TOOLS TO MAKE YOUR LIFE EASIER

1. TOOLS TO MAKE YOUR LIFE EASIER NEW TOOLS, Internet Recharter and other BSA THINGS INTERNET

2. “NEW” UNIT TOOLS on myscouting.org • UNIT LEADER • COMMITTEE CHAIR • COR • COMING SOON • Access for • 3 additional individuals • designated by unit

4. IF YOU CAN’T GET THIS TO WORK … CALL THE BSA HELP DESK 972 580 2489 LOG IN AGAIN

5. YOUR UNIT’s DASHBOARD • TRAINING MANAGER • MY DASHBOARD • MEMBER MANAGER • ORGANIZATION MANGER • ANNOUNCEMENTS • CALENDAR Training Manager

6. TRAINING MANAGER – OVERALL TRAINING 3 2 1 • Unit number and name 1.GET REPORTS 2. ADD TRAINING 3. SEARCH TRAINING

7. Course Date Program • 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

8. TRAINING MANAGER – YOUTH PROTECTION 2 Unit number and name 1 1.YPT STATUS ALERT2. GET YPT AGING REPORT

9. THE YPT AGING REPORT IS YOUR IDENTIFY MEMBERS who have NOT taken YPT or who’s YPT has expiredor will expirebetween NOWand your RECHARTER.

11. YOUR UNIT’s DASHBOARD MEMBER MANAGER

12. MEMBER MANAGER 1 2 Organization Manager • ASSIGN MEMBERS TO PATROLS and ROLES • 2. GET ROSTER REPORTS

13. 1 4 2 3 • 1.PRINT MEMBERSHIP CARDS 2. PRINT YOUTH MEMBER AGE REPORT3. EDIT PROFILE DATA 4. EXPORT DATA

14. EDIT PROFILE 1 1.UPDATE ADDRESS, PHONE & E-MAIL DATA – works like your contact list on your SMART phone

15. EXPORT DATA – MEMBER LIST, CALLIING LIST, MAILING LIST

16. MEMBER LIST: BSA ID NUMBERS & POSITION

17. A FEW “TRICKY” BITS You can not add trainingfor yourself. 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.

18. E X P L O R E LET YOUR FINGERS DO THE WALKING …..

19. RECHARTER ‘Tis the Season …. to Fa la la la la, la la la la.

20. JUST THE FACTS …. ONLY ONCE A YEAR RECHARTER COVERS 2/1/2014 – 1/31/2015 LDS units recharter with calendar year $24 fee per youth and adult member Multiple registrations = NO ADDITIONAL FEE BOYS’ LIFE $12/year

21. INTERNET RECHARTERING --- IT’s EASY!

22. IN THE RECHARTER SYSTEM … • 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.

23. 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

24. IF A UNIT DOES NOT RECHARTER ON TIME LAPSED

25. DEBRA when all rechartersare not filedon time!

26. TOP 3 REASONS FOR TARDY RECHARTERS CHASING DOWN … 1. YPTs 2. SIGNED APPLICATIONS 3. SIGNED RECHARTER

27. HOW TO GET AHEAD OF YPTs? NOW Be the squeaky wheel… REVIEW YPT AGING REPORT IDENTIFY ALL WHO NEED TO “RE-UP” YPT between NOW and February 2014. Set a “DONE BY” DATE (hint: 2 weeks) Request, remind, pester…..

28. MOST COMMON PROBLEM

29. MYSCOUTING.ORG USER NAME BSA MEMBER ID NUMBER

30. TO LINK ACCOUNT ….

32. 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.

33. USING MEMBER MANAGER You can make sure everyone has their BSA ID NUMBER.

34. TARDY PROBLEM #2 NEW FOLKS NEED APPS APPS NEED SIGNATURES Youth Members = Unit Leader Adult Members = CC & COR

35. YOU CAN GET NEW MEMBERS ADDED NOW NOW! RING-OUT REVIEW YOUR OWN ROSTER USING MEMBER MANAGER TURN IN PROPERLY SIGNED APPLICATIONS for all non-registered members

36. TARDY PROBLEM #3 STEP 5 “SUBMIT” does NOT mean DONE.

37. HERE’s WHO HAS TO SIGN ON THE dotted line….. 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)

38. RECHARTER TID-BITS There is a way to REFRESH your roster after it is loaded. SENIOR WEBELOS need to recharter with the PACK UNLESS they have already transferred to Troop.

39. WHAT DO YOU NEED TO BRING? The SIGNED Recharter Paperwork Properly SIGNED APPLICATIONS for all new members Proof of YPT for any “exceptions” A check to pay the fee Your SIGNED JTE Scorecard

40. JOURNEY TOExcellence 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!

41. JTE SCORE CARDS • USE 2013scorecard 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.

42. GOOGLE: Journey to Excellence Need UNIT ID (same # as for Internet Advancement)

43. What’s New in JTE? CHANGES FROM LAST YEAR ARE SUMMARIZED FOR YOU by PROGRAM.

45. UNIVERSITY OF SCOUTING

46. QUESTIONS? debra@dacopley.com 972 403 7807

47. Thank you for all you do. Debra