How to use TroopMaster WEB

1. How to use TroopMaster WEB Guide for basic access of scouts and parents for track advancement records of Troop 601 and updating contact information of the family: Access the site from a link on www.Troop601.org

2. Enter user ID and the password to access record online. If you need an ID or forgot your password, contact AdvancementChair601@yahoo.com or Troop webmaster at Scouts601WM@gmail.com

3. This is the home screen for navigating on TroopMaster

4. To change the name on the account or to change the password associated with the USER ID, click the File menu item and select Create/View Passwords option.

5. On this screen you can see the basic permissions granted to the user ID. You can also select the Change Pswd button which will give you the chance to change the password you have or were given by the web administrator. If you choose to change your password, you will also have the chance to edit the name or main email on the account and save your changes.

6. Many of the key elements of the database are accessible by selecting the Scouts menu item and clicking the Scout Management option. This is the place to view / edit the personal information on the scout and family as well as the place to view the records towards advancement.

7. You will see the scout’s name associated with the user ID used to login. From here you can navigate through the options shown at the right of the screen to see the data stored in the database. NOTE – most accounts are set up to only allow the personal information to be edited and saved by the users. Other data may appear to be editable, but only administrator users / leaders may be able to save changes to items such as awards or other advancement records. Notify the advancement chair of any incorrect records you may find. Please maintain the scout’s personal information with current data to ensure communication continues.

8. You should have access to edit any field that is not grayed-out. Correct any information that is not current or correct and click OK button at the bottom to save your changes. There are more data fields available on the Personal#2, Parents, and Remarks screens accessed through the buttons at the top of the screen. Samples of those are shown on the next slides.

9. Much of Personal #2 screen includes medical information useful in an emergency. Much of this is kept in the permission slips and medical forms filed before outings, but if you provide it online it can help the Troop keep current information on scouts. This information will remain confidential but be available for leaders to access. If you can provide details of your automobiles, it may become helpful for planning outings in the future. Again, if you make any edits, you click OK button at the bottom to save them.

10. The Parent screen is where information on the parents / guardians of the scout. This is critical information to maintain as it is the source for all roster reporting and communications data for the family.

11. Going back to the Scout Management screen or from within the Personal #1 screen, you can click on the Advancement button to view records of rank accomplishments recorded in the system.

12. On the advancement screen you can view each rank listed to the bottom of the screen and note the date each requirement was completed.

13. View each rank and match the records to your scout handbook, notify the Advancement chair or the First Year Asst ScoutMaster to have records updated. Select Cancel or another rank to exit the current view.

14. From the Advancement screen you can also select to view completed or partially completed merit badges.

15. Here you can view completed merit badges. While it may appear you can edit or add new badges, the system will not allow you to save your changes, so once you leave the screen by clicking Cancel at the bottom, all edits will be lost. Contact the Advancement Chair to correct any errors.

16. This is the home screen for navigating on TroopMaster – select reports to view data.

17. You can also use reports to consolidate viewing your scout’s progress. Try the Individual Advancement History report for example.

18. Select all the options to generate a report with all details included.

19. Report summarizes all records. To view other pages select the arrows at the top. To close the report, click Close.

20. To view progress towards the very next rank in line, select the Individual progress report.

21. Select all options then OK for the report.

22. This view shows the requirements specifically for the next advancement facing the scout complete with those completed and those missing.

23. Wanted to see all that is needed to reach First Class? Try the Target First Class Report.

24. Click to select your scout(s) then select each of the ranks or individual requirements you want to view as you approach First Class rank. Clicking the title buttons of each rank will select all the requirements of that rank. Then click the OK button to generate the report.

25. The report shows all completed requirements on a grid. Then lists each with a 0 needed if completed, or a 1 if still outstanding.