Training checklists - Revision history

Jcarroll: /* Ward executive secretary */

2012-10-28T13:33:43Z

Ward executive secretary

← Older revision		Revision as of 13:33, 28 October 2012
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	[[Category:Unit Administration]]		[[Category:Unit Administration]]
	# [[Confidentiality]] of records		# [[Confidentiality]] of records
	# Interview scheduling, Companionship ~~Principle~~ as it applies to interviewing		# Interview scheduling, [[Companionship principle]] as it applies to interviewing
	# Assignment tracking		# Assignment tracking
	# Agenda preparation		# Agenda preparation

Aebrown: Update references to training lessons

2012-09-26T01:26:16Z

Update references to training lessons

← Older revision		Revision as of 01:26, 26 September 2012
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	All too frequently record keepers learn their responsibilities through a haphazard process of on-the-job trial and error. Below are checklists to ensure that members with record-keeping responsibilities are properly oriented, trained (even "certified", if you like), as qualified to perform their callings well.		All too frequently record keepers learn their responsibilities through a haphazard process of on-the-job trial and error. Below are checklists to ensure that members with record-keeping responsibilities are properly oriented, trained (even "certified", if you like), as qualified to perform their callings well.

	The clerk wiki is a valuable resource packed with information, but a newly called clerk needs a guide (a simple lesson plan, really) to navigate the content, moving from basic to more complex concepts, in an order that makes sense. The checklists below could follow the order found in the designs of the [~~http~~://~~www~~.lds.org~~/pa/display/0,17884,6074-1,00.html~~ record-keeping and ~~auditing~~ training] on lds.org, but this is not a requirement.		The clerk wiki is a valuable resource packed with information, but a newly called clerk needs a guide (a simple lesson plan, really) to navigate the content, moving from basic to more complex concepts, in an order that makes sense. The checklists below could follow the order found in the designs of the [https://clerksupport.lds.org record-keeping and technology support training] on lds.org, but this is not a requirement.

	Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.		Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.
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	# On-line training		# On-line training
	#* {{TrainingURL\|stake_clerk}}		#* {{TrainingURL\|stake_clerk}}
	~~#* {{TrainingURL\|intromls}}~~
	# Reports the stake clerk reviews and/or signs		# Reports the stake clerk reviews and/or signs
	#* [[Membership audit]]		#* [[Membership audit]]
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	# On-line training		# On-line training
	#* {{TrainingURL\|bishop}}		#* {{TrainingURL\|bishop}}
	~~#* {{TrainingURL\|intromls}}~~
	# Reports and forms the bishop reviews and/or signs		# Reports and forms the bishop reviews and/or signs
	#* [[Quarterly Report]]		#* [[Quarterly Report]]
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	# [[Training]] resources		# [[Training]] resources
	#* [[Stake clerk]] - every six months in stake priesthood leadership meetings or as needed		#* [[Stake clerk]] - every six months in stake priesthood leadership meetings or as needed
	#* [~~http~~://~~www~~.lds.org~~/pa/display/0,17884,6074-1,00.html~~ Online lessons]		#* [https://clerksupport.lds.org Online lessons]
	#* MLS help		#* MLS help
	#* [[Main Page\|Clerk wiki]]		#* [[Main Page\|Clerk wiki]]
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	# [[Training]] resources		# [[Training]] resources
	#* [[Ward clerk]] - within 30 days of calling and as needed thereafter		#* [[Ward clerk]] - within 30 days of calling and as needed thereafter
	#* [~~http~~://~~www~~.lds.org~~/pa/display/0,17884,6074-1,00.html~~ Online lessons] about membership records		#* [https://clerksupport.lds.org Online lessons] about membership records
	#* MLS help and the Membership Policies included there		#* MLS help and the Membership Policies included there
	#* [[Main Page\|Clerk wiki]]		#* [[Main Page\|Clerk wiki]]

