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. The Navigation Bar along the top is where you can access tabs to ease your workflow. Go to your app dashboard in Okta and launch the application Matchforce Training. Third parties can compromise email addresses. Only staff with Quality Assurance permissions can create or view QA records. Please review the Okta MFA FAQ for additional info. The four reports below provide agencies with data connected to affiliate grants. Enter your username and password. It is completely up to individual BBBS affiliates to determine if and when they will use TheApp. Here are the resources you need to make the transition to the new surveys smooth and easy. This happens when youve entered anything other than just High School Big in the Program Preference Type field on the enrollment. You can view examples of the Matchforce inquiry forms here. Want to understand how your staff is doing with Match Support? 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. Important Changes to Baseline Survey Requirements in Matchforce. 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 To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. It can be downloaded here. Accessing the Basic BBBSA Dashboards To better understand what is captured within these components: Navigate to the Dashboards tab. 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. BBBS Connect is a secure place where you can find BBBS resources and network information. You can make it easier to find your Agency account record by creating a list view named My Account, changing the Filter by Owner to All Accounts, and adding Filter Account Record Type = Agency. 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. The System Automation section of the Matchforce User Guide explains the exact events that trigger each automated email. Always review Filters when opening reports and remove/modify any that arent helpful. Data migration required contacts to migrate in this way. Doing so will ensure the most accurate measurement of baseline conditions, which in turn ensures the continued accurate measurement of BBBS outcomes. The National IT team will be providing instructions for how to do this by March 8, 2019. Add columns. Several reports with Activity data are provided within Matchforce allowing you to review process steps being completed. 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. Before creating any new reports or dashboards, you should create a new folder to store them in. 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. Continuous learning through partnerships. Each report provides a more detailed look into matches and information related to those matches. Scenario: Your agency wants to see content connected to Quality Assurance (QA) reviews. 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. Matchforce is Big Brothers Big Sisters' match management system. Please reach out to us. This dashboard contains specific data points that staff may utilize to monitor and review match support processes. Stay up to date on important news related to Fund Development, Agency Support, Leadership, and more! Moreover, the customization that is built into the new surveys will allow agencies to control how much their surveys actually change. Pending matches that transferred from AIM might not have all of the items (references, background checks, etc.) To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. 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. BBBS staff will be able to easily broadcast announcements to Bigs and Littles in the 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. Please note that autoregistration has been retired effective February 14, 2023. 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. TheApp is live and is currently being piloted by 14 BBBS agencies. Matches between Bigs and Littles are made based on location, personalities, interests, and goals, and receive ongoing support throughout their duration. Records in Active matches are examined. 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. In addition, TheApp will automatically flag communications containing potentially concerning words and phrases and notify staff to ensure timely review. Do you have questions about the YOS and COS Redesign Project? Scroll down to find the six dropdown boxes associated with the individual permissions described above. Once signed in, you will see a dashboard containing the different Matchforce environments to which you have access. In November 2019, True Owl gathered information from over 1,300 BBBS agency staff members on sentiments regarding the current YOS and COS surveys. Please note that autoregistration has been retired effective February 14, 2023. ALWAYS SAVE YOUR REPORTS AND DASHBOARDS IN YOUR AGENCYS PRIVATE FOLDERS. Individual components listed below. 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. Navigate to your Contacts & Demographics Report Folder to see Contact data or to the National Match Reports folder to see Matches Served Current Year. In addition, these surveys support BBBS development, marketing, research, and grant related activities. All contact records that come into Matchforce via online inquiries will be assigned the owner BBBS Forms User. 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. You can create an account in The Learning Exchange for your volunteers and parents/guardians from the new Training Tab in Matchforce. completed that Matchforce requires for enrollments to be RTBM. The current versions of the YOS and COS are well designed to reliably measure the validated metrics required to support the surveys multiple uses. 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. The dashboard also contains components connected to Match Owner and reports may be edited to meet your specific needs. Statuses and dates of service should be reviewed for accuracy. Users can be added individually or in bulk. Email often travels in plain text using insecure protocols. Look at your Match Support Dashboards. Every Matchforce user must be assigned a Matchforce Profile Type in AMS. 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. 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. 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. Once complete, these draft surveys will be released for comment to the entire BBBS network. Youre not limited! Its possible that you havent identified that site-based program as a high-school bigs program within Matchforce in the program set-up. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. 2021 Big Brothers Big Sisters of America. 90% of these funds are passed from BBBSA to BBBS agencies. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. If the MSC is In-Progress, it will retain the due date it had in AIM. Next, click on the National & Local Data folder. You will see a prompt on your device that "Extra verification is required for your account" Click Setup or Configure Factor. 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. When you click onand select a report type, pay attention to the With and With or Without language. 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. Your MFA settings can be changed at a later time. BBBS staff will be able to easily access and review all communications made in the system. Usernames can only be recovered by your AMS Agency Administrators. The effects of the go-live of the new YOS and COS will be slowly felt over a couple of months. No login is required to search for opportunities In order to match opportunities, you must register on MatchForce Search about How does MatchForce work? You can still see parent/guardian relationships via Little enrollment records. These changes went live in the system on December 31, 2020. It is rapidly becoming a standard requirement for many platforms. You can learn more about Matchforce Groups and general Matchforce rights and permissions here. In the following video, Julie Redcay, BBBSA Director of Federal Grants, explains the role the YOS and COS play in securing federal funds. Make sure the volunteer contact has a valid email address entered. Matchforce has an excellent search engine. Relatedly, while Matchforce will continue to require a baseline survey to be completed prior to allowing a match to move from pending to active status, there will no longer be a system-based requirement that baseline surveys be completed within a specified time of match activation. Okta Verify is the most secure option. (The list below contains each current BBBSA created dashboard - "Created by" for these dashboards equals 'Traction Admin.') Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. You can search in all tabs or in specified fields simply by changing the search dropdown. 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. Do what works best for you. Note this is filtered by my contacts.

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