Recognizing new member records in ward...

Use this forum to discuss issues that are not found in any of the other clerk and stake technology specialist forums.
Post Reply
cboshdave
New Member
Posts: 16
Joined: Tue Jul 15, 2014 7:08 pm

Recognizing new member records in ward...

#1

Post by cboshdave »

Given the new environment of technology with the web based interface, it seems to me that records can basically appear in our ward almost without notice. If the member does not attend church for some reason, we may not notice the new member. Unlike before when we had to receive the record and choose print or not print the information.
My question is, is there a way to "see" or notice new records? A report of members sorted by incoming date would be interesting and I believe useful for a new bishopric or a new clerk. Does anything like this exist?
Are there other ways to notice a new record in the ward?
nmecantwin73
Member
Posts: 213
Joined: Thu Oct 11, 2007 9:36 am
Location: Utah

Re: Recognizing new member records in ward...

#2

Post by nmecantwin73 »

There are reports in LCR that show both Members Moved In and Members Moved Out.
scgallafent
Church Employee
Church Employee
Posts: 3025
Joined: Mon Feb 09, 2009 4:55 pm
Location: Riverton, Utah

Re: Recognizing new member records in ward...

#3

Post by scgallafent »

cboshdave wrote:A report of members sorted by incoming date would be interesting and I believe useful for a new bishopric or a new clerk. Does anything like this exist?
Yes. In LCR, choose Reports > Members Moved In. By default, the report is sorted by date with the most recent records first.
cboshdave
New Member
Posts: 16
Joined: Tue Jul 15, 2014 7:08 pm

Re: Recognizing new member records in ward...

#4

Post by cboshdave »

Awesome. Thanks. I missed that.
User avatar
johnshaw
Senior Member
Posts: 2273
Joined: Fri Jan 19, 2007 1:55 pm
Location: Syracuse, UT

Re: Recognizing new member records in ward...

#5

Post by johnshaw »

I found that even in the old days, a bishopric member, a financial clerk could do the send/receive and we didn't always catch this. I've trained and taught clerks for over a decade to use that report rather than catching them as they came in.
“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.”
― Thomas Paine, Common Sense
drepouille
Senior Member
Posts: 2859
Joined: Sun Jul 01, 2007 6:06 pm
Location: Plattsmouth, NE

Re: Recognizing new member records in ward...

#6

Post by drepouille »

I agree. I have trained my new finance clerk to cancel the printing of all membership records as they come in. I usually print the Members Moved In report each week for the PEC and ward council meetings.
Dana Repouille, Plattsmouth, Nebraska
russellhltn
Community Administrator
Posts: 34417
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Recognizing new member records in ward...

#7

Post by russellhltn »

drepouille wrote:I agree. I have trained my new finance clerk to cancel the printing of all membership records as they come in. I usually print the Members Moved In report each week for the PEC and ward council meetings.
Unless something has changed, printing the record is one of the few places you'll discover if someone has an annotation on their record. Typically annotations indicate that someone may be a danger to other members, such as a record of being a predator. If you're not printing the records, I'd suggest the ward clerk (I'm not sure if the assistants can see this) does some kind of test to see if anyone new has an annotation on their record.

Failure to check could place someone in danger.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
drepouille
Senior Member
Posts: 2859
Joined: Sun Jul 01, 2007 6:06 pm
Location: Plattsmouth, NE

Re: Recognizing new member records in ward...

#8

Post by drepouille »

I think the Confidential Member Information Report provides that information.
Dana Repouille, Plattsmouth, Nebraska
scgallafent
Church Employee
Church Employee
Posts: 3025
Joined: Mon Feb 09, 2009 4:55 pm
Location: Riverton, Utah

Re: Recognizing new member records in ward...

#9

Post by scgallafent »

russellhltn wrote:If you're not printing the records, I'd suggest the ward clerk (I'm not sure if the assistants can see this) does some kind of test to see if anyone new has an annotation on their record.
The bishop and ward clerk have access to the Confidential Member Information Report, which provides that information. There is also a flag that is visible to the bishop when he views a record that indicates he should check for confidential events along with some other less-frequent items (move restrictions, etc.).
Post Reply

Return to “General Clerk Discussions”