Aebrown: Remove reference to training lesson that is no longer available

2012-09-26T01:23:19Z

Remove reference to training lesson that is no longer available

← Older revision		Revision as of 01:23, 26 September 2012
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	# On-line training		# On-line training
	#* {{TrainingURL\|stakepresident}}		#* {{TrainingURL\|stakepresident}}
	~~#* {{TrainingURL\|stakepresmls}}~~
	# Reports and forms the stake president reviews and/or signs		# Reports and forms the stake president reviews and/or signs
	#* [[Quarterly Report]]		#* [[Quarterly Report]]

Mmangum1: /* Ward executive secretary */

2011-11-13T17:05:12Z

Ward executive secretary

← Older revision		Revision as of 17:05, 13 November 2011
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	== Ward executive secretary ==		== Ward executive secretary ==
	The purpose of this is to help the Ward Executive Secretary understand his responsibilities.		The purpose of this checklist is to help the Ward Executive Secretary understand his role and responsibilities. Review the following topics:

	[[Category:Unit Administration]]		[[Category:Unit Administration]]
	# Confidentiality of records		# [[Confidentiality]] of records
	# Interview scheduling, Companionship Principle as it applies to interviewing		# Interview scheduling, Companionship Principle as it applies to interviewing
	# Assignment tracking		# Assignment tracking
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	# Bishops monthly personal priesthood interview with Stake President		# Bishops monthly personal priesthood interview with Stake President
	# Military personnel tracking		# Military personnel tracking
			# Church publications

Mmangum1: /* Ward executive secretary */

2011-11-13T17:00:10Z

Ward executive secretary

← Older revision		Revision as of 17:00, 13 November 2011
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	== Ward executive secretary ==		== Ward executive secretary ==
			The purpose of this is to help the Ward Executive Secretary understand his responsibilities.

	[[Category:Unit Administration]]		[[Category:Unit Administration]]

Mmangum1: /* Ward executive secretary */

2011-11-13T16:58:42Z

Ward executive secretary

← Older revision		Revision as of 16:58, 13 November 2011
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	[[Category:Unit Administration]]		[[Category:Unit Administration]]
	# Confidentiality of ~~Records~~		# Confidentiality of records
	# Interview scheduling, Companionship Principle as it applies to interviewing		# Interview scheduling, Companionship Principle as it applies to interviewing
	# Assignment tracking		# Assignment tracking
	# Agenda preparation		# Agenda preparation
	# Business ~~Letters~~		# Business letters
	# Disciplinary ~~Council Notifications~~		#* Disciplinary council notifications
	# Bishops ~~Monthly Personal Priesthood Interview~~ with Stake President		# Bishops monthly personal priesthood interview with Stake President
	# Military ~~Personnel Tracking~~		# Military personnel tracking

Mmangum1: /* Ward executive secretary */

2011-11-13T16:54:48Z

Ward executive secretary

← Older revision		Revision as of 16:54, 13 November 2011
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	[[Category:Unit Administration]]		[[Category:Unit Administration]]
	# Confidentiality of Records		# Confidentiality of Records
	# ~~Coordinate interviews for the members of the Bishopric~~, ~~particularly the Bishop~~		# Interview scheduling, Companionship Principle as it applies to interviewing
	# ~~Keep track of assignments made during meetings and make plans to follow up~~		# Assignment tracking
	# ~~Prepare agendas for meetings~~		# Agenda preparation
	# ~~Prepare letters on behalf of the Bishop~~		# Business Letters
	# ~~Coordinate with the Stake Executive Secretary for scheduling the~~ Bishops ~~monthly~~ Personal Priesthood Interview		# Disciplinary Council Notifications
			# Bishops Monthly Personal Priesthood Interview with Stake President
			# Military Personnel Tracking

Mmangum1: /* Ward executive secretary */

2011-11-13T16:44:21Z

Ward executive secretary

← Older revision		Revision as of 16:44, 13 November 2011
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	[[Category:Unit Administration]]		[[Category:Unit Administration]]
	Confidentiality of Records		# Confidentiality of Records
	Coordinate interviews for the members of the Bishopric, particularly the Bishop		# Coordinate interviews for the members of the Bishopric, particularly the Bishop
	Keep track of assignments made during meetings and make plans to follow up		# Keep track of assignments made during meetings and make plans to follow up
	Prepare agendas for meetings		# Prepare agendas for meetings
	Prepare letters on behalf of the Bishop		# Prepare letters on behalf of the Bishop
	Coordinate with the Stake Executive Secretary for scheduling the Bishops monthly Personal Priesthood Interview		# Coordinate with the Stake Executive Secretary for scheduling the Bishops monthly Personal Priesthood Interview

