Detailed demographic data is included within this report. Salesforce has multiple resources to help you better understand how to utilize Reports & Dashboards. If Matches with or without YODPs is selected, all matches whether they do or dont have YOPDs will be pulled into the report.
Important Changes to Baseline Survey Requirements in Matchforce Matchforce has an excellent search engine. You can create a list view to show you just these records. Make sure you are signed out of any Office 365 accounts before attempting to access BBBS Connect. Every dashboard is created from data in an existing report. If this is your first time accessing Okta, you will be prompted to enroll in multifactor authentication (MFA). Email is the least secure option. 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. What this means in practice is that the Matchforce 60-day rule is no longer in place. This dashboard contains specific data points that staff may utilize to monitor and review match support processes. Aim.bbbs.org: Login Offline Aim.bbbs.org: visit the most interesting Aim Bbbs pages, well-liked by users from USA, or check the rest of aim.bbbs.org data below. Do you have questions about the YOS and COS Redesign Project? Matchforce Users can be assigned to one of the following two Agency Matchforce Groups: Follow these steps to add users to Agency Matchforce Groups: If you have your username and password, lets log into Matchforce: Usernames are in the form of firstname.lastname (as shown in AMS) and passwords are standard BBBS passwords. We want to hear from you. Perfect for announcing events and activities. Although some user roles allow individuals to delete contact records, all data tied to that individual (current and past) is also deleted and this is an irreversible process opening the possibility of inadvertently and negatively impacting data within Matchforce. Your MFA settings can be changed at a later time. Please reach out to a member of this team to get this done. Most importantly, these surveys provide program staff with valuable information on their Littles and the impact of their matches. Accessing confidential records in Matchforce is controlled by the Matchforce Group you are assigned. In November 2019, True Owl gathered information from over 1,300 BBBS agency staff members on sentiments regarding the current YOS and COS surveys. You can learn your options for doing this here. The members of this group will be instrumental in crafting the new versions of the YOS and COS. Matchforce will no longer allow multiple baseline surveys to be completed for the same Little. 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. Need to see your demographic data about Bigs and Littles or a report that tells you about the matches youve served this year? Examples include one-time codes sent via SMS or email; push notifications via mobile apps like Okta Verify; and physical security keys. Please note that autoregistration has been retired effective February 14, 2023. If you have your username and password, let's log into Matchforce: Visit BBBSA.okta.com. The dashboard may be filtered by Contact Record Type as well as Gender. Click here to learn more about Matchforce permission sets. Moreover, the customization that is built into the new surveys will allow agencies to control how much their surveys actually change. The dashboard component is simply a visual representation of a specific report data point. When prompted to enroll in Okta Verify, open the Okta Verify app on your phone and scan the barcode that appears in your computers browser. The more columns and data points exist in the report the dashboard is connected to, the longer the refresh period will be. . Matchforce Profile Type controls whether or not a user can access Matchforces Agency Management application. A private record is a contact record in Matchforce that has been marked as private.
The Learning Exchange - Matchforce Guide Scenario: Your agency wants to see content connected to Quality Assurance (QA) reviews. As an agency administrator, create a New Local Program from your agencys affiliate record and then have staff click on Enroll in non 1:1 program to add participants to the program. The data and information obtained by these surveys serve many purposes. 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. Look at your Match Support Dashboards. Big Brothers Big Sisters Customer Secure Login Page.
Matchforce has an excellent search engine. Matchforce is Big Brothers Big Sisters' match management system. Yes. Below are a few links that may be helpful as you get started: You may find as you examine reports connected to dashboards that you want to add and edit report fields. 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. This level of customization has never been available on previous versions of the YOS and COS, and will allow agencies a wide amount of latitude to determine exactly what information they want to . Get a quick tour of Matchforce's interface. Reach out and tell us what you think. Get a quick tour of Matchforces interface. This is strongly discouraged. This level of customization has never been available on previous versions of the YOS and COS, and will allow agencies a wide amount of latitude to determine exactly what information they want to collect from Littles. (Its important to note that BBBSAs Standards and Service Delivery Model DO prohibit IN-PERSON contact between SB Bigs and Littles outside of the facility where they meet.). You will be prompted for multifactor authentication (MFA) to access any Matchforce environment. You may want to use this data to: Looking for a JJ report?
Our Impact - Big Brothers Big Sisters of Metro Milwaukee - Youth Mentoring The full and proper functioning of Matchforce requires the use of Google Chrome.
