Consultant Checklist

“Family history consultants are truly the key to a successful family history program in a ward and stake.  Diligent and timely preparation will help consultants to have the confidence and expertise needed to support members with their family history efforts.”  Utah and Idaho release, prepare page.

✔    Please check off each action as you complete it.
☐    Go to https://www.familysearch.org/consultant/ and sign in with your LDS account
username and password.  If you don’t have an LDS account, register.  You will need your birth date and membership number, which you can get from you Ward Clerk in the form of an Individual Ordinance Summary.  Once you have completed the registration, you
will be able to use the same username and password for all participating Church Web sites.
    When you have signed into https://www.familysearch.org/consultant/ it takes you to the Training Page.  There are three sections of training: Core, Additional Training and
Additional Resources.  Start with the Core Training >> Online Training.  Complete the
following lessons under Family History Consultants:
☐   Family History Consultant Training 1: Understanding Your Calling
☐   Family History Consultant Training 2: Providing Individual Help
☐   Family History Consultant Training 3: Problem Solving
Again on Core Training >> Online Training >> Tools for Family History >> New Family Search >> Launch This Course - complete all the New Family Search lessons:
☐    Viewing Information about Your Family
☐    Combining and Separating Records
☐    Displaying Correct Information
☐    Adding Missing Individuals
☐    Doing Ordinances for Deceased Ancestors
☐    Using Help
☐    Conclusion
Again on Core Training >> Online Training >> Tools for Family History >> Family Search Indexing >> Launch This Course - complete all the FamilySearch Indexing lessons:
☐   Introduction
☐   Overview
☐   Indexing Process
☐   Basic Indexing Guidelines
☐   Arbitration
☐   Conclusion

If you have not used PAF or another family history software, complete the PAF lessons. ☐   Read To Turn the Hearts: Leader’s Guide to Temple and Family History Work.
     You may also read the Handbook and the Course Materials. Copies are in the FHC.

Under Additional Training click on See the Whole List - complete each of the following:
☐    Watch the new video Family History and Missionary Work
☐    Family History Research Wiki Training
☐    5 Minute Genealogy
☐    Principles for Successful Family History Classes
☐    Family History Devotionals
☐    Getting Started with Family History Videos
☐    Helping Members with the New FamilySearch
☐    Answering Common Questions about the New FamilySearch
☐    Read through the Family History Consultants Guide to Temple and Family History Work.  You can download it to your computer or print it out, I have chosen not to print it because I think it will change soon.

The following training is available on New.FamilySearch.org >> Learn How to Use
FamilySearch - go there anytime to review and share the lessons and videos with others:
☐    Getting Started with the Family Tree
☐    Viewing Information
☐    Correcting Information About a Person
☐    Correcting Relationships in a Family
☐    Working with Other People


☐    Combining Duplicate Records (The others are on the Consultant Pages)
    From the Home page of new.FamilySearch.org >> Help Center >>Video Demos:
☐    Overview
☐    Click on Finding Records >> Searching Historical Records
☐    Searching the Research Wiki
☐    Searching the Catalog
☐    Click on Forums and then view FamilySearch Forums Overview
   
As you can see, there are a lot of training videos.  I have listed the most current and relevant to your initial training.  Please return often and go through the training programs that become available.