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Consultant Planner Data

Hi FamilySearch Developers. It appears that within the consultant resources/planner, there are cases where the data in the "Recent Activity Summary" does not match what is on the person's account. We are using that data to try and plan for activities and track progress within the ward. For example, one fellow in my ward has it now say "Not Recorded" on his last reservation, yet if he logs into his account I see 3 reservations in the last 3 weeks that he has done. Is there just a lag, or is there something that needs to change so the data is always accurate?

Thanks!
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  • Welcome to the community support forum for FamilySearch. FamilySearch personnel read every discussion thread and may or may not respond as their time permits. We patrons, having various levels of knowledge and experience do our best to help each other with concerns, issues. and/or questions.

    I have not used the consultant planner for reporting purposes. I see it primarily to help consultants work with the people they are helping. Reporting appears to be something that the Church is getting away from, given the recent move toward "ministering," rather than block, ward, or home teaching. We are to make use of the spirit and not be so concerned about reports.
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    Hi there - I'm not trying to use it for reporting beyond knowing what is going on with the people I'm trying to help.

    For example, if someone has never logged in, you prepare a different lesson than if someone logged in a week ago and reserved an ordinance. If someone is logging in regularly, but never reserved an ordinance, then you prepare something different for them.

    I would like to see what the detail is behind the key metrics on the "Family History Activity" report that is available on leader and clerk resource, but that is another topic entirely.
    • Oh, and this is Matt - I was just logged in as my wife
    • No problems, Matt.

      First, mentioning the reports got me sidetracked.

      Basically, since you are working with helping those who may or may not have created an account, the reports are not what is important. They will take care of themselves and are generated from the activity of the persons involved.

      Even older members should create accounts if they do not have an lds.org or familysearch.org account. If they have an lds.org account, they can use those credentials to log into FamilySearch.

      If they have neither, then you can help them create an account, but before you even start there, make sure they can log into an email account. They may need to create one before creating an account with FamilySearch.

      The mismatch you are seeing may be the result of having you logged in as a helper and looking at a given situation vs. having them log in as themselves and looking at the same situation. I really don't know and without actually sitting down and seeing how you see the different aspects of what you are reporting, I really don't know what is going on. If you can, capture screen shots and then post them as a response (not a comment) in this thread. The little image in the lower right corner of the response window will allow you to upload and post images to the message.

      That said, some of what you are seeing may be related to known issues with the current code, which is receiving, according to Ron Tanner, high priority involving replacing the current code used in the temple reservation and ordinance sections of Family Search. Ron tells us that the current code is carried over from the previous system (new Family Search) and is responsible for a number of issues, including "stuck" ordinances shared with the temple. But I really don't know -- that is speculation on my part.
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