new tools, internet recharter and other bsa things internet
TRANSCRIPT
NEW TOOLS, Internet Recharter and other BSA THINGS INTERNET
TOOLS TO MAKE YOUR LIFE EASIER
“NEW” UNIT TOOLS on myscouting.org
UNIT LEADER
COMMITTEE CHAIR
CORCOMING SOON
Access for 3 additional individuals
designated by unit
LOG IN AGAIN
IF YOU CAN’T GET
THIS TO WORK … CALL THE
BSA HELP DESK
972 580 2489
YOUR UNIT’s DASHBOARD
• TRAINING MANAGER• MY DASHBOARD• MEMBER MANAGER• ORGANIZATION
MANGER• ANNOUNCEMENTS • CALENDAR
Training Manager
TRAINING MANAGER – OVERALL TRAINING
Unit number and name
1
1. GET REPORTS 2. ADD TRAINING 3. SEARCH TRAINING
23
UNITS CAN NOW ADD TRAINING• Pull down menus by Program• Pull down menus for course • Guess at the date if you have to• YPT updates with card
Program Course Date
TRAINING MANAGER – YOUTH PROTECTION
Unit number and name
1
1. YPT STATUS ALERT 2. GET YPT AGING REPORT
2
IDENTIFY MEMBERS who
have NOT taken YPT
or who’s YPT
has expired or will expire between
NOW and your RECHARTER.
THE YPT AGING REPORT IS YOUR
YOUR UNIT’s DASHBOARD
MEMBER MANAGER
MEMBER MANAGER
1. ASSIGN MEMBERS TO PATROLS and ROLES 2. GET ROSTER REPORTS
1
2 OrganizationManager
1. PRINT MEMBERSHIP CARDS 2. PRINT YOUTH MEMBER AGE REPORT 3. EDIT PROFILE DATA 4. EXPORT DATA
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3
4
EDIT PROFILE
1. UPDATE ADDRESS, PHONE & E-MAIL DATA – works like your contact list on your SMART phone
1
EXPORT DATA – MEMBER LIST, CALLIING LIST, MAILING LIST
MEMBER LIST: BSA ID NUMBERS & POSITION
Name Member # PositionBlake Steven Beitter 127302978 Youth MemberRobert J Chatley 9322732 Executive OfficerRobert J Chatley 9322732 Chartered Organization Rep.Debra Anne Copley 111408083 Committee MemberJohn Andrew Copley 120075631 Youth MemberJohn William Copley 106582488 Venturing Crew AdvisorPaul Savanack Copley 105334981 Youth MemberAlston R Ellis Jr 115263754 Committee ChairmanJonathan T Ellis 108634937 Youth MemberSharon Garard Ellis 115263749 Committee MemberBrady William Martin 103266128 Youth MemberJennifer Margaux Schein 127303002 Youth MemberRaymond Edward Schuldt 105388704 Youth MemberJoseph Gabriel Trotta 111340895 Committee MemberJared Patrick Walsh 126572873 Youth Member
1. You can not add training for yourself.
2. It is a batch system and updates Council records overnight. Give it time to process.
3. DON’T EVER HIT your browser’s BACK arrow. It will throw you OUT of the Tool System. USE the “BACK” button on some screens OR click on “Tools” to go back to the dashboard.
A FEW “TRICKY” BITS
LET YOUR FINGERS DO THE WALKING …..
E X P L O R E
‘Tis the Season …. toRECHARTER
Fa la la la la, la la la la.
1. ONLY ONCE A YEAR
2. RECHARTER COVERS 2/1/2014 – 1/31/2015
3. LDS units recharter with calendar year
4. $24 fee per youth and adult member
5. Multiple registrations = NO ADDITIONAL FEE
6. BOYS’ LIFE $12/year
JUST THE FACTS ….
INTERNET RECHARTERING --- IT’s EASY!
•YOU WORK WITH A “PHOTOGRAPH” of the LIVE MEMBERSHIP DATA
•YOU STILL HAVE to turn in certain SIGNED PAPERWORK with fees
•THE COUNCIL PROCESSES your recharter to effect the changes on the LIVE system.
