Grasp the Challenge!
Be in Control of your Data forever!
During that time, there are several things that must happen.
1. Who has been assigned to help them?
2. As an investigator, have they been given a login and password?
3. Have they started their tree?
4. What is the baptism date?
5. What is the 30 day mark towards the 60 day goal?
6. What is your 60 day target date?
7 Post Baptism - have they been signed up for Partner Access?
8. Have they learned the Consultant Planner?
9. Do they have a limited use recommend?
10. Do they know how to reserve a name?
11. Have they printed names?
12. What was the date of the first visit to the temple with their names?
What if you had an excel workbook that you entered the data and it kept track of the numbers?
UPDATED 5/29/ 258PM - BETTER VERSION - MADE SURE THERE ARE NO LOCKED CELLS, BUT USE PASSWORD TEMPLE IF YOU WANT TO TWEAK IT FOR YOUR WARDDOWNLOAD HERE
FOLLOW THESE INSTRUCTIONS TO GET IT SET UP:
This is working! We have been getting messages that the Bishops/TFHCs are editing the sheets.
We updated the formulas in my Tracking spreadsheet - My husband is a mathematician and made it a lot more professional. Here is our better version - I'm going to send it to others.
We created an account at onedrive.com
Created a folder for each Stake
Created a folder for each ward in that folder
Then saved a template as each ward name
Lastly created an excel sheet for our Mission President who wants to be informed and updated often of all the shared links, by ward....by Stake. All he has to do is open one excel file and click on any ward he wants.
As long as no one changes your links and tries to do a "save as" to their system, your Leads can keep it updated for the Presidents/ (Stake and Mission) to keep "in the know!"
Excel is Microsoft Office - and it works very well with onedrive.com....google drive stops and hesitates with MSO products.
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