myScouting.org Unit Tools 1 Revised: 08/22/2014

Unit tools

Contents Unit myscouting tools ............................................................................................................................................................. 1

Accessing my.scouting ........................................................................................................................................................ 1

My Dashboard ..................................................................................................................................................................... 2

Unit Tool Icons .................................................................................................................................................................... 3

Calendar .......................................................................................................................................................................... 3

My Organization Dashboard ........................................................................................................................................... 3

Announcements .............................................................................................................................................................. 4

Member Manager ........................................................................................................................................................... 5

Training Manager ............................................................................................................................................................ 6

Organization Security Manager .................................................................................................................................... 11

Accessing my.scouting

Access the new tools at: https://my.scouting.org/

(NOT http://www.myscouting.org That is the old site where E-learning and UVTS continue to reside.)

Once logged in, each user is presented with a menu that is custom built depending on their registered units, positons

and granted access.

Home Returns you to the home screen

My Dashboard This screen shows the user all their personal information as well as a

list of all registered positions. If another menu item is missing, check

this screen to ensure the position is properly registered.

My Organization Dashboard Shows current unit calendar and upcoming events on a summary

page.

Calendar This tool allows the user to add events to a calendar that is shared

with all other registered users with access to that level. For example,

a unit might put all campout dates on their unit calendar.

Announcements This tool allows announcements to be added to the calendar.

Member Manager Allows maintenance of members in your unit. You can update

addresses, phone numbers and email addresses.

Organization Manager Allows you to update information about your unit including social

media, unit website and more. Additionally you can create sub

organizations for use within my.scouting, such as patrols or dens or

people attending summer camp.

Training Manager Allows authorized leaders of a unit or non-unit level (like a district) to

add or update training course completion for their members.

Organization Security

Manager

Allows key-3 leaders of a level to authorize other members for special

functions, such as adding access to allow a pack trainer to update

training records.

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A typical personal menu might look like this, again depending on registered positons and granted access.

The items below ‘My Dashboard’ are determined by your security and registrations.

My Dashboard

You can click on the menu to switch between ‘My Profile’ and ‘My Training’.

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Unit Tool Icons

Calendar

The calendar allows the user to schedule events on a shared calendar. The events can be categorized and if desired

invitations can be emailed to all other users at that level.

My Organization Dashboard

My Organization Dashboard shows all calendar entries and announcements that have been posted for the organization.

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You can switch between calendar view and announcement view by clicking on the menu in the upper left.

Announcements

Similar to calendar, the announcement icon can add items to the calendar.

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Member Manager

Member manager allows authorized users to maintain information about users such as address and email. You cannot

change positons with a tool. Positions require an adult application be processed byt the council registrar.

Simply select a roster view (All, adult or youth) to see registered members.

Then you can select a member by highlighting them. A checkmark appears on their row.

Next click to display their information.

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If you wish to update, click to edit. The modifiable fields are then editable.

Click SAVE or the red X to cancel when complete.

Additionally, if sub organizations have been created in Organization Manager (such as Dens) you can use Member

Manager to update the members assigned to these sub organizations.

Training Manager

Perhaps one of the greatest features of the myscouting tools is the ability for authorized users to update training

records.

Once the Training Manager tool is selected from the users menu, the level training summary appears:

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You can quickly see the YPT and total training complete and incomplete. To see the members behind any negative (not

trained) statistic, simple click on the pie chart. For example. To see the unit leaders with missing or expired YPT click on

the red section of the YPT graph. (The 10% segment in the picture).

You will then download a report of the leaders with incomplete YPT.

The PDF report will list the leaders and missing/expired courses.

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To see the Trained leaders, click the icon at the top of the report section.

A PDF report will download. There are 2 sections to the report. The top lists all leaders properly trained. The bottom lists

all leaders not trained and which course(s) are missing.

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For YPT, the report is a YPT aging report. This list all leaders in order of YPT expiration.

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Perhaps the most useful feature is the ability to ADD training records. NOTE: You cannot update your own record.

To add training, click the add training icon on the Training Manager tool main page.

Adding training requires 2 steps; Identify the course then identify the member or members that took the course.

First find the course in the series of dropdown selections: The top levels are:

• Cub Scout

• Boy Scout

• Varsity & Venturing

• Exploring/LFL

• Other

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Once the top level is selected, the Course dropdown is populated with the relevant courses. Select the course. Lastly,

enter the date of the training.

Once that is complete, the screen changes to select the member(s) that attended the training.

Enter names to search to find the appropriate members. When listed click on them to move them to the course add

screen.

Once all the members are identified and listed on the screen, click submit.

NOTE: The myscouting tools and ScoutNet update twice a day, so items entered in one are not immediately visible in the

other.

Organization Security Manager

This tool is used to grant users access to different myscouting tools. For example (and the only current use) you can give

people the same access as a key-3 member. For example, in a district you might assign this role to a District Vice

Chairman.

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At this time the following functional positions can be assigned:

• Key 3 Delegate

• Registration Inquiry

• Unit Membership Chair

• Unit Training Chair

• Youth Protection Champion

At this time, assign a person the Key-3 Delegate role to allow them to access the Training Manager tool.

To see or assign roles, click on the role.

If any people are assigned they are listed (and you can remove them). You can also click the sign to add a person to

the role.

Clicking add brings up a dialog to select a person to grant access, and the dates of that access.

Click Save to save the changes.

The person now has access equivalent to the Key 3.

NOTE: Although this is shown at a unit level, it works the same for other levels.