IN THE RECHARTER SYSTEM …
STEP 1 – LOAD ROSTER (from Council data or Troop source)
STEP 2 – UPDATE ROSTER
• Remove Members – ONLY time of year to do this
• Add Members – CAN BE DONE IN ADVANCE
• Update Member Profiles -- CAN BE DONE IN ADVANCE
• Change Adult POSITIONS – only time to do WITHOUT APP.
STEP 3 – CHECK ROSTER
STEP 4 – UPDATE FEES
STEP 5 – SUBMIT ROSTER
IN THE RECHARTER SYSTEM …
LAPSEDIF A UNIT DOES NOT RECHARTER ON TIME
DEBRA when all recharters are not filedon time!
1. YPTs
2. SIGNED APPLICATIONS
3. SIGNED RECHARTER
TOP 3 REASONS FOR TARDY RECHARTERS
CHASING DOWN …
1. REVIEW YPT AGING REPORT
2. IDENTIFY ALL WHO NEED TO “RE-UP” YPT between NOW and February 2014.
3. Set a “DONE BY” DATE (hint: 2 weeks)
4. Request, remind, pester…..
HOW TO GET AHEAD OF YPTs?
Be the squeaky wheel…
NOW
MOST COMMON PROBLEM
MYSCOUTING.ORG
USER NAME
BSA MEMBERID NUMBER
TO LINK ACCOUNT ….
In the NEW system, you can also do the link. Under MY DASHBOARD, MY PROFILE, members can add their BSA Member ID. It will be an editable field if it is not
already filled in.
You can make sure everyone has their BSA ID NUMBER.
USING MEMBER MANAGER
NEW FOLKSNEED APPSAPPS NEED
SIGNATURESYouth Members = Unit LeaderAdult Members = CC & COR
TARDY PROBLEM #2
YOU CAN GET NEW MEMBERS ADDED NOW
1.RING-OUT
2.REVIEW YOUR OWN ROSTER USING MEMBER MANAGER
3.TURN IN PROPERLY SIGNED APPLICATIONS for all non-registered members
NOW!
STEP 5 “SUBMIT”
does NOT meanDONE.
TARDY PROBLEM #3
UNIT LEADER (Cubmaster, Scoutmaster, Crew Advisor, Varsity Coach)
EXECUTIVE OFFICER or INSTITUTIONAL HEAD of your Chartered Organization
COUNCIL REPRESENTATIVE, Karen Thunert, District Executive (she will sign AFTER you turn in the paperwork)
HERE’s WHO HAS TO SIGN ON THE dotted line…..
SENIOR WEBELOS need to recharter with the PACK UNLESS they have already transferred to Troop.
RECHARTER TID-BITS
There is a way to REFRESH your roster after it is loaded.
1.The SIGNED Recharter Paperwork
2.Properly SIGNED APPLICATIONS for all new members
3.Proof of YPT for any “exceptions”
4.A check to pay the fee
5.Your SIGNED JTE Scorecard
WHAT DO YOU NEED TO BRING?
EVERY UNIT should turn in a JTE Scorecard, regardless of if they achieve a “medal” level.
Scorecards need to be signed by your Unit Leader, Committee Chair, COR and Unit Commissioner. If you don’t have a UC, the District Commissioner or one of the Asst. District Commissioners will fill in.
GO OVER YOUR SCORECARD with your UC … we don’t grade you nearly as tough as you do yourself!
JOURNEY TOExcellence
JTE SCORE CARDS
• USE 2013 scorecard EVEN though you are completing it for the recharter year ended Jan. 31, 2014.
• MANY of the items can be completed as of now or by December. No need to wait until the last minute.
• For PACKS, camping at CUBOREE COUNTS toward the Cub Camping requirement.
• For SERVICE PROJECT requirement, hours have to be entered into the JTE website.
GOOGLE: Journey toExcellence
Need UNIT ID (same # as for Internet Advancemen
t)
CHANGES FROM LAST YEAR
ARE SUMMARIZED FOR YOU
by PROGRAM.
What’s New in JTE?
UNIVERSITY OF
SCOUTING
Thank you for all you do.
Debra