Thank you for the quick reply. I’ve asked our committee chair to share the member manager list with me. We are evaluating Scout Book, we’re using TM at the moment. I’ve added a test scout in SB who’s name is not on our official roster so I could test out the features such as advancements. Since we have Webelos 2s that join summer camp we need to get them into SB so we can record their merit badges. Historically it has taken some time for the scouts to officially hit our roster, often not even by our first CoH. Since we don’t want to hold up recording and awarding the advancement we would enter the scout into SB, record merit badges and then I would expect that they would eventually (automatically?) be matched (sync symbol would appear) when the scout is finally added to our roster.
At this point I assume we should be able to go into each advancement and “approve” (blue tick mark).
We also want to enter the Webelos 2s in the fall of the previous year so they don’t miss any important communication but some of those scouts may decide not to join and we would then remove them from SB. I’ve tested this again by adding another “test” scout and they now have the “Sync” symbol next to their name after only a few minutes of being in our SB. I’d like to understand what the “sync” means as I wanted a way to know when the advancement data successfully recorded in the BSA database. We have had a few times where the name we put in TM does not exactly match what was put in during BSA registration which requires us to fix the names in TM. If this occures in SB would I expect the scout to be in there twice and I would have to move their records to the record added by SB sync? I know the for Internet Advancement 2.0, the first name, last name, and BSA ID all need to match. Is this the same for SB?