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Event Wizards

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From the Event Grid select the event you want to manage and select the button.

Then once you have selected manage you will be able to view the event roster, hover over "Wizards"

There are five different wizard options:

Callout Completion
Ordeal Completion
Brotherhood Completion
Vigil Honor Completion
Service Hours

Callout Completion

Select "Callout Completion"

Step 1

Select whether or not to include checked in candidates
The number of records on a page can be updated by selecting from the following options
1. 100
2. 250
3. 500
4. 1000
Once you have selected all of the candidates select "Next"

Note: You have to select at least ONE candidate in order to continue

Step 2

Insert the Callout Date **
Once completed select "Next"

** REQUIRED fields will be Callout Date.

Once selected you will be presented with a confirmation screen.

Please note: this action is irreversible, it CANNOT be undone.

If you wish to continue select "Ok"

Step 3

Select Export Format
1. Print
2. Excel Workbook
3. Excel 97-2003 Workbook
4. CSV
Select Line One Text
1. None
2. Dues Year
3. Chapter
4. Unit
Selection Sort Order
1. Name
2. Dues Year
3. Chapter
4. Unit
5. Zip Code
Confirm whether or not you want one label per address
Confirm whether or not you want to include bad addresses
Select Export type
1. Print / Export Labels
2. Bulk Mail Report

Ordeal Completion

Select "Ordeal Completion"

Step 1

Select whether or not to include checked in candidates
The number of records on a page can be updated by selecting from the following options
1. 100
2. 250
3. 500
4. 1000
Once you have selected all of the candidates select "Next"

Note: You have to select at least ONE candidate in order to continue

Image Added

Step 2

Insert the Ordeal Date **
Complete Dues Information
1. Payment Method
2. Receipt Number
3. Payment of current year & amount
4. Payment of next year & amount
Complete Service Hours info
1. Select whether or not to include service
2. Service Date **
3. Service Hours **
4. Service Description
Once completed select "Next"

** REQUIRED fields will be Ordeal Date, Service Date, and Service Hours.

Image Added

Once selected you will be presented with a confirmation screen.

Please note: this action is irreversible, it CANNOT be undone.

If you wish to continue select "Ok"

Image Added

Step 3

Membership cards

Select Card Type **
1. 2018/2021 Printing
2. 2013 Printing
Sort Order **
1. Last Name
2. Chapter
3. Unit
4. Zip Code
Skip Cards **
Card Front
1. Name Format
  1. First Name
  2. Nickname
2. Select whether to include Chapter Name and/or Unit
3. Secretary's Name **
Card Back (Note: Only for the 2018/2021 card printing)
1. Top Field
  1. None
  2. Annual Pass
  3. Scouting Member ID
  4. Chapter
  5. Level Dates
  6. Unit
  7. Custom Text
2. Top Custom Text
3. Bottom Field
  1. None
  2. Annual Pass
  3. Scouting Member ID
  4. Chapter
  5. Level Dates
  6. Unit
  7. Custom Text
4. Bottom Custom Text
5. Bar Code
  1. None
  2. Scouting Member ID
Select Printing Option
1. Card Front
2. Card Back
Once done select "Next"

** REQUIRED fields will be Card Type, Sort Order, Skip Cards, and Secretary's Name.

Image Added

Step 4

Select Export Format
1. Print
2. Excel Workbook
3. Excel 97-2003 Workbook
4. CSV
Select Line One Text
1. None
2. Dues Year
3. Chapter
4. Unit
Selection Sort Order
1. Name
2. Dues Year
3. Chapter
4. Unit
5. Zip Code
Confirm whether or not you want one label per address
Confirm whether or not you want to include bad addresses
Select Export type
1. Print / Export Labels
2. Bulk Mail Report

Image Added

Brotherhood Completion

Select "Brotherhood Completion"

Step 1

Select whether or not to include checked in members
The number of records on a page can be updated by selecting from the following options
1. 100
2. 250
3. 500
4. 1000
Once you have selected all of the members select "Next"

Note: You have to select at least ONE member in order to continue

Image Added

Step 2

Insert the Brotherhood Date **
Complete Service Hours info
1. Select whether or not to include service
2. Service Date **
3. Service Hours **
4. Service Description
Once completed select "Next"

** REQUIRED fields will be Brotherhood Date, Service Date, and Service Hours.

Image Added

Once selected you will be presented with a confirmation screen.

Please note: this action is irreversible, it CANNOT be undone.

If you wish to continue select "Ok"

Image Added

Step 3

Membership cards

Select Card Type **
1. 2018/2021 Printing
2. 2013 Printing
Sort Order **
1. Last Name
2. Chapter
3. Unit
4. Zip Code
Skip Cards **
Card Front
1. Name Format
  1. First Name
  2. Nickname
2. Select whether to include Chapter Name and/or Unit
3. Secretary's Name **
Card Back (Note: Only for the 2018/2021 card printing)
1. Top Field
  1. None
  2. Annual Pass
  3. Scouting Member ID
  4. Chapter
  5. Level Dates
  6. Unit
  7. Custom Text
2. Top Custom Text
3. Bottom Field
  1. None
  2. Annual Pass
  3. Scouting Member ID
  4. Chapter
  5. Level Dates
  6. Unit
  7. Custom Text
4. Bottom Custom Text
5. Bar Code
  1. None
  2. Scouting Member ID
Select Printing Option
1. Card Front
2. Card Back
Once done select "Next"

** REQUIRED fields will be Card Type, Sort Order, Skip Cards, and Secretary's Name.

Image Added

Step 4

Select Export Format
1. Print
2. Excel Workbook
3. Excel 97-2003 Workbook
4. CSV
Select Line One Text
1. None
2. Dues Year
3. Chapter
4. Unit
Selection Sort Order
1. Name
2. Dues Year
3. Chapter
4. Unit
5. Zip Code
Confirm whether or not you want one label per address
Confirm whether or not you want to include bad addresses
Select Export type
1. Print / Export Labels
2. Bulk Mail Report

