1. CORE Volunteer Training Presented by: Key Functions in CORE July 21, 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  Other CORE Features

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 end of 2014

4. CORE & Chapter Workflows (All chapter workflows vary.) Mentoring Session Held In CORE Client Enters Chapter’s Scheduling System Client Assigned to Mentor in CORE Client Scheduled for Session Volunteer Enters Part I & Part 2 of 641 Session Notes Created: (Part I & 2 if not done previously) Part 3 of 641 Session Notes Created: (Part I & 2 if not done previously) Part 3 of 641 CORE notifies Admin Client Enters Part I & Part 2 of 641 via web Client Utilized CORE Self- scheduling via web CORE notifies Mentor(s) (May Assign)

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  Non-session notations for better client management  Email session credit for face-to-face mentors  Optional web-based multi-site client scheduling system  ‘Crisper’ layout and look

6. What Ensures CORE’s Success?  Insight from chapters and chapter leaders  Piloted by several SCORE chapters  Process flow and data entry familiar from WebIT  Increased chapter communications  Trained volunteers and chapter resources  Dedicated CORE Training/Project Manager

7. CORE System “Go Live” Process No later than 5 days before All Training Completed Weekend Before No Access to WebIT Client data (3 years) & workshop data (1 year) transferred into CORE CORE goes LIVE! Follow-up on Progress/Feedback from Chapter +10 days

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

9. To Log In Visit… www.score.orgwww.score.org OR.score.org (i.e. boston.score.org) FOR PRACTICE USE: sandbox.score.org Modifications are not saved to the real CORE system.

10. Logging In

11. Login with your WebIT username and password If You Forget Email mentors & those new members added after June 30,2013 use an email address to login REMEMBER: Password is case sensitive REMEMBER: Password is case sensitive

12. Enter Your Username or Email Address If You Forget REMEMBER: Password is case sensitive REMEMBER: Password is case sensitive

13. An Email Sent to Reset Your Info

14. Logging in through the SCORE Volunteer Center Profile Welcome Box Menu Quick Links CORE Mentor Training

15. The Main CORE Page Link to CORE training

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

17. User Settings: Username & Password Username & Password can be changed here. From the Volunteer Center, Volunteers can change this information on the My Account tab This is the user-setting email address. It should be the same for both fields. CORE sends email notifications to this email address. This is the user-setting email address. It should be the same for both fields. CORE sends email notifications to this email address. Username and Password can be changed here.

18. Recap: Log In to the Volunteer Center to Access CORE: 1.Navigate to score.org or your chapter website 2.Click Log In in the upper right corner of the page 3.Enter your WebIT username and password (Email mentors and new members added after June 30, 2013 use their email address to login) 4. Click the Log In button to go to the Volunteer Center 5.On the Volunteer Center homepage, select Go To CORE from the main menu. Remember: If you forget your Username & Password, click on Forgot Your Username or Password? link. Change your username/email by selecting the My Account tab then Edit

19. Edit Your Profile To 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

20. Edit Your Profile

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

22. Use Key Words for Career Summary Volunteers nation- wide can find you via keywords in your summary.

23. NOTE: For Interested Email Mentors Selecting ‘Email’ here is how you designate yourself as an email mentor. REMINDER: Email mentors are required to use the scorevolunteer.org email addresses. Contact help@score.org if you need a scorevolunteer.org email address.help@score.org REMINDER: Email mentors are required to use the scorevolunteer.org email addresses. Contact help@score.org if you need a scorevolunteer.org email address.help@score.org

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

25. Recap: Edit Your Profile: 1.After logging in you will be redirected 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

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

27. Click Go to CORE

28. Hover over Clients and Click Add Client

29. Complete the 641 form as you have always done * Denotes a required field. Part 2 fields default to “Choose Not to Respond”

30. Complete the 641 form as you have always done Uncheck the box to complete only Part 1 & 2 before submitting OR Click Submit to be taken to Part 3 to enter session notes. Uncheck the box to complete only Part 1 & 2 before submitting OR Click Submit to be taken to Part 3 to enter session notes.

31. 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.

32. If the Email is in Use for Your Client ‘Email in use’ means the client’s information is already in CORE’s client database.

33. Find the Client with National Search ‘Email in use’ means the client’s information is already in SCORE’s client database. Hover over the Clients tab and click National Clients to search the entire CORE database using the E-mail address.

34. Create a Session on Existing Client To add a session, click the Create Session button since Part 1 & 2 are already in CORE.

35. 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.

36. Clients can enter their own info for Part I & 2 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.

37. 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 to be taken to Part 3. (Remove the check mark to complete Part 1 & 2 only) Remember: If the Email is in Use, use the Clients tab and search National Clients Clients may still submit information from score.org or the chapter website for part 1 & 2 as well.

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

39. For New Clients Assigned to You

40. 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”

41. Create Mentoring Session Selecting New Case, Follow-on or Close-Out will remove your client from the ‘Not Yet Counseled’ list. Selecting New Case, Follow-on or Close-Out will remove your client from the ‘Not Yet Counseled’ list. Select Non-session to make a note and remove from the ‘Not Yet Contacted’ report. Select Close-out to make the client inactive. New Feature

42. For Follow-up Clients

43. or Select My or All Chapter Clients The All Chapter Clients page provides the most comprehensive search.

44. Note: Any Client you have not seen in over one year has a 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 search inactive & active clients. Johnson

45. 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”

46. 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.

47. Create Mentoring Session You can also use Part 3 to denote training or a general update.

48. Create Mentoring Session Close-out will make the client inactive.

49. 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 TIP: Use the Non-Session Session Type & set a reminder to follow-up with clients who are non- responsive twice. Use Close Out if they never follow- up. This will remove the client from the Not Yet Counseled list.

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

51. To Add a Workshop Session in the 641 Once your Training Report (Form 888) has been entered in CORE. Enter the session date so 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

52. Recap: Create Mentoring Sessions: 1. Search for your Client by - Select View All Chapter Clients on the CORE homepage - 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

53. Other Features in CORE

54. Emailing your Face-to-Face Client within CORE Option for Part 3 of Form 641 NOTE: This function is available only for mentors with a scorevolunteer.org email addresses. Contact help@score.org if you need a scorevolunteer.org email address.help@score.org NOTE: This function is available only for mentors with a scorevolunteer.org email addresses. Contact help@score.org if you need a scorevolunteer.org email address.help@score.org

55. How to Set Up Your Email Account 1.Login as a volunteer. You will be redirected to the Volunteer Center homepage. 2.Click the My Account tab. 3.On the User Account page, click Edit. 4.Click the email account settings tab to add your email account information. 5.Enter your scorevolunteer.org email address and password, or add a custom signature. 6.Click Save. You will now be able to access the email inbox in CORE.

56. Email Clients & Save as Session Notes Volunteers are able to email their clients and save their responses as a session (Part 3 of the Form 641). Volunteers are able to email clients from the View Session Details and Mentoring Requests pages. From the My Clients page: On the View Session Details page:

57. Email Clients & Save as Session Notes From the Mentoring Requests page: Volunteers are able to email their clients and save their responses as a session (Part 3 of the Form 641). Volunteers are able to email clients from the View Session Details and Mentoring Requests pages.

58. Email Clients & Save as Session Notes

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

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

61. Other CORE Functions Calendar function is available for chapters who would like clients to schedule appointments from the web.

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

63. 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 Desk Email: help@score.org or Phone SCORE National 800-634-0245