BBBS staff will be able to easily access and review all communications made in the system. The full and proper functioning of Matchforce requires the use of Google Chrome. Clicking will open the dashboard to a larger view and will allow you to scroll through all components on the dashboard. Open the report connected to the component to see why those matches closed early. The final versions of the surveys will be unveiled to the BBBS network at the 2020 National Conference in June. Note this is filtered by my contacts. 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 icon appears on every page in the upper left-hand corner. Components are listed below. You can view examples of the Matchforce inquiry forms here. No login is required to search for opportunities In order to match opportunities, you must register on MatchForce Search about How does MatchForce work? 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 havent already done so, review the resources listed above and in the WalkMe app related to Reports & Dashboards. 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. 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. Sorry about this one. 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 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. If this is your first time accessing Okta, you will be prompted to enroll in multifactor authentication (MFA). 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. You can still see parent/guardian relationships via Little enrollment records. Remember, BBBSA has provided a sample of reports in the National & Local Data and Program Dashboards folders. Next, open the corresponding report to see more detailed data the dashboard is pulled from. Click here to sign out of all other accounts. You can always enable or disable additional factors at any time. If you have your username and password, let's log into Matchforce: Visit BBBSA.okta.com. Matchforce will no longer allow multiple baseline surveys to be completed for the same Little. For matches made prior to December 31, 2020, Matchforce will now define a Littles baseline survey as the most recent survey completed prior to match activation. Matchforce has an excellent search engine. Need to see your demographic data about Bigs and Littles or a report that tells you about the matches youve served this year? Scenario:Your agency wants to pull reports that give you specific demographic, enrollment, and contact information. 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 Matchforce sandbox/training environment will be available for the life of Matchforce. Okta Verify is a mobile app that verifies your identity in one of two ways. 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.. 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. Ask us a question. Click Send code. You can either manually close these enrollments, or we will do a mass update to these records in the next few days. Please review the Okta MFA FAQ for additional info. 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. The use of MFA makes our accounts safer and secures our constituent data much better than a username and password alone. BBBS Connect is a secure place where you can find BBBS resources and network information. Individual components are listed below. Please note that autoregistration has been retired effective February 14, 2023. 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. 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. Clicking allows you to download the image for your own use. 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. 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). Be aware, however, that best practice is still to administer the baseline survey to within 60 days of first match activation. Note that the follow-up RPI will be triggered in Matchforce on the match anniversary. SMS Authentication uses the text messaging service on your cell phone to send you a one-time login code. 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. This article explains the timing around when surveys are created and closed on Matchforce. 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. Data migration required contacts to migrate in this way. . People often use email for primary credential recovery. You will see a prompt on your device that Extra verification is required for your account. 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. At the top of each dashboard, youll see the last time the data was refreshed. There are no current prohibitions in either document surrounding mentors and mentees having phone or electronic communications when not on site. Click here to sign out of all other accounts. Bigs and Littles will be able to easily record how they are feeling about their match whenever they are in the system. The desired outcome of this project is a set of surveys that balance the need for reliable, valid, and multi-use data and information with more practical, easier survey administration. Beginning February 14, 2023, volunteer and parent/guardian can be added to The Learning Exchange using the new Training Tab in Matchforce. Enter your username and password. Please note that autoregistration has been retired effective February 14, 2023. 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. 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. Components and reports tied to on-time percentages as well as matches with overdue MSC due dates will help extract this data. This significantly impacts what data will be pulled into the report. Records in the Ready for Review and RTBM Stage are examined. 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. Youre not limited! Only One Baseline Survey per Little Can be Created. View Video Overview: Set up Okta Verify, OTP for MFA. If you choose the push notification, then approve it when it arrives on your phone. When opening reports, it may not always be clear how data is filtered. 2021 Big Brothers Big Sisters of America. Authenticating on a second device cancels authorization for the first one. You may filter this report by SoR type as well as program type. 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. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. It can be downloaded here. Please keep in mind that options listed below are a small sample of the reports that you have access to in Matchforce. This happens when youve entered anything other than just High School Big in the Program Preference Type field on the enrollment. 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. Once the report is saved to your folder, your newly set filters will be solidified. Average Match Length (AML) Metrics across the Network are displayed in the components; however, when view reports is selected, your agency data is displayed. The last YOS that was completed before this Little's match was activated will be considered by Matchforce to be the Little's baseline survey (even though this survey may not show the designation of a baseline survey in Matchforce). Individual components are listed below. At the same time, many agencies will create brand new reports with corresponding dashboards knowing that Matchforce creates a great deal of flexibility within reporting. The effects of the go-live of the new YOS and COS will be slowly felt over a couple of months. 