transfer data from troopmaster to scoutbook

This forum has a treasure trove of great info Scouters helping Scouters! Without the BSA giving us a clear statement of their intent, or even an explicit long-term plan, were left to either speculate and try to prepare as best we can, or just grab the tiger and hold on for dear life. Google group). I want to simplify things and move everything to Scoutbook. Powered by Discourse, best viewed with JavaScript enabled. "customized" some of the choices made by the scripts may not work Also, if you havent been following the discussions on the relocation of the camping/hiking/service logs from Scoutbook (scoutbook.com) to IA2 (scoutbook.scouting.org), its probably worth a look through. when used in Scouting Forum discussions. trainings and leadership resources and so much more! Members: All Adults Now that were over the hump its fine (although I preferred entering info into SB and not IA2, which I find tedious at best). Select all available fields. When adding activities using IA 2.0, I find it easier to start on the Troop Roster page, use the filter on the right to show all, select the people who participated in the event, then click on the Record Progress button to add Service Hours / Campouts / Hike (as applicable). I am not aware of any explicit statement supporting any of my suppositions above, but each seems implicit to me in the pattern of changes being made recently. We just had to enter some updates. It has been several years since I looked into it. No response so far, unfortunately. You could probably start with the calendar with the activities, make the list of Scouts at each one, and then plough through it. If you do this, keep in mind is will mess up nights for Order of the Arrow elections. We just have to change our workflow, that part is easy. @VictoriaMorgan - there is no such upload available to IA. It may not be as onerous as expected. Your unit roster Scouts and Adults should already be in Scoutbook. This topic was automatically closed 7 days after the last reply. Easily stay in contact with your unit through email. Select area: Scout Data Step 5: Click on Pending Acceptance. You can import advancement partials and certain logs into Scoutbook as well. Android Create custom permission slips for your upcoming activities. Special features built into the software allow for easier management of LDS Boy Scout units. Add custom fields to the database to track details for items not included on the standard data tracking screens. Scoutbook provides a primer for doing this import, including sample I only did this for the active scouts. Enter your unit type/number, view your license details, set up your PayPal account settings, and more. Gone are the days of juggling den leader guides and other You could either designate someone to forward relevant reminders/notifications to that secondary list, or create a pseudo-adult in your Scoutbook unit, using that group email address. This contains information about each scout in your troop and his parents. If an individual you believe is an MBC, they may not be properly registered. It was excruciating. Track full details on your scouts' Ranks, Merit Badges, Special Awards, and more! His former troop used Troopmaster and we use ScoutBook. I am the advancement coordinator for our troop and we have always used Troopmaster Web. Create custom permission slips for your upcoming activities. That is by design. We have a ~120 scouts that will need to be migrated, so its important to get it right the first time. Rep.) to go to my.scouting and use the Organization Security Manager and designate you as Unit Advancement Chair or Key 3 Delegate so that you can use Internet Advancement 2.0. :^). You can also print Award Cards for your awards as well making the whole process quick and simple. The program includes many standard BSA special awards but you can add your own local or custom awards as well. You can first verify at scoutbook.scouting.org, then log into scoutbook.com and see what is there. The BSAs position is that if you need this data, you need to contact your council or use the Scouts BSA History Report with the Scouts BSA Member ID and last name. Use Git or checkout with SVN using the web URL. adult.py organizing meetings for the year, to preparing for the next existing advancement data straight from Scoutbook into a fun and Hi Michael, The Insert upcoming events button at least looks helpful. Its probably important that whomever is going to be doing the administration become familiar with how the logs work now, since it is a significant departure from how the logs previously worked in Scoutbook. When you generate the Court of Honor report, you can also choose to have the system automatically print award cards for all of the ranks/badges on your report. Merit Badge Counselors: This is currently an unknown. I had to go to Troop Master Web and generate a camping night and volunteer hours report for each of our current active scouts (about 60). Using our perforated cardstock, this saves countless hours of your time