Adding-Removing and Moving Scouts Between Units-Dens-Patrols
If the Scout is already in Scoutbook in another unit, see the Moving Scouts to Other Units section below.
If they are a new Scout to Scoutbook, enter the Scouts onto your roster by hand. See the Add Scout button at the end of the unit roster in Scoutbook. Enter the Scout’s name, date of birth and BSA ID. You can fill in all of the address and parent info after that. Once your council has registered them into your unit, you can then click on the Scout and click the “click here to activate” link on their page to activate the Scout into the advancement sync. Once the Scout is in sync, the advancements will come over within 48 hours.
If you are entering new Scouts before member update brings them in there are a few things to consider
- Enter the name exactly as it appears on the Application
- Date of Birth has to be exact
- Zip code has to be exact
- Their membership has to be approved in Scoutbook for Member Update to see it
MOVING SCOUTS FROM OTHER UNITS
Use the Transfer Tool, see: https://help.scoutbook.com/knowledge-base/transferring-a-scout-between-units-sb/
ADDING TO AND MOVING SCOUTS TO A PATROL OR DEN
You can move one or more Scouts by going to the patrol or den’s page. Near the bottom of the page, click on the Reassign Scout(s) button
You can also use the membership area to move individual Scouts to different patrols or dens by clicking on the Reassign Scout button there.
Here is an example:
Click on the Scout
Click on the Scout’s Membership, Click on Reassign Scout. Select from the pull down which den or patrol you wish to move the Scout into.
The following will enable you to ADD Scouts not already in your Pack or Troop:
- go to the den or patrol that you want to move the scout to
- click on add scout
Transferring a Scout not in your unit to a Den or Patrol
Use the transfer tool, see:https://help.scoutbook.com/knowledge-base/transferring-a-scout-between-units-sb/
REMOVING OR UNAPPROVING A SCOUT IN YOUR UNIT
If you have inactive Scouts, you can go to the Scout’s Membership page, click on their current membership and Un-approve their position or if you wish to remove them from your roster entirely, end their membership in your unit. (they will stay on the Council’s official roster until the end of the year if they don’t transfer to another unit.)
If you remove them by mistake,
Go to: Home > My Dashboard > Administration > My Account > My Connections
Click on his name there, and go back into the membership area for the scout. You can adjust memberships from there.
NOTE: If a change is made to a Scout’s record by your council then the Scout could be added back onto your roster.
MANAGING MULTIPLE REGISTRATIONS
Often a Scout may be registered in two units. For example, a troop and a Venturing crew. The system should handle this automatically now.
Missing Scout. If a Scout disappears from your unit roster and you need to find him, go to: My Dashboard ➔ My Account (under Administration) ➔ My Connections and see if he is there. If he is, click on his membership area and make your unit an active membership.