Step by Step

Leader and Clerk Resources (LCR) Release Notes

Release 4.16

Date Released: November 10, 2021

New or Enhanced Functionality

Membership Related

  • The process for issuing temple recommends has changed. Recommends (except for living ordinance) are now printed by the local unit.
  • Simplified finding steps for moving members where the address is unknown. A new report called “Finding Lost Members” has been introduced.
  • Modified the Quarterly Report to allow editing of Class and Quorum Attendance.
  • Enhanced the home/landing page of LCR.

Issues Resolved

  • Additional bug fixes and performance improvements.

Release 4.13

Date Released: July 1, 2021

New or Enhanced Functionality

Membership Related

  • Column headers remain visible while scrolling on Class and Quorum Attendance.
  • Added Primary Teachers as a category to choose in the “Send a Message” feature.
  • Units can now call/record up to two Assistant Executive Secretaries at the stake/district and ward/branch levels.
  • Easier navigation to previous weeks on the Class and Quorum Attendance screen.

Issues Resolved

  • Additional bug fixes and performance improvements.

Release 4.12

Date Released: September 25, 2020

New or Enhanced Functionality

Membership Related

  • New row in the Quarterly Report for the youth with a current limited-use temple recommend.
  • Government Certifications screen that allows certifications to be stored for those areas that have governmental legal requirements for those that work with children and youth.
  • Ability to record “Class and Quorum” attendance. Feature is in the “Reports” menu and allows attendance to be recorded for priesthood quorum, Relief Society, Primary, and Sunday School classes. Attendance feeds into the Quarterly Report.
  • New link (for authorized roles) to BYU–Pathway report.

Issues Resolved

  • Additional bug fixes and performance improvements.

Release 4.11

Date Released: September 25, 2020

New or Enhanced Functionality

Membership Related

  • New Digital Progress Record that will replace the existing Missionary Progress Record. This feature is available only in pilot missions and will eventually expand.
  • New landing page notification for messages coming from Church Headquarters Customer Care team (and future messages).
  • Support and translations for Khmer language.

Issues Resolved

  • Corrected numerous translation problems.
  • Additional bug fixes and performance improvements.

Release 4.10

Date Released: September 25, 2020

New or Enhanced Functionality

Membership Related

  • Young women and young men who are 13 (turning 14) can be included in a ministering companionship.
  • Relief Society and elders quorum secretaries are no longer allowed to be ministering district leaders.
  • Communication director has access to the “Send a Message” feature.
  • “Finance” appears in the menu for organization presidencies so they can view their budgets.

Issues Resolved

  • Corrected numerous translation problems.
  • Additional bug fixes and performance improvements.

Release 4.9

Date Released: May 19, 2020

New or Enhanced Functionality

Membership Related

  • Young Women and Aaronic Priesthood specialist system access has been updated to be the same as that of advisers within the organization.
  • Ward temple and family history leader system access has been expanded.
  • Limitation on the number of clerks a unit can have.
  • “Finance” appears in the menu for organization presidencies so they can view their budgets.
  • Improvements for callings that required dual authentication.
    • Previously the second approver needed to be at the same computer as the person entering the calling. Now the second approver can approve from a different location, on a different computer.
  • Youth certificates are available to print in English. Other languages will be available in upcoming releases.
  • Youth protection report is available worldwide.

Issues Resolved

  • Corrected numerous translation problems.
  • Additional bug fixes and performance improvements.

Release 4.8

Date Released: January 1, 2020

New or Enhanced Functionality

Finance Related

  • Added the “Budget” menu. Leaders can now view the summary of their assigned budget.
  • Bishops’ orders now appear along with fast-offering transactions on the “Participant” menu, if applicable.

Membership Related

  • Sacrament meeting attendance can be recorded weekly using Leader and Clerk Resources by selecting Sacrament Meeting Attendance in the “Reporting” menu.
  • System changes that support changes announced in youth and Primary organizations:
    • Aaronic Priesthood organization changes at the ward level are now reflected.
    • Scouting organization and callings have been retired.
    • Primary activities leaders can now be recorded.
  • The ability to view organization budgets is now available to organization presidencies through the “Finance” menu option.

Issues Resolved

  • Additional bug fixes and performance improvements.

