www.familysearch.org
SKILLS CHECK LIST
for Temple & Family History Consultants
FamilySearch Basics
o Registering for a new account (churchofjesuschrist.org & familysearch.org = same)
o Navigating Family Tree
o Standardize Dates and Places
o Become familiar with Research Help, Data Problems, Possible Duplicates, Sources to be attached
o Find Settings and how to locate Helper Number, Connected Accounts, Notifications and Preferences
o Finding people using PID, Find by ID Number
o Adding and Editing data
o How to View Relationships
o How to View Tree, Person Page, Landscape, Landscape, Portrait, Fan Chart or Descendancy
o Reserving, Printing or Sharing Temple Names
o Explaining where info comes from & the difference between living / dead information
o Understanding Sources
o Printing forms
o Possible Duplicates, merging duplicates and Merge by ID
o Unmerging / restoring individual data merged in error
o Removing and Restoring relationships
Getting Help
o Help Center
o Learning Center
https://www.familysearch.org/home/etb_gettingstarted
o Contact Us – FamilySearch Support 1-866-406-1830
o Stake Temple & Family History Consultant – Shanna Jones text/call 435-668-3774 email shanna.indexing@gmail.com
Memories
o Adding and tagging photos
o Organizing Gallery through Titles
o Adding and tagging documents
o Using Snipping Tool
o Contributing stories
o My Family Booklet
o Contributing Audio Files
o https://www.familysearch.org/ask/salesforce/viewArticle?urlname=Using-FamilySearch-Memories&lang=en
Sources
o Finding Sources
o Reviewing or verifying sources
o Understanding difference between Primary and Secondary Sources
o Adding Sources
o Reason Statements (Provides evidence of residence, birthplace, approximate birth year and family relationships.)
o Sorting Sources
o Attaching or Detaching Sources
Help Others
o Signing on as a Helper
Contacting Members
o Helper Number (last five digits of membership number)
o Homework to provide a discovery experience for a patron
o Helper Resources
o The Planner
o Discovery Ideas
o Help from Others
Collaborating with Others
o Watch and Unwatch
o Messages
o Collaborate
o Engaging extended family members
o Messaging from Latest Changes
o Engaging DNA matches
o Participating in discussions
o Contacting Libraries, Courthouses, & Govt
Premium Sites
o Using Partner Access to set up free accounts https://www.familysearch.org/campaign/partneraccess
o Connecting Ancestry.com information to compare and transfer data
o Exploring Find My Past, My Heritage, American Ancestors by the New England Historical Genealogical Society and Geneanet