Who can view a member annotation?

Discuss questions around local unit policies for membership (creating records, transferring records, etc.) This forum should not contain specific financial or membership information.
Post Reply
Davo22
New Member
Posts: 2
Joined: Thu Jan 14, 2021 12:48 pm

Who can view a member annotation?

#1

Post by Davo22 »

It appears that only a Bishop or Stake President; not counselors, clerks, Elders Quorum Presidents or Executive Secretaries can see the red triangle (annotation) on a membership record. I can not see an entry for this function on the Access Table page. Is this correct?
lajackson
Community Moderators
Posts: 11460
Joined: Mon Mar 17, 2008 10:27 pm
Location: US

Re: Who can view a member annotation?

#2

Post by lajackson »

I do not know how it is today, but it used to be than an annotation would not appear when you viewed a record, but it would be shown if you printed the record.

The bishop and stake president also had a report that allowed them to print a list of annotations.

Perhaps the triangle is a new indicator of an annotation that only the bishop or stake president can see to know that an annotation exists.
jdlessley
Community Moderators
Posts: 9858
Joined: Mon Mar 17, 2008 12:30 am
Location: USA, TX

Re: Who can view a member annotation?

#3

Post by jdlessley »

In MLS, annotations were initially viewable when the record was 'transmitted' to a receiving unit. MLS had a dialogue that allowed the received record, with annotations, to be viewed and printed during a send/receive action and it did not matter what MLS user was doing the send/receive. After that dialogue was closed, the record, with annotations, could no longer be viewed by the clerk or any other leaders except the bishop and stake president.

Viewing or printing membership records with annotations has never been available in LCR to anyone at the ward/branch other than the bishop/branch president. I can't speak for what was viewable or printable at the stake level.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
lajackson
Community Moderators
Posts: 11460
Joined: Mon Mar 17, 2008 10:27 pm
Location: US

Re: Who can view a member annotation?

#4

Post by lajackson »

Another interesting note from MLS days is that the actual annotation was never printed on the record. The record simply said that there was an annotation, and gave a phone number for the bishop or stake president to call so that the annotation could be shared verbally with him.
russellhltn
Community Administrator
Posts: 34417
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Who can view a member annotation?

#5

Post by russellhltn »

To answer OP's question, I think only the bishop and ward clerk can see it. General Handbook 33.6 says "Under no circumstances may membership records be given or shown to anyone other than the bishop or a clerk." (IOS is a different matter.)
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.
Post Reply

Return to “Membership Help”