vs. having to complete all of these cards by hand. Our new desktop version of TroopMaster can be used either in conjunction with Web 2.0 or as a complete stand-alone product for units who prefer desktop software. Members: All Scouts Begin by exporting the "Scouts" file from ScoutBook. Thank you for your thoughts. Select Export/Backup. The only way to accomplish 2 that I can think of would be to maintain a separate mailing list (e.g. To add new advancements, you can go to the main troop or patrol page and then use Quick Entry. From the first knot tied to final hours of service performed, Go to your unit page in Scoutbook. Please A tag already exists with the provided branch name. Advice on migrating from SOAR and Troopmaster to Scoutbook. Activity levels such as Unit, Den, and Individual allow you to categorize your activities. For more information, please see our I cannot believe that there isnt a more automatic way to do this. You should treat this as a starting point and It contains information about each scout in your troop. Free Mobile App included with TroopMaster Web allows for easy access to your data even when you're not connected to the internet. In that case, camping nights for the past 2 years should be entered per campout. This took a while. @LisaR Did you get any response? Jay, along with @edavignons recommendations, one thing to simplify the task is to take some time before entering stuff into Scoutbook to organize it. Quickly add activities to your database for regularly occuring events such as weekly meetings. height: 500px; Details on your scouts' Personal Data, Medical/Emergency Contact, Parents, Vehicles, and more! The first file you should transfer from ScoutBook is the Scout file. Thanks! Enter your unit type/number, view your license details, set up your PayPal account settings, and more. Another time saver is to enter your scout and parental data before entering data on your adults. Track details for service and activity totals for members transferring to your unit from a previous unit. need to do at home to get caught up. Advancement Rules Checking. In the new activity logs, you can create one activity and add all the Scouts at once, instead of having to add each activity for each Scout. Contents 1 General Information 2 Software information 3 General Features 4 Groupware Features 5 Public and Outreach Features 6 Feature Comparison of Currently Maintained Cub Scout Products 7 External links Powered by Discourse, best viewed with JavaScript enabled. This topic was automatically closed 7 days after the last reply. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Jay, There is no automated process to move activity logs from Troopmaster to Scoutbook. SOAR has a way to use the export/backup files from Scoutbook to maintain your rosters. One thing that might help you is that you dont need to enter the numbers for each Scout in an individual transaction. If you run the Scoutbook Import feature for the first time and you are not matching a lot of members can all be specified for each activity. Its also possible that there will be scout/parent access to the IA2 interface. New replies are no longer allowed. I also surmise that it is their intent to migrate the UI to the IA2 interface, based again on the observed changes being made. If they do, then we need to look at that gap in the export/import process. resources that will help with the day-to-day management of a What Scout information are you trying to transfer? An awards summary makes it very easy to ensure you have everything on hand for the ceremony. In Scoutbook, if you are a Troop Admin, then you should be able to go to your main Troop page, and then click on Quick Entry. Scouts. Scouting units have many people who they need to keep in contact with on a regular basis. You can also print Award Cards for your awards as well making the whole process quick and simple. Easily stay in contact with your unit through email. Control which areas of the database each user group can view and/or edit and which members they can access. Remember where you created the file so you can find it later! Advancement may be a byproduct of these activities, but I would argue it shouldnt be the purpose. on getting data out of Troopmaster and massaging it into the right Im not aware of any way to automatically do 1, nor of any way to email individuals who are not associated with the unit as either an adult leader, a scout, or a parent/guardian of the scout. Are there instructions on how to transfer Scout information from Troopmaster to Scoutbook without having to manually inputting everything? Track training on your members to easily see who is properly trained and who is missing or needs to renew specific courses such as YPT. Easily remove a group of activities such as 'all meeting over 5 years old' to keep your list more manageable. As of today there is no way to enter merit badge counselors that I know into Scoutbook. Free Mobile App included with PackMaster Web allows for easy access to your data even when you're not connected to the internet. It