Leader and Clerk Tools Guide

User Guide

This page is designed as an operational user guide for ward and stake clerks. It includes onboarding, daily workflows, and visual references.

Estimated read: 8 minutes Includes screenshots Web + desktop friendly
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1. Onboarding

  1. Sign in with your account credentials.
  2. Select your unit from the onboarding screen.
  3. If your unit is missing, ask an admin to add/link your account.
Onboarding screen for sign in and initial setup
Onboarding screen for first-time setup.
Select unit screen during onboarding
Select Unit step during onboarding.
Tip: Keep this guide open in a separate tab during setup so first-time users can follow along.

4. Stake vs Ward Differences

The app adjusts key workflows based on your current unit context. These two differences are especially important.

Stake Context: Council Speaking

  1. Open Speaking and select the Calendar tab.
  2. Plan assignments across council members by month.
  3. Assign ward or branch locations for each speaking slot.
  4. Use inclusion and ordering controls for roster planning.

Ward/Branch Context: Sacrament Meeting

  1. Open Speaking and use Sacrament Program workflows.
  2. Track ward-level sacrament meeting planning details.
  3. Manage local assignments relevant to ward administration.
  4. Use meeting-specific records rather than stake council calendar planning.
Quick check: if you see Council Speaking Calendar, you are in stake context. If you see Sacrament Program workflows, you are in ward or branch context.

Council Speaking Screenshot Slots

Council Speaking calendar grid with member rows and monthly assignment columns
Calendar grid with months, members, and ward/branch columns.
Council Speaking companion assignment view
Companion/assignment interaction details for speaking assignments.
Council Speaking topics and monthly theme view
Topics and monthly theme view used in speaking planning.

3. Core Workflows

A. Add a Meeting Topic

  1. Go to Meetings and open a meeting detail page.
  2. Open Meeting Topics and choose Add Topic.
  3. Set priority and status, then save.
Meeting topic form for creating or editing a topic
Create a topic with priority and status chips.
Meeting topics list view with topic chips and statuses
Meeting Topics list with current discussion items.

B. Manage Callings

  1. Open Callings and select the member or position.
  2. Assign or update the calling record.
  3. Confirm updates in the list view.
Callings list showing current calling assignments
Assigning members to callings.
Sustainings view showing member sustaining status
Sustainings & Confirmations view for managing sustainings.

C. Import Member Roster from LCR

  1. Go to Members and select the Import button.
  2. Copy and paste your member data from Latter-day Membership Records (LCR) into the import form.
  3. The app will automatically parse and load members into your roster, supporting both bulk imports and incremental updates for ease of management.
  4. Review the import results and save.

LCR imports streamline setup and help keep member records in sync with official church records. You can import member names, contact info, birthdays, and household relationships.

Member roster import form for LCR data
LCR import form for loading member rosters into the app.

D. Meeting Agendas & Print Features

  1. Open a meeting and navigate to the Meeting Agenda.
  2. Review assigned speakers, topics, and discussion items.
  3. Use the Print feature to generate a meeting agenda printout.
  4. Print agendas for distribution or archival purposes.
Meeting agenda preview with speakers and topics
Meeting agenda preview showing calendar, topics, and callings.
Meeting agenda print view ready for printing
Print-ready meeting agenda format for distribution or record-keeping.

5. Temple Recommend Interviews

A. Settings Page

  1. Open Calendar and go to Temple Recommend Interview settings.
  2. Set interview window, slot duration, and interview capacity.
  3. Publish or save settings before sharing the public form link.

B. Public TR Form

  1. Open the public Temple Recommend form from the published link.
  2. Select unit, choose a time slot, and enter member contact details.
  3. Submit and verify that the appointment appears on the schedule.
Temple Recommend Interview settings page
Temple Recommend Interview settings and slot configuration.
Public Temple Recommend interview booking form
Public Temple Recommend form used by members to book interviews.

6. Access and Permissions Quick Map

  1. If an action is missing, confirm role assignment first.
  2. Confirm active unit context (stake vs ward/branch).
  3. Refresh and re-open the target page before troubleshooting deeper.
Typical pattern: Admin users can configure users/units; council and leader users run day-to-day workflows based on assigned permissions.

7. Scheduler and Calendar Matrix

  1. Temple Recommend scheduler: interview booking and slot management.
  2. Leader Interview scheduler: leadership interview coordination.
Scheduler selector page showing available scheduler types
Entry point for scheduler types.
Leader interview scheduler showing schedule and time slots
Leader interview schedule and slot view.

8. Users and Units Administration

  1. Use Users to manage account access and role assignments.
  2. Use Units to manage unit records and context configuration.
  3. Re-check access after changes using the affected user's account.
Users list page with account roles and management actions
Users list and role assignment controls.
Units page showing unit hierarchy and sub-units
Unit list/edit page and configuration fields.

9. Screenshot Todo

  1. Sacrament program page in ward/branch context.
  2. Appointment create/edit flow with successful saved state.
  3. Mobile-width screenshot for responsiveness proof.

10. Troubleshooting

  1. If save fails, refresh and try again to clear stale state.
  2. If records are missing, verify your unit association and permissions.
  3. If access is denied, contact a unit admin to review role/calling-based access.
Admin note: Pair this guide with the role matrix in auth_role_crud_matrix.md when onboarding new clerks.

11. Need Help?

Use the support form for fastest triage. Typical response time is 1-2 business days.

Open Support Form
  1. Include your unit name and your role (for example: Bishopric, Clerk, Stake).
  2. Share which page you were using and what you expected to happen.
  3. Add steps to reproduce and a screenshot when possible.
  4. For access/login issues, include the sign-in email address.