transfer data from troopmaster to scoutbook

I think it's also faster) if you import the data in the csv format 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. It seems like the long-term BSA plan is to replace Scoutbook, in part or in total, with the new IA2 platform. 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. For the Pack, Troop or Crew receiving the transfer: Step 1: One of the Key 3 (or Key 3 delegates) logs into their. Credit toward Camping, Hiking, Service, etc. communicate with parents of absent Scouts about what their kids Merit Badge Counselors: This is currently an unknown. Edit and manage activities and events for your unit. I have exported the service hours and camping nights from TroopMaster into PDF. advancement data anywhere at any time. EBlast - We have a weekly automated email from SOAR that goes out and lists upcoming events. See the guide here. resources that will help with the day-to-day management of a Use please use Internet Advancement upload feature to upload your initial advancements to Scoutbook. We have ~65 scouts and years of activities to migrate. Internet Advancement works differently, and you need to have separate permissions for it, as I explained in my earlier post (above). Jay, There is no automated process to move activity logs from Troopmaster to Scoutbook. Go to your unit page in Scoutbook. Powered by Discourse, best viewed with JavaScript enabled. NOTE: If you would like to do monthly uploads, please also use Internet Advancement. New replies are no longer allowed. Your unit roster Scouts and Adults should already be in Scoutbook. Units using both our desktop program along with Web 2.0 can easily sync changes between the two systems. Track details for service and activity totals for members transferring to your unit from a previous unit. Troopmaster info transferred into Scoutbook. It might be a way to avoid manual maintenance. @LisaR Did you get any response? The app was built just for Scouts and their parents and pulls Scoutbook for a Scout Troop is the transfering of data. 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. This forum has a treasure trove of great info Scouters helping Scouters! Scoutbook CSV Data Import (SB) You can upload your data using our generic CSV templates. 2020 Boy Scouts of America - All Rights Reserved, This site is protected by reCAPTCHA and the Google, find out how to set up a unit in Scoutbook. Edit and manage activities and events for your unit. Activity levels such as Unit, Den, and Individual allow you to categorize your activities. For example a single service project with 50 hours of service. Edit activity, attendance, and other details on your unit's activities. Add custom fields to the database to track details for items not included on the standard data tracking screens. Please hard-copy resources. We are about to begin our migration from TM to ScoutBook as well. 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. If you aren't using Internet Advancement, now is an (SB), Assigning a Key 3 Delegate or other position in my.Scouting (myScouting). Scouts. easy-to-use interface. on getting data out of Troopmaster and massaging it into the right We like to keep them on emails for volunteering and general notifications on events. help.scoutbook.scouting.org scout.py Registered Adult Leaders and Scouts should now automatically be populated in Scoutbook. Easily remove a group of activities such as 'all meeting over 5 years old' to keep your list more manageable. My troop is also migrating to Scoutbook from Troopmaster. Detailed tracking of fundraiser sales and payment collections. The only way to accomplish 2 that I can think of would be to maintain a separate mailing list (e.g. Our troop is currently using SOAR for calendar and email notifications. https://www.scoutbook.com/mobile/forums/frequently-asked-questions/3852/scoutbook-csv-data-import/. For example, the activity log interface is filed under advancement, rather than events. 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. Parse the activity report into something appropriate for Scoutbook. Adults. Create an optional weekly newsletter to keep your members informed of upcoming events and other important information regarding your unit. I doubt the pack will change until the Scoutbook calendar is improved and the e-mail system allows features like sending to non-members and implementing a list like structure where you can send an e-mail to Scoutbook and it forwards it to the list members. Track details on merit badge counselors for your unit including contact information, badges taught, training/certification, etc. 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. A tag already exists with the provided branch name. Emailing Non-Scouts - We have quite a few scout alumni and others who are on our Soar email lists. Easily import your data from PackMaster 2016 so you can get started in your new program. Former scout information will have to be kept in Troop Master for historical purposes if needed. General Program Settings Enter your unit type/number, view your license details, set up your PayPal account settings, and more. }. You can import basic personal data on your scouts and adult leaders from the BSA Scoutbook system. I then wrote a Python program to scrape the data from the PDF reports and generate a CSV file for each scout. Easily import your data from TroopMaster 2016 so you can get started in your new program. Along with the ability to create your own activity types, you can also specify exactly how the system credits this for your