Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. You may create your own dashboards and save them to agency folders for internal agency use. This task force should be in place by early January 2020. You can learn your options for doing this here. Once one baseline YOS or COS survey has been completed for a Little, Matchforce will prohibit additional baseline surveys from being created by pressing the Baseline YOS/COS button on either the Match or Enrollment records. Sorry about this one. Yes. The next time you log into Okta, it should offer to send you a push notification or ask you for a numeric code. (The list below contains each current BBBSA created dashboard - "Created by" for these dashboards equals 'Traction Admin.') Important Changes to Baseline Survey Requirements in Matchforce. Match Activation Date. BBBSA currently has grants valued at $20.5 million from the Office of Juvenile Justice and Delinquency Prevention. These changes went live in the system on December 31, 2020. Records in the Ready for Review and RTBM Stage are examined. Individual components are listed below. 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. Assignment of Agency Matchforce Groups controls which private records Matchforce users can view. Please reach out to a member of this team to get this done. 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 can choose from the following options for Okta MFA. At the top of each dashboard, youll see the last time the data was refreshed. This dashboard contains specific data points that staff may utilize to monitor and review match processes. Each report provides a more detailed look into matches and information related to those matches. 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. If you choose the push notification, then approve it when it arrives on your phone. Agencies will likely use this report to help determine which enrollments to review. Want to get a quick snapshot of your early closures? A private record is a contact record in Matchforce that has been marked as private. Click here to access BBBS Connect Attention if You Use Office 365 at Your Local Agency Note this is filtered by my contacts. The four reports below will serve as a complement to several dashboards listed above. 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. Next, open the corresponding report to see more detailed data the dashboard is pulled from. Absolutely! Prepping for QA Reviews? You can create a list view to show you just these records. Always review Filters when opening reports and remove/modify any that arent helpful. Before creating any new reports or dashboards, you should create a new folder to store them in. Be aware, however, that best practice is still to administer the baseline survey to within 60 days of first match activation. 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. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. 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. Instructions: to get a Match ID from MatchForce click on the URL when on the match's main page. Match Reviews Any currently active match is included within this report. Every report you pull may be edited and saved to meet your specific needs. This will allow you to keep your reports and dashboards private from other BBBS agencies. Make sure you are signed out of any Office 365 accounts before attempting to access BBBS Connect. The Navigation Bar along the top is where you can access tabs to ease your workflow. BBBS Connect is a secure place where you can find BBBS resources and network information. Okta Verify is a mobile app that verifies your identity in one of two ways. 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. There are three steps to adding users to Matchforce in AMS. 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. You may access these reports through that link or directly from this folder. Individual components are listed below. You cannot enter this code by approving a push notification as you can in Okta Verify. Individual components are listed below. 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. 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. 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. Simply remove any additional Program Preference Type and youll be able to move forward. 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. Okta can send you a push notification that you approve using Okta Verify. The dashboard component is simply a visual representation of a specific report data point. No. You can search in all tabs or in specified fields simply by changing the search dropdown. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! There are no known instances of agency data not migrating into Matchforce. You can always enable or disable additional factors at any time. Matchforce has an excellent search engine. Please copy/paste it below. You can create an account in The Learning Exchange for your volunteers and parents/guardians from the new Training Tab in Matchforce. This significantly impacts what data will be pulled into the report. Make sure the volunteer contact has a valid email address entered. Private records are used to hide contact information in Matchforce about high-profile individuals. TheApp will automatically scan communications for specified keywords and phrases and flag communications if any potentially concerning language is detected. Need to know more? Pending matches that transferred from AIM might not have all of the items (references, background checks, etc.) ALWAYS SAVE YOUR REPORTS AND DASHBOARDS IN YOUR AGENCYS PRIVATE FOLDERS. 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. If you didnt, return to Step 1 and try to enroll again. Through the generous support of corporations, foundations, and donations, Big Brothers Big Sisters regularly participates in nationwide or local research opportunities. 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. If Matches with or without YODPs is selected, all matches whether they do or dont have YOPDs will be pulled into the report. The survey redesign project officially kicked off in early December 2019. 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. However, by clicking you have the freedom to create other reports you may need. 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. 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. 2021 Big Brothers Big Sisters of America. Matchforce has an excellent search engine. 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. Look at your Match Support Dashboards. Matchforce Profile Type controls whether or not a user can access Matchforces Agency Management application. The tabs are customizable to meet your daily needs, please see below: 2021 Big Brothers Big Sisters of America. Click here to sign out of all other accounts. Components are listed below. Search and Navigation Bar Matchforce has an excellent search engine. Continuous learning through partnerships. If you forget your username, please ask your agencys AMS Administrator. Most recently, Kevin led the project and change management effort associated with the Matchforce implementation project. Please keep in mind that options listed below are a small sample of the reports that you have access to in Matchforce. To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. Accessing the Basic BBBSA Dashboards To better understand what is captured within these components: Navigate to the Dashboards tab. It is completely up to individual BBBS affiliates to determine if and when they will use TheApp. 90% of these funds are passed from BBBSA to BBBS agencies. 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. Once the report is saved to your folder, your newly set filters will be solidified. Please ensure that you are looking for your data on a list view other than Recently Viewed. The data collected by the YOS and COS is instrumental in securing government grants like these. For example, the Enrollments with Stage dashboard componentwas created from the Contacts with Enrollments report type and named Open Enrollments by Stage in the reports folder. Parent Match Support ContactAll Site-Based parent contacts are tracked within this report in order to populate the SB parent MSC tracking. No login is required to search for opportunities In order to match opportunities, you must register on MatchForce Search about How does MatchForce work? To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. Here are the resources you need to make the transition to the new surveys smooth and easy. Before you access Matchforce for the first time, download and install WalkMe on your computer within Google Chrome. 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. We would like to show you a description here but the site won't allow us. Open the report connected to the component to see why those matches closed early. This article explains the timing around when surveys are created and closed on Matchforce. 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. Filters for Program Type and Little Gender are available. For example, if Matches with YODPs is selected only matches that have YODP records attached willbe pulled into the report. The expectation is that these componentsreflect a 0 value, which indicates the fields were not saved as blank or empty across records. BBBS staff will be able to easily broadcast announcements to Bigs and Littles in the system. 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. 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. 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.
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