Image Added

Vigil Honor Completion

Select "Vigil Honor Completion"

Step 1

Select whether or not to include checked in members
The number of records on a page can be updated by selecting from the following options
1. 100
2. 250
3. 500
4. 1000
Once you have selected all of the members select "Next"

Note: You have to select at least ONE member in order to continue

Image Added

Step 2

Insert the Vigil Date **
Complete Service Hours info
1. Select whether or not to include service
2. Service Date **
3. Service Hours **
4. Service Description
Once completed select "Next"

** REQUIRED fields will be Vigil Date, Service Date, and Service Hours.

Image Added

Once selected you will be presented with a confirmation screen.

Please note: this action is irreversible, it CANNOT be undone.

If you wish to continue select "Ok"

Image Added

Step 3

Membership cards

Select Card Type **
1. 2018/2021 Printing
2. 2013 Printing
Sort Order **
1. Last Name
2. Chapter
3. Unit
4. Zip Code
Skip Cards **
Card Front
1. Name Format
  1. First Name
  2. Nickname
2. Select whether to include Chapter Name and/or Unit
3. Secretary's Name **
Card Back (Note: Only for the 2018/2021 card printing)
1. Top Field
  1. None
  2. Annual Pass
  3. Scouting Member ID
  4. Chapter
  5. Level Dates
  6. Unit
  7. Custom Text
2. Top Custom Text
3. Bottom Field
  1. None
  2. Annual Pass
  3. Scouting Member ID
  4. Chapter
  5. Level Dates
  6. Unit
  7. Custom Text
4. Bottom Custom Text
5. Bar Code
  1. None
  2. Scouting Member ID
Select Printing Option
1. Card Front
2. Card Back
Once done select "Next"

** REQUIRED fields will be Card Type, Sort Order, Skip Cards, and Secretary's Name.

Image Added

Step 4

Select Export Format
1. Print
2. Excel Workbook
3. Excel 97-2003 Workbook
4. CSV
Select Line One Text
1. None
2. Dues Year
3. Chapter
4. Unit
Selection Sort Order
1. Name
2. Dues Year
3. Chapter
4. Unit
5. Zip Code
Confirm whether or not you want one label per address
Confirm whether or not you want to include bad addresses
Select Export type
1. Print / Export Labels
2. Bulk Mail Report

Image Added

Service Hours

Select "Service Hours"

Step 1

Select whether or not to include checked in members
The number of records on a page can be updated by selecting from the following options
1. 100
2. 250
3. 500
4. 1000
Once you have selected all of the members select "Next"

Note: You have to select at least ONE member in order to continue

Image Added

Step 2

Complete Service Hours info
1. Service Date **
2. Service Hours **
3. Service Description
Once completed select "Next"

** REQUIRED fields will be Service Date, and Service Hours.

Image Added

Once selected you will be presented with a confirmation screen.

Please note: this action is irreversible, it CANNOT be undone.

If you wish to continue select "Ok"

Image Added

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Section

Crews

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From the Event Grid select the event you want to manage and select the Image Addedbutton.

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Then once you have selected manage you will be able to view the event roster, hover over "Crews"

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There are 3 option under crews:

Crew Editor
Crew Generator
Assign Extended Elangomats

Crew Editor

Hover over Crews and select "Crew Editor"

NOTE: If you haven't generated any crews then this screen won't show much information

Seeing Remaining Candidates:

This section shows you all remaining Checked in and Registered candidates that may need crews

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Crew Selector:

The crew selector is in the bottom left hand side of the crew Editor screen

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You can add crews by Clicking the red plus icon

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You can edit crews by clicking the red pen icon

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You can delete crews by clicking the red trash can icon

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Once a crew is selected you can add candidates, add elangomat's, and remove candidates from the crew

Adding Candidates

Click the red "Add Candidate" Icon
Look up / Select an candidate from the drop-down menu
Once selected click "Save"

Image AddedImage Added

Adding Elangomat

Click the red "Add Elangomat" Icon
Look up / Select a member from the drop-down menu
Once selected click "Save"

Image AddedImage Added

Removing Candidates

Select the candidate you wish to remove
Click the red "Remove" icon

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Crew Generator

Hover over Crews and select "Crew Generator"

In the crew Generator screen (See Below) you will see many options. Under "Existing Crews" you will see a number of statistics: To Be Assigned, Checked In, and Registered. These statistics show you how many youth, young adults, adults, and the total amount of candidates need crews made.

Options:

The following are options that are not required but are available

Clear Existing Crews
1. Allows you to clear all current crews and make new
Include not Checked in
1. Allows you to include candidates that have registered but not yet checked in
Group By Chapter
1. Groups Crews by chapters
Keep Adults Together
1. There are 3 different options here
  1. Mix Youth and Adults in Crew(s)
  2. Assign Adults to Separate Crew(s)
  3. Don't Assign Adults

Number of Crews to Generate

After you have filled out the about you have the option to manually select the number of Crews to generate. The recommended number of candidates per crew is 8.

NOTE: If you don't have any candidates checked-in yet, you need to select the "Include Not Checked In" option from the options section in order to make crews

NOTE: The answer to the "Keep Adults Together" option from the option sections will change how many adult crews you can generate

Once you are done click "Generate" to generate your crews.

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Assign Extended Elangomats

Hover over "Crews" and select "Assign Extended Elangomats"

Extended Elangomats are individuals that stay in contact with their crews before/after an induction weekend. Assigning extended Elangomats allows them to message the candidates/members/ through their member portal

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Built-In and Custom Views

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