Bigs and Littles will be able to easily record how they are feeling about their match whenever they are in the system. Details with Enrollment Stage All Bigs and Littles currently Active (Enrollment Stage = Ready to be Matched, Pending Match, Matched) with mailing addresses are included in this report. Fill in your company-issued credentials and click. There was an issue with the data migration that caused some closed enrollments in AIM to come over as open in Matchforce. TheApp can be used to facilitate communication between any type of match. You can view examples of the Matchforce inquiry forms here. Only staff with Quality Assurance permissions can create or view QA records. 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.. The sections that follow explain how to complete each of the three steps. To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. Need to see your demographic data about Bigs and Littles or a report that tells you about the matches youve served this year? Click Send code. However, TheApp is not intended to be merely a solution for match communications during the current COVID situation. Alternatively, Okta Verify can generate a six-digit code that you enter into your Okta login screen to access your required app. Youll find active match numbers here broken down in several categories. The BBBSA Research and Program Support teams strongly recommend agencies continue to strive to get all baseline surveys completed no more than 60 days before match activation. Step-by-Step Instructions 1. Once the App Launcher is open, you can switch between Matchforce applications by clicking on the application you would like to open. When dashboards are opened, data may need to be refreshed. You can always enable or disable additional factors at any time. We want to hear from you. Do you have questions about the YOS and COS Redesign Project? Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. Scroll down to find the six dropdown boxes associated with the individual permissions described above. TheApp is planned to be the only digital communication platform to link to Matchforce. Third parties can compromise email addresses. The Youth Outcomes Survey (YOS) and Child Outcomes Survey (COS) are the primary tools for measuring the outcomes of Big Brothers Big Sisters mentoring programs. The new YOS and COS are live! This opens the Matchforce Groups tab in AMS. Multifactor authentication is an extra layer of security that goes beyond a username and password (something you know) by requiring an additional kind of authentication (something you have). As you start moving forward and consider data you may want to review regularly, here are a couple of quick ideas. 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. As you get more comfortable with these data points, youll become more and more comfortable with these report types. Scenario: Your agency wants to see content connected to Quality Assurance (QA) reviews. No. Usernames can only be recovered by your AMS Agency Administrators. Be aware, however, that best practice is still to administer the baseline survey to within 60 days of first match activation. Stay up to date on important news related to Fund Development, Agency Support, Leadership, and more! If you choose the push notification, then approve it when it arrives on your phone. : 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. Accessing the Basic BBBSA Reports to better understand what is captured within the basic reports, navigate to the reports tab and click all folders on the left-hand side of the page. Through the generous support of corporations, foundations, and donations, Big Brothers Big Sisters regularly participates in nationwide or local research opportunities. All three steps must be completed for each Matchforce user. 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. Set each of the six dropdown boxes to the desired setting. There is a Matchforce Fundamentals video about List Views. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. The dashboard also contains components connected to Match Owner and reports may be edited to meet your specific needs. (The list below contains each current BBBSA created dashboard - "Created by" for these dashboards equals 'Traction Admin.') Beginning February 14, 2023, volunteer and parent/guardian can be added to The Learning Exchange using the new Training Tab in Matchforce. Parent Match Support ContactAll Site-Based parent contacts are tracked within this report in order to populate the SB parent MSC tracking. There are currently no plans to create interfaces between Matchforce and any other e-mentoring or digital communication platforms. We will get back to you as soon as possible. Before creating any new reports or dashboards, you should create a new folder to store them in. All communications will automatically be stored in Matchforce. Scenario:Your agency wants to pull reports that give you specific demographic, enrollment, and contact information. ), Identify how many MSCs have been completed late or on-time, Identify demographic information tied to contacts connected to your grants, Track which matches are currently attached to different grants, Assess whether youre reaching goals connected to grants, Identify matches or enrollments that have been or need to be QAed (spot-check or scored), Review results of QA reviews and share feedback with staff, Identify whether QA team members are completing QA reviews as expected. Filters are available by Contact Record Type and Enrollment Stage. To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. The data collected by the YOS and COS is instrumental in securing government grants like these. People often use email for primary credential recovery. This dashboard contains specific data points that staff may utilize to monitor and review match support processes. In the fall of 2020, BBBSA and its partner organizations will train agency staff on how to administer the new surveys and interpret the resulting data. Once staff have completed this training, the surveys will go-live and the network will begin using them with matches. 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. There are three steps to adding users to Matchforce in AMS. 