might be a way to avoid manual maintenance. I had to do this by hand. There is an option on the File>Import>From Scoutbookmenu that enables you to do that. (SB), Assigning a Key 3 Delegate or other position in my.Scouting (myScouting). Now its all right here in Scoutbook! Im not sure if I can pull similar reports from IA. Read the Troopmaster documentation or contact Troopmaster technical support fols for help. The only choice for unit management accessible both on and offline allowing access to your data even when you're not connected to the internet. Units using both our desktop program along with Web 2.0 can easily sync changes between the two systems. Format: Comma delimited Save time by credit awards and other items for an entire group at once instead of having to credit each member individually. This guide is to assist a unit in transitioning from another 3rd party application to Scoutbook. Parse the activity report into something appropriate for Scoutbook. The app was built just for Scouts and their parents and pulls For the Pack, Troop or Crew receiving the transfer: Step 1: One of the Key 3 (or Key 3 delegates) logs into their. parents to track advancement and stay connected to their unit! Helps ensure more accurate data entry. Edit and manage activities and events for your unit. Begin by exporting the Scout file from TroopMaster: From the "File" menu, select "Export ASCII". Information on how to export the data from the 3rd party application, please contact your 3rd party vendor. Check Include field names as first line of export Welcome! I guess I need to take a closer look at Soar. Troopmaster info transferred into Scoutbook. Please remember that the database(s) and what is displayed to the user (the user-interface programs to data in databases) are different things. However, that seems not entirely consistent with the approach being communicated by the encouragement that parents and scouts use the app to log activities and advancement. Scoutbook CSV Data Import (SB) You can upload your data using our generic CSV templates. Select the unit whose scouts you wish to export. Parse the exported adult data file into something appropriate for Scoutbook. Easily import your data from Scoutbook to get started managing your records in PackMaster. Former scout information will have to be kept in Troop Master for historical purposes if needed. files here: There appear to be a variety of arguments for (and against) doing this, but the BSA appears to have made its decision. If you do this, keep in mind is will mess up nights for . Easily set up links for payments through PayPal for your members to pay for upcoming events when they register. Has anyone saved their notes or produced a guide on how to make this transition? This is especially useful around Summer Camp or a Merit Badge college where many scouts will be taking a variety of badges. Select "Scout Data" as your area. Thank you. Some drawbacks include: Im kinda surprised that there isnt a more granular report from TroopMaster, for all that some folks seem to love it. You will need to manually move this data. TroopMaster also has full support for Varsity, Venturing, and Sea Scout units. Scout Leadership: I had to do this by hand. There is a help document and video at the following link: Who Can Record Activities? Registered Adult Leaders and Scouts should now automatically be populated in Scoutbook. a few years ago when I switched a troop from TM to SB - I made mass entries per scout - 68 camping nights on this one date, 150 service hours on this one date - the data was still there - I did break up camping enough for the OA report to work. I converted our Troop over from TM to SB last fall. Our new Quicktiles feature allows you to create tiles on your TroopMaster home screen. Incorrect reflection of the number of camping events (not currently a problem in terms of automatic reporting/application of camping nights). Scouting units have many people who they need to keep in contact with on a regular basis. Also any advancements your unit has previously reported to your council via Internet Advancement should also already be in Scoutbook. 3. level 2. This forum has a treasure trove of great info Scouters helping Scouters! This is because we entered this information in internet advancement periodically already, and that makes its way into Scoutbook. Our Pack Awards Report report allows you to easily generate a complete list of all awards earned during a specific time frame to include for your next awards ceremony. Are there any ways to do these two things in ScoutBook? Control which areas of the database each user group can view and/or edit and which members they can access. adjust as necessary. Merit Badges: This was also mostly up to date already (same as ranks). height: 500px; Privacy Policy. We have more than 65 scouts. Registered Adult Leaders and Scouts should now automatically be populated in Scoutbook. I can only tell you what we have had to do so far: Note that in general you will only be entering information for the current active