CORE Volunteer Training

SCORE DenverApril 24, 2014

Key Functions in CORE

January 19, 2014

Today’s Agenda

What is CORE? What’s Behind the Change? Learning Key Functions in CORE

Login Edit Your Profile Add Client (641-1,2) Create Mentoring Session (641-3)

What is CORE?

Client Outcomes & Relationship Engagement

Replaces the current WebIT/EDMIS System

Allows chapters and volunteers to better track their clients’ SCORE activities

All chapters to be using CORE by March 2015

The Process in WebIT & CORE

Mentoring Sessions Held

Session Notes Created:

Part III of 641

Mentoring Sessions Held

Session Notes Created:

Part III of 641

In W

ebIT

In C

ORE

Chapter’s Scheduling/Assignment

Process

Notification to Administrator

Volunteer Enters Part I & Part II of 641

Client Enters Part I & Part II of 641 via web

Notification to Administrator

Volunteer Enters Part I & Part II of 641

Client Enters Part I & Part II of 641 via web

Chapter’s Scheduling/Assignment

Process

Notification to mentor

when assigned

Notification to mentor

when assigned

What’s Behind the Changes?

One login to access all NSO systems Allow mentors to view & report activity with any

client True CRM: Tracks all “touches” with each client

– mentoring, workshops, and other engagements

Volunteers can manage their own usernames and passwords

Search volunteers nationwide by keyword, expertise or industry

Non-session notations for better client management

Optional web-based client scheduling system ‘Crisper’ layout and look

CORE System “Go Live” Process

Key Volunteer Functions in CORE

You will learn how to:

Login Edit Your Profile Add Client Create Mentoring Session

To Log In Visit…

www.score.org

www.volunteer.score.org

denver.score.org

FOR PRACTICE USE: sandbox.score.org

Logging In

Login with your WebIT username and password

If You Forget

Email mentors & those new members added after June 30th use an email address to login

REMEMBER:Password is

case sensitive

Logging in to the SCORE Volunteer Center

News

Welcome Box

TabsQuick Links

CORE

The Main CORE Page

Link to CORE training

Edit Your ProfileTo take advantage of CORE’s Search capabilities it is important your personal Profile be as up to date and complete as possible:

SCORE Denver will continue to use our Member’s Page also – easier navigation and search capabilities + volunteer availability.

• Basic Contact Information (Name, Email, Phone, Address)• A Profile Picture• Demographic Information (Gender, Race, etc.)• Biographical Information (Career Summary, Education)• Social Media Links• EMAIL MENTORS ONLY: Availability Settings (Days Available, Limit # of Requests)• Mentoring Methods (Email, In-Person, Phone, Skype, etc.)• Languages• Industry Experience and Areas of Expertise

Edit Your Profile

Edit Your Profile – note new details you can add

Complete sections at bottom of Profile section and Save Your Changes

Add Client

Parts 1 & 2 of Form 641

Reference: Exercise 2 – Volunteer Training Exercises

Click Go to CORE

Pull Down Clients and Click Add Client

Complete the 641 form as you have always done

Don’t forget to click Submit at the bottom of the page

* Denotes a required field. Some fields

default to “Choose Not to Respond”

Clients can enter their own info at score.org using the Local Mentoring Request

TIP: Clients can enter their own info by going to score.org and entering in the zip code or by

going to the chapter website and clicking the Request a Meeting

button.

View Client Information and Create Mentoring Session

Reference: Exercise 3 – Volunteer Training Exercises

Part 3 of Form 641

Pull Down Clients and Click Chapter Clients

or Select View All Chapter Clients

Note: Any Client you have not seen in over one year has a Client Status of

“Inactive”

SEARCH FOR CLIENT

1) Enter any part of Client’s

name2) Click Search

(‘Inactive’ Status =No session for 1+

years)

HINT: Select ‘All’ to find inactive &

active clients.

Able, Johnson

Create Mentoring Session

Butler, J.B.

Augusto, Luis

Able, Johnson johnsonable2009@gmail.comPhone: 5553693515

agurtol@gmail.comPhone: 5551112222

jaybutler@yahoo.comPhone: 5552112222

Edit/View the 641

Part 1 & 2Add new

session notes for Part 3 of the

641

View all Session Notes

NOTE: The clients are ‘sample clients”

Create Mentoring Session

This is Part 3 of the Form 641.Fields with* are required.

Create Mentoring Session

Selecting ‘Close Out’ will automatically make your client

inactive.

Select the ‘Non-Session’ type to make notes or if a client is not

responding to scheduling.

New

Feature

Create Mentoring Session

Set a reminder regarding this client here.

Add up to 4 additional co-mentors and report their hours individually.

New

Feature

Create Mentoring Session

Don’t forget to click “Save” at the bottom of the page.

To Add a Workshop Session in the 641

Once your Form 888 has been completed, you can

put the date of the workshop here. The

Workshop will be listed.

Track your workshop participants by

selectingTraining for

the event type

Email Option for Session Notes

Butler, J.B.

Augusto, Luis

Able, Johnson johnsonable2009@gmail.comPhone: 5553693515

agurtol@gmail.comPhone: 5551112222

jaybutler@yahoo.comPhone: 5552112222

Select View Session Details

NOTE: The clients are ‘sample clients”

NOTE: This function is available for mentors with scorevolunteer.org email addresses.

Contact help@score.org if you need a scorevolunteer.org email address.

Email Option for Session Notes

View all Session Notes

NOTE: The clients are ‘sample clients”

NOTE: This function is available for mentors with scorevolunteer.org email addresses. Contact help@score.org if you need a scorevolunteer.org email address.

Send an email & Save as a Session

Complete the email fields and attach items if needed.

Select options to indicate this as a

Mentoring Session.

Sending will also save and note the Mentoring Session.

NOTE: This function is available for mentors with scorevolunteer.org email addresses. Contact help@score.org if you need a scorevolunteer.org email address.

Other CORE Functions

Form 5 web-entry is available for volunteers.

TIP: Enter by the 20th of the following month.

Enter your Form 5 Non-counseling Info

Complete the fields for your name and chapter

information.

Then complete the fields for the reporting period

and how your non-counseling hours

were spent.

Other CORE Functions

Calendar function is available for chapters who would like

clients to schedule appointments from the web. SCORE Denver will continue to

use Appointment Plus.

CORE Practice Environment

URL: www.sandbox.score.org

• Use your own login credentials• Navigate the CORE system• Practice CORE processes (Add clients & sessions)

Recap: Agenda

Key functions in CORE learned:

Login Edit Your Profile Add Client Create Mentoring Session

ResourcesFor quick tips, videos, training guides, webinars, timelines and more visit the Support Site’s CORE page: www.support.score.org/core

For MOD training: Bob Davidson

HELP Contacts:

SCORE Help Desk Email: help@score.org or Phone SCORE National 800-634-0245