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Tracking completed interviews

Posted: Sat Jun 22, 2013 1:11 pm
by dheilner
A branch president in our stake was recently called and is now trying to hold interviews with most of the branch (YSA branch). The question I have is, does anyone have a good method for tracking completed interviews?

The branch ex. secretary asked if somehow completed interviews could be tracked on Leader and Clerk Resources or in MLS. I can't think of a page in MLS that would be applicable. I think the "Action and Interview List" in Leader Resources is for children approaching baptism age, unbaptized members, overdue Aaronic priesthood ordinations, young men approaching mission age, men who have not served a mission, and potential missionary couples, all automatically populated. Maybe is there something in Member Focus, or is that just upcoming scheduled interviews, not a way to track completed interviews?

Thanks very much

Re: Tracking completed interviews

Posted: Sat Jun 22, 2013 1:39 pm
by jonesrk
Custom fields in MLS or a simple spreadsheet might be the easiest.

Re: Tracking completed interviews

Posted: Sat Jun 22, 2013 1:49 pm
by Gary_Miller
Hows about a check off on a hard copy of the ward directory. Everything does not need to be done electronically.

Re: Tracking completed interviews

Posted: Sun Jun 23, 2013 1:58 pm
by dannykos
Add them all on the 'Member Focus' page - and then remove the as the interviews are completed.

Re: Tracking completed interviews

Posted: Sun Jun 23, 2013 2:19 pm
by Gary_Miller
dannykos wrote:Add them all on the 'Member Focus' page
What is the 'Member Focus' page and where does one go to find it?

Re: Tracking completed interviews

Posted: Sun Jun 23, 2013 2:37 pm
by dannykos
It is/was on the leader resources section of lds online tools.

I'm no longer serving as bishop so I can't confirm if its still there.

Re: Tracking completed interviews

Posted: Sun Jun 23, 2013 2:37 pm
by eblood66
Gary_Miller wrote:
dannykos wrote:Add them all on the 'Member Focus' page
What is the 'Member Focus' page and where does one go to find it?
It's on the Applications menu of the Leader Resources site but it's only available to bishops and executive secretaries.

Re: Tracking completed interviews

Posted: Sun Jun 23, 2013 2:40 pm
by Gary_Miller
OK, Thanks.