OSM Badge Record Automation

Streamline Badge Tracking with OSM

OSM's attendance, programme, and event features work together to simplify badge record keeping. While not fully automatic (to allow for leader oversight), it significantly reduces manual effort.

Before the Meeting/Event:

• Add Badges/Activities: In your Programme (meeting) or Event details, add the relevant badges or activities. Activities typically have pre-linked badges, simplifying selection.

• Record Attendance: Track attendance as usual using OSM's Attendance Register (for Programmes) or the "Attending" column within the Event's member list.

After the Meeting/Event:

• For Programmes (Meetings):

  • Access Attendance Register: Go to the Attendance Register and double-check the date.

  • Update Badges: Click "select all attending" and then "update badges."

  • Review and Customise: In the pop-up, select the badge requirements to update and edit the text that will appear in the badge record.

  • Save: Click "Save." OSM will process the updates instantly.

• For Events:

  • Go to Event Record: Open the relevant Event record.

  • Check Activities/Badges: Go to the "Activities and badges" tab and confirm the selected activities/badges are correct.

  • Update Badges for Attendees: Click "update badges for attendees."

  • Review and Customise: In the pop-up, select the requirements to update.

  • Save: Click "Save." OSM will process the updates instantly.

• (Optional) Review and Adjust:

  • Go to the Badges view to verify the updates.

  • Adjust requirements for individual members as needed, based on their participation.