Request for notes field and who pulled record
Posted: Wed Aug 23, 2017 1:43 pm
We have had cases in our ward lately where the bishop indicated we should pull a record into our ward, and then a few days (or within a week) that record is pulled back to the originating ward (minor child, divorced parents, custody, etc.). We have also had times where we have sent a YSA record to a ward, as we verified that is where the individual is living, just to have it sent back to us. We sent it a second time to the apartment address (YSA ward) and it was again sent back to us within a week or two. Finally, on the 3rd try, it "stuck" and did not "bounce back" to our ward.
For these reasons and for simplicity and better communication it would be GREAT to have a "notes" field that can be filled out by the person requesting or sending the records. Something simple, where I can put something like "verified with Mother that this young sister has moved to apartment on college campus and will be attending YSA ward" or "this boy has been living with her grandmother but due to custody will now be living with her father in our ward. The bishop spoke to the boy as well as the bishop in her former ward and father and all agree that her record should reside in our ward."
Finally, when listing the former ward that the record resided in or when listing the date the record was moved in or out it would be great to see WHO moved that such as "moved (in/out) by John Jones who's calling is Ward Clerk of the Zion Ward". This would aid in preventing the bouncing back and forth from ward to ward.
OK, so one more future enhancement: Maybe flagging a record that has been moved a lot recently? As a software tester, I always thought it would be 'fun' (my definition of fun is skewed here) to have me sit at my computer terminal in the clerks office and the clerk of the other ward sit at his terminal and transfer my record (or my wife's?) back and forth between the two wards continuously and see if a flag or warning was issued after it went back-and-forth between the wards a couple of dozen times in a matter of minutes?
For these reasons and for simplicity and better communication it would be GREAT to have a "notes" field that can be filled out by the person requesting or sending the records. Something simple, where I can put something like "verified with Mother that this young sister has moved to apartment on college campus and will be attending YSA ward" or "this boy has been living with her grandmother but due to custody will now be living with her father in our ward. The bishop spoke to the boy as well as the bishop in her former ward and father and all agree that her record should reside in our ward."
Finally, when listing the former ward that the record resided in or when listing the date the record was moved in or out it would be great to see WHO moved that such as "moved (in/out) by John Jones who's calling is Ward Clerk of the Zion Ward". This would aid in preventing the bouncing back and forth from ward to ward.
OK, so one more future enhancement: Maybe flagging a record that has been moved a lot recently? As a software tester, I always thought it would be 'fun' (my definition of fun is skewed here) to have me sit at my computer terminal in the clerks office and the clerk of the other ward sit at his terminal and transfer my record (or my wife's?) back and forth between the two wards continuously and see if a flag or warning was issued after it went back-and-forth between the wards a couple of dozen times in a matter of minutes?