CORE Volunteer Training

1. Key Functions in CORE CORE Volunteer Training • Presented by: • <YOUR NAME> • <YOUR CHAPTER INFO> • <DATE> January 6, 2014

2. 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)

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 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 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

6. 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

7. CORE System “Go Live” Process

8. Key Volunteer Functions in CORE • You will learn how to: • Login • Edit Your Profile • Add Client • Create Mentoring Session • Schedule an Appointment with CORE

9. 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

10. Logging In

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

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

13. The Main CORE Page Link to CORE training

14. Recap: • Log In to the Volunteer Center to Access CORE: • Navigate to score.org or your chapter website • Click Log In in the upper right corner of the screen • Enter your WebIT username and password (Email mentors and new members added after June 30th use their email address to login) • Click the Log In button to go to the Volunteer Center • On the Volunteer Center homepage, select Go To CORE from the navigation menu.

15. 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

16. Edit Your Profile

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

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

19. Recap: • Edit Your Profile: • After logging in you will be redirected to the Volunteer Center homepage • Select the My Profile tab below the Welcome box • Click the Edit My Profilebutton • Edit your information and • Click Save

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

21. Click Go to CORE

22. Pull Down Clients and Click Add Client

23. 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

24. 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.

25. Recap: • Add a New Client: • From the CORE homepage • Hover over the Clients tab and click Add Client • Enter information in the required fields of Part I & Part II of the 641. • 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.

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

27. Pull Down Clients and Click Chapter Clients

28. orSelect View All Chapter Clients

29. 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: Search ALL inactive & active by selecting “Select One”

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

31. Create Mentoring Session New Feature Select the ‘Non-Session’ type to make notes or if a client is not responding to scheduling.

32. To Add a Workshop Session in the 641 Track your workshop participants by selecting Training for the event type REMEMBER: Administrators should add your new workshop sessions in CORE first so it appears in the options.

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

34. 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 Search • 2. 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

35. Other CORE Functions Manage Calendar & Form 5 are recommended for use by chapters.

36. Create Appointment within CORE (For chapters using CORE’s Scheduling System) Reference: Exercise 4 - Volunteer Training Exercises

37. To display availability on the web

38. Add your availability Appointments already selected by clients are in grey. Available appointments are noted in blue. Click to navigate to the next month.

39. Appointment Availability Clients will be able to see only the blue slots that are available.

40. Appointment Availability Enter the dateand time as well as the co-mentor and client name, if applicable. Leaving the client field blank will make the appointment available for scheduling.

41. The Client’s View

42. The Client’s View

43. Email Sent to Client from SCORE

44. Email Sent to Mentor from SCORE

45. Recap: • Add an Appointment in CORE: • Select Manage Calendar from the CORE homepage • Select Add an Appointment • Enter date, time and other information. • (Leave client field blank to leave available) • Select Add to Calendar • Once a client selects your appointment slot, you will be notified via email.

46. Recap: Agenda • Key functions in CORE learned: • Login • Edit Your Profile • Add Client • Create Mentoring Session • (optional for some chapters) • Schedule an Appointment within CORE

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

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