Tracking completed interviews

Discuss questions around local unit policies for membership (creating records, transferring records, etc.) This forum should not contain specific financial or membership information.
dheilner
New Member
Posts: 24
Joined: Tue Sep 04, 2012 7:39 pm

Tracking completed interviews

Postby dheilner » Sat Jun 22, 2013 12:11 pm

A branch president in our stake was recently called and is now trying to hold interviews with most of the branch (YSA branch). The question I have is, does anyone have a good method for tracking completed interviews?

The branch ex. secretary asked if somehow completed interviews could be tracked on Leader and Clerk Resources or in MLS. I can't think of a page in MLS that would be applicable. I think the "Action and Interview List" in Leader Resources is for children approaching baptism age, unbaptized members, overdue Aaronic priesthood ordinations, young men approaching mission age, men who have not served a mission, and potential missionary couples, all automatically populated. Maybe is there something in Member Focus, or is that just upcoming scheduled interviews, not a way to track completed interviews?

Thanks very much

jonesrk
Church Employee
Church Employee
Posts: 1454
Joined: Tue Jun 30, 2009 7:12 am
Location: Farmington, UT, USA

Re: Tracking completed interviews

Postby jonesrk » Sat Jun 22, 2013 12:39 pm

Custom fields in MLS or a simple spreadsheet might be the easiest.
Ryan Jones
CDOL Developer
Stake Technology Specialist - Software / Stake Assistant Clerk
Former Ward Clerk

Gary_Miller
Senior Member
Posts: 1218
Joined: Thu Dec 08, 2011 10:42 am
Location: Emmett, Idaho

Re: Tracking completed interviews

Postby Gary_Miller » Sat Jun 22, 2013 12:49 pm

Hows about a check off on a hard copy of the ward directory. Everything does not need to be done electronically.

dannykos
Member
Posts: 295
Joined: Wed Oct 15, 2008 1:26 am
Location: UK, East Grinstead

Re: Tracking completed interviews

Postby dannykos » Sun Jun 23, 2013 12:58 pm

Add them all on the 'Member Focus' page - and then remove the as the interviews are completed.

Gary_Miller
Senior Member
Posts: 1218
Joined: Thu Dec 08, 2011 10:42 am
Location: Emmett, Idaho

Re: Tracking completed interviews

Postby Gary_Miller » Sun Jun 23, 2013 1:19 pm

dannykos wrote:Add them all on the 'Member Focus' page

What is the 'Member Focus' page and where does one go to find it?

dannykos
Member
Posts: 295
Joined: Wed Oct 15, 2008 1:26 am
Location: UK, East Grinstead

Re: Tracking completed interviews

Postby dannykos » Sun Jun 23, 2013 1:37 pm

It is/was on the leader resources section of lds online tools.

I'm no longer serving as bishop so I can't confirm if its still there.

eblood66
Senior Member
Posts: 2028
Joined: Mon Sep 24, 2007 8:17 am
Location: Cumming, GA, USA

Re: Tracking completed interviews

Postby eblood66 » Sun Jun 23, 2013 1:37 pm

Gary_Miller wrote:
dannykos wrote:Add them all on the 'Member Focus' page

What is the 'Member Focus' page and where does one go to find it?

It's on the Applications menu of the Leader Resources site but it's only available to bishops and executive secretaries.

Gary_Miller
Senior Member
Posts: 1218
Joined: Thu Dec 08, 2011 10:42 am
Location: Emmett, Idaho

Re: Tracking completed interviews

Postby Gary_Miller » Sun Jun 23, 2013 1:40 pm

OK, Thanks.


Return to “Membership Help”

Who is online

Users browsing this forum: No registered users and 1 guest