Use the SMMS global limiter: transcript
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00:00:00 This video is going to demonstrate the global limiter, which is a new filtering feature of SMMS. There are two scenarios where this will be very useful. One is in helping a stake president see certain things, and you can make sure that the stake president is aware of the missionaries that needed to be in place.
00:00:30 assignments or need action. When you activate the global limiter, it's going to ask you if
00:00:38 you want to clear other filters that already may be there and I recommend that you generally
00:00:43 do unless you are aware of what filters you've created and you want them to still apply.
00:00:50 I'm going to say continue and clear all filters. Once I've clicked the stake here, then you're
00:00:57 going to see what the state president sees and you can see if there are some that need
00:01:01 assignments. You can see the number of senior service missionaries. You can see the number
00:01:05 of releases that are coming up. These are things that you can use to keep track of things and
00:01:12 help the state president be aware of things. Now once you apply this filter, when you click
00:01:19 click on anything, you can see that this says that there is one that needs to be approved.
00:01:28 So I'm going to click on that, and I'm going to see that this missionary is in approval,
00:01:34 and it limits it to that particular missionary.
00:01:38 Now if I want to go back and see all the missionaries, I just click on the missionary tab.
00:01:44 Again, it's limited to that particular stake, and you can see all the missionaries.
00:01:49 And you can apply other filters, like I just want to see the senior service missionaries.
00:01:54 This particular stake doesn't have young service missionaries, but there are, that's a possibility
00:02:02 for other stakes.
00:02:04 And then if you look at, the stakes don't have opportunities, but they do have operations
00:02:11 within their boundaries, you can click on that.
00:02:14 And if they do have operations within their boundaries,
00:02:17 they will show up here.
00:02:19 And again, you can limit the service method,
00:02:23 you can limit the service type,
00:02:25 and you can do the same thing with assignments.
00:02:29 Another place where this global limiter can be very helpful
00:02:36 is in working with operations.
00:02:40 So what I'm going to do now is I'm going to clear this filter and then I'm going to say
00:02:50 I want to go to an operation.
00:02:51 I want to help an operation manager be aware of action items and so let's just pick the
00:03:00 Tucson storehouse, click on that and again I'm going to say clear all the other filters
00:03:08 that might exist. In this particular case, there are a couple of missionaries that
00:03:14 need an assignment. That means that they worked at the storehouse, but that
00:03:20 assignment's ended. That might, you might need to work with the operation manager
00:03:24 to find out if they need to end their mission. You can click on any of things
00:03:30 and see the senior missionaries, senior service missionaries that are there, and
00:03:35 And you get a list of the 14 missionaries that are serving in the storehouse.
00:03:45 This is also helpful in finding opportunities.
00:03:51 You can, now we've limited the storehouse, we're only seeing opportunities.
00:03:56 Unfortunately, for opportunities, these filters down here don't always work that well.
00:04:03 Well the service type usually works fine, but the availability if I just say available
00:04:10 here, and I just want active or active hidden, I can check those boxes, but you'll notice
00:04:20 I've put available and yet it includes in the list positions that are filled that won't
00:04:27 be available until May of next year.
00:04:29 And we also include some reserved ones, even though I didn't check reserve.
00:04:34 The only way to get a really good list of opportunities is to download the CSV file, open it up in Excel and do a little filtering
00:04:42 to show the assignments that are truly unassigned and available.
00:04:47 Of course, one way you can check is to copy these opportunity IDs,
00:04:51 paste it in the senior missionary website and see if they work.
00:04:55 Those are a couple of ways where these global limiters can help you work with state presidents
00:05:01 and operation managers.
00:05:03 And once you are done with the global limiters, of course, you can clear it and go back to
00:05:09 normal operation.
00:05:11 Hopefully that's helpful.