Mmangum1: /* Ward executive secretary */

2011-11-13T16:43:10Z

Ward executive secretary

← Older revision		Revision as of 16:43, 13 November 2011
Line 98:		Line 98:

	[[Category:Unit Administration]]		[[Category:Unit Administration]]
			Confidentiality of Records
			Coordinate interviews for the members of the Bishopric, particularly the Bishop
			Keep track of assignments made during meetings and make plans to follow up
			Prepare agendas for meetings
			Prepare letters on behalf of the Bishop
			Coordinate with the Stake Executive Secretary for scheduling the Bishops monthly Personal Priesthood Interview

Lindsayre at 22:42, 12 July 2010

2010-07-12T22:42:46Z

← Older revision		Revision as of 22:42, 12 July 2010
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	Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.		Each item in the checklist should be brief. Do not try to explain policies and procedures here. Simply link from an item in the checklist to the explanation in an appropriate content source (another wiki page, an online lesson, a notice, or some other document). If the explanation isn't available, start a new page for it. As these checklists grow we can create individual pages for each.

	== Stake ~~President~~ ==		== Stake president ==
	The purpose of this checklist is to help a stake president understand his record-keeping responsibilities. Review the following topics:		The purpose of this checklist is to help a stake president understand his record-keeping responsibilities. Review the following topics:
	# [[Confidentiality\|Confidentiality of records]]		# [[Confidentiality\|Confidentiality of records]]
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	#* [[Annual history]]		#* [[Annual history]]

	== Stake ~~Clerk~~ ==		== Stake clerk ==
	The purpose of this checklist is to help a stake clerk understand his major responsibilities. Review the following topics:		The purpose of this checklist is to help a stake clerk understand his major responsibilities. Review the following topics:
	# [[Confidentiality\|Confidentiality of records]]		# [[Confidentiality\|Confidentiality of records]]
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	#* [[Quarterly Report]]		#* [[Quarterly Report]]

	== Stake ~~Membership Clerk~~ ==		== Stake membership clerk ==

	== Stake ~~Finance Clerk~~ ==		== Stake finance clerk ==
	# The [[companionship principle]]		# The [[companionship principle]]
	# [[Reconciliation]]		# [[Reconciliation]]

	== Stake ~~Auditor~~ ==		== Stake auditor ==

	== Stake ~~Audit Committee Member~~ ==		== Stake audit committee member ==

	== Bishop ==		== Bishop ==
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	#* [[Annual history]]		#* [[Annual history]]

	== Ward ~~Clerk~~ ==		== Ward clerk ==
	# The [[Clerks Overview\|importance]] of accurate record keeping		# The [[Clerks Overview\|importance]] of accurate record keeping
	# [[Confidentiality]] and data privacy requirements		# [[Confidentiality]] and data privacy requirements
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	#* [[Main Page\|Clerk wiki]]		#* [[Main Page\|Clerk wiki]]

	== Ward ~~Membership Clerk~~ ==		== Ward membership clerk ==
	# The [[Clerks Overview\|importance]] of accurate record keeping		# The [[Clerks Overview\|importance]] of accurate record keeping
	# [[Confidentiality]] and data privacy requirements		# [[Confidentiality]] and data privacy requirements
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	#* MLS help and the Membership Policies included there		#* MLS help and the Membership Policies included there
	#* [[Main Page\|Clerk wiki]]		#* [[Main Page\|Clerk wiki]]
	== Ward ~~Finance Clerk~~ ==
			== Ward finance clerk ==
	# The [[companionship principle]]		# The [[companionship principle]]
	# [[Reconciliation]]		# [[Reconciliation]]

	== Ward ~~Executive Secretary~~ ==		== Ward executive secretary ==

	[[Category:Unit Administration]]		[[Category:Unit Administration]]