What is the triage process for MW Scouts joining lists?

This process documents how new registrations are processed from the front end OSM Website Plugin, complete by the Parent/Carer of the child to them being placed in the appropriate District Joining List.

Process Requirements:

Read/Write access to the Triage Joining List

Knowledge of how to use Online Scout Manager

Process:

Select Joining List – Triage
Select -> Members -> Personal Details – This brings up the list of members waiting to be triaged into appropriate District WL
Select Display -> Display Mode -> Grid View

Scroll across and check and note section (Beavers/ Cubs/ Scouts/ Explorers)
Scroll across and check and note the Preferred Group 1/2/3 Columns

Change to Dashboard: Cheshire
Statistics -> Section Size Numbers
Check size of section within preferred groups vs Ideal Size – It is important that all sections sizes are up to date
Change to Joining List – Triage
Select -> Members -> Personal Details – This brings up the list of members waiting to be triaged into appropriate District WL
Select Display -> Display Mode -> Grid View

Scroll to Admin Suggested Group
Enter Groups which has the best capacity to take the YP

Enter District Area into District Area Column
- North -> Widnes
- Central -> Runcorn
- South -> Frodsham & Villages
- Explorers -> Explorer Units within the District

Repeat this process for all in the Triage List

Please ensure the correct District Area is selected as this determines the list the YP is transferred to next

Transfer Process

Transferring only relates to moving records out of Triage

Select Member to Transfer

Select Transfer from the Manage Menu
Select the District Area you are transferring too from the available sections
Click the “Transfer Button”

Accepting Transfers

Accepting Transfers requires additional Read/Write access to the receiving District Area Waiting List

Switch to the appropriate District Area to Manage
Click view on the members Widget on the Dashboard
Select those you wish to accept
Click Accept Incoming

These members are now part of the District Area Joining List.