bbbs matchforce login
When opening reports, it may not always be clear how data is filtered. When you click onand select a report type, pay attention to the With and With or Without language. You can create an account in The Learning Exchange for your volunteers and parents/guardians from the new Training Tab in Matchforce. In support of the modified definition of a baseline survey presented above, the following changes have been made in Matchforce. Not everything that can be counted counts, and not everything that counts can be counted.. View Video Overview: Set up Okta Verify with Push for MFA Reports will not look or act exactly like AIM reports. Data reveals whether or not a QA review was completed on that match. Individual components are listed below. The members of this group will be instrumental in crafting the new versions of the YOS and COS. 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. Third parties can compromise email addresses. Open the report connected to the component to see why those matches closed early. Please copy/paste it below. One-to-one communication between Bigs, Littles, and BBBS staff. 2021 Big Brothers Big Sisters of America. The next time you log into Okta, it should offer to send you a push notification or ask you for a numeric code. 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. Always review Filters when opening reports and remove/modify any that arent helpful. You may want to use this data to: Looking for 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. Okta Verify is the most secure option. The effects of the go-live of the new YOS and COS will be slowly felt over a couple of months. Important Changes to Baseline Survey Requirements in Matchforce. Built to support Big Brothers Big Sisters, Matchforce provides the intelligence and data to continually improve our services to children. Infographic Replacement Project Post Archive. 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. Match Closure Date. Using your browser, navigate to the BBBS Okta portal Fill in your BBBS credentials and click Sign In. Matchforce is Big Brothers Big Sisters match management system. The current versions of the YOS and COS are well designed to reliably measure the validated metrics required to support the surveys multiple uses. Enter your username and password. The expectation is that these componentsreflect a 0 value, which indicates the fields were not saved as blank or empty across records. You will see a prompt on your device that "Extra verification is required for your account" Click Setup or Configure Factor. You may want to use this data to: Scenario:Your agency wants to see what data is tied to all active matches. If you didnt, return to Step 1 and try to enroll again. You will be prompted for multifactor authentication (MFA) to access any Matchforce environment. Enrollment CompletionEnrollments with completed QA reviews from the current quarter are listed within this report. Once the report is saved to your folder, your newly set filters will be solidified. All contact records that come into Matchforce via online inquiries will be assigned the owner BBBS Forms User. 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 is your Agency account record and one is your Location account record. You may create your own dashboards and save them to agency folders for internal agency use. It can be found in the Matchforce Fundamentals section of WalkMe. Clicking will open the dashboard to a larger view and will allow you to scroll through all components on the dashboard. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. Matchforce has an excellent search engine. Review the program set-up and be sure the High School Big Program has been selected. Go to your app dashboard in Okta and launch the application Matchforce Training. Please reach out to us. Kevin works for BBBSAs project and change management partner organization, True Owl. 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. Group data in a waythat is most helpful to you. In the following video, Julie Redcay, BBBSA Director of Federal Grants, explains the role the YOS and COS play in securing federal funds. You have been provided with basic reports to help you access the basic data that your agency utilizes. Matches between Bigs and Littles are made based on location, personalities, interests, and goals, and receive ongoing support throughout their duration. Click login. If not, their account will not be created in The Learning Exchange. SMS Authentication uses the text messaging service on your cell phone to send you a one-time login code. At the top of each dashboard, youll see the last time the data was refreshed. 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. Please reach out to a member of this team to get this done. The System Automation section of the Matchforce User Guide explains the exact events that trigger each automated email. Contacts will be re-housed into combined household accounts by the end of go-live week. 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. To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. The two reports listed below contain data tied to all RTBM participants in your agency at the current time. Records in the Ready for Review and RTBM Stage are examined. Click on the Program Dashboards folder. Before creating any new reports or dashboards, you should create a new folder to store them in. Its possible that you havent identified that site-based program as a high-school bigs program within Matchforce in the program set-up. This significantly impacts what data will be pulled into the report. Next, click on the National & Local Data folder. (The list below contains each current BBBSA created dashboard - "Created by" for these dashboards equals 'Traction Admin.') All contact records that come into Matchforce via online inquiries will be assigned the owner BBBS Forms User. We will get back to you as soon as possible. Want to get a quick snapshot of your early closures? 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. Through the generous support of corporations, foundations, and donations, Big Brothers Big Sisters regularly participates in nationwide or local research opportunities. Every report you pull may be edited and saved to meet your specific needs. 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. 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. At the top of the AMS window, click on Matchforce Groups. BBBSA and the Network will continue to have conversations about what metrics are most significant to track within Matchforce. BBBS staff will be able to easily broadcast announcements to Bigs and Littles in the system. Drag and drop tabs to change the way they are displayed. For overall numbers, examine these two dashboards combined. The full and proper functioning of Matchforce requires the use of Google Chrome. 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. 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. 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. Review the Match Management Dashboards. 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! The use of MFA makes our accounts safer and secures our constituent data much better than a username and password alone. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. Agencies will likely use this report to help determine which matches to review. 2021 Big Brothers Big Sisters of America. If Matches with or without YODPs is selected, all matches whether they do or dont have YOPDs will be pulled into the report. Child Safety Concern Contact records flagged as child safety are contained within this report. 