The survey redesign project officially kicked off in early December 2019. 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. Within Matchforce, youll find that multiple report types and dashboards will often provide data thats tied to similar data points allowing you todetermine which reports are most helpful to you. Matches between Bigs and Littles are made based on location, personalities, interests, and goals, and receive ongoing support throughout their duration. The 18 digit code towards the end is the Match ID. To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. Please copy/paste it below. It is the primary system in which Big Brothers Big Sisters agencies document information about Bigs, Littles, and matches. For example, if you entered, Site-Based AND High School Big, Matchforce is still checking to see if youve done everything required for adult site-based volunteers. You have been provided with basic reports to help you access the basic data that your agency utilizes. When opening reports, it may not always be clear how data is filtered. 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.. Data migration required contacts to migrate in this way. 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. 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 icon appears on every page in the upper left-hand corner. 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. This significantly impacts what data will be pulled into the report. Stay up to date on important news related to Fund Development, Agency Support, Leadership, and more! To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. Users can be added individually or in bulk. 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. You can search in all tabs or in specified fields simply by changing the search dropdown. 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. All communications made via TheApp will be automatically stored in Matchforce and easily accessible for staff review. It can be found in the Matchforce Fundamentals section of WalkMe. Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. Match Reviews Any currently active match is included within this report. The Matchforce sandbox/training environment will be available for the life of Matchforce. Make sure the volunteer contact has a valid email address entered. Components are listed below. Its possible that you havent identified that site-based program as a high-school bigs program within Matchforce in the program set-up. Get a quick tour of Matchforce's interface. When you click onand select a report type, pay attention to the With and With or Without language. One of the best features of the redesigned YOS and COS is that BBBS agencies now have the power to turn on or off a number of optional question sets. 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. You can create an account in The Learning Exchange for your volunteers and parents/guardians from the new Training Tab in Matchforce. Although development of TheApp is being accelerated so it can be utilized as a solution during times of social distancing and stay-at-home orders, it is not a short-term fix aimed at only addressing the current situation. Open the National-Average Match Length dashboard and look at closures by duration. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. One is your Agency account record and one is your Location account record. Matchforce has an excellent search engine. Note this is filtered by my contacts. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. Review the program set-up and be sure the High School Big Program has been selected. 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. In her 15 years of service to BBBS, Mandy has held numerous affiliate program related positions, first at BBBS of the Capital Region and later at BBBS of Tampa Bay. Several reports with Activity data are provided within Matchforce allowing you to review process steps being completed. It is important to note that while Matchforce will no longer require baseline surveys to be completed within 60 days of match activation or allow secondary baseline surveys to be administered, it is still considered best practice for baseline surveys to be administered as closely to match activation as possible. The data and information obtained by these surveys serve many purposes. Search for match in Matchforce: Confirm the correct match with the key dates below. TheApp is consistent with the 2018 Standards and BBBSAs service delivery model. Filters are available by Contact Record Type and Enrollment Stage. Matchforce is Big Brothers Big Sisters' match management system. Highlight the staff name to be added to the group and then click the. 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. BBBS staff will be able to easily access and review all communications made in the system. Accessing confidential records in Matchforce is controlled by the Matchforce Group you are assigned. Statuses and dates of service should be reviewed for accuracy. Although we do offer email as a factor for convenience and to help ease into MFA, we do not consider it to be a secure, modern method for secondary authentication. As you get more comfortable with these data points, youll become more and more comfortable with these report types. Please be honest and answer each question and circle only one response. View Video Overview: Set up Okta Verify, OTP for MFA. 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. 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. At the top of each dashboard, youll see the last time the data was refreshed. Step-by-Step Instructions 1. Look at your Match Support Dashboards. Failure to complete any of the following steps may result in improper provisioning and restricted Matchforce access for users. 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. 2021 Big Brothers Big Sisters of America. 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. The System Automation section of the Matchforce User Guide explains the exact events that trigger each automated email. Clicking will open the dashboard to a larger view and will allow you to scroll through all components on the dashboard. 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. 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. When dashboards are opened, data may need to be refreshed. Kevin has close to 20 years experience leading change initiatives across a wide spectrum of industries, including nonprofit, healthcare, manufacturing, and transportation. The four reports below provide agencies with data connected to affiliate grants. People often use email for primary credential recovery. We want to hear from you. Private records are used to hide contact information in Matchforce about high-profile individuals. Want to get a quick snapshot of your early closures? Users can be added individually or in bulk. 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. 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. 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 Login to your Big Brothers Big Sisters Customer Account. Moreover, the customization that is built into the new surveys will allow agencies to control how much their surveys actually change. Click here to sign out of all other accounts. TheApp will be made available for all BBBS agencies to use on 1 July 2020. 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. Components are listed below. There are no current prohibitions in either document surrounding mentors and mentees having phone or electronic communications when not on site. 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. o By 2/28/22, all staff and board members are required to be entered into Matchforce as an Affiliated Contact Record. In mid-December 2019, the co-chairs of the BBBS affinity groups nominated representatives for a task force that would help craft the new versions of the YOS and COS and speak on behalf of their colleagues throughout this process. Most importantly, these surveys provide program staff with valuable information on their Littles and the impact of their matches. 