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

2. 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 E-mail to a Client from CORE (and record it as a session automatically)

3. 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

4. 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

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

6. Logging In

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

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

9. The Main CORE Page Link to training

10. 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.

11. Edit Your Profile

12. “Edit My Profile” to enter new details

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

14. NOTE: For E-mail Mentors Select ‘Email’ here to designate e-mail mentoring REMINDER: E-mail mentors are required to use the scorevolunteer.org e-mail addresses. Contact help@score.org if you need a scorevolunteer.org e-mail address.help@score.org REMINDER: E-mail mentors are required to use the scorevolunteer.org e-mail addresses. Contact help@score.org if you need a scorevolunteer.org e-mail address.help@score.org

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

16. Edit Your Account Information Page 16 Access your account details Or

17. 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 email address and should be the same in both fields. CORE sends email notifications to the volunteer at this email. Username & Password can be changed here.

18. 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

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

20. Click Go to CORE

21. In the Clients dropdown, click Add Client

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

23. 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

24. 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.

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

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

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

28. 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.

29. 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 641 4.Click Submit at the bottom of the page

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

31. In the Clients dropdown, click Chapter Clients

32. or Select View All Chapter Clients

33. 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

34. Create Mentoring Session Butler, J.B. Augusto, Luis Able, Johnson johnsonable2009@gmail.com Phone: 5553693515 agurtol@gmail.com Phone: 5551112222 jaybutler@yahoo.com Phone: 5552112222 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”

35. 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.

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

37. 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 Email & 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.

38. 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

39. 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

40. 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

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

42. E-mailing your Face-to-Face Client within CORE Option for Part 3 of Form 641

43. Set Up E-mail for Session Notes

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

45. E-mail Option for Session Notes Butler, J.B. Augusto, Luis Able, Johnson johnsonable2009@gmail.com Phone: 5553693515 agurtol@gmail.com Phone: 5551112222 jaybutler@yahoo.com Phone: 5552112222 Select View Session Details NOTE: The clients are ‘sample clients”

46. E-mail 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 email back comments.

47. Send an E-mail & Save as a Session Add e-mail addresses if needed Type your message Change the Subject to reflect the e-mail’s topic

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

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

50. 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.

51. 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 E-mail to a Client from CORE (and record it as a session)

52. Resources For quick tips, videos, training guides, webinars, timelines and more visit the Support Site’s CORE page: www.support.score.org/corewww.support.score.org/core HELP Contacts: SCORE Help Desk Email: help@score.org or Phone SCORE National 800-634-0245