CORE Volunteer Training
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Transcript of CORE Volunteer Training
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 [email protected]: 5553693515
[email protected]: 5551112222
[email protected]: 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 [email protected]: 5553693515
[email protected]: 5551112222
[email protected]: 5552112222
Select View Session Details
NOTE: The clients are ‘sample clients”
NOTE: This function is available for mentors with scorevolunteer.org email addresses.
Contact [email protected] 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 [email protected] 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 [email protected] 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: [email protected] or Phone SCORE National 800-634-0245