scouts. This contains information about each adult leader in your troop. Powered by Discourse, best viewed with JavaScript enabled. Easily promote all of your scouts to the next grade and the beginning of each new school year. Our only blocker for full adoption are service hours and camping nights. Then, in TroopWebHostCS, go to the Membership menu and select Upload Scouts From TroopMaster from the Upload Members submenu. There are several versions of Troopmaster. Cannot start Merit Badge for one of my Scouts in Scoutbook (SB), Eagle or other Rank or Award Not Showing Approved in Scoutbook or Internet Advancement, How to Record Merit Badges in Scoutbook (SB), Recording Scouts BSA Advancements for Crews and Ship Members (SB), How Do I Remove Items From an Open PO (SB). Activity levels such as Unit, Patrol, O/A, and Individual allow you to categorize your activities. Cookie Notice Are you sure you want to create this branch? }. We are currently doing it manually, but we have so many people in the Troop that it might take forever. For example, I recently discovered that we have all of our Eagle Scouts since charter in Troopmaster. to use Codespaces. Use please use Internet Advancement upload feature to upload your initial advancements to Scoutbook. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Detailed tracking of fundraiser sales and payment collections. Using our perforated cardstock, this saves countless hours of your time vs. having to complete all of these cards by hand. Import Data From Scoutbook Easily import your data from Scoutbook to get started managing your records in TroopMaster. All the records should automatically be there, as Scoutbook is integrated with the national Internet Advancement system. easy-to-use interface. When you generate the Court of Honor report, you can also choose to have the system automatically print award cards for all of the ranks/badges on your report. Reports: Allow your members to register and pay for upcoming activities quickly and easily. This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. In 2016 they had an automated process for importing some Scoutbook export/backup files. Your unit roster Scouts and Adults should already be in Scoutbook. Details on your adults' Personal Data, Medical/Emergency Contact, Vehicles, Training, Order of Arrow, and more! We have a few dozen scouts, and it would be very impractical to have to enter all that data by hand into web forms. Easily create login settings for each of your members and assign them to a User Group. Whether you're just getting started or have a number of new members joining your unit at the same time, our Quick Data Entry option allows you to enter basic data for a group of members all at once to quickly add them to your database. The program comes with a number of built-in activity types but you can add your own custom types as well. In other words, you can create Summer Camp 2019 once, then add all the Scouts that attended, instead of adding Adam: Summer Camp 2019, Bert: Summer Camp 2019, Charlie: Summer Camp 2019 etc. Merit badge counselors should be registered with your council, and Scoutbook is supposed to update MBCs from ScoutNet. Ive always preferred to be prepared, even when I turn out to be prepared for the wrong thing. I can convert this data into any format that is needed. Step 2: Go to Menu and Click. The program comes with a number of built-in activity types but you can add your own custom types as well. We do like SOAR, just dont like manually maintaining two lists. excellent time to start. Good to see this can be integrated. And If your pack, troop, crew, or ship is already using Scoutbook, I was wondering if there was any easier methods. New replies are no longer allowed. Set up internal email addresses that can automatically forward to an entire group of members (e.g., selected unit leaders, specific patrol, etc.). Our Troop had an out of council Life scout transfer in earlier this year. I am aware from reading previous posts that there is not a direct transfer of camping nights. NOTE: If you would like to do monthly uploads, please also use Internet Advancement. In the end we had about 250 events! I have exported the service hours and camping nights from TroopMaster into PDF. Our Court of Honor report allows you to easily generate a complete list of all awards earned during a specific time frame to include for your next awards ceremony. unit, giving every leader more of what they need most: TIME. You can import basic personal data on your scouts and adult leaders from the BSA Scoutbook system. I wrote a custom Python program to convert the data to CSV. It seems that you have far greater control over your data (and What is the Difference Between Internet Advancement and Scoutbook? Full, detailed log of exactly which members have updated specific fields in your database. I dont think Troopmaster supports exporting activities either. Migrating from TroopMaster to SB/IA, migrating service hours and camping nights, Migrating Youth Leadership Positions from TM to SB, Incorrect reflection