Error on Summary Page

Mr. KRESTON OPR ADVISORS LLP

June 06, 2019 14:03

We have documented 121's but it does not show on the summary page of the app. I can see the 121s in the slips though

0

• Official comment

  

  Jeremy Walsh

  June 06, 2019 15:03

  Great to hear from you, hope all is well!

   

  When slips are entered, they are put into the PALMS report queue for the next upcoming meeting. Once the chapter VP has completed and submitted the weekly PALMS report entry (to mark attendance and enter additional data, such as paper slips), the slips status will be changed to "completed". This usually happens within a week of the chapter meeting. If there are additional slips from previous weeks still appearing as DRAFT, please speak with your VP, Director Consultant, or Regional Office to discuss getting those past reports submitted properly.

   

  Note: in the case of a cross chapter referral, 121 or TYFCB, this is also dependent on the other chapter completing their weekly PALMS report.

   

  If you feel this isn't the case and there is some other issue, we will need to have some "evidence" in order to track the issue down. To help us troubleshoot to please ask them to the following:
  1) Log into BNI Connect website at www.bniconnect.com
  2) Open up the Review My TYFCB\121\Referral reports on the home page
  3) Export or print that to PDF
  4) Send that to us

   

  From there we can fully trace the details to see where it might be showing or not. Without that there is no good way to track it as we do not have access to those reports for the member, even as sysadmins .

   

  Hope this helps!

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