Role not recorded on Pathways Report

Did you reconcile the agenda before looking? I can see it is there once you reconcile the agenda it will be credited, or wait until after Sunday when the auto reconcile runs.


 

Interesting.  The agenda has been set for a bit  so would have thought it  would have caught in the Sunday run.   (As an aside, what does the Sunday run include:  all meetings that are scheduled, and not reconciled?  any changes to meetings?

Given that I wasn't sure, I went into the meeting and hit reconcile.
It now shows that I can recompute the badges, etc, or unreconcile.
This implies to me the reconcile has finished.

I went back to my report card 
I don't see a ton of data, but, GE is definitely showing not on an agenda.

I then went to Manage Pathway Report Cards, and navigated to mine
Still no credit for General Evaluator

Janye
Renciliation can only happen after the meeting has happened.

Sunday was Sept 27
You meeting was Sept 28

Reconcile means to do the function
Un-reconcile means to undo the function.

My terminology may be inaccurate.

1.  I can see in my pathways for roles, items forward dated, ie showing that it is on the agenda for Oct 5.  General evaluator has been assigned to me for a bit, so that is why I was surprised it wasn't showing.

2. Given the meeting has occured, I did the task to unreconcile, and re-reconcile.   It still didn't show.

It now does show but I thnk that is related to the date change, and it caught the GE from previous dates.

It's possible it was assigning GE to some other pathway, but, I had looked and not found it.
The reports don't, as far as I could tell, indicate what pathway or level the role has been assigned to  -- that would likely help when debugging this stuff.

It seems to be working now, but, I will follow other completions to see if I can find the pattern.

I may put in a request for a report that would show how roles were assigned to pathway levels

I can see the GE assigned from the SEPT 28 meeting
Oct 5 won't be assigned until after the meeting.

 

Ok, that is bizarre.
I haven't even started that level.

it is next in line for a GE role.

I think that you said somewhere that the record in the pathway report won't show  prior to the meeting occurring.

I'm attaching a screenshot showing a meeting for October 5th showing.
I'm wondering what I am missing.

I love the idea of the pathways report cards, and having it record it from future agendas is awesome...helps when planning speeches, etc, but...I'm not sure if we are on the same page, or if it is just my terminology that is causing the confusion. 

those dates are March and April over 6 months ago in the past.

Brian, 

Please look at the image again.
You will see that the Toastmaster of the Day is future dated for October 5th.


(and yes, in that image, you can see what happened when the Presentation Mastery purchase date was amended to the correct date.  It went through & grabbed past dates, and marked them on the pathway report card.   

Yes It is NOT marked complete, it is a future date, after OCT 5 and the agenda is reconciled it will be  marked complete.

I have put in some suggestions based on my learnings during this exchange.

Th current logic and functionality does create challenges.
We'll figure it out workarounds but a few things would help us.
a) the role report showing how the roles were assigned to pathways 
b) a change in logic to first choose currently active levels when assigning
c) the ability to reassign an assignment

Thanks for your responses to my queries

All those will go into the suggestions for a future release.