EXECUTIVE SUMMARY
PROBLEM:
Currently I am a home
teaching supervisor in my Elders Quorum in my ward. I am in charge of gathering
the reports for my district on whether or not they completed their home
teaching as well as if there are any other concerns the Elders Quorum
Presidency should know about such as if the family is struggling. As I was
trying to fulfill my responsibility I found that there was no good way to group
all of the contact information to make it easy to obtain these reports. The
only thing I was given was a pdf of who my district members were, their
companions, and which families were being taught. There was also no way to
digitally enter in home teaching reports, they were to be printed out and
filled out manually.
SOLUTION:
My solution I have
implemented is a tool designed to create groups and companionships to organize
the contact data in a way that is easy to view. Along with this, I wanted the
tool to be relatively easy to change group information. For this reason, I
worked specifically with the format that is used by the LDS church for a ward
list. The tool is designed so that it can be updated by a new ward list without
erasing all the data. It also allows data about which families were taught to
be retained even if groups or companionships change or if the ward list
changes.
I also wanted a way
to contact each group in a mass email both using this tool as well as creating
a google import list to create the group on google contacts so that a person
can contact the entire group on the fly. In addition to making it easier to
contact the Elders, I wanted to make it easier to create a report where I could
fill out home teaching results.
SYSTEM OVERVIEW:
The system is essentially a list of worksheets that each act
as their own database. First a ward list from the LDS Church is imported. The
crucial data from the ward list is copied into the tool and acts as a
repository for the rest of the data. With the data in place, the tool allows
the user to create groups within individuals from the ward list. Once there are
groups, the user can edit group memberships. Companionships can be added to
groups and are made up of two individuals and the families they teach.
Companionships’ families can be edited. Both groups and companionships can be
edited and deleted. The system also allows for mass emails to whatever group
the user chooses. Once the groups and companionships have been formed, the user
can then generate a report where home teaching can be recorded. Lastly, I
included a function that transfers the data captured in the report and saves it
to another worksheet so that data can be preserved even if groups or
companionships change.
Below is the ribbon that outlines the main features of my
system.
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