Clerking How-tos

1. Count attendees.
2. Add to count to fudge for Zoom attendance.^*
3. Access clerking resources (see top of page).
4. Click Reports tab.
5. Choose Sacrament Meeting Attendance
6. Click in the edit field for the chosen date to fill in or correct.
7. Type the number.

^* For Zoom, count live attendee connections, multiply by the factor you choose (i.e.: 5 per family, less, more). Or, if you know everyone, then count explicitly.

Counting is best left to another clerk able to be in Zoom. Or, create a fudge factor based on observed attendence over several months' time and just add that into the in-person count. For example, we estimate that 20 attend via Zoom since we've been back live for 5 months now and skip scheduling a clerk to be in Zoom (which is cumbersome unless you have a clerk mostly at home).

This is done around the time of the blessing. You must obtain from the parents the form, Child Record Form; you will need a snapshot of this form in addition to using information from it.

1. Access clerking resources (see top of page).
2. Click Membership tab.
3. Choose Create Record.
4. Fill in Member Name, add Gender and Birth Date.
5. Click Yes to question, "Have both parents or legal guardians given permission for a record to be created?" Observe caveat of single-custodian case.
6. Fill in Birthplace, Birth Country, etc.
7. At any point during this process, if you cannot continue without more information, click Print Create Record Form to create a PDF that you can print or share, have the family fill out, then return to the steps above to accomplish the full registry of the new member-child.
8. You can leave what you've done to come back to it, or Cancel completely out of this operation any time.

This workspace also offers, at the very bottom, a list of blank record forms to fill out under different circumstances. This is different from the above only in that some details will already be in the PDF depending on how far the steps above get you.

This is done around the time of the baptism. You must obtain from the parents the form, Baptism and Confirmation Form; you will need a snapshot of this form in addition to using information from it.

1. Access clerking resources (see top of page).
2. Click Membership tab.
3. Choose Ordinances.
4. Select Baptism and Confirmation.
5. Fill in the Individual Information.
6. Type in name (software should help you complete it).
7. Record baptism.
8. Choose date of baptism.
9. Enter by whom performed.
10. Click Continue.
11. Record confirmation.
12. Choose date of confirmation.
13. Enter by whom performed (same person, etc.).
14. Click Continue.
15. Navigate to snapshot of the Baptism and Configuration Form.
16. Click Continue.
17. Click Save.

This is done around the time of the baptism. You (or another) must have recorded the baptism.

1. Access clerking resources (see top of page).
2. Click Membership tab.
3. Choose Ordinances.
4. Select Baptism and Confirmation.
5. Type in name (software should help you complete it).
6. Click View Certificate.
7. Once the certificate comes up (as a PDF), print it.
8. Ask the bishop to sign it.
9. Convey the certificate to the family.

This is done as soon as the ordination has been done.

1. Access clerking resources (see top of page).
2. Click Membership tab.
3. Choose Ordinances.
4. Select Priesthood Ordination.
5. Type in name (software should help you complete it).
6. Select Priesthood office.
7. Click Record Ordination button.
8. Select Ordination date.
9. Establish Who performed the ordination?; this is often the father, but, if not, either some else in the ward or branch or A member from a different ward or branch:
   1. Type in name,
   2. set Birthdate,
   3. click the Lookup button, ...
10. Click Continue.
11. Examine and change Ordinance information as needed by clicking the edit (pencil) icon.
12. Click Save.
13. If certificate to be printed, click View Certificate.
14. If more ordinations to record, click Return to Ordinances.

Our example is setting or correcting the assignment of a Relief Society secretary and assistant secretary.

1. Access clerking resources (see top of page).
2. Click Organizations tab, choose Relief Society.
3. Choose Organizations drop-down, click on RELIEF SOCIETY PRESIDENCY. You should see a long list of Relief Society presidency members and intimates (counselors, secretaries, committee members).
4. At the right end of the calling you wish to set (or change), click the Edit button.
5. In an edit/search field, type in the name of the member or his (or her) membership record number (this is less likely as you probably know the person by name not number).
6. Fill in the date called and click Set Apart if relevant.
7. Click the Save button.
8. If, at any point, you decide you are making mistakes, click the Cancel button.
9. If you are to add an assistant secretary and all such are already filled, or you need to add a committee member not listed, etc., click in the lower right corner of the table on Add Another Calling. You can "make up" a calling name and assign a person to it. This is how all committee members are assigned (because these are "custom callings" whose titles do not appear ordinarily).

Upon request of newly moved in member or bishopric.

1. Access clerking resources (see top of page).
2. Click Membership tab.
3. Choose Move Records In.
4. Type in name; case matters here!
5. Establish date of birth.
6. Click Lookup button.
7. Check box to select.
8. Check more boxes to add spouse, children, etc.
9. Click Continue button.
10. Type in Household phone and/or E-mail.
11. Type in Residential Address.
12. Click Move into Ward.

This might be because of recent marriage, legal name change, misspelling or other.

1. Access clerking resources (see top of page).
2. Locate the member's profile or Member Information, using the search box, Find Idividuals and Pages.
3. Click on Individual tab.
4. Click on the "pencil icon" at the right just under the Member Information tabs. This allows you to change nearly any field.
5. Change the Member Name and, if appropriate, ensure (change) Preferred Name and, if a sister, her Maiden Name.
6. Click Save.
7. Indicate reason for this change.
8. Confirm the reason.