Built inside Troop 134, Folsom California
Patrol Box: the operating system for a Scout unit
Every adult role has a seat. Every Scout has a trail page. The work follows one defined workflow, from the first inquiry to Eagle.
The first 90 days
One family's first 90 days, run as one workflow
From the first question a parent asks to the Day 90 check-in, each step has a name on it. Nothing waits on someone remembering. This is the workflow Patrol Box is built around; the section near the end says which parts run today.
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1. Inquiry
New Member Coordinator
A parent fills one form. The Coordinator gets every detail and a dashboard for the family.
Family sees a confirmation and a name to call.
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2. Welcome
New Member Coordinator
A call within 48 hours, a mentor family, a parent orientation.
Family sees the next three Tuesdays.
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3. Setup
Committee Chair and Treasurer
On registration, each parent gets an email address on the troop's domain, the right groups, access to the right pages, dues recorded.
Family sees their troop inbox and shared files.
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4. Trail Page
Scoutmaster and Advancement Chair
The Scout gets a Trail Page starting with the trail to First Class: rank, open requirements, this week's aims. Sign-offs and boards of review stay in step.
Scout sees this week's aims.
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5. Check-ins
New Member Coordinator
Day 30 and Days 60 to 90 check-ins from the Coordinator's dashboard.
Family sees a date for each check-in, and who is calling.
A strong first 90 days is what sets a Scout up for Eagle.
The Scout's view
The Scout sees a trail, not a spreadsheet
A Scout does not log into an admin tool. Their Trail Page shows their rank, the next requirements, this week's aims, and how their attendance stands. A parent and the patrol leader see the same page.
Every role has a seat
Volunteers leave. The seat stays.
Each role has an email address on the troop's domain and the duties it owns. A dashboard for each job is being built now. When a volunteer moves on, the next person signs in and the records are still there.
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Role
New Member Coordinator
newmember@troop8848.org
Inquiries, the welcome steps, and the 90-day check-ins.
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Role
Scoutmaster
scoutmaster@troop8848.org
Sign-offs, Scoutmaster conferences, and this week's aims on every Trail Page.
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Role
Committee Chair
chair@troop8848.org
Charter renewal, adult registration, and the committee calendar.
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Role
Treasurer
treasurer@troop8848.org
Dues, Scout accounts, and reimbursements, with records that stay with the troop.
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Role
Advancement Chair
advancement@troop8848.org
Scoutbook entries, boards of review, and merit badge counselors.
Compliance
Stay in compliance without the scramble
Adult requirements
Youth Protection Training, adult registration and background checks, with a renewal date per leader.
Unit paperwork
Charter renewal, health forms, outing requirements, and two-deep leadership on every event.
Each item has an owner and a date inside the workflow, so nothing expires unnoticed.
Patrol Box also helps your troop recover funding it already earned.
Built inside a troop
Built inside Troop 134, kept honest
Patrol Box is early. One troop in Folsom runs on this today. The list on the left is what exists. The list on the right is what is being built, and it is labeled as such.
Running in Troop 134 today
- A Trail Page for every Scout, rebuilt each week from Scoutbook
- Role email addresses and shared files on the troop's own domain
- A new-family page with the first 90 days laid out
- A leader ledger of Youth Protection Training and registration dates
Being built
- The inquiry form that opens a family's dashboard
- The New Member Coordinator's 90-day dashboard
- Role dashboards for the Chair, Treasurer and Advancement Chair
- Workspace setup for a troop that is not Troop 134
Direct inquiry