CT 2.2: Transfer Comments

Clerk Tutorial 2: Transfers

Start here: Intro
Exercise 1: Online Transfers
- Transfer In
- Transfer Out
Exercise 2: Transfer Comments
Exercise 3: Transfer TO an International Church
Exercise 4: Transfer FROM and International Church

Exercise 2: Transfer Comments

Work with the same partner as in Exercise 1 - another church clerk or your conference clerk.

If you’re Z, start with “Requesting a Transfer” and, if you’re A, start with “Replying with a Comment”.

Requesting a Transfer

If you're A, go to "Replying with a Comment" instead.

Step 1 - Create a Request

Use the same steps as in Exercise 1, to request the transfer of Jenny Anderson from your partner's church to yours. The request should show on the "To grant" tab of the Transfers page. It should have a yellow "light" in the first column - indicating that you are waiting for the other clerk to grant the request.

Step 2 - Add a Comment (your partner's turn)

Unfortunately, Jenny had previously transferred out of your partner's church and is no longer a member there. Your partner will let you know this by adding a "Comment". eAdventist notifies you of the Comment by displaying a "balloon" in the second column and sending you an email.

NOTE: To preserve member privacy, eAdventist does not provide any verification that the person you requested is a member or belong s to the church that you selected. It simply forwards the request to the other church clerk - who will verify it for you and either Grant the request or reply with a Comment.

Step 3 - Reply with a Comment

Click on the "View" link next to Jenny's name on the "To grant" tab. Click on the "Add a comment" link in the "Comments" box and write a brief thank you. Click "Save" when you are finished. eAdventist will send a notification email to your partner.

Step 4 - Withdraw the Request

Finally, click the "withdraw" link on the "Actions & Comments" tab. When you click the "Back to transfers" link, the transfer should show on the "Withdrawn" tab. eAdventist will send another email notification to your partner. You're done!

Replying with a Comment

If you're Z, go to "Requesting a Transfer" instead.

Step 1 - Create a Request (your partner's turn)

Your partner will request the transfer of Jenny Anderson from your church to his/hers. The request should show on the "To grant" tab of the Transfers page. It should have a green "light" in the first column - indicating that you will need to grant the request.

Step 2 - Add a Comment

Click on the "View" link next to Jenny's name on the "To grant" tab. Jenny is not a member of your church, so you won't be able to grant the request. To let the other church clerk know this, click on the "Add a comment" link in the "Comments" box and write a brief explanation. Click "Save" when you are finished.

Step 3 - Reply with a Comment (your partner's turn)

Your partner will add a Comment thanking you for the information. eAdventist will send you an email notification.

Step 4 - Withdraw the Request (your partner's turn)

Your partner will Withdraw the request. eAdventist will send you an email notification of the Withdrawl. You're done!

NOTE: eAdventist will automatically send an email notification of each Comment to all church clerks and conference clerks that are involved in the transfer - except for international clerks.

Continue to Exercise 3: Transfer TO an International Church