Feel free to update the match name with the appropriate last name when a name change takes place on the contact record. Do what works best for you. 2021 Big Brothers Big Sisters of America. Kevin works for BBBSAs project and change management partner organization, True Owl. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. On the left-hand side of the page, click all folders. Open the National Grant Reports folder to see several specific report types tied to BBBSA Grants. Users with access to this application can complete system configuration, setup, and maintenance tasks such as turning on/off automated emails, increasing the number of required background checks, and creating new grants, referral details, sites, etc. Please reach out to a member of this team to get this done. Match Reviews Any currently active match is included within this report. Individual components listed below. Take a look at your Match Management Dashboard. Individual components are listed below. Data Quality Dashboards are provided to allow you to track specific data points that may not be required fields in the system but are critical data points. After the National Conference, BBBSA and True Owl will build the revised surveys in Matchforce and develop training materials to help staff learn to use the the new tools. Attention if You Use Office 365 at Your Local Agency If you save reports and dashboards in a public folder, all other BBBS agencies will be able to see them and the data they contain. All Bigs and Littles currently Active (Enrollment Stage = Ready to be Matched, Pending Match, Matched) with mailing addresses are included in this report. People often use email for primary credential recovery. BBBS Lone Star Serving North & West Central Texas, and the Greater Houston areas Absolutely! This dashboards components are as follows: Specific demographic data for all contact types is displayed within this dashboard. TheApp is the result of a joint initiative between BBBSA, a group of 15 BBBS affiliates, Traction on Demand, CM Consulting, and True Owl. 2021 Big Brothers Big Sisters of America. Safe, secure, and modern communications to help our matches today and strengthen our mission tomorrow. Each question in the Enrollment Satisfaction Survey (ESS) data from across the network is displayed here with gauges indicating average responses; however, when view reports is selected, your agency data is displayed. Using your browser, navigate to the BBBS Okta portal Fill in your BBBS credentials and click Sign In. This task force should be in place by early January 2020. You may want to use this data to: Scenario:Your agency wants to see what data is tied to all active matches. You can create a list view to show you just these records. Big Brothers Big Sisters Western MA | CHD Scroll down to find the six dropdown boxes associated with the individual permissions described above. If you have any questions about the revised definition of a baseline survey, the associated Matchforce changes, or anything else related to the YOS/COS Infographic Replacement Project, please email the project team by clickinghere. Statuses and dates of service should be reviewed for accuracy. All Matchforce users have access to dashboards and the accompanying reports. 2021 Big Brothers Big Sisters of America. Highlight the staff name to be added to the group and then click the. However, by clicking you have the freedom to create other reports you may need. b3lineicon|b3icon-files-empty||fFiles Empty, b3lineicon|b3icon-users-group||Users Group, b3lineicon|b3icon-pen-fountain||Pen Fountain, b3lineicon|b3icon-file-image||File Image, b3lineicon|b3icon-conference||Konference, Infographic Replacement Project Post Archive. A Little has been on the waitlist for a Big for 100 days and has completed a YOS every 30 days while waiting. Match Activation Date. You can create an account in The Learning Exchange for your volunteers and parents/guardians from the new Training Tab in Matchforce. Note: You can only register Okta Verify on one device at a time. 90% of these funds are passed from BBBSA to BBBS agencies. Child Safety Concern Contact records flagged as child safety are contained within this report. Want to know your children served for 2019 or how many matches youve made? Scenario: Your agency wants to see content connected to Quality Assurance (QA) reviews. BBBSA and the Network will continue to have conversations about what metrics are most significant to track within Matchforce. We found that English is the preferred language on Aim Bbbs pages. Every Matchforce user must be assigned a Matchforce Profile Type in AMS. If you have your username and password, let's log into Matchforce: Visit BBBSA.okta.com. You may create your own dashboards and save them to agency folders for internal agency use. Matchforce Profile Type controls whether or not a user can access Matchforces Agency Management application. Do you have questions about the YOS and COS Redesign Project? Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings, enroll in multifactor authentication (MFA), You will be prompted for multifactor authentication (MFA), Access AMS by following the instructions in Section 2.0 of the, Scroll down to find the dropdown box titled, Move a match from the Pending stage to the Active stage, Move a match from the Pending Closure stage to the Closed stage, Change the Status field on a match from Red to Yellow or Green. Warning: mssql_connect() [function.mssql-connect]: Unable to connect to server: 216.117.181.74 in /usr/local/apache2/htdocs/adodb/drivers/adodb-mssql.inc.php on line 452 But to be honest, not much is really going to feel different on go-live day. There are no current prohibitions in either document surrounding mentors and mentees having phone or electronic communications when not on site. We will get back to you as soon as possible. This opens the Matchforce Groups tab in AMS. Every agency has two account records. In fact, BBBSAs Enhanced SBM best practice model from 2012 demonstrated that facilitating electronic or phone communications over the summer months between Bigs and Littles resulted in longer, stronger matches that were more likely to continue into the next school year. Aim.bbbs.org is a web project, safe and generally