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. It is the primary system in which Big Brothers Big Sisters agencies document information about Bigs, Littles, and matches. Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. You may not see all of the Matchforce applications that are available. Once signed in, you will see a dashboard containing the different Matchforce environments to which you have access. TheApp is live and is currently being piloted by 14 BBBS agencies. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! Attention if You Use Office 365 at Your Local Agency The use of MFA makes our accounts safer and secures our constituent data much better than a username and password alone. The dashboard component is simply a visual representation of a specific report data point. Match Activation Date. To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. You will see a prompt on your device that "Extra verification is required for your account" Click Setup or Configure Factor. 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. 2021 Big Brothers Big Sisters of America. Highlight the staff name to be added to the group and then click the. Navigate to your Contacts & Demographics Report Folder to see Contact data or to the National Match Reports folder to see Matches Served Current Year. 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. Individual components are listed below. Please note that autoregistration has been retired effective February 14, 2023. Let's take a look around. o By 2/28/22, all staff and board members are required to be entered into Matchforce as an Affiliated Contact Record. Examples include one-time codes sent via SMS or email; push notifications via mobile apps like Okta Verify; and physical security keys. Completed MSCs On-Time Rate YTD (On-Time % should be high), Matches Overdue for Match Support (This number should be low), Identify the number of participants in stages, Better understand the make-up of your volunteers and/or children, See contact information for participants across all stages, Review time taken to complete process steps, See matches and sites associated with them, See demographic data tied to all Bigs & Littles (email, address, age, gender, race/ethnicity, etc. . You can either manually close these enrollments, or we will do a mass update to these records in the next few days. Note: You can only register Okta Verify on one device at a time. You are not limited to the content you see in the basic report template. 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. 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. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. The 18 digit code towards the end is the Match ID. Please be honest and answer each question and circle only one response. You can search in all tabs or in specified fields simply by changing the search dropdown. BBBS staff will be able to easily broadcast announcements to Bigs and Littles in the system. The redesigned YOS and COS go live on August 31, 2020. 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 . Users can be added individually or in bulk. Sorry about this one. The National IT team will be providing instructions for how to do this by March 8, 2019. Moving forward (for matches made after December 31,2020), a baseline survey is defined as the first YOS or COS completed by a Little regardless of when the survey was completed. 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. 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. As you begin working with Reports & Dashboards, here are a few helpful hints. 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. The full and proper functioning of Matchforce requires the use of Google Chrome. On the left-hand side of the page, click all folders. Look at your Match Support Dashboards. Review the Match Management Dashboards. Contacts will be re-housed into combined household accounts by the end of go-live week. Components are listed below. Always review Filters when opening reports and remove/modify any that arent helpful. Make sure the volunteer contact has a valid email address entered. The members of this group will be instrumental in crafting the new versions of the YOS and COS. Each question in the Strength of Relationship (SoR) data for Bigs across the network is displayed here with gauges indicating average responses; however, when view reports is selected, your agency data is displayed. Note this is filtered by my contacts. The two reports listed below contain data tied to all RTBM participants in your agency at the current time. One-to-one communication between Bigs, Littles, and BBBS staff. 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. Matchforce uses an application called WalkMe to provide help and training within the system. On the left-hand side of the page, click all folders. : 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. 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. One is your Agency account record and one is your Location account record. BBBS staff will be able to quickly access this information in Matchforce to get a window into how matches are feeling in real time. Instead, it will serve as the foundation for expanded digital match programs into the future including a full BBBS e-mentoring service delivery model to be developed in a future project phase. Open each dashboard and review whats contained within it. All Bigs and Littles currently Active (Enrollment Stage = Ready to be Matched, Pending Match, Matched) with mailing addresses are included in this report. Built to support Big Brothers Big Sisters, Matchforce provides the intelligence and data to continually improve our services to children. 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. Open your QA Reports folder to see the enrollments and matches that youve already QAed to help you get a sense of where you need to start. You will see a prompt on your device that Extra verification is required for your account. Survey Completion data is tracked within this dashboard. There are no known instances of agency data not migrating into Matchforce. 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 isdisplayed. Group data in a waythat is most helpful to you. Doing so will ensure the most accurate measurement of baseline conditions, which in turn ensures the continued accurate measurement of BBBS outcomes. 