Upload Individual History PDF from TM Web 2.0

TM Web 2.0 can produce an Individual History report which contains information about each scout's achievements.  This can be used to transfer:

This function should not be used unless you have completed the transition to the 2016 rank requirements in TM Web 2.0 for all of your scouts' uncompleted ranks.

You must have your preferences set in TM Web 2.0 so that scout's names are displayed beginning with the last name, followed by a comma, followed by the nickname or first name.  Dates should be displayed with a two digit year, like this: 12/25/16.

To produce this report:

This should create a PDF file.  Open the PDF to verify that all of your active scouts are listed.

When you are ready to upload these files, log on to your TroopWebHost site and go to Advancement → Upload Advancement → Upload Individual History PDF from TM Web 2.0 to view a page like the one shown below.

Use the Browse button to find the PDF file you produced from TM Web 2.0.

Press the Update Individual History Report button and then wait for the process to complete.

The program will transfer the following data:

The Individual History report includes no indication of whether a given rank, merit badge or award has been recorded or presented.  As a result, the upload will not set the Date Awarded, Court of Honor Date, or Date Submitted to Council.  These dates should be set after the upload using the Set Award Date function.

The upload may take several minutes.  When it finishes, it will display a status report.

The status report begins by listing the awards, leadership positions and training courses for which an exact match could not be found.

This may be because the name of that item is spelled differently in TroopWebHost.  Or it may be missing entirely from TroopWebHost.

Save a copy of this report. You can copy the entire page and paste it into a word processing program if you don't want to print it.

Then update your TroopWebHost tables to make spelling corrections or add missing entries:

Once you've updated these tables, you can reload the file again.  You can reload the file as many times as you'd like without fear of creating duplicate entries.