Release 4.7

Date Released: November 4, 2019

New or Enhanced Functionality

Issues Resolved

  • Additional bug fixes and performance improvements.

Membership Related

  • Enhanced the process of recording a membership record for a spouse or child that is not a member of the Church but is recorded as a linked record tied to a family member.
    • Laurel, Mia Maid, and Beehive classes will be discontinued. Units can now create classes in age groups to meet local needs.
    • “Specialist” is a new calling that was introduced.

Release 4.6

Date Released: August 21, 2019

New or Enhanced Functionality

Membership Related

  • Enhanced the process of recording a membership record for a spouse or child who is not a member of the Church but has a linked record tied to a family member.
    • Clerks can now record the baptism and confirmation from the Family tab in LCR.
    • On the Create Records screen, the clerk can now take appropriate action if he attempts to enter a membership record for someone who may already exist in the system.
  • Added a link called “Senior Missionary Training” in the following path: Other/Church Resources. This will provide leaders with access to great senior missionary training tools.

Issues Resolved

  • Additional bug fixes and performance improvements.

Release 4.5

Date Released: May 6, 2019

New or Enhanced Functionality

Finance Related

  • Continued rollout of expense features.
    • Introduced electronic payments for units, including electronic capture of receipts.
    • Introduced ability for members to add their bank account in Online Donations for reimbursements for ward expenses.
  • Added the ability for units to transfer funds internally and to other units in their country.

Issues Resolved

  • Fixed a bug that was sending transfers to headquarters for approval.

Membership Related

  • Limited who can view birth dates and ages to comply with the data privacy policy.
  • Added Church-service missionaries to the Full-Time Missionary screen.
  • To better protect the sacred funds of the Church and comply with audit standards, leaders will now be required to have another leader dual-authorize when recording callings that:
    • Have access to finances.
    • Can record other callings.
  • Modified the Child Record form to include a new privacy statement.
  • Added the ability to upload parental or guardian consent forms for:
    • Creating a membership record for an individual who is 17 years old or younger and not currently married.
    • Recording the baptism and confirmation of an individual who is 17 years old or younger and not currently married.

Issues Resolved

  • Resolved issue with Missionary Progress Record loading.
  • Additional bug fixes and performance improvements.

Release 4.4.10

Date Released: December 20, 2018

New or Enhanced Functionality

Membership Related

  • Updated LCR to support the age-group progression changes that were announced by the First Presidency on December 14, 2018. On January 1, 2019:
    • Aaronic Priesthood ordinations can be recorded based on the new age guidelines.
    • Limited-use temple recommends can be issued for young women and ordained young men who will turn 12 during the year.
    • Youth will be assigned to Sunday School classes, Young Women classes, and Aaronic Priesthood quorums based on the new guidelines. These guidelines direct that children and youth are assigned to a class or quorum based upon the year they turn a certain age. The Valiant 11 Primary class will be discontinued, and the Course 11 Sunday School class will be available.
    • Leaders can record ministering assignments for 13-year-old youth in Mia Maid classes and teachers quorums.
    • For more information, see childrenandyouth.lds.org.
  • Updated the ward and branch version of the Officers Sustained form.
    • During ward conference, all members with callings listed on the form are now sustained in sacrament meeting.
    • Removed instructions to sustain certain callings in quorums and classes during ward conference.
    • Please note that outside of ward conference, leaders should continue to follow the instructions for sustaining members in Handbook 2: Administering the Church and the October 11, 2018, notice, “Sustaining Those Serving in Relief Society and Elders Quorum Callings.”
    • Removed the assistant ward mission leader.
    • Added the temple and family history leader.
  • Added the ability for elders quorum and Relief Society leaders to print interview lists for each district of ministering brothers and ministering sisters.
  • For units in the United States and Canada only, updated the patriarch recommendation link to go to the Boundary and Leadership Proposals site instead of providing a PDF application.
  • Enhanced the Contact Us link so that it opens an incident with the Global Service Center instead of going to a Help Center article.
  • Added a message reminding users that the Send a Message tool can be used only for Church purposes.

Issues Resolved

  • Fixed the following issues related to ministering:
    • High councilors and stake Relief Society presidencies were unable to access relevant ministering reports.
    • The past-day filter was not showing changes until the page was refreshed.
    • A presidency member was not able to be assigned to a newly created district.
  • Additional bug fixes and performance improvements.

