Bishop

01Task 1: Start from “On track”

The overview gathers what needs you this Sunday and this week.

1. 1Open Bishopric. The page title is On track, with the lock and Bishopric above it.
2. 2The navy This Sunday band shows Sacrament meeting readiness; choose Open conducting sheet to see the details.
3. 3This week puts Interviews and Visits side by side, each with a row of counts. Anything Past, not marked done is counted in amber.
4. 4Below, Needs attention, Callings & releases and Meetings show stale entries, overdue steps and past-due assignments, each with a link to the full list.
5. 5Season shows tithing declaration progress; Coming up (60 days) lists Sunday plans and yearly events that still need an owner.

02Task 2: Keep the Needs attention list current

1. 1Open Needs attention and choose Add person.
2. 2Enter the Person or household (confidential) and a few words under Situation (confidential) — for example “New baby — meals this week”.
3. 3Pick an Owner (a bishopric member, or the Relief Society or Elders Quorum president) and a Follow up on date, then Add — dated today.
4. 4To keep an entry current, use Update, or open More on the row and choose Still current, Keep watching, Plan a visit or Resolve (Remove is there too, for mistakes).
5. 5Entries with no update for 30 days are marked Stale and listed first — update, hand to an owner, or resolve them.

03Task 3: Move a calling from discussing to set apart

Callings go discussing → approved → extended → accepted → sustained → set apart; releases go discussing → approved → member informed → accepted → released in meeting.

1. 1Open Callings and choose Add position. Choose Calling or Release, enter the Position, Organization, Candidates (confidential), an Owner and the Next step with a By date, then Add to pipeline.
2. 2Change the stage with the status list on the row; it saves straight away. Use List or Board to switch views.
3. 3Everything else for a row is in its More menu: Edit, Add to Sunday business, Set apart, Recorded in LCR and Remove (only the steps that fit the stage are listed).
4. 4Once accepted, open More and choose Add to Sunday business. Pick the Sunday, check the Name as it will be read, tick the confirmation box and choose Add to program.
5. 5After the sustaining, open More, choose Set apart, enter the Date and Mark set apart.
6. 6When the clerk has recorded it, open More and choose Recorded in LCR. The entry moves to Cleared — recorded in LCR.

04Task 4: Schedule interviews

1. 1Open Interviews and choose Schedule. Enter the Person (confidential), the Kind, When, Length and With, then Schedule. Leave When empty to add it to To be scheduled.
2. 2Switch between Week and Day. The day view shows one column per interviewer; Overlaps another interview warns of a clash.
3. 3In tithing season, the Tithing declaration season panel shows progress. Open Add several to add a list of families at once.
4. 4After an interview, choose Done on the row, add an optional Outcome note and Schedule a follow-up (optional), then Mark done. Edit and Remove are in the row's More menu.
5. 5Choose Print sheet on the day view for a one-page schedule (notes are never printed).

05Task 5: Plan and record visits

1. 1Open Visits and choose Plan a visit. Enter the Person or household (confidential), Kind, When and Who visits, then Plan visit.
2. 2Link it to an entry under From the attention list (optional) so a follow-up date carries over.
3. 3Use Everyone or Mine and the week arrows; sections are This week, Coming up and To schedule. Missed visits show Overdue.
4. 4After the visit, choose Done, add an Outcome (confidential) if needed, and Mark done. Edit, Cancel visit and Remove are in the row's More menu.
5. 5Choose Print week for a printable list.

06Task 6: Run a meeting from a Handbook agenda

1. 1Open Meetings and choose New meeting. Pick the Meeting (for example Bishopric meeting), the Date and an Agenda template, then Create meeting.
2. 2Open assignments from the last meeting of that kind roll forward automatically.
3. 3In Agenda, tick items as they are covered and use Add item or Add section.
4. 4Under Assignments, choose Add assignment, enter the assignment, owner and due date, and Add.
5. 5Open Reference (not part of the agenda) to glance at attention, callings, interviews and visits. Choose Add minutes for encrypted minutes, and Print agenda to print.

07Task 7: Conduct sacrament meeting from your phone

1. 1Open Conducting sheet. It opens on this Sunday; use the arrows for another week.
2. 2Check Readiness at the top. Missing required items link straight to the bulletin field, and Edit bulletin opens the editor.
3. 3Follow the Order of service — one list, each step marked with a coloured edge. Tick each step as you go; it collapses to its title — choose Show to look again.
4. 4Ward business lists the names to read. Members' programs show only a bare Ward business line, so the names are here and nowhere else.
5. 5At the sacrament, use the Bread and Water tiles (see the next task).
6. 6Choose Print sheet for a paper copy. Ticks and notes to self stay on your device only.

08Task 8: Follow the sacrament prayers

The sacrament step on the conducting sheet carries the two prayers, so you can follow the words as they are read.

1. 1On the conducting sheet, find Administration of the sacrament. It shows two square tiles, Bread and Water.
2. 2Tap Bread or Water. The box flips over into a prayer card with the prayer in large type, one phrase per line.
3. 3If the browser asks to use the microphone, allow it. The chip reads Listening… and each word lights up as the priest reads it.
4. 4Tap the card or the X to flip back to the sheet. The microphone stops.

09Task 9: Grant modules and review the audit log

1. 1Open Access & audit. Under Module grants, find the executive secretary or ward clerk.
2. 2Choose Grant under the module they need — Callings, Interviews, Meetings, Visits or Conducting sheet. Choose Remove access to take it back.
3. 3Under Audit log, filter by Person or Module and choose Filter to see who viewed or changed what, and when.

10Task 10: Approve the site and share the join code

1. 1Open Admin, then Settings.
2. 2Under Bishop approval, tick As bishop, I approve this site for the ward and choose Record approval. Only then can the site be made public.
3. 3Under Join code, choose Copy to share the code in person or in ward meetings. Rotate code makes a new one; the old code stops working.