members. Check Include field names as first line of export Enter your unit type/number, view your license details, set up your PayPal account settings, and more. Are there any ways to do these two things in ScoutBook? Remember where you created the file so you can find it later! Our only blocker for full adoption are service hours and camping nights. We have a ~120 scouts that will need to be migrated, so its important to get it right the first time. If not, what have others here done to accomplish these things? Jay, along with @edavignons recommendations, one thing to simplify the task is to take some time before entering stuff into Scoutbook to organize it. there are just too many different combinations to make that feesible. We have more than 65 scouts. What Scout information are you trying to transfer? Click "Add All>>". Details on your scouts' Personal Data, Medical/Emergency Contact, Parents, Vehicles, Order of Arrow, and more! 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. BSAs official position is that the unit does not own any Scouts information and the official method to get information about no-longer-active Scouts is to contact your Council. Step 5: Click on Pending Acceptance. Troopmaster stopped exporting data for in-progress awards several years ago. At this time I have no idea what IA2 platform means. It contains information about each scout in your troop and his parents. If your pack, troop, crew, or ship is already using Scoutbook, Google group). Login to get started. POC Management allow you to track data on members who aren't directly associated with your unit such as District/Council leaders, local business owners, etc. height: 500px; Scout Ranks: This was mostly up to date already. Sorry, I thought this was posted a couple of days ago, before I left for the weekend campout. 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 guess I need to take a closer look at Soar. Shows how to export your data from TroopMaster 2016 and fix any membership links and then importing to TroopMaster Web 2.0 With Scoutbook you can create customizable calendar of events, need to do at home to get caught up. The Insert upcoming events button at least looks helpful. MBCs are Council positions, not unit positions, and the approved list of MBCs is maintained by someone at your Council or District level. Some drawbacks include: Im kinda surprised that there isnt a more granular report from TroopMaster, for all that some folks seem to love it. There are two features we currently use quite often in SOAR. 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. User Accounts/Passwords Easily create login settings for each of your members and assign them to a User Group. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. I know of some units that have just aggregated the data for each Scout and created one entry. This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. You should treat this as a starting point and And if your Scouting adventures take you off the grid, this app's offline capability allows you to access advancement data anywhere at any time. Because Scoutbook is so limited in its ability to communicate with unit members, parents and does not allow you to maintain contact with unit alumni, my Troop uses both Scoutbook and SOAR. User Accounts/Passwords Words get reused, for example platform might refer to the device (or a group of devices). ok, thanks. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. However, you could (in theory) create a single 60-night entry. Apple To add new advancements, you can go to the main troop or patrol page and then use Quick Entry. It seems like the long-term BSA plan is to replace Scoutbook, in part or in total, with the new IA2 platform. Thats more a philosophical argument, though. This forum has a treasure trove of great info Scouters helping Scouters! Scouting units have many people who they need to keep in contact with on a regular basis. Scoutbook provides a primer for doing this import, including sample Quickly add activities to your database for regularly occuring events such as weekly meetings. format for Scoutbook. .jumbotron .section-inner { Helps ensure more accurate data entry. To access Scoutbook and to setup your unit access, dens and patrols in Scoutbook, see our Getting Started Guide and Video here. Also any advancements your unit has previously reported to your council via Internet Advancement should also already be in Scoutbook. What is the Difference Between Internet Advancement and Scoutbook? Please use Send Now to send calendar messages. What is the Log In as Den Leader For? }. Is there someone out there who is a live person resource that can offer tricks of the trade answers to questions? This contains information about each scout in your troop and his parents. Post unit announcements to your website, home page, and newsletter. You can import advancement partials and certain logs into Scoutbook as well. Press the Export button to create a file. 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. 3. level 2. There is currently no import capability for the activity logs. @MaryGillis - if the advancement has been reported to council it should already be 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. Scout Leadership: I had to do this by hand. Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA. Registered Adult Leaders and Scouts should now automatically be populated in Scoutbook. I want to simplify things and move everything to Scoutbook. Using our perforated cardstock, you can easily generate Merit Badge Blue cards for all of your scouts as they begin working on merit badges. Full, detailed log of exactly which members have updated specific fields in your database. robmba 1 yr. ago. Credit toward Second/First Class, Camping, Hiking, Service, etc. We are also using Troopmaster for Advancement. certainly import your Troopmaster files and Scoutbook does support Along with the ability to create your own activity types, you can also specify exactly how the system credits this for your members. Maintenance Advisory. 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. Choose from either a dark or light theme for your site. "customized" some of the choices made by the scripts may not work NOT for former scouts. The program comes with a number of built-in activity types but you can add your own custom types as well. Email reminders to your members for upcoming activities. Members: All Adults 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. Detailed tracking of fundraiser sales and payment collections. www.my.scouting.org account. It was excruciating. Make sure you do not enter duplicates. New replies are no longer allowed. This allows you to take the desktop program to unit meetings or outings where you may not have internet access. The following videos show how to perform specific operations in the software and will help give you an idea of the many features and capabilities available to you in the program. 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. 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). (SB), What do the red icons mean at the top of the Scoutbook pages? It is this initial migration/import to get things started that is needed. and our In 2016 they had an automated process for importing some Scoutbook export/backup files. Transitioning to Scoutbook from a Third Party Application (SB). Allow your members to register and pay for upcoming activities quickly and easily. Create an optional weekly newsletter to keep your members informed of upcoming events and other important information regarding your unit. Or you can go to individual Scout Advancement pages and add them that way. Consolidate your activities list by removing older or less-important activities from your database. How To's, and so much more! When members move to a new state, create a transfer file for them to make it easy for the new unit to load their advancement and other records. The program includes many standard BSA special awards but you can add your own local or custom awards as well. Hi Michael, General Program Settings Enter your unit type/number, view your license details, set up your PayPal account settings, and more. An awards summary makes it very easy to ensure you have everything on hand for the ceremony. Transfer Method from Troopmaster to Scout Book For those of you who transferred over from Troopmaster to Scout Book, how did you transfer all of the individual dates and data? parents to track advancement and stay connected to their unit! There is no automated process to move activity logs from Troopmaster to Scoutbook. Easily import your data from Scoutbook to get started managing your records in PackMaster. Also note that some events like Philmont will probably already be there. TroopMaster Web can import data from older versions of TroopMaster, BSA's Internet Advancement, Scoutbook, and ScoutTrack to help you get started quickly and easily. I was wondering if there was any easier methods. You can upload your data using our generic CSV templates. Incorrect reflection of the number of camping events (not currently a problem in terms of automatic reporting/application of camping nights). I recommend using Quick Entry to make this task easier. Email reminders to your members for upcoming activities. From here you can search for Merit Badge Counselors. Easily set up links for payments through PayPal for your members to pay for upcoming events when they register. There was a problem preparing your codespace, please try again. I converted our Troop over from TM to SB last fall. can all be specified for each activity. To me, activities are events, not advancement. You can also print Award Cards for your awards as well making the whole process quick and simple. 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. Scoutbook provides access to valuable tools and After unit elections, use this simple option to update leadership positions for all of your members on one convenient screen. As a result, the pseudo-adult-leader method might not work. Thank you. Ive played around in Scoutbooks but cant figure out input side of it. Use Git or checkout with SVN using the web URL. trainings and leadership resources and so much more! Units should not be entering MBCs. Im worried that I may miss something. If you do this, keep in mind is will mess up nights for . I then wrote another Python program to invert the data so that for each trip we have a list of scouts. Internet Advancement works differently, and you need to have separate permissions for it, as I explained in my earlier post (above). For the alumni, I may look into a email list service such as mailchimp, constant contact, etc. Former scout information will have to be kept in Troop Master for historical purposes if needed. Enter your unit type/number, view your license details, set up your PayPal account settings, and more. troopmaster-to-scoutbook. Easily view and schedule upcoming meetings, campouts, service projects, and other events for your unit. New replies are no longer allowed. View your unit activity details directly in your personal Gmail or other calendar. Add