Out of Unit Records

Discuss questions around local unit policies for membership (creating records, transferring records, etc.) This forum should not contain specific financial or membership information.
gbryank
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Joined: Mon Dec 19, 2016 2:55 pm

Out of Unit Records

Postby gbryank » Mon Dec 19, 2016 3:00 pm

I am trying to figure out how I can pull someone's records who will be in our ward for several months so that we can give them a calling. Can they keep their record in their home ward and be in our ward too? We would like them to be able to access our ward on LDS Tools.

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Biggles
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Re: Out of Unit Records

Postby Biggles » Mon Dec 19, 2016 3:12 pm

They could brought in to the ward as an Out of Unit member, then given a calling. They would certainly be able to access the Directory, but what other access they would have I'm not sure.

You will need their Full Name and MRN, to request a limited version of their record. Use the Manage Out of Unit option, under Membership, in LCR.

russellhltn
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Re: Out of Unit Records

Postby russellhltn » Mon Dec 19, 2016 4:10 pm

gbryank wrote:I am trying to figure out how I can pull someone's records who will be in our ward for several months so that we can give them a calling. Can they keep their record in their home ward and be in our ward too? We would like them to be able to access our ward on LDS Tools.

A couple of issues: First, you say "several months". Handbook 1: 13.6.4, third paragraph could come into play.

Second factor is that Handbook 1:13.6, forth paragraph indicates that records have to be checked before issuing a calling. I'm not 100% sure that a out-of-unit record would satisfy that requirement. But I can't see why a phone call to the current ward wouldn't cover that base.

Last, keep in mind that as out out-of-unit member, they won't be able it HT/VT or even be assigned teachers.

I'd suggest it might be best to let the two bishops confer as to the best way to serve the member.
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