CORE Volunteer Training
description
Transcript of CORE Volunteer Training
CORE Volunteer Training
Presented by:<YOUR NAME>
<YOUR CHAPTER INFO><DATE>
Key Functions in CORE
January 6, 2014
Today’s Agenda What is CORE? What’s Behind the Change? Learning Key Functions in CORE (Using the Volunteer Training Guide)
Login Edit Your Profile Add Client Create Mentoring Session Scheduling An Appointment with
CORE (optional for chapters)
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
What’s Behind the Changes? One login to access all SCORE 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
Branch location field added to session notes form
Non-session notations for better client management
Optional web-based client scheduling system ‘Crisper’ layout and look
What Ensures CORE’s Success?
Insight from chapters and chapter leaders Process flow and data entry familiar from WebIT Piloted by several SCORE chapters Increased chapter communications Trained volunteers and chapter resources Dedicated CORE Training/Project Manager
CORE System “Go Live” Process
No later than 5 days before
All Training Completed
1 Day BeforeNo Access to
WebIT Client data (3
years) & workshop data
(1 year) transferred into
CORE
CORE goes LIVE!
Follow-up on Progress/Feedb
ack from Chapter
+10 days
Key Volunteer Functions in COREYou will learn how to:
Login Edit Your Profile Add Client Create Mentoring Session Schedule an Appointment with
CORE
To Log In Visit…
www.score.org
www.volunteer.score.org
<chaptername>.score.org (i.e. boston.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:Username &
Password are case sensitive
Logging in to the SCORE Volunteer Center
News
Welcome Box
TabsQuick Links
CORE
The Main CORE Page
Link to CORE training
Recap:Log In to the Volunteer Center to Access CORE:1. Navigate to score.org or your chapter website2. Click Log In in the upper right corner of the screen3. Enter your WebIT username and password (Email
mentors and new members added after June 30th use their email address to login)
4. Click the Log In button to go to the Volunteer Center5. On the Volunteer Center homepage, select
Go To CORE from the navigation menu.
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.
Reference: Exercise 1 – Volunteer Training Exercises
Edit Your Profile
Edit Your Profile – note new details you can add
Complete sections at bottom of Profile section and Save Your Changes
Recap:Edit Your Profile:1. After logging in you will be redirected to the
Volunteer Center homepage2. Select the My Profile tab below the Welcome box3. Click the Edit My Profile button4. Edit your information and5. Click Save
Add Client Part 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.
Recap:Add a New Client:1. From the CORE homepage2. Hover over the Clients tab and click Add Client3. Enter information in the required fields of Part I & Part
II of the 641.4. Click Submit
Clients may still submit information from score.org or the chapter website.
NOTE: The administrator will receive an email whenever a new client is added. The chapter scheduling process then is followed.
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: Search ALL inactive & active
by selecting “Select One”
Able, Johnson
Create Mentoring Session
Butler, J.B.
Augusto, Luis
Able, Johnson [email protected]: 5553693515
[email protected]: 5551112222
[email protected]: 5552112222
Edit/View the 641
Part I & IIAdd new
session notes for Part III of the
641
View all Session Notes
NOTE: The clients are ‘sample clients”
Create Mentoring Session
Select the ‘Non-Session’ type to make notes or if a client is not
responding to scheduling.
New
Feature
To Add a Workshop Session in the 641
REMEMBER: Administrators should
add your new workshop sessions in CORE first so it appears in the options.
Track your workshop participants by
selectingTraining for
the event type
Create Mentoring Session
Don’t forget to click “Save” at the bottom of the page.
Recap:Create Mentoring Sessions:1. Search for your Client by - Select View All Chapter Clients - Select the Client Status - Enter info in Name or email field - Click Search2. Click the Create Session button next to the client.3. Enter notes from the session or (For notes only select Non-Session from the
Session Type dropdown.)4. Click Save
Other CORE Functions
Manage Calendar & Form 5 are recommended for use by
chapters.
Create Appointmentwithin CORE
(For chapters using CORE’s Scheduling System)Reference: Exercise 4 - Volunteer Training Exercises
To display availability on the web
Appointments already selected by clients are in grey. Available appointments are noted in blue. Click to
navigate to the next month.
Add your availability
Appointment Availability
Clients will be able to see only the blue slots that are available.
Appointment Availability
Enter the date and time as well as the co-mentor and client name, if applicable.
Leaving the client field blank will make the appointment available for scheduling.
The Client’s View
The Client’s View
Email Sent to Client from SCORE
Email Sent to Mentor from SCORE
Recap:Add an Appointment in CORE:1. Select Manage Calendar from the CORE homepage2. Select Add an Appointment3. Enter date, time and other information.
(Leave client field blank to leave available)4. Select Add to Calendar
Once a client selects your appointment slot, you will be notified via email.
Recap: AgendaKey functions in CORE learned:
Login Edit Your Profile Add Client Create Mentoring Session (optional for some chapters) Schedule an Appointment within CORE
CORE Practice Environment
URL: www.sandbox.score.org
• Use your own login credentials• Navigate the CORE system• Practice CORE processes (Add clients & sessions)
ResourcesFor quick tips, videos, training guides, webinars, timelines and more visit the Support Site’s CORE page: www.support.score.org/core
HELP Contacts:
SCORE Help Desk Email: [email protected] or Phone SCORE National 800-634-0245