How to use TroopMaster WEB

Transcription

How to use TroopMaster WEB
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
Enter user ID and the password to access record online. If you need an ID or
forgot your password, contact [email protected] or Troop
webmaster at [email protected]
This is the home screen for navigating on TroopMaster
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.
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.
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.
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.
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.
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.
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.
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.
On the advancement screen you can view each rank listed to the bottom of the screen
and note the date each requirement was completed.
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.
From the Advancement screen you can also select to view completed or
partially completed merit badges.
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.
This is the home screen for navigating on TroopMaster – select reports to view data.
You can also use reports to consolidate viewing your scout’s progress. Try the
Individual Advancement History report for example.
Select all the options to generate a report with all details included.
Report summarizes all records. To view other pages select the arrows at the
top. To close the report, click Close.
To view progress towards the very next rank in line, select the Individual progress report.
Select all options then OK for the report.
This view shows the requirements specifically for the next advancement
facing the scout complete with those completed and those missing.
Wanted to see all that is needed to reach First Class? Try the Target First Class Report.
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.
The report shows all completed requirements on a grid. Then lists each with a 0 needed
if completed, or a 1 if still outstanding.