1. Logging in/ArrowID
    1. I go over bookmarking portal.oa-bsa.org and not the actual Lodge Client. Bookmarking the actual app can cause login issues with how SSO works.
  2. Dashboard
    1. I cover the stats and how people should leverage that as a metric for how the lodge is doing. (Ie: look at each login)
  3. Members
    1. Searching for members (global and local search)
    2. Built-in views (the filters within the built-in views)
    3. Grid filtering (adding columns, sorting, etc.)
    4. Saving views
    5. Grid reports
    6. Grid export (warning about securing data that’s exported)
    7. Member editor (overview of the sections, where data is, etc.)
    8. Data lookups (IE: dues history, positions, event attendance, etc.)
  4. Events
    1. Event manager (Manage button)
    2. View attendees
    3. Add/manage attendee (IE: chapter meeting)
    4. Email event attendees
    5. Event reports
  5. Communication
    1. Sending an email
  1. Selecting recipients
  2. Adding attachments
    1. Approving an email (if applicable)
  1. Inductions
    1. Overview
    2. Settings (if applicable – usually only cover with election advisers/admins)
    3. Scheduling elections
    4. Adding candidates before the election
    5. Onsite process (how to run onsite with ballots and election report)
    6. Posting results
    7. Unit reports
    8. Printable letters
  2. Units
    1. Searching for a unit
    2. Built-in views
    3. Unit leader contact information
    4. Managing unit/troop/team reps (if applicable)
    5. Recording communications with units
  3. General Q/A
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