suitable for all ages. At the same time, many agencies will create brand new reports with corresponding dashboards knowing that Matchforce creates a great deal of flexibility within reporting. Enrollments Made RTBM Any enrollment made RTBM within the last 30 days is included here and reveals whether or not a QA review was completed on that enrollment. Scenario:Your agency wants to pull reports that give you specific demographic, enrollment, and contact information. Please ensure that you are looking for your data on a list view other than Recently Viewed. Salesforce has multiple resources to help you better understand how to utilize Reports & Dashboards. If you didnt, return to Step 1 and try to enroll again. Please note that autoregistration has been retired effective February 14, 2023. A Little has been on the waitlist for a Big for 100 days and has completed a YOS every 30 days while waiting. Visit Aim.bbbs.org - Login. Click Send code. The four reports below will serve as a complement to several dashboards listed above. You may access these reports through that link or directly from this folder. Detailed demographic data is included within this report. You may want to use this data to: Scenario: Your agency wants to track match support contacts (MSCs) that have been completed and should be completed. Important Changes to Baseline Survey Requirements in Matchforce Once the App Launcher is open, you can switch between Matchforce applications by clicking on the application you would like to open. Stay up to date on important news related to Fund Development, Agency Support, Leadership, and more! Youll find active match numbers here broken down in several categories. This will allow you to keep your reports and dashboards private from other BBBS agencies. Big Brothers Big Sisters of Metro Atlanta, Big Brothers Big Sisters of Sheboygan County, Big Brothers Big Sisters of Middle Tennessee, Big Brothers Big Sisters of Central New Mexico, Big Brothers Big Sisters of Northeast Florida, Big Brothers Big Sisters of Metro Milwaukee, Big Brothers Big Sisters of Northern Sierra. : Users with this Matchforce Profile Type will be able to access Matchforce and complete standard match management activities and will have access to the Agency Management application. You can still see parent/guardian relationships via Little enrollment records. Users can be added individually or in bulk. A survey completed any time before a Littles first match activation will now be considered by Matchforce to be the Littles baseline survey, so long as it is the first survey ever completed by the Little. Here are the resources you need to make the transition to the new surveys smooth and easy. Set each of the six dropdown boxes to the desired setting. Since Matchforce moves enrollments to RTBM when a pending match is moved to Not Approved, the system is preventing this move until all required items are completed. To better understand what is captured within these components: This dashboard allows you to see specific productivity data tied to record types across the system as well as activities in general. If youve activated a match before generating the RPI, you may scan the RPI into Matchforce and attach it as a file on the contact record. Each question in the Strength of Relationship (SoR) data for Littles across the network is displayed here with gauges indicating average responses; however, when view reports is selected, your agency data is displayed. The sections that follow explain how to complete each of the three steps. There was an issue with the data migration that caused some closed enrollments in AIM to come over as open in Matchforce. True Owl will release a survey to the entire BBBS network in January 2020 to gather input on exactly what revisions should be made to the current YOS and COS. All BBBS staff are encouraged to provide feedback. : Users with this Matchforce Profile Type will be able to access Matchforce and complete standard match management activities, but will not have access to the Agency Management application. To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. You can make it easier to find your Agency account record by creating a list view named My Account, changing the Filter by Owner to All Accounts, and adding Filter Account Record Type = Agency. These permissions are as follows: Follow these steps to set individual permissions for a user: The final step of Matchforce user provisioning is adding users to the appropriate Agency Matchforce Groups. Need to know more? Every report you pull may be edited and saved to meet your specific needs. TheApp | Safe, Secure, Modern Match Communications Beginning February 14, 2023, volunteer and parent/guardian can be added to The Learning Exchange using the new Training Tab in Matchforce. Let's take a look around. Reach out and tell us what you think. How can I request changes or improvements to Matchforce? Components and reports tied to on-time percentages as well as matches with overdue MSC due dates will help extract this data. When opening reports, it may not always be clear how data is filtered. Matchforce recognizes and keeps the first completed baseline, even if that survey was administered more than 60 days prior to the Littles first match activation date. Components are listed below. It is the primary system in which Big Brothers Big Sisters agencies document information about Bigs, Littles, and matches. However, TheApp is not intended to be merely a solution for match communications during the current COVID situation. Continuous learning through partnerships. Average Match Length (AML) Metrics across the Network are displayed in the components; however, when view reports is selected, your agency data is displayed. In November 2019, True Owl gathered information from over 1,300 BBBS agency staff members on sentiments regarding the current YOS and COS surveys. Matchforce Profile Type can be set to the following values: Follow these steps to set Matchforce Profile Type for a user: There are six individual permissions that can be turned on or off for Matchforce users. Please keep in mind that options listed below are a small sample of the reports that you have access to in Matchforce.
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