CORE Volunteer Training Presented by: Sallie Shapiro Los Angeles Key Functions in CORE August, 2014

Today’s Agenda  What is CORE?  What’s Behind the Change?  Learning Key Functions in CORE  Login  Edit Your Profile and Account  Add a Client  Create a Mentoring Session  Send an to a Client from CORE (and record it as a session automatically)

What is CORE?  Client Outcomes & Relationship Engagement  Replaces WebIT/EDMIS but retains most of its functions  Search volunteers nationwide by keyword, expertise or industry  Tracks all interactions with each client – mentoring, e- mails, workshops, and other events  You can manage your own usernames and passwords  All chapters to be using CORE by March 2015

CORE System “Go Live” Process September 2, 3 No Access to EDMIS Client data (3 years) transferred into CORE CORE goes LIVE! September 4 Follow-up on Progress/Feedback from Chapter +10 days

To Log in, Visit… FOR PRACTICE USE: sandbox.score.org Modifications are not saved to the real CORE system.

Logging In

Login with your EDMIS username and password If You Forget REMEMBER: Password is case sensitive REMEMBER: Password is case sensitive

The SCORE Volunteer Center Profile Welcome Box Menu Quick Links Mentor Training Change password CORE

The Main CORE Page Link to training

Edit Your Profile Review & Edit Username/Password Exercises It is important to keep your personal profile as up to date and complete as possible. This enables all mentors to take advantage of CORE’s search capabilities.

Edit Your Profile

“Edit My Profile” to enter new details

Enter details about yourself Recommendation: Copy and Paste your profile from scorela.org into the Career Summary and Education boxes

NOTE: For Mentors Select ‘ ’ here to designate mentoring REMINDER: mentors are required to use the scorevolunteer.org addresses. Contact if you need a scorevolunteer.org REMINDER: mentors are required to use the scorevolunteer.org addresses. Contact if you need a scorevolunteer.org

Complete sections at bottom of Profile section and Save Your Changes

Edit Your Account Information Page 16 Access your account details Or

Edit Your Account Information Page 17 You can log into score.org using either username. Our scorela.org website uses the second username so we recommend that you use it here in your account set-up. This is the user-setting address and should be the same in both fields. CORE sends notifications to the volunteer at this . Username & Password can be changed here.

Recap: Edit Your Profile: 1.After logging in you are directed to the Volunteer Center homepage 2.Select the My Profile tab below the Welcome box 3.Click the Edit My Profile button 4.Edit your information and 5.Click Save 6.Click on Account Settings to set your username and password

Add a New Client Part 1 & 2 & 3 of Form 641 In training, use sandbox.score.org Exercise

Click Go to CORE

In the Clients dropdown, click Add Client

Enter 641 details as you have always done * Denotes a required field. Some fields default to “Choose Not to Respond”

Complete the 641 form as you have always done Submit + checkmark = save then go to Part 3 of 641 form Submit + no checkmark = save only Parts 1 & 2 Submit + checkmark = save then go to Part 3 of 641 form Submit + no checkmark = save only Parts 1 & 2

Create Mentoring Session Now you can complete Part 3 of the Form 641. Fields with * are required. Now you can complete Part 3 of the Form 641. Fields with * are required.

If the is in Use for Your Client ‘ in use’ means the client’s information is already in SCORE’s client database. Clients are uniquely identified by address, so you may see the message below

Find the Client with National Search Select the Clients tab, then National Clients to search for the entire CORE database using the address. If you don’t find the client within your chapter, you can search nationally.

Create a Session on Existing Client Click the Create Session button since Part 1 & 2 are already in CORE.

Create Mentoring Session Now you can complete Part 3 of the Form 641. Fields with * are required. Now you can complete Part 3 of the Form 641. Fields with * are required. Now you can complete Part 3 of the Form 641. Fields with * are required. Now you can complete Part 3 of the Form 641. Fields with * are required.

Recap: Add a New Client: 1.From the CORE homepage 2.Hover over the Clients tab and click Add Client 3.Enter information in the required fields of Part 1 & Part 2 of the Click Submit at the bottom of the page

View Client Information and Create Mentoring Session Exercise: Create a Mentoring Session Part 3 of Form 641 (session details)

In the Clients dropdown, click Chapter Clients

or Select View All Chapter Clients

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

Create Mentoring Session Butler, J.B. Augusto, Luis Able, Johnson Phone: Phone: Phone: Edit/View the 641 Part 1 & 2 Edit/View the 641 Part 1 & 2 Add 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. This is Part 3 of the Form 641. Fields with * are required.

Create Mentoring Session You can also use Part 3 to provide notation of training or a general update

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. (Will remove from ‘not yet contacted’ list report). No NPS survey sent. New Feature & telephone are other options TIP: Use the Non-Session & the reminder to follow- up with clients who are non-responsive. Use a Close Out if they never follow-up.

Create Mentoring Session Set a reminder to be sent to you to follow-up with this client. Add up to 4 additional co-mentors and report their hours individually. 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. WARNING. Click ONCE only !! Multiple clicks create multiple sessions WARNING. Click ONCE only !! Multiple clicks create multiple sessions

To Add a Workshop Session in the 641 Once Nancy has entered workshop details in CORE, you can put the date of the workshop here. The Workshop will be listed. Track your workshop participants by selecting Training for the event type Track your workshop participants by selecting Training for the event type

Recap: Create Mentoring Sessions: 1. Search for your Client by - Select View All Chapter Clients - Select the Client Status - Enter information in Name or 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

ing your Face-to-Face Client within CORE Option for Part 3 of Form 641

Set Up for Session Notes

SET-UP TO USE THE S TAB From the Volunteer Center, set up your Account Settings by 1)Select the My Account tab 2)Select the Edit tab 3)Select the account settings tab 4)Add your scorela.org and its password 5)Complete the signature 6)Click Save. SET-UP TO USE THE S TAB From the Volunteer Center, set up your Account Settings by 1)Select the My Account tab 2)Select the Edit tab 3)Select the account settings tab 4)Add your scorela.org and its password 5)Complete the signature 6)Click Save.

Option for Session Notes Butler, J.B. Augusto, Luis Able, Johnson Phone: Phone: Phone: Select View Session Details NOTE: The clients are ‘sample clients”

Option for Session Notes NOTE: The clients are ‘sample clients” Johnson Able Johnson shared his tax advising home-based business idea. Will send business plan for me to back comments.

Send an & Save as a Session Add addresses if needed Type your message Change the Subject to reflect the ’s topic

Send an & Save as a Session Attach items if needed Firstname Lastname Save as Mentoring Session (optional). If unchecked, no NPS survey is sent if this is the first contact with the client and the will not be listed under “View Session Details” Save as Mentoring Session (optional). If unchecked, no NPS survey is sent if this is the first contact with the client and the will not be listed under “View Session Details” “Send” saves and records the Mentoring Session

Other CORE Functions Form 5 web-entry is available for volunteers. Check with your chapter on chapter processes.

Enter 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. Then complete the fields for the reporting period and how your non-counseling hours were spent.

Recap: Agenda Key functions in CORE learned:  Log in through the Volunteer Center  Edit Your Profile  Add a Client  Create a Mentoring Session  Send an to a Client from CORE (and record it as a session)

Resources For quick tips, videos, training guides, webinars, timelines and more visit the Support Site’s CORE page: HELP Contacts: SCORE Help Desk or Phone SCORE National