CORE Volunteer Training

1. Key Functions in CORE CORE Volunteer Training • SCORE Denver • April 24, 2014 January 19, 2014

2. 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)

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

4. The Process in WebIT & CORE Client Enters Part I & Part II of 641 via web Volunteer Enters Part I & Part II of 641 Client Enters Part I & Part II of 641 via web Volunteer Enters Part I & Part II of 641 Notification to Administrator Notification to Administrator In CORE In WebIT Chapter’s Scheduling/ Assignment Process Chapter’s Scheduling/ Assignment Process Notification to mentor when assigned Notification to mentor when assigned Mentoring Sessions Held Session Notes Created: Part III of 641 Mentoring Sessions Held Session Notes Created: Part III of 641

5. 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

6. CORE System “Go Live” Process

7. Key Volunteer Functions in CORE • You will learn how to: • Login • Edit Your Profile • Add Client • Create Mentoring Session

8. To Log In Visit… www.score.org www.volunteer.score.org denver.score.org FOR PRACTICE USE: sandbox.score.org

9. Logging In

10. Login with your WebIT username and password Email mentors & those new members added after June 30th use an email address to login REMEMBER: Password is case sensitive If You Forget

11. Logging in to the SCORE Volunteer Center CORE Welcome Box Tabs Quick Links News

12. The Main CORE Page Link to CORE training

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

14. Edit Your Profile

15. Edit Your Profile – note new details you can add

16. Complete sections at bottom of Profile section and Save Your Changes

17. Add Client Reference: Exercise 2 – Volunteer Training Exercises Parts 1 & 2 of Form 641

18. Click Go to CORE

19. Pull Down Clients and Click Add Client

20. Complete the 641 form as you have always done * Denotes a required field. Some fields default to “Choose Not to Respond” Don’t forget to click Submit at the bottom of the page

21. 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 codeor by going to the chapter website and clicking the Request a Meeting button.

22. View Client Information and Create Mentoring Session Reference: Exercise 3 – Volunteer Training Exercises Part 3 of Form 641

23. Pull Down Clients and Click Chapter Clients

24. orSelect View All Chapter Clients

25. Note: Any Client you have not seen in over one year has a Client Status of “Inactive” (‘Inactive’ Status = No session for 1+ years) SEARCH FOR CLIENT 1) Enter any part of Client’s name 2) Click Search Able, Johnson HINT: Select ‘All’ to find inactive & active clients.

26. Create Mentoring Session johnsonable2009@gmail.comPhone: 5553693515 View all Session Notes Able, Johnson Edit/View the 641 Part 1 & 2 agurtol@gmail.comPhone: 5551112222 Add new session notes for Part 3 of the 641 Augusto, Luis jaybutler@yahoo.comPhone: 5552112222 Butler, J.B. NOTE: The clients are ‘sample clients”

27. Create Mentoring Session This is Part 3 of the Form 641. Fields with* are required.

28. 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

29. Create Mentoring Session Add up to 4 additional co-mentors and report their hours individually. Set a reminder regarding this client here. New Feature

30. Create Mentoring Session Don’t forget to click “Save” at the bottom of the page.

31. To Add a Workshop Session in the 641 Track your workshop participants by selecting Training for the event type Once your Form 888 has been completed, you can put the date of the workshop here. The Workshop will be listed.

32. Email Option for Session Notes johnsonable2009@gmail.comPhone: 5553693515 Select View Session Details Able, Johnson agurtol@gmail.comPhone: 5551112222 Augusto, Luis jaybutler@yahoo.comPhone: 5552112222 NOTE: This function is available for mentors with scorevolunteer.org email addresses. Contact help@score.org if you need a scorevolunteer.org email address. Butler, J.B. NOTE: The clients are ‘sample clients”

33. Email Option for Session Notes NOTE: This function is available for mentors with scorevolunteer.org email addresses. Contact help@score.org if you need a scorevolunteer.org email address. View all Session Notes NOTE: The clients are ‘sample clients”

34. Send an email & Save as a 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. 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.

35. Other CORE Functions Form 5 web-entry is available for volunteers. TIP: Enter by the 20th of the following month.

36. 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.

37. Other CORE Functions Calendar function is available for chapterswho would like clients to schedule appointments from the web. SCORE Denver will continue to use Appointment Plus.

38. CORE Practice Environment • URL: www.sandbox.score.org • Use your own login credentials • Navigate the CORE system • Practice CORE processes • (Add clients & sessions)

39. Recap: Agenda • Key functions in CORE learned: • Login • Edit Your Profile • Add Client • Create Mentoring Session

40. Resources For 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 DeskEmail: help@score.org or Phone SCORE National 800-634-0245