2021 Big Brothers Big Sisters of America. Open the National-Average Match Length dashboard and look at closures by duration. The dashboard may be filtered by Contact Record Type as well as Gender. One tells you how the team did on their completed MSCs and the other tells you how many matches still have overdue contacts within them. Please keep in mind that options listed below are a small sample of the reports that you have access to in Matchforce. Search and Navigation Bar Matchforce has an excellent search engine. 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. All Matchforce users have access to dashboards and the accompanying reports. Want to understand how your staff is doing with Match Support? Records in the Ready for Review and RTBM Stage are examined. BBBS Lone Star Serving North & West Central Texas, and the Greater Houston areas 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. Components and reports tied to on-time percentages as well as matches with overdue MSC due dates will help extract this data. Just like a Baseline COS / YOS, the RPI is designed to be completed and entered prior to activating a match. Records in Active matches are examined. Do what works best for you. 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. The expectation is that these components reflect a 0 value, which indicates the fields were not saved as blank or empty across records. TheApp is consistent with the 2018 Standards and BBBSAs service delivery model. Before you access Matchforce for the first time, download and install WalkMe on your computer within Google Chrome. Enter a Matchforce environment by clicking on the corresponding button in your dashboard. To get started using Matchforce, follow these steps: Google Chrome needs to be downloaded and installed on your computer prior to proceeding with the setup and access of Matchforce. It can be found in the Matchforce Fundamentals section of WalkMe. SMS Authentication uses the text messaging service on your cell phone to send you a one-time login code. 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). Matchforce Safe, secure, and modern communications to help our matches today and strengthen our mission tomorrow The Project Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! You may access these reports through that link or directly from this folder. BBBS Connect is a secure place where you can find BBBS resources and network information. This dashboards components are as follows: Specific demographic data for all contact types is displayed within this dashboard. Match Reviews Any currently active match is included within this report. Pending matches that transferred from AIM might not have all of the items (references, background checks, etc.) TheApp will be made available for all BBBS agencies to use on 1 July 2020. Click here to sign out of all other accounts. Once complete, these draft surveys will be released for comment to the entire BBBS network. If you get prompted for MFA and successfully get into the Matchforce Training sandbox as shown below, you are all set! Filters for Program Type and Little Gender are available. Drag and drop tabs to change the way they are displayed. Access to applications is based on your user permission level. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. In November 2019, True Owl gathered information from over 1,300 BBBS agency staff members on sentiments regarding the current YOS and COS surveys. What this means in practice is that the Matchforce 60-day rule is no longer in place. You can create a list view to show you just these records. 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. But to be honest, not much is really going to feel different on go-live day. Your MFA settings can be changed at a later time. Kevin works for BBBSAs project and change management partner organization, True Owl. Mandy currently serves as BBBSAs Chief Agency Officer (CAO). If this is your first time accessing Okta, you will be prompted to enroll in multifactor authentication (MFA). If you do not want to sign out from your existing local account, please use a different browser when accessing BBBS Connect to prevent any authentication errors. This experience is an insecure method of additional verification because: If you successfully enroll a new MFA factor in Okta, you will receive an email from Okta confirming: If you dont receive this email, please return to Step 1 and try to enroll again. Reports will not look or act exactly like AIM reports. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. Please copy/paste it below. By clicking onat the bottom of each component, you will be directed to the report. The other YOS surveys that were completed by the Little while waiting for a Big will remain in Matchforce but will not be used to calculate the outcomes reported on the new YOS/COS outcomes report. Most importantly, these surveys provide program staff with valuable information on their Littles and the impact of their matches. This will allow you to keep your reports and dashboards private from other BBBS agencies. 2021 Big Brothers Big Sisters of America. Data reveals whether or not a QA review was completed on that match. All contact records that come into Matchforce via online inquiries will be assigned the owner BBBS Forms User. Matchforce is Big Brothers Big Sisters' match management system. However, by clicking you have the freedom to create other reports you may need. Enter your username and password. The Navigation Bar along the top is where you can access tabs to ease your workflow. Examine the filters that have been placed on the reports to better understand what type of data is populated within the report youre viewing. Matchforce will no longer assign a due date to baseline YOS and COS surveys, nor will baseline surveys expire in the system. There are no current prohibitions in either document surrounding mentors and mentees having phone or electronic communications when not on site. 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. Next, open the corresponding report to see more detailed data the dashboard is pulled from. Please ensure that you are looking for your data on a list view other than Recently Viewed. 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.

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