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. Sorry about this one. You can view examples of the Matchforce inquiry forms here. Owner with Completion StatusDetailed content related to MSCs completed grouped by match owner is available within this report. Samples of the automated emails can be found here. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. The sections that follow explain how to complete each of the three steps. In the following video, Julie Redcay, BBBSA Director of Federal Grants, explains the role the YOS and COS play in securing federal funds. The redesign project team will create first drafts of the new YOS and COS in February and March of 2020. Match Activation Date. Get a quick tour of Matchforces interface. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! Let's take a look around. The National IT team will be providing instructions for how to do this by March 8, 2019. Scroll down to find the six dropdown boxes associated with the individual permissions described above. 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. Safe, secure, and modern communications to help our matches today and strengthen our mission tomorrow. Below are some of the most common questions we receive about Matchforce. TheApp can be used to facilitate communication between any type of match. 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. Click here to access BBBS Connect Attention if You Use Office 365 at Your Local Agency There are no known instances of agency data not migrating into Matchforce. On the Setup: SMS screen, type your phone number. The following components make up this dashboard: This dashboard provides agencies with data related to Quality Assurance (QA) reviews (spot-check or scored) that have been completed over the course of the year. 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! : 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. 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. Individual components are listed below. As you start moving forward and consider data you may want to review regularly, here are a couple of quick ideas. You may want to use this data to: Looking for more? Every Matchforce user must be assigned a Matchforce Profile Type in AMS. Individual components are listed below. The use of MFA makes our accounts safer and secures our constituent data much better than a username and password alone. Please note that autoregistration has been retired effective February 14, 2023. Important Changes to Baseline Survey Requirements in Matchforce. Youre not limited! If not, their account will not be created in The Learning Exchange. You may want to use this data to: Looking for a JJ report? It is rapidly becoming a standard requirement for many platforms. 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. The final versions of the surveys will be unveiled to the BBBS network at the 2020 National Conference in June. Using your browser, navigate to the BBBS Okta portal Fill in your BBBS credentials and click Sign In. 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. Once the report is saved to your folder, your newly set filters will be solidified. You can search in all tabs or in specified fields simply by changing the search dropdown. 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). This icon appears on every page in the upper left-hand corner. 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 . Next, open the corresponding report to see more detailed data the dashboard is pulled from. Click on the Program Dashboards folder. 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. Want to understand how your staff is doing with Match Support? ALWAYS SAVE YOUR REPORTS AND DASHBOARDS IN YOUR AGENCYS PRIVATE FOLDERS. Need to know more? Please reach out to a member of this team to get this done. Continuous learning through partnerships. When saving reports and dashboards, always save to a folder that you have created and not to the broader folder in Matchforce, so that only your agency sees your list of reports and dashboards. BBBS Lone Star Serving North & West Central Texas, and the Greater Houston areas Feel free to update the match name with the appropriate last name when a name change takes place on the contact record. If the MSC is In-Progress, it will retain the due date it had in AIM. 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. 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. Fill in your company-issued credentials and click. All Matchforce users have access to dashboards and the accompanying reports. No. At the top of the AMS window, click on Matchforce Groups. The dashboard may be filtered by Contact Record Type as well as Gender. Matchforce will no longer allow multiple baseline surveys to be completed for the same Little. Data reveals whether or not a QA review was completed on that match. Ask us a question. 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. The tabs are customizable to meet your daily needs, please see below: 2021 Big Brothers Big Sisters of America. Scenario: Your agency wants to review specific activities and tasks that your staff has completed. Scenario:Your agency wants to pull reports that give you specific demographic, enrollment, and contact information. Do you have questions about the YOS and COS Redesign Project? You may filter this report by SoR type as well as program type. This pilot will run through the end of June 2020. Each report provides a more detailed look into matches and information related to those matches. We would like to show you a description here but the site won't allow us. You will see a prompt on your device that Extra verification is required for your account. TheApp is consistent with the 2018 Standards and BBBSAs service delivery model. You can always enable or disable additional factors at any time. The next time you log into Okta, it should offer to send you a push notification or ask you for a numeric code. Most recently, Kevin led the project and change management effort associated with the Matchforce implementation project. For example, if Matches with YODPs is selected only matches that have YODP records attached willbe pulled into the report. (See the WalkMe menu for a walkthrough displaying how to create those folders.). The dashboard also contains components connected to Match Owner and reports may be edited to meet your specific needs. We will get back to you as soon as possible. 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. 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. Matchforce is Big Brothers Big Sisters match management system. 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. Make sure you are signed out of any Office 365 accounts before attempting to access BBBS Connect. Do what works best for you. Usernames are in the form of firstname.lastname (as shown in AMS) and passwords are standard BBBS passwords. 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. If Matches with or without YODPs is selected, all matches whether they do or dont have YOPDs will be pulled into the report. Agencies will likely use this report to help determine which enrollments to review. This happens when youve entered anything other than just High School Big in the Program Preference Type field on the enrollment. 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. Matchforce Profile Type controls whether or not a user can access Matchforces Agency Management application. On the left-hand side of the page, click all folders. You may not see all of the Matchforce applications that are available. 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. 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.
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