Transcript CORE System Overview

CORE Volunteer Training
Key Functions in CORE
Presented by:
Counseling Committee Member
Greater Rochester SCORE Chapter 23
February 2014
January 6, 2014
Today’s Agenda
 What is CORE?
 What’s Behind the Change?
 Learning Key Functions in CORE
(Using the Volunteer Training Guide)




Login
Add Client
Create Mentoring Session
Edit Your Profile
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
CORE System “Go Live” Process
No later than 5
days before
All Training
Completed
1 Day 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
Key Volunteer Functions in CORE
You will learn how to:
 Login
 Add Client
 Create Mentoring Session
 Edit Your Profile
To Log In Visit…
www.score.org
www.volunteer.score.org
greaterrochester.score.org
FOR PRACTICE USE: sandbox.score.org
Logging In
Login with your WebIT username and password
Email mentors & those new members added after June 30th use an email address to login
If You Forget
Logging in to
the SCORE Volunteer Center
CORE
Welcome
Box
Tabs
Quick Links
News
The Main CORE Page
Link to CORE
training
Recap:
Log In to the Volunteer Center to Access CORE:
1. Navigate to score.org or your chapter website
TODAY ONLY Navigate to sandbox.score.org
2. Click Log In in the upper right corner of the screen
3. Enter your WebIT username and password (Email
mentors and new members added after June 30th
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 navigation menu.
Reference: Exercise 1 –Volunteer Training Exercises
Add Client
Part 1 & 2 of Form 641
Click Go to CORE
Pull Down Clients and Click Add Client
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
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.
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 I & Part
II of the 641.
4. 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.
Reference: Exercise 2 –Volunteer Training Exercises
View Client Information and
Create Mentoring Session
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”
(‘Inactive’ Status =
No session for 1+ years)
Able, Johnson
HINT: Search ALL
inactive & active by
selecting “Select One”
SEARCH FOR
CLIENT
1) Enter any part of
Client’s name
2) Click Search
Create Mentoring Session
Able, Johnson
View all Session Notes
[email protected]
Phone: 5553693515
Edit/View the 641
Part I & II
Augusto, Luis
Butler, J.B.
NOTE: The clients are ‘sample clients”
[email protected]
Phone: 5551112222
Add new session
notes for Part III of
the 641
[email protected]
Phone: 5552112222
Create Mentoring Session
Select the ‘Non-Session’ type to
make notes or if a client is not
responding to scheduling.
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.
Create Mentoring Session
Don’t forget to click “Save” at the
bottom of the page.
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
Reference: Exercise 3 –Volunteer Training Exercises
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.
Edit Your Profile
EditYour Profile – note new details you can add
Complete sections at bottom of Profile section
and SaveYour Changes
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
Other CORE Functions
Manage Calendar & Form 5 are
recommended for use by
chapters.
Recap: Agenda
Key functions in CORE learned:
 Login
 Add Client
 Create Mentoring Session
 Edit Your Profile
CORE Practice Environment
URL: www.sandbox.score.org
• Use your own login credentials
• Navigate the CORE system
• Practice CORE processes
(Add clients & sessions)
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: [email protected] or
Phone SCORE National
800-634-0245