Talent and Skills tracking for Wards?

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colingardner
New Member
Posts: 26
Joined: Fri Nov 11, 2011 8:10 am
Location: Buntiful,Utah,USA

Using Member Custom Field, as I did, makes all Custom Fields Custom Reports Available

#11

Post by colingardner »

Begin: a. Enlarge existing Talents and Interests(at Yearly
Tithing Settlement).
b. By survey, obtain a list of "Talents & Iterests" of Ward Members,then click on Custom & Interests.
c. Next Click on the "add" buttom at the top of
the screen.
d. "Add", one at a time, each "additional" Talent &
Interest from Ward List.

Then: Establish 4-6, or more, "Custom Fields", in box
provided. Select from the list shown below, with any
additions or modifications using the following steps.


Step 1: a. Go to System Options and Click on members
b. Next click on "Custom Fields"
c. Next will appear the "Add Custom Field" screen
d. Fill in the "name"and "description from the
following list, with any additions or
modifications as desired, using the
following steps:

Note: Make each title with only 1 capital letter
only, or the title may not be recognized by
the computer.

e. Select "string" for the ...date....or...string option

NAME DESCRIPTION

Sports ability String Like Tennis, Basketball, golf, etc
Music ability String Like Play/Teach violin,cello
sing, etc
Special training String Like Electronics, Barber, Nurse, Dr,
welder. CPR, etc
Food speciality String Home Made Ice Cream, cookies,
dutch oven cooking, etc
Heavy equipment String Back-hoe, tractor or dump truck
truck owner or operator,trailer,etc
Other String Cherry Picker, sizzer lift, fork- list operator/owner

Each of the above titles or NAMES will now become available to print in a MLS Custom Report.

Step 2: Add Talent/Interests "and" Custom fields for each member.

a. Click on "Membership Records", then click on "View and Update"
b. Click on "Custom Member Fields."
c. Select a Member, then select Talents and Interests, then click on "add".
d. Then select, from the list above, each talent or interest,
separately (one at a time).
e. Next select each of the Custom Fields (i.e. Sports ability, Music ability, Special training, etc) as needed and fill in the box what their sports ability, music ability, special training is forf each each Custom Field selected...by pressing OK. After filling this box,...press "SAVE".
f. Go to next individual.

Step 3: Prepare a "Custom Report to print a suitable report for review/editing, and then give to the Bishop or Council member requesting it.

a. Go to "Reports & Forms", then click on MORE.
b. Click on "Add" Report" on top right of screen
c. Then under the "Reports/Tools" column select "Custom Reports."
d. Under "Criteria" select age is greater than 18 years.
e. Under "Format" select: Preferred Name, Talents or Interests. Sports ability, Music ability, Special training, Food Speciality. Six columns of info is best. If more info is needed, make up an additional Custom Report.
colingardner
New Member
Posts: 26
Joined: Fri Nov 11, 2011 8:10 am
Location: Buntiful,Utah,USA

#12

Post by colingardner »

To add a talent or interest to any ward member it must be placed in the list provided. Go to the bottom of the page and look for "ADD". Click on this and then "add" new talents and interests,l as needed, so that everyone is "included" among this this list. There are "additional" categories of information, about ward members, which MLS permits to be "added". These are called Custom Fields. For our ward I have Chosen: (see procedure below to input Custom Fields to store "any" addition info about ward members for use by Priesthood Leaders and council members...as needed.
Sports ability, Music ability, Special tr
Procedure For Storing Talents & Custom Abilities &Training, etc.jpg
Procedure For Storing Talents & Custom Abilities &Training, etc.jpg (57.91 KiB) Viewed 2021 times
aining, Food specialty, Heavy equipment, Other. A "sample" of "real" collected data (at yearly tithing settlements times) is given below:
Potential Talents, Sample Page.jpg
(101.08 KiB) Downloaded 114 times
[/b]
kisaac
Community Moderators
Posts: 1184
Joined: Sun Oct 21, 2007 6:04 am
Location: Utah, united states

#13

Post by kisaac »

colingardner wrote:Enlarge existing Talents and Interests(at Yearly
Tithing Settlement).
Welcome to the forum! Your post represents a great deal of work...thanks for sharing your knowledge.
User avatar
dobrichelovek
Member
Posts: 98
Joined: Thu Oct 11, 2007 3:35 pm
Location: Utah, USA

Talent and Interest form updated with MLS categories.

#14

Post by dobrichelovek »

Survey.ods
(6.51 KiB) Downloaded 345 times
Survey.xls
(35 KiB) Downloaded 819 times
Here is a version of the Talent and Interest survey that I redid to include some things that we wanted on the form also. We included the items that are default in MLS but weren't on the original form. The original official church form that this is based on can be downloaded as a PDF from the online catalog.

Tithing settlement would be a great time to start collecting this information from members if you want to have it. I think in our ward we are planning on keeping the original forms in a binder in the clerk's or bishop's office and the data will also be entered into MLS for use in custom reports, which will be better if you want to find out who has a skill instead of what skills a certain individual has, for example.

I hope it is helpful for someone here.
srclosson
New Member
Posts: 2
Joined: Wed Aug 10, 2011 9:44 pm

#15

Post by srclosson »

Wow, thank-you everyone for your replies and ideas. I will need to digest some of the information here, and will also share what we eventually used when it's all said and done.
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