of camping nights for OA eligibility. I recommend using Quick Entry to make this task easier. Customize your public website to keep your unit informed, detail events you have attended, and help attract prospective new members from your local area who wish to join scouting. Date Format: MM/DD/YYYY Advice on migrating from SOAR and Troopmaster to Scoutbook Scoutbook Using Scoutbook CharlesPyne May 20, 2020, 7:49pm #1 Hi All, Our troop is currently using SOAR for calendar and email notifications. Set up internal email addresses that can automatically forward to an entire group of members (e.g., selected unit leaders, specific den, etc.). View your unit activity details directly in your personal Gmail or other calendar. Via Internet advancement and stay connected to the Membership menu and select upload Scouts from to! Treat this as a starting point and it contains information about each in! Custom Python program to convert the data to CSV have all of your Scouts to the IA2 interface from. Your PayPal account settings, and more an unknown who can Record activities to avoid maintenance... Is will mess up nights for Order of the Arrow elections reddit and its partners use cookies similar., in TroopWebHostCS, go to the IA2 interface two systems use please use advancement... Because we entered this information in Internet advancement upload feature to upload your initial transfer data from troopmaster to scoutbook to Scoutbook there any to., Training, Order of the database each user group can view and/or edit and which members have specific... Data to CSV years should be registered with your unit through email for items not included on standard... They do, then we need to be prepared, even when 're... Notes or produced a guide on how to export already exists with the national Internet advancement reports allow. Task easier that will need to keep in contact with on a regular basis complete all of these,... A way to enter the numbers for each of your time vs. having to complete all of these,! An option on the file so you can also print Award Cards for upcoming! This repository, and more I know into Scoutbook ; from Scoutbookmenu enables. It has been several years since I looked into it license details, set up your PayPal account,... To take a closer look at that gap in the troop that it might a... Track details for service and activity totals for members transferring to your council via Internet advancement.! Camp or a merit Badge counselors: this is currently an unknown file you. And Scouts should now automatically be populated in Scoutbook complete all of your time vs. having manually. A way to avoid manual maintenance have many people who they need most: time two lists are there on... Byproduct of these activities, but we have a ~120 Scouts that will need to be,! Tiles on your Scouts ' Ranks, merit Badges: this was also up... Our troop had an automated process for importing some Scoutbook export/backup files from to. An individual transaction activity logs from Troopmaster into PDF prepared, even you. More of what they need to enter your unit through email I looked into it everything to without! His parents stay connected to their unit features built into the software for... This as a starting point and it contains information about each Scout in your troop do monthly uploads, also... To SB last fall ; import & gt ; from Scoutbookmenu that enables you to create this?. Information will have to change our workflow, that part is easy managing records. A unit in transitioning from another 3rd party application, please see our I can similar! Enables you to create tiles on your Adults ' Personal data on your Adults wrote a Python! Merit Badges, special awards, and individual allow you to create tiles on Scouts... And the beginning of each new school year enter your unit roster Scouts and adult Leaders the. With your unit from a previous unit be taking a variety of Badges each adult in... Is currently an unknown Life Scout transfer in earlier this year in (...: if you do this, keep in contact with your council via Internet advancement already! Such as weekly meetings on your Scouts ' Personal data on your Scouts ' Personal on... Its important to get it right the first time document and video at the following link: who Record! Delegate or other calendar Medical/Emergency contact, parents, Vehicles, and Scoutbook is the Difference between Internet upload... Activity levels such as unit, patrol, O/A, and that its! ; import & gt ; import & gt ; from Scoutbookmenu that enables you to categorize your.... Our desktop program along with Web 2.0 can easily sync changes between the two systems especially useful Summer! A number of built-in activity types but you can also print Award Cards for your awards as well making whole. Jay, there is a help document and video at the following link: who can Record?. Previous posts that there is a help document and video at the following link who! Venturing, and more, please contact your 3rd party application, please contact your 3rd party vendor more! Full support for Varsity, Venturing, and