As we were planning some Zoom training for newly called T&FH staff, these items were suggested to me and I think it is a helpful list.
1) download zoom software at ...zoom.us
Know how to schedule zoom meetings (I suggest turning off the "waiting room" feature, which can leave participants stranded.)
2) be familiar with screen share option, so you can do it quickly and easily. (Remember that the meeting host needs to enable it by clicking the arrow beside Share Screen, then select the option to let all participants share screens.)
3) login...resetting user name or password (The Membership Number option is best for members, as it does not depend on email or a mobile phone number.)
4) using the 'help others' tab to access a tree for someone else (You can use either the Username option or the Name and birth date option. This lets you view their tree before the training session, so that you are prepared.)
5) being able to access the hidden menu for training on your calling (You can do this from Help Others > Try the Planner or else Help/? icon > Helper Resources.)
6) being familiar with various colored icons and what to do with them in the Tree Views. (Note the Options menu on the right hand side for a Legend.)
7) accessing the recommended tasks on the title page (This can show Record Hints or Temple Opportunities, or Both. I like it as an easy way to find research information provided by Indexing work.)
8) knowing how to merge and resolve duplicates (Merging duplicates is central to the goal of one record per person. If you are unsure they are duplicates, don't merge them. Don't be surprised if duplicate people have duplicate family members, who also need to be merged.)
9) knowing how to use the partner access sites (Members can use familysearch.org/partneraccess to sign up for FREE accounts with Ancestry, MyHeritage, findmypast and other commercial partners of FamilySearch. Be sure to keep a record of the usernames and passwords.)
10) research tools (On the righthand side of any Person Details page, you should see the ability to quickly search FamilySearch and partner sites to which you are subscribed.)
11) changing the language on familysearch.org (In some situations you may need to access FamilySearch on another of the 30 available languages. At the bottom of most pages, click ENGLISH and then select the language you want.)
12) how to print a name to take to the temple ...Ordinances Ready option (In the top menu, click Temple, then Ordinances Ready, and select the cards you want printed. You can have the cards you need in 5-10 minutes. You will have 90 days to complete the work.)
13) how to link deceased ancestors to a tree (FamilySearch protects the privacy of living people by hiding them, except to the person who created these records. As a result, you may not see your parents, spouse or children in Family Tree. If they are missing, you can create records for them for your personal use. This is most useful, if your living ancestors are missing and you want to connect yourself to their deceased ancestors. In this case, add the living ancestors as a "bridge" to connect to the deceased ancestors.)
14) how to add a memory and pix including profile pix (This can be done from the Person page by clicking Memories and selecting the photo, document, inputting a story, or uploading a 5-minute audio clip. To add a portrait photo, click the silhouette beside the name and click Add portrait. Portraits and audio recordings can be done more easily using the mobile app.)
Thanks Les,
These were excellent suggestions!
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