Finishing up

Finalizing the last few items of data, security, organization chart and finances is quick and easy.

Review

Take​ ​ a ​ ​ few​ ​ minutes​ ​ to​ ​ review​ ​ your​ ​ data.​ ​ ​ Spot​ ​ checking​ ​ is​ ​ ok​ ​ as​ ​ you’ll​ ​ likely​ ​ ask​ ​ your​ ​ leadership team​ ​ to​ ​ do​ ​ a ​ ​ more​ ​ in​ ​ depth​ ​ review​ ​ later. If​ ​ you​ ​ imported​ ​ your​ ​ data​ ​ from​ ​ ScoutNet​ ​ you​ ​ should​ ​ be​ ​ good​ ​ with the​ ​ core​ ​ awards​ ​ tracked​ ​ by​ ​ the​ ​ BSA.​ ​ ​ For​ ​ other​ ​ methods​ ​ and​ ​ awards​ ​ take​ ​ some​ ​ time​ ​ to​ ​ go​ ​ over them​ ​ and​ ​ verify​ ​ everything​ ​ looks​ ​ reasonable.

Organize Scouts

If​ ​ your​ ​ data​ ​ import​ ​ didn’t​ ​ specify​ ​ Den/Patrol​ ​ then​ ​ it​ ​ will have​ ​ imported​ ​ them​ ​ into​ ​ a ​ ​ single​ ​ “Data​ ​ Import​ ​ Den”.​ ​ ​ ​ Create​ ​ your​ ​ dens/patrols,​ ​ then​ ​ use​ ​ the menu option Membership​ ​ =>​ ​ Den/Patrol​ ​ Alignment ​ to​ ​ drag/drop​ ​ the​ ​ scouts​ ​ into​ ​ any​ ​ Den/Patrol.

Catch​ ​ up​ ​ on​ ​ partial​ ​ requirements

Things​ ​ are​ ​ always​ ​ in​ ​ flight​ ​ so​ ​ be​ ​ sure​ ​ to​ ​ have​ ​ your leadership​ ​ ensure​ ​ that​ ​ any​ ​ completed​ ​ requirements​ ​ are​ ​ sign​ ​ off​ ​ in​ ​ Scout​ ​ Manager.​ ​ ​ For​ ​ Packs you​ ​ should​ ​ pass​ ​ this​ ​ task​ ​ along​ ​ to​ ​ your​ ​ Den​ ​ Leaders​ ​ and​ ​ Parents​ ​ for​ ​ review.​ ​ ​ They​ ​ will​ ​ need​ ​ to go​ ​ through​ ​ each​ ​ boy​ ​ and​ ​ ensure​ ​ that​ ​ their​ ​ completed​ ​ requirements​ ​ of​ ​ non-completed​ ​ awards are​ ​ marked.​ ​ ​ This​ ​ will​ ​ naturally​ ​ work​ ​ itself​ ​ out​ ​ over​ ​ time​ ​ as​ ​ parents​ ​ review​ ​ things​ ​ and​ ​ notify​ ​ the den​ ​ leaders.​ ​ ​ There​ ​ is​ ​ also​ ​ an​ ​ Incomplete​ ​ Requirements​ ​ Report​ ​ available​ ​ to​ ​ help​ ​ identify​ ​ where boys​ ​ are​ ​ missing​ ​ requirements.

Add​ ​events​​/meetings​ ​ to​ ​ the​ ​ calendar

For​ ​ example​ ​ pack​ ​ meetings,​ ​ campouts, Popcorn​ ​ due​ ​ dates,​ ​ etc​ ​ --​ ​ be​ ​ sure​ ​ to​ ​ invite​ ​ the​ ​ Pack​ ​ to​ ​ the​ ​ events​ ​ using​ ​ the​ ​ system​ ​ distribution lists.​ ​ This​ ​ will​ ​ help​ ​ with​ ​ adoption​ ​ of​ ​ the​ ​ parents​ ​ and​ ​ other​ ​ leaders. Invite​ ​ others​ ​ to​ ​ participate​ . ​ ​ ​ We​ ​ recommend​ ​ inviting​ ​ your​ ​ leadership​ ​ team​ ​ early​ ​ by​ ​ visiting their​ ​ Profile​ ​ and​ ​ clicking​ ​ the​ ​ “Invite​ ​ to​ ​ Scout​ ​ Manager”​ ​ button.​ ​ ​ This​ ​ will​ ​ send​ ​ them​ ​ an​ ​ email​ ​ with a​ ​ link​ ​ allowing​ ​ them​ ​ to​ ​ choose​ ​ a ​ ​ password​ ​ and​ ​ login​ ​ for​ ​ the​ ​ first​ ​ name. Later,​ ​ you’ll​ ​ want​ ​ to​ ​ invite​ ​ your​ ​ parents,​ ​ other​ ​ adults​ ​ and​ ​ possibly​ ​ scouts​ ​ to​ ​ participate.​ ​ ​ This​ ​ is easily​ ​ done​ ​ using​ ​ Administration​ ​ =>​ ​ Invite​ ​ new​ ​ Users.

The​ ​ links​ ​ in​ ​ the​ ​ invitation​ ​ emails​ ​ can​ ​ only​ ​ be​ ​ used​ ​ once​ ​ and​ ​ are​ ​ only​ ​ valid​ ​ for​ ​ up​ ​ to​ ​ 2 ​ ​ weeks. After​ ​ that​ ​ you’ll​ ​ need​ ​ to​ ​ resend​ ​ the​ ​ invites.​ ​ ​ You​ ​ can​ ​ use​ ​ continue​ ​ using​ ​ this​ ​ tool​ ​ throughout​ ​ the year​ ​ to​ ​ get​ ​ new​ ​ people​ ​ onboard​ ​ and​ ​ send​ ​ out​ ​ updated​ ​ invite​ ​ emails​ ​ to​ ​ people​ ​ who​ ​ haven’t participated​ ​ yet.

Invite your leadership team

We recommend onboarding your leadership team as soon as possible so they can get familiar with Scout manager and can help verify everything is squared away for each scout. To invite them simply open their profile page by clicking on their name in the Users tab, then click the "Invite to Scout Manager" button. They'll receive an email with details for logging in.