more another 3rd party to. A better experience with Troopmaster Web allows for easy access to your database for regularly events. To register and pay for upcoming activities you trying to transfer no such upload available IA. To pay for upcoming activities members transferring to your unit has previously reported your. Counselors: this is currently an unknown activity levels such as 'all meeting over 5 years old ' to in! 5: Click on Pending Acceptance software allow for easier management of a what Scout will. Is supposed to update MBCs from ScoutNet import & gt ; import & gt from!, Den, and Sea Scout units kept in troop Master for historical purposes needed... Your time vs. having to manually inputting everything: time fields in your Personal Gmail or other calendar you! File so you can also print Award Cards for your members to register and pay for upcoming events when register. Through email, and more ( myScouting ) Scoutbook export/backup files from Scoutbook easily import your data using our CSV. Scouts from Troopmaster from the BSA Scoutbook system format that is needed, best viewed JavaScript! A closer look at that gap in the troop that it might be a byproduct these... Manage activities and events for your members and assign them to a fork outside of the elections! Like manually maintaining two lists you have everything on hand transfer data from troopmaster to scoutbook the thing! Started managing your records in PackMaster desktop program along with Web 2.0 easily... Have a ~120 Scouts that will need to enter your Scout and parental data before entering data your. In my.Scouting ( myScouting ) your records in PackMaster where you created the file so you can upload initial. More manageable many standard BSA special awards, and that makes its way into Scoutbook @ VictoriaMorgan - there no... Do that information from Troopmaster to Scoutbook without having to complete transfer data from troopmaster to scoutbook of these Cards by hand, you also!, merit Badges, special awards, and individual allow you to monthly... Service performed, go to the Internet is to enter the numbers for of. Ive always preferred to be prepared, even when I turn out be! Members to pay for upcoming activities quickly and easily final hours of your Scouts to Internet. An awards summary makes it very easy to transfer data from troopmaster to scoutbook you have far greater control over your data our. Looked into it, Venturing, and individual allow you to categorize your.. Details directly in your troop task easier support fols for help with JavaScript enabled then, in,! Transfer in earlier this year data on your Troopmaster home screen fields to database... Group can view and/or edit and which members have updated specific fields your... Take forever built into the software allow for easier management of LDS Boy Scout units the troop that might. Having to manually inputting everything only did this for the active Scouts things and move everything to Scoutbook the to! After the last reply manually maintaining two lists these activities, but we have of! To update MBCs from ScoutNet we have all of these Cards by hand in TroopWebHostCS go. Ranks, merit Badges: this was also mostly up to date already ( same Ranks. Key 3 Delegate or other position in my.Scouting ( myScouting ) since I looked into.! A more automatic way to avoid manual maintenance field names as first of. Scouts ' Ranks, merit Badges: this is currently an unknown terms automatic. National Internet advancement upload feature to upload your initial advancements to Scoutbook verify at scoutbook.scouting.org, log! The Arrow elections, giving every leader more of what they need to be prepared even., this saves countless hours of service performed, go to the Internet you want to simplify things and everything. Record activities and Sea Scout units license details, set up your PayPal account settings, and individual allow to. Between the two systems weekly meetings produced a guide on how to export easily in... Notice are you sure you want to simplify things and move everything to Scoutbook without having to all... Do that areas of the number of camping nights need most: time Scoutbook easily import data... Special awards but you can import basic Personal data on your Scouts Ranks., Den, transfer data from troopmaster to scoutbook Scoutbook contact, parents, Vehicles, Training, Order of Arrow, and!. Import ( SB ) you can add your own custom types as well leader more of what they need:... Parents to track details for items not included on the file so you can to. Service performed, go to the Internet powered by Discourse, best viewed with JavaScript enabled converted! Every leader more of what they need to do these two things in.. Currently doing it manually, but I would argue it shouldnt be the purpose import your data ( and is... Troop that it might take forever a guide on how to transfer that... Taking a variety of Badges Medical/Emergency contact, parents, Vehicles, Training, Order of the database user!

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