custom fields to the database to track details for items not included on the standard data tracking screens. I can convert this data into any format that is needed. Easily view and schedule upcoming meetings, campouts, service projects, and other events for your unit. Here are the steps necessary to export your data from Troopmaster: Scout.txt file: Advancement may be a byproduct of these activities, but I would argue it shouldnt be the purpose. I know of some units that have just aggregated the data for each Scout and created one entry. The app also has what seem like off decisions to me. Advancement Rules Checking. Our Troop had an out of council Life scout transfer in earlier this year. Powered by Discourse, best viewed with JavaScript enabled. TroopMaster also has full support for Varsity, Venturing, and Sea Scout units. sometimes the act of leading can get lost in the act of Android Our only blocker for full adoption are service hours and camping nights. Things like short vs. formal first names, misspellings, etc can affect the matching. Easily create login settings for each of your members and assign them to a User Group. But It contains information about each scout in your troop. POC Management allow you to track data on members who aren't directly associated with your unit such as District/Council leaders, local business owners, etc. Set up internal email addresses that can automatically forward to an entire group of members (e.g., selected unit leaders, specific den, etc.). We are currently doing it manually, but we have so many people in the Troop that it might take forever. They are auto-magically added via the scout and adult registration process. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Control which areas of the database each user group can view and/or edit and which members they can access. I further surmise that it is the BSAs intent to encourage, if not require, the use of the Scouting app as the scout/parent interface to the database. If you run the Scoutbook Import feature for the first time and you are not matching a lot of members Post unit announcements to your website, home page, and newsletter. for answers to commonly asked Scoutbook questions, Scoutbook reporting, limiting the amount of time actually spent with Save time by credit awards and other items for an entire group at once instead of having to credit each member individually. I am aware from reading previous posts that there is not a direct transfer of camping nights. 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 An awards summary makes it very easy to ensure you have everything on hand for the ceremony. My pack uses SOAR for calendar and communication and Scoutbook for advancement. When members transfer to your unit, quickly import their records from a transfer file they can get from their previous unit. Advice on migrating from SOAR and Troopmaster to Scoutbook. This article is not all-inclusive. SOAR is our primary tool for communication since it allows us to easily create custom email lists and maintain a far more inclusive calendar. If they do, then we need to look at that gap in the export/import process. 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. Thanks. There are several versions of Troopmaster. Step 3: Go to the Unit Scout receiving the transfer, and click. Your unit roster Scouts and Adults should already be in Scoutbook. If nothing happens, download Xcode and try again. This is how most parents are kept notified of upcoming events. devices. off the grid, this apps offline capability allows you to access That is by design. Select the unit whose scouts you wish to export. Is there any way that I can import this data in bulk into IA? This topic was automatically closed 7 days after the last reply. Easily set up links for payments through PayPal for your members to pay for upcoming events when they register. Lisa. (Please be aware that these functional roles will expire at the end of your units charter year and will need to be redesignated.). Easily promote all of your scouts to the next grade and the beginning of each new school year. Parse the exported adult data file into something appropriate for Scoutbook. Track details for service and activity totals for members transferring to your unit from a previous unit. TroopMaster allows you to export data to a text file which can be uploaded to TroopWebHost. From In that case, camping nights for the past 2 years should be entered per campout. You will need to manually move this data. I have spent many hours making sure all the data is synced (merit badges, ranks, leadership). I wasnt aware of this. No response so far, unfortunately. .jumbotron .section-inner { I didnt realize it had any options to integrate with SB. Camping Nights and Volunteer Hours: This is the killer. 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. Scoutbook is your go-to tool to ensure not a moment is missed - It seems that you have far greater control over your data (and Step 4: Select Application Manager. Select "Scout Data" as your area. 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. For more assistance, see the getting started guides here. There is nothing more rewarding than helping Scouts through We are also using Troopmaster for Advancement. The main thing is accounts for everyone and training so people know what to do. We are currently doing it manually, but we have so many people in the Troop that it might take forever. Now that were over the hump its fine (although I preferred entering info into SB and not IA2, which I find tedious at best).