manage home/visiting teaching and callings on lds.org

[biggs1981]

We are having a similar problem. For every new or existing family that is not assigned a home teacher and the head of household is a prospective elder or a non-member, the family is by default assigned to the high priests quorum. Only the high priests quorum leader can see that family; the family does not appear in the "unassigned home teachers" list for the elders quorum, and the elders quorum cannot enter in the home teaching assignment for that family. I understand that the elders quorum can coordinate with the high priests group leadership to enter in a home teaching assignment for the family that assigns members of the elders quorum to be the home teachers. But it is somewhat cumbersome. It would be helpful if there were a feature to allow me, as ward clerk, to change which quorum a family is assigned to so the proper priesthood leader can see that family on his list and make appropriate assignments.

[biggs1981]

It appears from my observations of LCR and comments on the forum that households for Elders and High Priests are separated so that the HPGL cannot see households assigned to Elders and the EQP cannot see households assigned to High Priests. How do we reassign a household to a different group when the need arises?

As long as the head of household is a member of either the EQ or HPG then a leader can select the household to be moved and click the "Move to" button and then select the new organization from the dropdown list. For example, the HPG has a household with a prospective elder as the HoH. If this household needs to be in the EQ then the HPG must move the household to the EQ.

I am the ward clerk, and I am attempting to move the prospective elders (who in our ward are assigned to the HPG) to the EQ for home teaching assignments. I tried to use the above method, but I cannot find where the "Move to" button is referred to above. From the individual member profile I have assigned each of the prospective elders to the EQ as their assigned priesthood quorum. However, these brethren and their families continue to appear on the HPG list of unassigned households, not the EQ list. Am I missing something?

[jdlessley]

It appears from my observations of LCR and comments on the forum that households for Elders and High Priests are separated so that the HPGL cannot see households assigned to Elders and the EQP cannot see households assigned to High Priests. How do we reassign a household to a different group when the need arises?

As long as the head of household is a member of either the EQ or HPG then a leader can select the household to be moved and click the "Move to" button and then select the new organization from the dropdown list. For example, the HPG has a household with a prospective elder as the HoH. If this household needs to be in the EQ then the HPG must move the household to the EQ.

I am the ward clerk, and I am attempting to move the prospective elders (who in our ward are assigned to the HPG) to the EQ for home teaching assignments.

My post must have been confusing. For that I apologize.

The move I mentioned above was to move the brother to be a member of the Elders Quorum. Making a prospective elder a member of the EQ does not make the prospective elder available in the list of unassigned members to be home taught.

To have a household taught by an EQ companionship that by default is on the HPG unassigned list (unassigned prospective elder or single sister) must be manually entered or typed in. The names on the HPG list of unassigned will not show in the list of unassigned households for the EQ even though the head of household has been assigned as a member of the EQ.

When manually typing in the name make sure you have the correct spelling of the name. I begin by typing in the last name and then wait for the system to come up with the list of of heads of household that match that last name. I then select from those provided. You could type in the complete name provided it is entered exactly as it is in the membership record. The preferred name as it appears in the Directory is also acceptable.

[jonesrk]

Is it possible for a RS president to view the ward's home teaching assignments? And vice versa? Our EQ pres and I both regularly check the other organization's assignments to make sure we're providing the best possible watchcare for the members in our ward. Sometimes it helps to have the VTs in contact with the HTs to figure out how to contact a certain teachee or to update the HTs on a situation of a sister that the VTs are more in tune with.

If you are looking for the the home teachers for a specific family you can see that on the member profile page (that's the page you get to when you search on a member or click on their name is lists).

[adoga]

I have asked if there will be any training materials for using Home and visiting teaching on LCR. The response was 'No' as they felt it was intuitive and didn't need anything.

I am wondering if this decision might be revised based on the number of posts regarding this topic and possibly feedback they will have received since it went live.

As Stake Membership Clerk, I'd love to see the menus too. I'm being asked by the Stake presidency to do training, even if it is simple, but cannot without being able to even see what is there. I vote for access to a wiki page or a simple PDF at the minimum. Any of you ward clerks out there want to make one for us lowly stake clerks?

[jdlessley]

I vote for access to a wiki page or a simple PDF at the minimum. Any of you ward clerks out there want to make one for us lowly stake clerks?

What a ward clerk sees and has access to is more than what an EQ presidency or HPG leadership member can see or has access to. For example the biggest headache for the quorum leaders is the unassigned households list. A clerk can select the EQ unassigned list, the HP unassigned list, or both ("All" in the drop-down menu) while the quorum leaders can only view the unassigned list for their own quorum. Therefore a document created by a clerk to show how to manage HT is managed in LCR would be close but not accurate because of the differences in access rights.

As a side note: I don't agree with the comment that the HT/VT management screens are intuitive. From my experience in training YSA EQ & RS leaders, who are quite technology proficient, there are some issues that need explaining. The management of unassigned households is the most non-intuitive for the quorum leaders. It is not so problematic for the Relief Society. There is also the issue of out of unit leaders not being available for HT companionships in the system. This is not intuitive and needs to be explained. There are a number of other non-intuitive issues that have been discussed in the Forum.

[mdvankan]

In which drop down menu can you select "All"? My drop down menu only has entries for HPG, EQ, and RS.

[mdvankan]

In which drop down menu can you select "All"? My drop down menu only has entries for HPG, EQ, and RS.

Answered my own question. I was on the wrong tab. The "All" selection shows up on the "Companionship" tab, then "Edit" a Companionship, then "Add new assignment", then in the "Search" drop down menu there is a second drop down menu which has the choices "All", "Elders", and "High Priests".

[jonijensen]

Hi - I was recently called as a visiting teaching supervisor. I can see all the visiting teaching districts and assignments for the whole Relief Society. I had one of my district leaders log into her lds.org account to see if she could see the information for her district and it doesn't appear that she can. Also, it doesn't look like an individual visiting teacher can see her assignment on lds.org. Will this be added in the near term? It make updating the district leaders and VTs very manual and time consuming. Any thoughts or suggestions for automating the process? Thanks, jonijensen@hotmail.com.

[russellhltn]

I had one of my district leaders log into her lds.org account to see if she could see the information for her district and it doesn't appear that she can.

She may not be properly set up as a supervisor. That involves giving her the calling as well as setting her as the supervisor of a district. You may be able to set the latter, but not the former.

Also, it doesn't look like an individual visiting teacher can see her assignment on lds.org. Will this be added in the near term?

We haven't heard, but I wouldn't bet on it. We do know that self-reporting will NOT happen. I suspect the idea is to encourage the teachers to talk to their leaders instead of just checking boxes on a computer. By extension, not allowing them to see assignments encourages them to talk to their leaders as well.