Create a new missionary assignment in SMMS: transcript
This transcript was generated automatically from the recording and may contain errors. It has not been manually verified. Time links return to that point in the video.
00:00:01 This video is going to focus on creating a new assignment for a senior service missionary. There are a number of scenarios in which missionaries might need a new assignment. And so you're going to be able to look at those that need an assignment. I'm going to limit this to senior service missionaries. But there can be a number of reasons that an assignment needs to be added. One is that missionaries can have more
00:00:31 one assignment. Number two is a missionary might apply for an assignment and it turned out not to
00:00:36 be a good fit and so the operation manager declined the assignment. It also can happen that
00:00:44 missionary can come through the missionary recommendation system without an assignment at all.
00:00:50 Whatever the reason, it's easy for a senior missionary coordinator to add an assignment.
00:00:56 Now this assumes that you know the opportunity that they want to add and that you've done
00:01:04 a little bit of investigation as to whether this is going to be a good fit.
00:01:09 Now we have a test case here that we're going to do to create an assignment.
00:01:18 This is actually a temporary record I created for demonstration purposes.
00:01:24 We're going to create an assignment.
00:01:26 We're going to say that I want to serve at home, and I'm physical operation, and then
00:01:34 I can put in here that I want to work in the Las Vegas Temple, and I want to work as a
00:01:53 look for opportunities. Typically, you can pick any one. You do not want to pick one that has an
00:01:59 exclamation point because they're not available yet. If you have a opportunity that's already been
00:02:08 given, you can type in the number there. And then you give it a start date. We're just going to
00:02:15 have it start in January of 2025. And then we're gonna have it end in January.
00:02:24 Well, you know, let's have it end on 31 December 2025. And then you can put the
00:02:38 days if you have specific days that you want to do. And then hours per week it's
00:02:42 always going to be a minimum of eight and then you hit create now because I
00:02:46 don't really want to do that assignment. That's all you need to do. You hit create
00:02:51 and it will add the assignment. We're going to shift gears and do a virtual
00:02:56 assignment. Sometimes you need to create an assignment that isn't local.
00:03:01 Creating a virtual assignment can be tricky so we create new. We're going to
00:03:08 click on show only immediately available opportunities down below. We're gonna
00:03:14 click on other. We're going to figure out where the location is by looking in a
00:03:23 list of the opportunities. I'm just gonna pick one randomly here, open that in a
00:03:28 new tab, and then I'm going to scroll down and see what address it's using.
00:03:34 It's a lot of times they're Salt Lake City.
00:03:37 This one says Oklahoma, so let's try that one.
00:03:39 We're going to copy that, and then we're going to go back here and paste that in there.
00:03:48 It will check to make sure there's a location.
00:03:52 Click on that.
00:03:54 Now, because we put a specific location, we do not need to put a large number of miles,
00:03:59 but if it doesn't show up, with that we will increase the miles. We're going to say it's a virtual assignment.
00:04:06 We happen to know part of the name, this is North America, Southwest, Pathway Institute,
00:04:15 and they just talk part of it, and then it limits the choices.
00:04:22 And then you click on Opportunity Type, there should be a normal case, it's just one.
00:04:27 and then you're going to pick an opportunity. Now sometimes there's going to
00:04:34 be a list of opportunities and if there is a list sometimes it will show
00:04:41 opportunities that are not available but it indicates a little with a little
00:04:45 exclamation point at the beginning and that indicates that the opportunity is
00:04:51 not available. Then you put the start date and end date a number of hours per week
00:04:57 in the days of the week, always at least eight, and then you hit create.
00:05:01 Because this is fictitious, I'm not going to do that, but it would add that assignment
00:05:08 to the profile of the missionary, and that's how you add a virtual assignment.