Family History Training

Steps for Temple and Family History Consultants and Patrons.

People in Tree

Records Available

World Tree

Training Outline

Follow these 10 steps to effectively help patrons with their Family History. Start with prayer to invite the Holy Spirit.

Start by reviewing the Fan Chart and available legends. Highlight Sources and Temple Ordinances as key indicators of work needed.

Understand that the Tree Screen and Person Screen are the two main interfaces. All other screens serve as support for these primary views.

Review Temple Hints and Record Hints. actively process and attach these hints to the tree.

Utilize the Ordinances Ready feature. Remember: we need to keep adding people to FamilySearch for this feature to work effectively.

For EVERY person you seek info for, repeat these three steps:

1Search FamilySearch for missing dates/places (Birth, Marriage, Death, Census) and known sources.
2Look in Ancestry Trees to find and add sources/info that apply to your person.
3Look in Ancestry Records to find and add any remaining sources/info.

Include strictly: Name, year, event, and place of event in Source Titles.

From FamilySearch: Use Hints and Records (always add event date for sequential sorting).
From Outside FS: Use Source Box for Premier Websites, Web, etc.

Review how to Find Similar People and Merge Duplicates if needed for the patron at this stage.

Review the process for Correcting and Editing Errors if necessary for the patron's progress.

Setup access to Premier Family History Websites (free for members) if necessary.

Don't overwhelm. Limit sessions to under an hour. Schedule follow-ups if needed. Direct patrons to do all steps on their own Tree.

"Encourage taking 'Your Ancestors' to the Temple!"