We found that English is the preferred language on Aim Bbbs pages. The two reports listed below contain data tied to all RTBM participants in your agency at the current time. When saving reports, always save your edited or created reports to a folder that you have created and not the National & Local Data folders in Matchforce so that only your agency sees your list of reports and dashboards. Please reach out to us. The objective of the YOS and COS Redesign Project is to modify the current versions of the YOS and COS surveys to meet the needs of all BBBS stakeholders especially those who administer the surveys. Click Send code. You can still see parent/guardian relationships via Little enrollment records. The project team is preparing training materials to help your agency introduce TheApp to staff and guide your thoughts around what policies and procedures you may want to put in place before you begin to utilize the platform. Along these lines, now is a great time to start talking with your Board about this opportunity, knowing that you may have policies and procedures you need to update when you choose to use the system. This is strongly discouraged. Creation of the new YOS/COS outcomes report that is scheduled to be released later this quarter uncovered some issues associated with how Matchforce has historically designated and identified baseline surveys. The four reports below provide agencies with data connected to affiliate grants. However, the expectation is that all agencies will edit these reports to meet their own needs as well as create brand new reports to pull more specific types of data. You can reset your password without contacting an AMS Administrator: How to reset your password via Okta. Everyone in Matchforce has access to Reports & Dashboards, which means you have the flexibility to utilize these tools to manage day-to-day processes as well as analyze data. Activating a TLE User Account in Matchforce Matchforce Training Tab FAQs Update Beginning February 14, 2023, volunteer and parent/guardian can be added to The Learning Exchange using the new Training Tab in Matchforce. The current versions of the YOS and COS are well designed to reliably measure the validated metrics required to support the surveys multiple uses. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings, View Video Overview: Set up Okta Verify with Push for MFA, View Video Overview: Set up Okta Verify, OTP for MFA, Using your computers browser, navigate to the. No. Individual components are listed below. Individual components are listed below. 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. Mandy currently serves as BBBSAs Chief Agency Officer (CAO). BBBS staff will be able to easily broadcast announcements to Bigs and Littles in the system. Step-by-Step Instructions 1. Review the Match Management Dashboards. On the left-hand side of the page, click all folders. To create an agency-specific dashboard with this data, click Save As and save the dashboard to a folder connected to your agency. You may not see all of the Matchforce applications that are available. In order to be able to merge duplicates, you need to have Contact Merging permissions and be the owner of both records to be merged. You may access these reports through that link or directly from this folder. Feel free to update the match name with the appropriate last name when a name change takes place on the contact record. Development of TheApp has been accelerated to meet the need for monitored digital match communication in the current time of social distancing and stay-at-home orders. Scenario: Your agency wants to see content connected to Quality Assurance (QA) reviews. Matchforce has an excellent search engine. Users can be added individually or in bulk. If you choose to use the code, then access the code in Okta Verify and enter it into your browser. Matchforce has an excellent search engine. Click on the Program Dashboards folder. This will allow you to keep your reports and dashboards private from other BBBS agencies. If Matches with or without YODPs is selected, all matches whether they do or dont have YOPDs will be pulled into the report. Instead, you must type it in by hand. Detailed demographic data is included within this report. The Matchforce system is composed of the following separate applications: By clicking , you will open the Matchforce App Launcher which allows you to switch between apps. 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. A private record is a contact record in Matchforce that has been marked as private. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. The dashboard component is simply a visual representation of a specific report data point. Okta Verify is a mobile app that verifies your identity in one of two ways. Please note that autoregistration has been retired effective February 14, 2023. Whether you open a dashboard component and click onunder the data, or you utilize a report in the National & Local Data folder, every report is created from a report type existing when you click . So long as a baseline survey has been completed and regardless of when it was completed Matchforce will now allow matches to be moved from pending to active status. Safe, secure, and modern communications to help our matches today and strengthen our mission tomorrow. This one is on us. It is completely up to individual BBBS affiliates to determine if and when they will use TheApp. In addition to average scores for Enrollment and Match element, components are available that reveal whether specific elements are scored as having been addressed during QA reviews. All contact records that come into Matchforce via online inquiries will be assigned the owner BBBS Forms User. If the MSC is not in In-Progress, it will be assigned an end-of-the-month due date in accordance with when the last MSC was completed. 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. However, TheApp is not intended to be merely a solution for match communications during the current COVID situation. Components are listed below. Instead, TheApp is intended to be a long-term use tool to kickstart exciting new ways for Bigs, Littles, Parents and agencies to connect utilizing technology.. No login is required to search for opportunities In order to match opportunities, you must register on MatchForce Search about How does MatchForce work? The last YOS that was completed before this Littles match was activated will be considered by Matchforce to be the Littles baseline survey (even though this survey may not show the designation of a baseline survey in Matchforce). If you get prompted for MFA and successfully get into the Matchforce Training sandbox as shown below, you are all set! BBBS staff will be able to easily access and review all communications made in the system. Report suggestions below will not reference the specific Reports & Dashboards already created by BBBSA / Traction and will only reference the specific report types in the area. How can I request changes or improvements to Matchforce? Only staff with Quality Assurance permissions can create or view QA records. TheApp will be made available for all BBBS agencies to use on 1 July 2020. For Now and the Future. Using your browser, navigate to the BBBS Okta portal Fill in your BBBS credentials and click Sign In. Reports will not look or act exactly like AIM reports. One is your Agency account record and one is your Location account record. In order to address this issue and increase the accuracy of the data reported in the soon to be released new YOS/COS outcomes report, the definition of a baseline survey has been clarified and the manner in which Matchforce handles specific aspects of baseline survey administration has been modified. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. Components and reports tied to on-time percentages as well as matches with overdue MSC due dates will help extract this data. 2021 Big Brothers Big Sisters of America. Add filters. You may want to use this data to: Scenario:Your agency wants to see what data is tied to all active matches. Scenario: Your agency wants to identify which individuals are currently tied to grants you are tracking or could potentially be added to grants. Want to get a quick snapshot of your early closures? Your CEO/ED/Program Director (with Sponsored Organizations) will use the same login information 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. This icon appears on every page in the upper left-hand corner. In addition, these surveys support BBBS development, marketing, research, and grant related activities. This dashboards components are as follows: 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. The System Automation section of the Matchforce User Guide explains the exact events that trigger each automated email. Before beginning to pull and save reports or dashboards, be sure your Agency Administrator has shared agency-specific folders with you so that you are able to save your Reports & Dashboards to those specific folders and not public folders. This icon appears on every page in the upper left-hand corner. Enter a Matchforce environment by clicking on the corresponding button in your dashboard. The full and proper functioning of Matchforce requires the use of Google Chrome. The redesigned YOS and COS go live on August 31, 2020. Accessing the Basic BBBSA Dashboards To better understand what is captured within these components: Navigate to the Dashboards tab. Youre not limited! At the top of each dashboard, youll see the last time the data was refreshed. Navigate to your Contacts & Demographics Report Folder to see Contact data or to the National Match Reports folder to see Matches Served Current Year. Prepping for QA Reviews? Contacts will be re-housed into combined household accounts by the end of go-live week. 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.
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