Occasionally, you may need to adjust a previously submitted PALMS report. Here is how to do that!
Navigate to the Chapter Operations Menu
Note: When using the shortcut menu link, the next step is bypassed.
Navigate to the View PALMS Summary Menu Selection
Verify Your Filters and Enter a Date Range
- Verify your country filter selection.
- Verify your region filter selection.
- Verify your chapter filter selection.
- Choose a date from the calendar selection.
- Click View Reports to find all PALMS from the entered date forward.
Choose the PALMS Report You Wish To Modify
Unlock the PALMS Report
* If the Unlock PALMS button is unavailable, please contact your regional BNI office who will be able to unlock the PALMS report. Access to this function is a regionally specific permission.
Make Changes and Submit PALMS
- Submit PALMS will save your changes and complete the PALMS report.
- Mark as Holiday will mark this meeting day as a holiday. Note: all PALMS data will be deleted.
- Save as Draft will save the current data of the PALMS report but allow further editing.
- Discard PALMS will delete the PALMS report competely allowing you to enter a new report for this day.
Process Complete - Happy Connecting!
Version 2015.11.09.1224
Copyright © 2015 BNI, All Rights Reserved
Comments
6 comments
Nice and simple ot follow- thanks! Best bit is we can set access for chapters to update /unlock the PALMs themselves.
: -)
This no longer seems to work as of 10/29/14. How do you do it now?
Lisa,
I had a quick look at the permissions in your region and the "unlock PALMS" has been set to Deny for the role of President in your area. These permissions are maintained on a regional\local level, so the best person to talk to would be your Area Director or Executive Director to find additional details.
Hope this helps!
Having issues with this right now, is there a possible glitch??
Is there a newer version of this? in 2017 this is no longer an option....
Heather - the ability to unlock PALMS is a permission that is either allowed or disallowed by each regional office. If it is not currently available to you, please contact your Executive Director and they will be able to explain the reason it is disabled or enable the permissions.
Hope this helps!
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