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. Want to know your children served for 2019 or how many matches youve made? As you get more comfortable with these data points, youll become more and more comfortable with these report types. 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. This happens when youve entered anything other than just High School Big in the Program Preference Type field on the enrollment. Matchforce Match ID. Just like a Baseline COS / YOS, the RPI is designed to be completed and entered prior to activating a match. Access to applications is based on your user permission level. Moreover, the customization that is built into the new surveys will allow agencies to control how much their surveys actually change. All Matchforce users have access to dashboards and the accompanying reports. Each report provides a more detailed look into matches and information related to those matches. Individual components are listed below. 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. Examine the filters that have been placed on the reports to better understand what type of data is populated within the report youre viewing. There are no current prohibitions in either document surrounding mentors and mentees having phone or electronic communications when not on site. You may access these reports through that link or directly from this folder. Aim.bbbs.org is a web project, safe and generally suitable for all ages. Continuous learning through partnerships. 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. This dashboard contains specific data points that staff may utilize to monitor and review match closure data. Only One Baseline Survey per Little Can be Created. 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. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. Matchforce will no longer assign a due date to baseline YOS and COS surveys, nor will baseline surveys expire in the system. Private records are used to hide contact information in Matchforce about high-profile individuals. However, the surveys have proved to be lengthy and difficult to administer. 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. TheApp is consistent with the 2018 Standards and BBBSAs service delivery model. You may filter this report by SoR type as well as program type. On the Setup: SMS screen, type your phone number. However, TheApp is not intended to be merely a solution for match communications during the current COVID situation. The redesigned YOS and COS go live on August 31, 2020. Removal of Baseline Survey Due and Expiration Dates. This opens the Matchforce Groups tab in AMS. 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. BBBS Connect is a secure place where you can find BBBS resources and network information. TheApp can be used to facilitate communication between any type of match. Your CEO/ED/Program Director (with Sponsored Organizations) will use the same login information . Remember: You can add, remove, or rearrange columns in any report based on what you need. Matchforce is Big Brothers Big Sisters' match management system. 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. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. Click here to access BBBS Connect Attention if You Use Office 365 at Your Local Agency (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.). Simply put, in situations in which multiple baseline surveys have been completed for a Little, Matchforce has historically struggled to determine exactly which survey should be used as the baseline for reporting purposes. TheApp is consistent with the 2018 Standards and BBBSAs service delivery model. : 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. Components are listed below. Each report will likely need to be modified to meet the specific needs of each agency. o By 2/28/22, all staff and board members are required to be entered into Matchforce as an Affiliated Contact Record. Bigs and Littles will be able to easily record how they are feeling about their match whenever they are in the system. 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. Please be honest and answer each question and circle only one response. Every agency has two account records. Please note that autoregistration has been retired effective February 14, 2023. A private record is a contact record in Matchforce that has been marked as private. 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. Superusers can submit these ideas to the Matchforce team via the support ticketing system built into Matchforce. A Little has been on the waitlist for a Big for 100 days and has completed a YOS every 30 days while waiting. TheApp will automatically scan communications for specified keywords and phrases and flag communications if any potentially concerning language is detected. 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. There are currently no plans to create interfaces between Matchforce and any other e-mentoring or digital communication platforms. 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. Okta Verify is a mobile app that verifies your identity in one of two ways. Click Send code. 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. 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. Agencies will likely use this report to help determine which enrollments to review. Parent Match Support ContactAll Site-Based parent contacts are tracked within this report in order to populate the SB parent MSC tracking. You can create a list view to show you just these records. 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. 90% of these funds are passed from BBBSA to BBBS agencies. You can learn your options for doing this here. 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. You can search in all tabs or in specified fields simply by changing the search dropdown. 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. This dashboards components are as follows: Specific demographic data for all contact types is displayed within this dashboard. ), 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. Samples of the automated emails can be found here. So long as the YOS was not completed more than 30 days ago, the match will be able to be made active in Matchforce. 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. These changes went live in the system on December 31, 2020. This dashboard contains specific data points that staff may utilize to monitor and review enrollment processes. Click here to sign out of all other accounts. Search for match in Matchforce: Confirm the correct match with the key dates below. 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. How can I request changes or improvements to Matchforce? It is the primary system in which Big Brothers Big Sisters agencies document information about Bigs, Littles, and matches. The four reports below will serve as a complement to several dashboards listed above. However, by clicking you have the freedom to create other reports you may need. The dashboard also contains components connected to Match Owner and reports may be edited to meet your specific needs. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. 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. For Now and the Future. Matchforce will no longer allow multiple baseline surveys to be completed for the same Little. 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. 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. Users can be added individually or in bulk. Matchforce uses an application called WalkMe to provide help and training within the system.
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