Member Records Move Automatically after Boundary Change?

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iwatanoiwa
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Member Records Move Automatically after Boundary Change?

Postby iwatanoiwa » Sun Feb 21, 2016 4:00 pm

Question: when a ward boundary change occurs, do the records move automatically or does a clerk have to push or pull the records manually?

eblood66
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Location: Cumming, GA, USA

Re: Member Records Move Automatically after Boundary Change?

Postby eblood66 » Sun Feb 21, 2016 5:34 pm

A clerk in the ward with the records has to move them to the new ward. There is a special boundary realignment function in LCR which can be used to move all the households in a single operation.

russellhltn
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Re: Member Records Move Automatically after Boundary Change?

Postby russellhltn » Sun Feb 21, 2016 5:59 pm

eblood66 wrote:There is a special boundary realignment function in LCR which can be used to move all the households in a single operation.

This tool preserves the address and other contact information that would normally be lost or have to be re-entered when doing a normal move.

The worst thing that could be done is do a normal move out to the new ward leaving the address blank. The receiving ward gets a bunch of records with no addresses.
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iwatanoiwa
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Re: Member Records Move Automatically after Boundary Change?

Postby iwatanoiwa » Sun Feb 21, 2016 8:39 pm

Can you tell me the menu where the boundary realignment tool is under?

scgallafent
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Re: Member Records Move Automatically after Boundary Change?

Postby scgallafent » Mon Feb 22, 2016 9:47 am

iwatanoiwa wrote:Can you tell me the menu where the boundary realignment tool is under?

Membership > Records > Move Records after Boundary Realignment

The changes have to be made by a ward clerk. You will need to work with your ward clerks to make the changes.

falcon771
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Re: Member Records Move Automatically after Boundary Change?

Postby falcon771 » Wed Mar 09, 2016 9:38 am

scgallafent wrote:The changes have to be made by a ward clerk. You will need to work with your ward clerks to make the changes.


Does it have to be a ward clerk, or can an assistant do it, or even a member of a bishopric?

I have a very unresponsive ward clerk and the new ward in anxious to get moving.

scgallafent
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Re: Member Records Move Automatically after Boundary Change?

Postby scgallafent » Wed Mar 09, 2016 9:43 am

falcon771 wrote:
scgallafent wrote:The changes have to be made by a ward clerk. You will need to work with your ward clerks to make the changes.


Does it have to be a ward clerk, or can an assistant do it, or even a member of a bishopric?

I have a very unresponsive ward clerk and the new ward in anxious to get moving.

It has to be someone who can move records: Bishop, Ward Clerk, Ward Assistant Clerk, or Ward Assistant Clerk--Membership.

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johnshaw
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Re: Member Records Move Automatically after Boundary Change?

Postby johnshaw » Thu Mar 10, 2016 12:03 pm

This is a process I always micro-managed as a Stake Clerk.. as well as Budget, Ward Missionary, and other Accounts.... sue me, it got done!
“A long habit of not thinking a thing wrong, gives it a superficial appearance of being right, and raises at first a formidable outcry in defense of custom.”
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falcon771
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Re: Member Records Move Automatically after Boundary Change?

Postby falcon771 » Thu Mar 10, 2016 12:13 pm

johnshaw wrote:This is a process I always micro-managed as a Stake Clerk.. as well as Budget, Ward Missionary, and other Accounts.... sue me, it got done!


Nothing wrong with that. When you have unresponsive ward clerks, and new bishops who don't really know what to do, it can be frustrating.


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