Big Brothers Big Sisters Western MA | CHD TheApp | Safe, Secure, Modern Match Communications Clicking allows you to post the visual component in chatter. You may access these reports through that link or directly from this folder. Enter your username and password. The effects of the go-live of the new YOS and COS will be slowly felt over a couple of months. This opens the Matchforce Groups tab in AMS. It is completely up to individual BBBS affiliates to determine if and when they will use TheApp. There are currently no plans to create interfaces between Matchforce and any other e-mentoring or digital communication platforms. Please reach out to us. Yes. While content from TheApp will be extremely helpful to staff as they prepare for match support and may help alleviate redundant conversations, it will not replace match support contacts., Traction on Demand builds TheApp while keeping the BBBS national office and affiliate team up to speed with regular system demos, A group of 15 BBBS affiliates go-live on TheApp and make sure the system and associated processes work as expected prior to release to the full network, BBBSA collaborates with Traction on Demand and 15 BBBS affiliates to determine and document the requirements and user stories that will guide development of TheApp, Traction on Demand trains a core set of affiliate and national office staff who the develop training processes and materials for all affiliates, BBBS national office and affiliate staff put TheApp through its paces in order to ensure it will meet the needs of all BBBS affiliates, TheApp and all required supporting and training materials are released to the full BBBS network. For example, once the only or last open application connected to a Big or Littles contact record has been closed, the enrollment stage on the Big or Littles contact displays as Closed this allows agencies to create list views and reports that only include currently active individuals.
Please be honest and answer each question and circle only one response. How can I request changes or improvements to Matchforce? View Video Overview: Set up Okta Verify with Push for MFA 2021 Big Brothers Big Sisters of America. This will allow you to keep your reports and dashboards private from other BBBS agencies. DataAll Bigs & Littles currently Active (Enrollment Stage = Open, Ready to be Matched, Matched) are included within this report. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. 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.
Login - Big Brothers Big Sisters It is rapidly becoming a standard requirement for many platforms. Although contacts cant be closed, their Enrollment Stage on the contact record may be utilized to help you understand the current process step theyre application is in. (The list below contains each current BBBSA created dashboard - "Created by" for these dashboards equals 'Traction Admin.') Its possible that you havent identified that site-based program as a high-school bigs program within Matchforce in the program set-up. Click here to access BBBS Connect Attention if You Use Office 365 at Your Local Agency This icon appears on every page in the upper left-hand corner. Most recently, Kevin led the project and change management effort associated with the Matchforce implementation project. 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. The use of MFA makes our accounts safer and secures our constituent data much better than a username and password alone. The cost to use TheApp will be contained in the current affiliate technology dues, and there is no plan to increase these dues in association with the introduction of TheApp. Note that the follow-up RPI will be triggered in Matchforce on the match anniversary. Prepping for QA Reviews? As of right now, only the RPI survey can be sent in Spanish.
Reports & Dashboards - Matchforce Guide ALWAYS SAVE YOUR REPORTS AND DASHBOARDS IN YOUR AGENCYS PRIVATE FOLDERS. Matchforce will no longer assign a due date to baseline YOS and COS surveys, nor will baseline surveys expire in the system. All contact records that come into Matchforce via online inquiries will be assigned the owner BBBS Forms User. Open the National-Average Match Length dashboard and look at closures by duration. 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. There are three steps to adding users to Matchforce in AMS.
However, TheApp is not intended to be merely a solution for match communications during the current COVID situation. 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. Your CEO/ED/Program Director (with Sponsored Organizations) will use the same login information
Bigs will be able to log the activities they do with their Littles and let BBBS staff know how their interactions with their Littles are going. TheApp will automatically scan communications for specified keywords and phrases and flag communications if any potentially concerning language is detected.
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. Scenario: Your agency wants to identify which individuals are currently tied to grants you are tracking or could potentially be added to grants. We found that English is the preferred language on Aim Bbbs pages. Users can be added individually or in bulk. Individual components are listed below. If the MSC is In-Progress, it will retain the due date it had in AIM. 2021 Big Brothers Big Sisters of America. 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. In hopes of clarifying this definition, please consider the following example. This will likely be utilized to complement the Match and Match Support Dashboards. We would like to show you a description here but the site won't allow us. To create an agency-specific dashboard with this data, click Save As and save the dashboard to a folder connected to your agency. Records in Active matches are examined. Preparation for the YOS and COS Redesign Project began in late September 2019. The expectation is that these componentsreflect a 0 value, which indicates the fields were not saved as blank or empty across records. On the left-hand side of the page, click all folders. Agencies will likely use this report to help determine which enrollments to review. BBBS Lone Star Serving North & West Central Texas, and the Greater Houston areas You may create your own dashboards and save them to agency folders for internal agency use. Ask us a question. Before you access Matchforce for the first time, download and install WalkMe on your computer within Google Chrome. We will get back to you as soon as possible. Please note that autoregistration has been retired effective February 14, 2023. Prior to her role as CAO, Mandy was the BBBSA Director of Affiliate Support. Agencies will likely use this report to help determine which matches to review. This significantly impacts what data will be pulled into the report. The following questions will help us get to know your child so that we may best serve them. Data migration required contacts to migrate in this way. Mandy currently serves as BBBSAs Chief Agency Officer (CAO). As you get more comfortable with these data points, youll become more and more comfortable with these report types. To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. Highlight the staff name to be added to the group and then click the. At the top of each dashboard, youll see the last time the data was refreshed.
BBBSTX - YouTube Want to understand how your staff is doing with Match Support? Samples of the automated emails can be found here. Need to know more? 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. It can be found in the Matchforce Fundamentals section of WalkMe.
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