1 to 1s and referrals in "draft" vs. Completed status

Mr. Bernie Siryk

June 20, 2018 14:38

Hello - 

I'm a new member.  I see 11 1 to 1s within the "Slips" area but the summary screen only indicates I have 7.  4 are in a "draft" status.  Why is that and how do they get moved to "Completed"?  Ditto for my referrals.  I have details listed in "Slips" for several referrals I've provided but the summary show 0.  Please advise!

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  Mr. Allan Lau

  June 21, 2018 13:46

  Hi Bernie,

  All data submitted by members in every week needs to be verified and closed by VP in the PALMS. When that happens, the status will change from "Draft" to "Completed". Only then the numbers will be updated.

  Hope this helps!

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  KENNETH SINGER

  March 19, 2021 23:16

  If I am the VP and I verify the PALMS and some items stay in draft after I run the stats, how do I fix that?

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  Ms. Wendi Chapin

  September 30, 2021 18:29

  What is the answer to Mr Singer's question?  I have 12 1-2-1's on my account.  Half of them are "draft" status.  ALL of the 1-2-1 slips were entered via the BNI Connect app.  What does the VP need to do to change the "draft" status to "completed"?

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