching report. Any way, the new numbers displayed the last time I checked.lajackson wrote:During the quarter, any change made to the report will update the report, but I do not believe that is possible after the end of the quarter, because a new quarterly report baseline loads at that point.mjscott2 wrote:Can ward clerks modify quarterly report information after the quarter has expired?
I believe the previous "quarter has expired" the first day of the new quarter, but you have until the 15th day of that next month to finish entering data for last quarter and "submit" an on-time report. Now, if you have submitted it before the 15th, can you change the data? Or after the 15th of the month can you change the data? Or after the budget allotment has been made to your ward can you change the data? I believe it is possible to change the data after submission, but have not tracked a case of doing so.mjscott2 wrote:Can ward clerks modify quarterly report information after the quarter has expired?
The answer to your first two questions is easy -- you can certainly change the quarterly report data anytime during the reporting quarter (for example, clerks could submit the Q4 2013 report beginning on 1 Jan 2014, and can submit updated information as often as needed up to 31 Mar 2014). Once the reporting quarter has expired, the budget allocation is calculated on the quarterly report as it exists at that date; no further changes will affect that allocation.kisaac wrote:I believe the previous "quarter has expired" the first day of the new quarter, but you have until the 15th day of that next month to finish entering data for last quarter and "submit" an on-time report. Now, if you have submitted it before the 15th, can you change the data? Or after the 15th of the month can you change the data? Or after the budget allotment has been made to your ward can you change the data? I believe it is possible to change the data after submission, but have not tracked a case of doing so.mjscott2 wrote:Can ward clerks modify quarterly report information after the quarter has expired?
Actually, I think that participation reports collected monthly is a better system for our local leaders to help them minister. However, I can see how confusion could exist if a new clerk was told "just send in the same information as the quarterly report but do it each month."camcphie wrote:Our Stake wants monthly reports with the same data as in the Quarterly report.
Yes. Go back to a paper form, designed by the stake, and with a title and reporting instructions that make it obvious it is NOT the quarterly report.camcphie wrote:Any recommendations on a tool to support doing the monthly reports without altering the actual Quarterly report?