Release 4.4.9

Date Released: November 1, 2018

New or Enhanced Functionality

Membership Related

  • Added Area Plan information to the home page for stake leaders.
  • Expanded access to custom reports to include bishopric counselors, stake presidency counselors, and ward and stake executive secretaries.
  • Added LCR access for compassionate service leaders.
  • Enhanced ministering functionality:
    • Simplified the ministering page by combining the Interviews tab and Assignments tab into one tab called Assigned. You can now manage assignments and record interviews from the same screen.
    • Moved the lists of unassigned ministering brothers/sisters and unassigned households/sisters to a new tab called Unassigned. Individuals not generally assigned are now hidden by default but may be viewed by checking a box.
    • Added the ability to work on proposed assignments without publishing the changes until you are ready. To use this feature, select Proposed Assignments from the Ministering menu.
    • To support this new functionality, the Ministering menu has been updated as follows:
      • Created a sub-section for Elders Quorum and a sub-section for Relief Society.
      • Renamed the main link to Current Assignments.
      • Added a link for Proposed Assignments.
    • Added graphs showing the number of companionships interviewed during the quarter.
    • Expanded access to the Ministering Assignments report to include compassionate service leaders.
    • The number of ministering companionships interviewed during the quarter is now automatically populated on the Quarterly Report, beginning with the third quarter of 2018.

Issues Resolved

  • Numerous bug fixes and performance improvements, including an issue causing ministering interviews to be recorded for the prior month when using Safari browser or the LDS Tools app for iOS.

Release 4.4

Date Released: August 1, 2018

New or Enhanced Functionality

Membership Related

  • Replaced home and visiting teaching functionality with new ministering functionality, including the ability to
    • Create companionships.
    • Organize companionships into districts.
    • Assign a presidency member to each district.
    • Make ministering assignments.
    • Record ministering interviews.
    • View the last interview date for ministering brothers and sisters.
    • Assign Mia Maids and Laurels as companions to Relief Society sisters, teachers and priests as companions to elders quorum brothers, and husbands and wives as companions to each other.
    • View unassigned households/sisters.
    • View unassigned ministering brother/sisters.
    • Email assignments to ministering brothers/sisters.
    • Print assignments for ministering brothers/sisters.
  • Discontinued the callings of ministering coordinator and ministering supervisor.
  • Added the calling of ministering secretary with access to LCR.
  • Expanded access to ministering information to include stake presidencies, stake clerks, stake executive secretaries, high councilors, and stake Relief Society presidencies.
  • Enhanced the Ministering Assignments report by adding a tab for individuals.
  • Added a Ministering tab to the Young Women organization page, with assignment information for Mia Maids and Laurels.
  • Updated the Quarterly Report to show a 12-month total instead of a quarterly total for the following statistics:
    • Prospective elders advanced to the Melchizedek Priesthood (line 5).
    • Adults and youth who submitted ancestor names for temple ordinances (line 9).
    • Converts age 12 and older who have submitted ancestor names for temple ordinances (line 25).
  • Added an organization page for the stake high priests quorum.
  • Updated the PEF Priesthood Endorsement Form. This form is only available in countries that participate in the Perpetual Education Fund loan program.

Issues Resolved

  • Numerous bug fixes and performance improvements.

Release 4.3

Date Released: April 1, 2018

New or Enhanced Functionality

Membership Related

  • Added the ability for stake presidents, stake clerks, bishops, and ward clerks to create custom reports.
  • Added the ability to print mailing labels from the member list and custom reports, for those with access.
  • Enhanced Send a Message with the following changes:
    • Expanded access to include ward auxiliary presidencies and ward mission leaders.
    • Added the ability to send attachments.
  • Added the ability for mission and MTC presidencies to manage temple recommends for their missionaries.
  • Added the ability to print an Individual Ordinance Summary after creating a membership record.
  • Added links for the Church-Service Missionary System and Young Church-Service Missionary sites.
  • Added additional translations for the PEF endorsement form. This form is only available in countries that participate in the Perpetual Education Fund loan program.

Issues Resolved

  • Numerous bug fixes and performance improvements.