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. These changes went live in the system on December 31, 2020. You may filter this report by SoR type as well as program type. : 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. 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. Add columns. Enter a Matchforce environment by clicking on the corresponding button in your dashboard. Simply remove any additional Program Preference Type and youll be able to move forward. 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. Match Activation Date. 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. Records in Active matches are examined. Clicking allows you to post the visual component in chatter. Keep this in mind as you create your own dashboards. 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. Go to your app dashboard in Okta and launch the application Matchforce Training. Owner with Completion StatusDetailed content related to MSCs completed grouped by match owner is available within this report. Once complete, these draft surveys will be released for comment to the entire BBBS network. It is completely up to individual BBBS affiliates to determine if and when they will use TheApp. (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 can choose from the following options for Okta MFA. Open the National Grant Reports folder to see several specific report types tied to BBBSA Grants. 2021 Big Brothers Big Sisters of America. 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. It is the primary system in which Big Brothers Big Sisters agencies document information about Bigs, Littles, and matches. To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. You have been provided with basic reports to help you access the basic data that your agency utilizes. ALWAYS SAVE YOUR REPORTS AND DASHBOARDS IN YOUR AGENCYS PRIVATE FOLDERS. Instead, you must type it in by hand. DataAll Bigs & Littles currently Active (Enrollment Stage = Open, Ready to be Matched, Matched) are included within this report. 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. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. However, by clicking you have the freedom to create other reports you may need. 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! Next, click on the National & Local Data folder. 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 a list view to show you just these records. Big Brothers Big Sisters Customer Secure Login Page. Feel free to update the match name with the appropriate last name when a name change takes place on the contact record. 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. You can learn your options for doing this here. You will be prompted for multifactor authentication (MFA) to access any Matchforce environment. The expectation is that these components reflect a 0 value, which indicates the fields were not saved as blank or empty across records. Child Safety Concern Contact records flagged as child safety are contained within this report. Please copy/paste it below. You can search in all tabs or in specified fields simply by changing the search dropdown. Search and Navigation Bar Matchforce has an excellent search engine. Six folders are contained within it and contain different types of data that complements the dashboard data listed above. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. In addition, TheApp will automatically flag communications containing potentially concerning words and phrases and notify staff to ensure timely review. 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. Usernames can only be recovered by your AMS Agency Administrators. P: (401) 921-2434; Contact Us; 188 Valley Street, Suite 125, Providence, RI 02909 As you start moving forward and consider data you may want to review regularly, here are a couple of quick ideas. You can create an account in The Learning Exchange for your volunteers and parents/guardians from the new Training Tab in Matchforce. Search for match in Matchforce: Confirm the correct match with the key dates below. Contacts will be re-housed into combined household accounts by the end of go-live week. BBBSA currently has grants valued at $20.5 million from the Office of Juvenile Justice and Delinquency Prevention. Match Reviews Any currently active match is included within this report. We will get back in touch with you as soon as possible. Do you have questions about the YOS and COS Redesign Project? 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. Matchforce is Big Brothers Big Sisters match management system. Please be honest and answer each question and circle only one response. 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. Filters for Program Type and Little Gender are available. Make sure the volunteer contact has a valid email address entered. Perfect for announcing events and activities. 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. All communications will automatically be stored in Matchforce. There is a Matchforce Fundamentals video about List Views. Scenario: Your agency wants to review specific activities and tasks that your staff has completed. How can I request changes or improvements to Matchforce? : 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 Dashboards To better understand what is captured within these components: Navigate to the Dashboards tab. The dashboard component is simply a visual representation of a specific report data point. Scenario: Your agency wants to see content connected to Quality Assurance (QA) reviews. On the left-hand side of the page, click all folders. Stay up to date on important news related to Fund Development, Agency Support, Leadership, and more! If not, their account will not be created in The Learning Exchange. Infographic Replacement Project Post Archive. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. It can be found in the Matchforce Fundamentals section of WalkMe. In hopes of clarifying this definition, please consider the following example. Alternatively, Okta Verify can generate a six-digit code that you enter into your Okta login screen to access your required app. In support of the modified definition of a baseline survey presented above, the following changes have been made in Matchforce. If you forget your username, please ask your agencys AMS Administrator. As you begin working with Reports & Dashboards, here are a few helpful hints. Fill in your company-issued credentials and click. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles!

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